Michael Lewis signed Subaru Distributors Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Subaru Distributors Corp.'s EIN is 13-2801921.
Download the official 2024 Form 5500 (PDF) for Subaru Distributors Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Subaru Distributors Corp.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $14.6M | 15.5% | |
| COLLECTIVE TRUST FUNDS SHARES / UNITS * Principal T. Rowe Price Inst Large Cap Managed CIT N | Common Collective Trusts | — | $208K | $13.9M | 14.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $13.9M | 14.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $10.8M | 11.5% | |
| Principal Blackrock S&P Mid Cap Index CIT N | Common Collective Trusts | — | $108K | $9.2M | 9.8% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $127K | $8.1M | 8.6% | |
| Principal Blackrock S&P 500 Index CIT N | Common Collective Trusts | — | $30K | $8.1M | 8.6% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $7.6M | 8.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $7.1M | 7.6% | |
| S American Funds Balanced R6 Fund | Mutual Funds | — | $203K | $7.0M | 7.4% | |
| Principal Blackrock Russell 2000 Index CIT N | Common Collective Trusts | — | $112K | $6.5M | 7.0% | |
| Principal MFS Value CIT N | Common Collective Trusts | — | $199K | $6.3M | 6.7% | |
| Principal Blackrock S&P 500 Index CIT TR | Common Collective Trusts | — | $168K | $5.8M | 6.2% | |
| Dodge & Cox International Stock I Fund | Mutual Funds | — | $79K | $3.9M | 4.2% | |
| Principal Blackrock International Equity Index CIT TR | Common Collective Trusts | — | $210K | $3.3M | 3.5% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.5% | |
| Fidelity Adv Total Bond Z FD | Mutual Funds | — | $321K | $3.0M | 3.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | $216K | $2.4M | 2.6% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $147K | $2.2M | 2.4% | |
| 9.50% with maturities through 2034 | Bonds / Notes | — | — | $2.0M | 2.1% | |
| Principal Blackrock S&P Mid Cap Index CIT TR | Common Collective Trusts | — | $61K | $1.6M | 1.7% | |
| Vanguard Inflation-Protected Securities Adm Fund | Mutual Funds | — | $54K | $1.2M | 1.3% | |
| Acadian Emerging Markets I | Other securities | — | $79K | $1.2M | 1.3% | |
| Northern Global Real Estate Index | Other securities | — | $88K | $1.2M | 1.2% | |
| Principal Blackrock Russell 2000 Index CIT TR | Common Collective Trusts | — | $49K | $1.1M | 1.2% | |
| PIMCO Real Return Inst | Mutual Funds | — | $63K | $1.1M | 1.2% | |
| American Funds Europacific Growth | Mutual Funds | — | $83K | $1.1M | 1.1% | |
| Principal MFS Value CIT TR | Common Collective Trusts | — | $23K | $823K | 0.9% | |
| Principal T. Rowe Price Inst LCG Managed CIT TR | Common Collective Trusts | — | $10K | $688K | 0.7% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $13K | $441K | 0.5% | |
| PIMCO High Yield Fund TR | Mutual Funds | — | $10K | $323K | 0.3% | |
| (E) | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price International Bond Fund TR 173 | Other securities | — | — | $2K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
