Anne Carpiniello signed Hitachi America, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hitachi America, Ltd.'s EIN is 13-1896069.
Download the official 2024 Form 5500 (PDF) for Hitachi America, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hitachi America, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $631K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COOK STREET CONSULTANTS |
| 84-0854432 |
| — |
| INVESTMENT ADVISOR |
| $42K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN CAVE LEIGHTON PAISNER LLP | 43-0602162 | — | ATTORNEY/LEGAL | $334K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Contrafund Commingled Pool Class D Collective investment trust (1) | Common Collective Trusts | — | — | $353.2M | 9.9% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $353.2M | 9.9% | |
| SP 500 INDEX PL CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $335.0M | 9.4% | |
| Freedom Index 2035 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $280.4M | 7.8% | |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $280.4M | 7.8% | |
| Freedom Index 2030 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $273.8M | 7.7% | |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $273.8M | 7.7% | |
| Freedom Index 2040 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $227.9M | 6.4% | |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $227.9M | 6.4% | |
| Freedom Index 2045 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $200.6M | 5.6% | |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $200.6M | 5.6% | |
| Freedom Index 2025 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $172.9M | 4.8% | |
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $172.9M | 4.8% | |
| Spartan Total Market Index Pool Class E Collective investment trust (1) | Common Collective Trusts | — | — | $156.8M | 4.4% | |
| SP TTL MRKT IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $156.8M | 4.4% | |
| BNYM Mellon Stable Value Fund Class L Common/collective trust fund (1) | Stable Value | — | — | $150.8M | 4.2% | |
| WINSLOW LARGE CAP C SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $141.3M | 4.0% | |
| Brokeragelink Self-directed brokerage account (1) | Self-Directed Brokerage | — | — | $132.9M | 3.7% | |
| Freedom Index 2050 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $127.6M | 3.6% | |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $127.6M | 3.6% | |
| Diamond Hill Large Cap Fund Class Y Mutual fund (1) | Other securities | — | — | $85.2M | 2.4% | |
| Freedom Index 2055 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $85.0M | 2.4% | |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $85.0M | 2.4% | |
| American Funds EUPAC Fund Class R-6 Mutual fund (1) | Mutual Funds | — | — | $79.5M | 2.2% | |
| SP TTL INTL IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $74.5M | 2.1% | |
| PIMCO TOTAL RETURN I SEI TRUST COMPANY · EIN 27-0834603 / PN 006 | Common Collective Trust | — | — | $73.5M | 2.1% | |
| Extended Market Index Pool Class E Collective investment trust (1) | Common Collective Trusts | — | — | $72.3M | 2.0% | |
| SP EXT MKT IDX CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $72.3M | 2.0% | |
| Freedom Index 2020 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $69.8M | 2.0% | |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $69.8M | 2.0% | |
| Vanguard Federal Money Market Fund Money market fund (1) | Mutual Funds | — | — | $68.8M | 1.9% | |
| Fidelity Balanced Fund Class K Mutual fund (1) | Mutual Funds | — | — | $52.9M | 1.5% | |
| Hood River Small-Cap Growth Fund Retirement Shares Mutual fund (1) | Other securities | — | — | $51.9M | 1.5% | |
| US Bond Index Commingled Pool Class D Collective investment trust (1) | Common Collective Trusts | — | — | $48.1M | 1.3% | |
| FIAM US BOND INX D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 106 | Common Collective Trust | — | — | $48.1M | 1.3% | |
| Notes receivable from participants Interest rates range from 3.25% to 10.50%. $-0- | Bonds / Notes | — | — | $46.4M | 1.3% | |
| Freedom Index 2060 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $41.0M | 1.1% | |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $41.0M | 1.1% | |
| Hotchkis & Wiley Small Cap Diversified Value CIT Class R Collective investment trust (1) | Common Collective Trusts | — | — | $37.3M | 1.0% | |
| H&W SMCP DVRSFD VL R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264533 / PN 696 | Common Collective Trust | — | — | $37.3M | 1.0% | |
| ARTISAN MID CAP INST SEI TRUST COMPANY · EIN 81-2225016 / PN 006 | Common Collective Trust | — | — | $32.3M | 0.9% | |
| Freedom Index 2015 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $21.1M | 0.6% | |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $21.1M | 0.6% | |
| Freedom Index 2065 Commingled Pool Class Y Collective investment trust (1) | Common Collective Trusts | — | — | $13.7M | 0.4% | |
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $13.7M | 0.4% | |
| Empower Guaranteed Income Fund Common/collective trust fund (1) | Common Collective Trusts | — | — | $13.2M | 0.4% | |
| Hotchkis & Wiley High Yield Fund Class I Mutual fund (1) | Other securities | — | — | $11.4M | 0.3% | |
| DFA Global Real Estate Securities Portfolio Mutual fund (1) | Mutual Funds | — | — | $9.4M | 0.3% | |
| Bloomberg US Treasury Inflation Protected Securities Fund F Collective investment trust (1) | U.S. Treasuries | — | — | $9.0M | 0.3% | |
| BTC TRSY INFL PROTCTD SECS FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $9.0M | 0.3% |
