Monique Pellant signed Birla Carbon USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birla Carbon USA's EIN is 13-3230278.
Download the official 2024 Form 5500 (PDF) for Birla Carbon USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Birla Carbon USA'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 |
|---|---|---|---|---|---|
| BLACKROCK INVESTMENT MANAGEMENT | 20-5319476 | — | INVESTMENT MANAGER | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Asset2,355,0892,513,7562,906,4236,082,7056,104 | Other securities | — | $3.5M | $1.0M | 5.4% | |
| (d) | Other securities | — | $872K | $943K | 5.1% | |
| Ishares Edge Msci Exchange traded fund | Other securities | — | $622K | $693K | 3.8% | |
| U.S. Treasury $600,000 par value, 4.625%, May 15, 2054 | Bonds / Notes | — | $592K | $602K | 3.3% | |
| U.S. Treasury $820,000 par value, 3.125%, Aug 15, 2044 | Bonds / Notes | — | $537K | $524K | 2.8% | |
| Government Bonds and Securities U.S. Treasury $731,000 par value, Zero Coupon, Feb 15, 2031 | U.S. Treasuries | — | $430K | $459K | 2.5% | |
| Oracle Corp 6.150% Nov 09 2029 | Bonds / Notes | — | $403K | $404K | 2.2% | |
| U.S. Treasury $580,000 par value, 3.125%, Feb 15, 2042 | Bonds / Notes | — | $387K | $382K | 2.1% | |
| U.S. Treasury $740,000 par value, 1.125%, May 15, 2040 | Bonds / Notes | — | $364K | $371K | 2.0% | |
| BlackRock Federal fund cash reserve | Cash / Money Market | — | $360K | $360K | 1.9% | |
| CVS Health Corp 3.750% Apr 01 2030 | Bonds / Notes | — | $343K | $354K | 1.9% | |
| U.S. Treasury $339,000 par value, 2.375%, May 15, 2029 | Bonds / Notes | — | $308K | $319K | 1.7% | |
| U.S. Treasury $297,000 par value, 2.875%, May 15, 2032 | Bonds / Notes | — | $272K | $275K | 1.5% | |
| JP Morgan Chase & Co Variable Rate, Nov 19, 2026 | Common Stocks | — | $247K | $268K | 1.5% | |
| U.S. Treasury $250,000 par value, 4.750%, Nov 15, 2053 | Bonds / Notes | — | $264K | $256K | 1.4% | |
| Kinder Morgan Inc 5.400% Feb 01 2034 | Bonds / Notes | — | $256K | $250K | 1.4% | |
| U.S. Treasury $482,000 par value, 2.250%, Aug 15, 2049 | Bonds / Notes | — | $262K | $246K | 1.3% | |
| U.S. Treasury $233,000 par value, 4.500%, Nov 15, 2033 | Bonds / Notes | — | $231K | $239K | 1.3% | |
| Verizon Communications 2.100% Mar 22 2028 | Bonds / Notes | — | $222K | $236K | 1.3% | |
| U.S. Treasury $250,000 par value, 4.250%, Feb 15, 2054 | Bonds / Notes | — | $244K | $236K | 1.3% | |
| RTX Corp 6.400% Mar 15 2054 | Bonds / Notes | — | $225K | $219K | 1.2% | |
| Citigroup Inc Variable Rate, Nov 17, 2033 | Common Stocks | — | $215K | $218K | 1.2% | |
| USD Enbridge Inc 6.700% Nov 15 2053 | Bonds / Notes | — | $224K | $216K | 1.2% | |
| Wells Fargo Variable Rate, Jun 2, 2028 | Other securities | — | $201K | $216K | 1.2% | |
| Exchange Traded Funds Ishares Edge Msci Min Exchange traded fund | Other securities | — | $211K | $215K | 1.2% | |
| U.S. Treasury $212,000 par value, 4.000%, Jan 31, 2029 | Bonds / Notes | — | $209K | $213K | 1.2% | |
| US Bankcorp Variable Rate, Jan 23, 2035 | Other securities | — | $207K | $210K | 1.1% | |
| Enterprise Products 4.850% Jan 31 2034 | Bonds / Notes | — | $209K | $209K | 1.1% | |
| BP Cap Markets America 4.812% Feb 13 2033 | Bonds / Notes | — | $209K | $208K | 1.1% | |
| U.S. Treasury $205,000 par value, 4.375%, Nov 30, 2028 | Bonds / Notes | — | $207K | $208K | 1.1% | |
| Intercontinentalexchange 5.200% Jun 15 2062 | Bonds / Notes | — | $215K | $208K | 1.1% | |
| Ishares Core S&P Mid-Cap Exchange traded fund | Other securities | — | $205K | $203K | 1.1% | |
| PNC Financial Services Variable Rate, Jul 23, 2035 | Other securities | — | $202K | $201K | 1.1% | |
| Con Edison Co of NY Inc 5.700% May 15 2054 | Bonds / Notes | — | $204K | $199K | 1.1% | |
| Burlingtn North Santa Fe 5.500% Mar 15 2055 | Bonds / Notes | — | $206K | $199K | 1.1% | |
| Goldman Sachs Group Inc Variable Rate, July 23, 2035 | Common Stocks | — | $201K | $199K | 1.1% | |
| Amgen Inc 5.650% Mar 02 2053 | Bonds / Notes | — | $208K | $196K | 1.1% | |
| Indiana Michigan Power 5.625% Apr 01 2053 | Bonds / Notes | — | $200K | $196K | 1.1% | |
| HCA Inc 6.000% Apr 01 2054 | Bonds / Notes | — | $201K | $194K | 1.0% | |
| McDonald's Corp 5.450% Aug 14 2053 | Bonds / Notes | — | $196K | $193K | 1.0% | |
| Home Depot Inc 5.300% Jun 25 2054 | Bonds / Notes | — | $205K | $193K | 1.0% | |
| Ishares Core S&P Small Exchange traded fund | Other securities | — | $198K | $191K | 1.0% | |
| Cigna Group/The 5.600% Feb 15 2054 | Bonds / Notes | — | $196K | $190K | 1.0% | |
| Lockheed Martin Corp 5.200% Feb 15 2055 | Bonds / Notes | — | $199K | $189K | 1.0% | |
| Abbvie Inc 4.250% Nov 21 2049 | Bonds / Notes | — | $190K | $186K | 1.0% | |
| Pacific Gas & Electric 6.750% Jan 15 2053 | Bonds / Notes | — | $186K | $183K | 1.0% | |
| Anheuser-Busch 4.900% Feb 01 2046 | Bonds / Notes | — | $199K | $181K | 1.0% | |
| Morgan Stanley 4.375% Jan 22 2047 | Bonds / Notes | — | $191K | $172K | 0.9% | |
| U.S. Treasury $330,000 par value, 1.375%, Nov 15, 2040 | Bonds / Notes | — | $167K | $170K | 0.9% | |
| U.S. Treasury $269,000 par value, 2.250%, Feb 15, 2052 | Bonds / Notes | — | $183K | $170K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
