Maria Barbona signed The Swatch Group (U.S.) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Swatch Group (U.S.) Inc.'s EIN is 13-2972171.
Download the official 2024 Form 5500 (PDF) for The Swatch Group (U.S.) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Swatch Group (U.S.) Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street S&P 500 IDX Sec LendingII | Common Collective Trusts | — | — | $21.7M | 29.0% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $7.0M | 9.4% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $6.3M | 8.4% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $6.0M | 8.0% | |
| State Street Global All Cap EX-US SL CL II | Other securities | — | — | $6.0M | 8.0% | |
| Common Collective Trust Wells Fargo Stable Value C | Stable Value | — | — | $5.8M | 7.7% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $5.8M | 7.7% | |
| MainStay Winslow Large Cap Growth Fund - I | Other securities | — | — | $5.2M | 7.0% | |
| JP Morgan Mid Cap Value Fund Class R6 | Other securities | — | — | $3.6M | 4.9% | |
| DFA US Targeted Value | Mutual Funds | — | — | $2.6M | 3.4% | |
| DFA Inflation - Protected Securities | Mutual Funds | — | — | $2.3M | 3.1% | |
| Vanguard Mid Cap Growth Inv | Mutual Funds | — | — | $2.2M | 2.9% | |
| State Street US Bond IDX Sec Lend XIV | Common Collective Trusts | — | — | $2.0M | 2.7% | |
| Invesco Small Cap Growth Fund R5 | Mutual Funds | — | — | $1.8M | 2.5% | |
| American Capital World Bond R6 | Mutual Funds | — | — | $1.3M | 1.7% | |
| Notes receivable from participants maturing through April 2043 | Other securities | — | — | $814K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
