Andreas Hofbauer signed Siemens Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Siemens Corporation's EIN is 13-2623356.
Download the official 2024 Form 5500 (PDF) for Siemens Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Siemens Corporation's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 82-1061233 | — | NONE | $952K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT COMPANY |
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.
| 30-0835489 |
| — |
| NONE |
| $524K |
| — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $138K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $565K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGMENT | 04-2955404 | — | NONE | $577K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC | 26-1429809 | — | NONE | $252K | — |
| NISA | 48-1140940 | — | NONE | $186K | — |
| WILLIS TOWER WATSON | 26-0676603 | — | NONE | $133K | — |
| ERNST AND YOUNG LLP | 34-6565596 | — | NONE | $55K | — |
| DOPKINS AND COMPANY, LLP | 16-0929175 | — | NONE | $23K | — |
| BLOOMBERG LP | 13-3417984 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET MSCI ACWI IMI INDEX FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 001 | Common Collective Trust | — | $165.0M | $212.1M | 14.8% | |
| LONG TERM CREDIT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118550 / PN 001 | Common Collective Trust | — | $17.7M | $28.5M | 2.0% | |
| UNITED STATES OF AMERICA NOTES FIXED 1.25% Fixed Income Securities (30,000,000 Shares) | Bonds / Notes | — | $29.8M | $26.8M | 1.9% | |
| JPMORGAN US GOVT MMKT FUND CAPITAL SHARES - FUND Registered Investment Fund (22,611,627 Shares) | Other securities | — | $22.6M | $22.6M | 1.6% | |
| JPMORGAN US GOVT MMKT FUND CAPITAL SHARES - FUND Registered Investment Fund (22,255,460 Shares) | Other securities | — | $22.3M | $22.3M | 1.6% | |
| UNITED STATES OF AMERICA NOTES FIXED 2.375% Fixed Income Securities(20,000,000 Shares) | Bonds / Notes | — | $21.4M | $18.4M | 1.3% | |
| UNITED STATES OF AMERICA NOTES FIXED 1.375% Fixed Income Securities (15,795,000 Shares) | Bonds / Notes | — | $15.8M | $14.1M | 1.0% | |
| UNITED STATES OF AMERICA BOND FIXED 1.125% Fixed Income Securities(22,460,000 Shares) | Bonds / Notes | — | $19.6M | $13.5M | 0.9% | |
| UNITED STATES OF AMERICA BOND FIXED 1.375% Fixed Income Securities(20,785,000 Shares) | Bonds / Notes | — | $16.6M | $12.9M | 0.9% | |
| JPMORGAN US GOVT MMKT FUND CAPITAL SHARES - FUND Registered Investment Fund (11,616,481 Shares) | Other securities | — | $11.6M | $11.6M | 0.8% | |
| TBA UMBS SINGLE FAMILY 30YR 3.5 1/19 Fixed Income Securities(13,030,000 Shares) | Other securities | — | $11.8M | $11.5M | 0.8% | |
| UNITED STATES OF AMERICA BOND FIXED 1.125% Fixed Income Securities(17,785,000 Shares) | Bonds / Notes | — | $15.4M | $10.6M | 0.7% | |
| UNITED STATES OF AMERICA NOTES FIXED 2.75% Fixed Income Securities(10,515,000 Shares) | Bonds / Notes | — | $9.5M | $9.8M | 0.7% | |
| JPMORGAN US GOVT MMKT FUND CAPITAL SHARES - FUND Registered Investment Fund (8,575,188 Shares) | Other securities | — | $8.6M | $8.6M | 0.6% | |
| UNITED STATES OF AMERICA NOTES FIXED 1.875% Fixed Income Securities(8,985,000 Shares) | Bonds / Notes | — | $7.5M | $7.6M | 0.5% | |
| UNITED STATES OF AMERICA NOTES FIXED 1.25% Fixed Income Securities (5,670,000 Shares) | Bonds / Notes | — | $5.6M | $5.1M | 0.4% | |
| JPMORGAN US GOVT MMKT FUND CAPITAL SHARES - FUND Registered Investment Fund (5,107,436 Shares) | Other securities | — | $5.1M | $5.1M | 0.4% | |
| BANK OF AMERICA CORP CALLABLE MEDIUM TERM NOTE Fixed Income Securities (4,838,000 Shares) | Common Stocks | — | $5.1M | $4.7M | 0.3% | |
| UNITED STATES OF AMERICA NOTES FIXED 0.625% Fixed Income Securities(5,640,000 Shares) | Bonds / Notes | — | $4.5M | $4.6M | 0.3% | |
| MORGAN STANLEY CALLABLE NOTES VARIABLE 19/JUL/2030 Fixed Income Securities (4,500,000 Shares) | Other securities | — | $4.5M | $4.5M | 0.3% | |
| UNITED STATES OF AMERICA BOND FIXED 1.75% Fixed Income Securities(6,045,000 Shares) | Bonds / Notes | — | $4.7M | $3.9M | 0.3% | |
| CITIGROUP INC CALLABLE NOTES VARIABLE 13/FEB/2030 Fixed Income Securities (3,870,000 Shares) | Common Stocks | — | $3.9M | $3.9M | 0.3% | |
| JPMORGAN CHASE & CO CALLABLE NOTES VARIABLE Fixed Income Securities (3,926,000 Shares) | Common Stocks | — | $3.8M | $3.8M | 0.3% | |
| UNITED STATES OF AMERICA NOTES FIXED 4.125% Fixed Income Securities(3,682,000 Shares) | Bonds / Notes | — | $3.7M | $3.7M | 0.3% | |
| MORGAN STANLEY CALLABLE NOTES VARIABLE 04/MAY/2027 Fixed Income Securities (3,721,000 Shares) | Other securities | — | $3.7M | $3.6M | 0.2% | |
| COOPERATIEVE RABOBANK UA NOTES FIXED 3.75% Fixed Income Securities (3,554,000 Shares) | Bonds / Notes | — | $3.5M | $3.5M | 0.2% | |
| UNITED STATES OF AMERICA NOTES FIXED 4.625% Fixed Income Securities(3,199,000 Shares) | Bonds / Notes | — | $3.2M | $3.2M | 0.2% | |
| WELLS FARGO & CO CALLABLE MEDIUM TERM NOTE Fixed Income Securities (3,275,000 Shares) | Common Stocks | — | $3.3M | $3.2M | 0.2% | |
| VERIZON COMMUNICATIONS INC CALLABLE NOTES FIXED Income Securities (3,003,000 Shares) | Common Stocks | — | $3.2M | $2.9M | 0.2% | |
| BROADCOM INC CALLABLE NOTES FIXED 4.75% Fixed Income Securities (2,893,000 Shares) | Bonds / Notes | — | $3.3M | $2.9M | 0.2% | |
| UNITED STATES OF AMERICA NOTES FIXED 3.875% Fixed Income Securities(2,977,000 Shares) | Bonds / Notes | — | $2.9M | $2.8M | 0.2% | |
| BOEING CO/THE CALLABLE NOTES FIXED 5.805% Fixed Income Securities (3,012,000 Shares) | Bonds / Notes | — | $3.2M | $2.8M | 0.2% | |
| KKR GROUP FINANCE CO VI LLC CALLABLE NOTES FIXED Income Securities (2,885,000 Shares) | Common Stocks | — | $2.9M | $2.7M | 0.2% | |
| MORGAN STANLEY BANK OF AMERICA MERRILL LYNCH TRUST Fixed Income Securities (2,755,000 Shares) | Other securities | — | $3.0M | $2.7M | 0.2% | |
| ANHEUSER-BUSCH COS LLC / ANHEUSER-BUSCH INBEV Fixed Income Securities (2,912,500 Shares) | Other securities | — | $3.0M | $2.7M | 0.2% | |
| PACIFIC GAS AND ELECTRIC CO CALLABLE BOND FIXED Income Securities (2,996,000 Shares) | Common Stocks | — | $2.7M | $2.6M | 0.2% | |
| PFIZER INVESTMENT ENTERPRISES PTE LTD CALLABLE Fixed Income Securities (2,759,000 Shares) | Common Stocks | — | $2.7M | $2.6M | 0.2% | |
| GOLDMAN SACHS GROUP INC/THE CALLABLE BOND VARIABLE Fixed Income Securities (2,600,000 Shares) | Common Stocks | — | $2.8M | $2.5M | 0.2% | |
| KEYCORP CALLABLE NOTES VARIABLE 06/MAR/2035 USD Fixed Income Securities (2,425,000 Shares) | Other securities | — | $2.5M | $2.5M | 0.2% | |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC CALLABLE NOTES Fixed Income Securities (2,493,000 Shares) | Common Stocks | — | $2.8M | $2.5M | 0.2% | |
| AMGEN INC NOTES Fixed Income Securities (2,525,000 Shares) | Common Stocks | — | $2.5M | $2.5M | 0.2% | |
| BANK OF AMERICA CORP CALLABLE MEDIUM TERM NOTE Fixed Income Securities (3,130,000 Shares) | Common Stocks | — | $3.0M | $2.5M | 0.2% | |
| SBA SMALL BUSINESS INVESTMENT COS 2023-10A 1 Fixed Income Securities (2,424,220 Shares) | Other securities | — | $2.4M | $2.4M | 0.2% | |
| AT&T INC CALLABLE NOTES FIXED 3.55% 15/SEP/2055 Fixed Income Securities (3,605,000 Shares) | Bonds / Notes | — | $2.6M | $2.4M | 0.2% | |
| UNITED MEXICAN STATES CALLABLE BOND FIXED 6.4% Fixed Income Securities (2,703,000 Shares) | Bonds / Notes | — | $2.7M | $2.4M | 0.2% | |
| GOLDMAN SACHS GROUP INC/THE CALLABLE NOTES Fixed Income Securities (2,830,000 Shares) | Common Stocks | — | $3.0M | $2.4M | 0.2% | |
| BOEING CO/THE CALLABLE NOTES FIXED 2.196% Fixed Income Securities (2,454,000 Shares) | Bonds / Notes | — | $2.2M | $2.4M | 0.2% | |
| PROGRESS RESIDENTIAL 2021-SFR3 A 1.637% Fixed Income Securities (2,442,764 Shares) | Bonds / Notes | — | $2.4M | $2.4M | 0.2% | |
| BNP PARIBAS SA CALLABLE NOTES VARIABLE 20/FEB/2035 Fixed Income Securities (2,306,000 Shares) | Common Stocks | — | $2.4M | $2.3M | 0.2% | |
| SIMON PROPERTY GROUP LP CALLABLE NOTES FIXED 5.5% Fixed Income Securities (2,242,000 Shares) | Bonds / Notes | — | $2.3M | $2.3M | 0.2% |
