Chris Casteline signed Sharp Electronics Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharp Electronics Corporation's EIN is 13-1968872.
Download the official 2024 Form 5500 (PDF) for Sharp Electronics Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp Electronics Corporation'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE CAPITAL MGMT US LLC | 04-3401283 | — | NONE | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S AND EXCHANGE TRADED FUNDS SHARES Fidelity 500 Index Fund | Mutual Funds | — | $3.9M | $7.0M | 14.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $2.0M | $2.4M | 4.9% | |
| American Funds EuroPacific Growth Fund Class F-3 | Mutual Funds | — | $2.1M | $2.1M | 4.2% | |
| CASH EQUIVALENT * Schwab Government Money Fund | Mutual Funds | — | $2.0M | $2.0M | 3.9% | |
| Cliffwater Corporate Lending I | Other securities | — | $1.8M | $1.8M | 3.6% | |
| FPA New Income Fund | Other securities | — | $1.6M | $1.7M | 3.3% | |
| Schwab Fundamental US Large Company Index | Mutual Funds | — | $1.2M | $1.3M | 2.7% | |
| PIMCO Income Fund Inst | Mutual Funds | — | $1.4M | $1.3M | 2.6% | |
| Bluerock Total Income Real Est CL I | Other securities | — | $1.3M | $1.1M | 2.1% | |
| Fidelity Emerging Mkts Index | Mutual Funds | — | $1.0M | $994K | 2.0% | |
| Versus Capital Real Assets Fund LLC UN Part | Other securities | — | $848K | $912K | 1.8% | |
| PIMCO StocksPLUS Small Inst | Mutual Funds | — | $955K | $805K | 1.6% | |
| Ishares Russell Small/MidCap Index Instl | Other securities | — | $855K | $772K | 1.6% | |
| GMO Quality I | Other securities | — | $689K | $761K | 1.5% | |
| GQG Partners International Quality Dividend Income | Other securities | — | $661K | $669K | 1.3% | |
| JPMorgan Large Cap Growth Cl I | Other securities | — | $490K | $629K | 1.3% | |
| JPMorgan Chase 3.85 3.8575% 3/17/50 | Bonds / Notes | — | $598K | $582K | 1.2% | |
| Santander Drive 4.8 4.86% 8/15/29 | Bonds / Notes | — | $580K | $578K | 1.2% | |
| Santander Drive 6.0 6.04% 12/15/31 | Bonds / Notes | — | $410K | $422K | 0.8% | |
| US GOVERNEMENT AND AGENCY SECURITIES US Treas Strip | U.S. Treasuries | — | $381K | $386K | 0.8% | |
| CORPORATE OBLIGATIONS Bank of America C VA 6/14/29 | Other securities | — | $340K | $360K | 0.7% | |
| US Treasury 4.75% | U.S. Treasuries | — | $348K | $353K | 0.7% | |
| US Treas SEC Stripped INT P | U.S. Treasuries | — | $427K | $352K | 0.7% | |
| Reynolds America 4.4500% 6/12/25 | Bonds / Notes | — | $342K | $344K | 0.7% | |
| PNC Bank N.A. Pit 4.05% 7/26/28 | Bonds / Notes | — | $354K | $343K | 0.7% | |
| JPMorgan Chase & VA 3.882% 7/24/38 | Bonds / Notes | — | $329K | $314K | 0.6% | |
| UnitedHealth Group 4.625% 7/15/35 | Bonds / Notes | — | $351K | $309K | 0.6% | |
| Citigroup Comme 3.91 3.915% 4/15/50 | Bonds / Notes | — | $305K | $304K | 0.6% | |
| US Treas SEC Strip | U.S. Treasuries | — | $333K | $304K | 0.6% | |
| Exeter Automobile 4.5 4.56% 7/17/28 | Bonds / Notes | — | $287K | $298K | 0.6% | |
| US Treas Strip | U.S. Treasuries | — | $309K | $297K | 0.6% | |
| Santander Drive Auto 5% 11/15/29 | Bonds / Notes | — | $295K | $296K | 0.6% | |
| The Goldman Sachs VA 1/27/32 | Other securities | — | $313K | $293K | 0.6% | |
| Microsoft Corp. 2.921% 3/17/52 | Bonds / Notes | — | $323K | $281K | 0.6% | |
| Apple Inc. 4.375% 5/13/45 | Bonds / Notes | — | $327K | $279K | 0.6% | |
| BMO 2022-C2 MT 4.97 4.974% 7/17/54 | Bonds / Notes | — | $275K | $276K | 0.6% | |
| GSK Consumer He 3.625% 3/24/32 | Bonds / Notes | — | $276K | $276K | 0.6% | |
| US Treas SEC Strip | U.S. Treasuries | — | $336K | $274K | 0.6% | |
| US Treasury 4.125% | U.S. Treasuries | — | $284K | $272K | 0.5% | |
| Verizon Communications 4.4% 11/1/34 | Bonds / Notes | — | $310K | $268K | 0.5% | |
| US Treas SEC Strip | U.S. Treasuries | — | $282K | $268K | 0.5% | |
| Manufacturers TRA 3.4% 8/17/27 | Bonds / Notes | — | $267K | $266K | 0.5% | |
| Public Service E 3.95% 5/1/42 | Bonds / Notes | — | $302K | $258K | 0.5% | |
| BMO 2023-C7 MTG 6.16% 12/15/56 | Bonds / Notes | — | $248K | $257K | 0.5% | |
| Amazon.com Inc. 2.5% 6/3/50 | Bonds / Notes | — | $355K | $247K | 0.5% | |
| Anheuser-Busch I 5.45% 1/23/39 | Bonds / Notes | — | $242K | $244K | 0.5% | |
| Johnson & Johnson 3.5% 1/15/48 | Bonds / Notes | — | $332K | $238K | 0.5% | |
| US Treas SEC Strip | U.S. Treasuries | — | $348K | $235K | 0.5% | |
| US Treas Strip | U.S. Treasuries | — | $291K | $225K | 0.5% | |
| Branch Banking 2.636%29 | Bonds / Notes | — | $222K | $219K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPTRUST ADVISORS LLC |
| 45-0479693 |
| — |
| NONE |
| $42K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
