Humaira Mehdi signed AABR, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AABR, Inc.'s EIN is 13-1968035.
Download the official 2023 Form 5500 (PDF) for AABR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)AABR, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROOSEVELT INVESTMENT GROUP, LLC | — | NEW YORK, NY | NONE | $63K | — |
| PROFESSIONAL CAPITAL SERVICES | 23-3038464 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Microsoft Corporation MICROSOFT CORP | Common Stocks | — | $246K | $730K | 8.4% | |
| Apple Inc. APPLE INC | Common Stocks | — | $186K | $590K | 6.8% | |
| Vertiv Holdings Co VERTIV HOLDINGS CO | Common Stocks | — | $110K | $440K | 5.0% | |
| TD Bank NA Bank Sweep | Other securities | — | — | $266K | 3.1% | |
| TD Bank USA NA Bank Sweep | Other securities | — | — | $249K | 2.9% | |
| Alphabet Inc. ALPHABET INC. | Common Stocks | — | $83K | $230K | 2.6% | |
| Comcast Corporation COMCAST CORP | Common Stocks | — | $216K | $189K | 2.2% | |
| FedEx Corporation FEDEX CORP | Common Stocks | — | $137K | $177K | 2.0% | |
| Brookfield Asset Management Ltd. BROOKFIELD ASSET MGMT F | Common Stocks | — | $149K | $174K | 2.0% | |
| Vinci SA VINCI S A ORDF | Common Stocks | — | $168K | $169K | 1.9% | |
| CVS Health Corporation CVS HEALTH CORP | Common Stocks | — | $204K | $162K | 1.9% | |
| NRG Energy, Inc. NRG ENERGY INC | Common Stocks | — | $79K | $161K | 1.8% | |
| Alphabet Inc. ALPHABET INC. | Common Stocks | — | $92K | $146K | 1.7% | |
| Constellation Brands, Inc. CONSTELLATION BRAND | Common Stocks | — | $101K | $142K | 1.6% | |
| Crane Company CRANE CO | Common Stocks | — | $69K | $139K | 1.6% | |
| Sixth Street Specialty Lending, Inc. SIXTH STREET SPECIALTY L | Common Stocks | — | $138K | $136K | 1.6% | |
| Nu Holdings Ltd. NU HOLDINGS LTD F | Common Stocks | — | $44K | $131K | 1.5% | |
| Vertex Pharmaceuticals Incorporated VERTEX PHARMACEUTICA | Other securities | — | $55K | $124K | 1.4% | |
| Emerson Electric Co. EMERSON ELECTRIC CO | Common Stocks | — | $94K | $113K | 1.3% | |
| Celanese Corporation CELANESE CORP | Common Stocks | — | $124K | $112K | 1.3% | |
| Exchange Traded Fund * Goldman Sachs GLDMN SCH ACTVBETA US | Other securities | — | $58K | $108K | 1.2% | |
| Capital Southwest Corporation CAPITAL SOUTHWEST CORP | Common Stocks | — | $80K | $107K | 1.2% | |
| M&T Bank Corporation M & T BANK CORP | Common Stocks | — | $95K | $106K | 1.2% | |
| Ares Capital Corporation ARES CAP CORP | Common Stocks | — | $94K | $105K | 1.2% | |
| Microchip Technology Incorporated MICROCHIP TECHNOLOGY | Other securities | — | $57K | $105K | 1.2% | |
| Brookfield Corporation BROOKFIELD CORP F | Common Stocks | — | $74K | $102K | 1.2% | |
| QUALCOMM Incorporated QUALCOMM INC | Common Stocks | — | $67K | $99K | 1.1% | |
| Cisco Systems, Inc. CISCO SYSTEMS INC | Common Stocks | — | $89K | $98K | 1.1% | |
| Nuveen REAL ASSET INCOME | Mutual Funds | — | $140K | $95K | 1.1% | |
| AutoZone, Inc. AUTOZONE INC | Common Stocks | — | $60K | $95K | 1.1% | |
| BlackRock TCP Capital Corp. BLACKROCK TCP CAP CORP | Common Stocks | — | $123K | $94K | 1.1% | |
| Goldman Sachs BDC, Inc. GOLDMAN SACHS B D C INC | Common Stocks | — | $91K | $93K | 1.1% | |
| U-Haul Holding Company U HAUL HOLDING NON VOTIN | Common Stocks | — | $78K | $91K | 1.0% | |
| AGNC Investment Corp. AGNC INVESTM 6.125% PFD SER F | Bonds / Notes | — | $90K | $91K | 1.0% | |
| Owens Corning OWENS CORNING FIBERGLAS | Other securities | — | $49K | $91K | 1.0% | |
| Annaly Capital Management ANNALY CAP 10.5565% PFD SER F | Bonds / Notes | — | $91K | $89K | 1.0% | |
| The Walt Disney Company WALT DISNEY CO | Common Stocks | — | $137K | $88K | 1.0% | |
| Keurig Dr Pepper Inc. KEURIG DR PEPPER INC | Common Stocks | — | $75K | $88K | 1.0% | |
| Investment Trusts * Agree Realty Corporation AGREE REALTY CORP | Real Estate | — | $94K | $86K | 1.0% | |
| Equinor ASA EQUINOR A S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS | Common Stocks | — | $64K | $82K | 0.9% | |
| Cannae Holdings, Inc. CANNAE HOLDINGS INC | Common Stocks | — | $163K | $80K | 0.9% | |
| Westlake Corporation WESTLAKE CORP | Common Stocks | — | $67K | $78K | 0.9% | |
| Franklin BSP Realty Trust, Inc. FRANKLIN BSP R 7.5% PFD SER E | Mutual Funds | — | $89K | $76K | 0.9% | |
| New Mountain Finance Corporation NEW MOUNTAIN FIN CO | Common Stocks | — | $82K | $74K | 0.9% | |
| Realty Income Corporation REALTY INCOME CORP | Common Stocks | — | $93K | $74K | 0.8% | |
| The Kroger Co. KROGER CO | Common Stocks | — | $70K | $70K | 0.8% | |
| The Macerich Company THE MACERICH CO | Common Stocks | — | $117K | $69K | 0.8% | |
| Berry Global Group, Inc. BERRY GLOBAL GROUP | Common Stocks | — | $66K | $68K | 0.8% | |
| Ares Dynamic Credit Allocation Fund, Inc. ARES DYNAMIC CREDIT ALLO | Common Stocks | — | $64K | $67K | 0.8% | |
| Blue Owl Capital Inc. BLUE OWL CAP INC | Common Stocks | — | $39K | $65K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
