Aipso's EIN is 13-2732270.
Download the official 2024 Form 5500 (PDF) for Aipso from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aipso's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $26.7M | 19.5% | |
| Prudential Stable Value Fund | Guaranteed Income / GIC | — | — | $26.2M | 19.2% | |
| PRUDENTIAL CORE CONSERV BOND PRUDENTIAL RETIREMENT INSURANCE · EIN 23-6994310 / PN 126 | Common Collective Trust | — | — | $26.2M | 19.2% | |
| Harbor Capital Apprec Fnd Ret | Other securities | — | — | $13.1M | 9.6% | |
| Loomis Sayles Core Plus Bd F Y | Other securities | — | — | $12.3M | 9.0% | |
| Clb Trust Div Inc Fd MS CIT | Common Collective Trusts | — | — | $8.6M | 6.3% | |
| SStr US Bond Index NL Fd K | Other securities | — | — | $6.3M | 4.6% | |
| MFS Intl Intrinsic Val Fnd R3 | Mutual Funds | — | — | $6.0M | 4.4% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $4.4M | 3.2% | |
| Carillon Eagle Mid Cap Grw I | Other securities | — | — | $4.4M | 3.2% | |
| Self-Directed Brokerage Accounts Charles Schwab PCRA SDBA | Self-Directed Brokerage | — | — | $4.0M | 2.9% | |
| American Funds Inf Lnk Bd R6 | Mutual Funds | — | — | $3.4M | 2.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $2.6M | 1.9% | |
| Vangrd Ext Mkt Index Fnd Adm | Other securities | — | — | $2.6M | 1.9% | |
| AmCen Mid Cap Value Fund R6 | Other securities | — | — | $2.2M | 1.6% | |
| BlkRck High Yield Bnd Port Ins | Other securities | — | — | $2.0M | 1.5% | |
| Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $1.9M | 1.4% | |
| State Str Glbl Eq ex US Ind K | Other securities | — | — | $1.9M | 1.4% | |
| Cohen&Steers Real Est S Fd Z | Other securities | — | — | $1.3M | 1.0% | |
| Janus Hndrsn Venture Fund A | Mutual Funds | — | — | $1.3M | 0.9% | |
| BNY Mellon Glb Fxd Inc F I | Common Stocks | — | — | $743K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $6K | <0.1% |
