Glen D'SOUZA signed Bloomberg L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloomberg L.P.'s EIN is 13-3417984.
Download the official 2024 Form 5500 (PDF) for Bloomberg L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bloomberg L.P.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $241K | — |
| EMPOWER FINANCIAL SERVICES INC | 84-0965407 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX FUND CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $1.2B | 21.3% | |
| HARBOR CAPITAL APPRECIATION CIT 4 HARBOR · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $438.0M | 7.6% | |
| LIFEPATH INDEX 2045 NON-LENDABLE M BLACKROCK · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $376.5M | 6.6% | |
| LIFEPATH INDEX 2050 NON-LENDABLE M BLACKROCK · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $373.5M | 6.5% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $328.9M | 5.7% | |
| LIFEPATH INDEX 2040 NON-LENDABLE M BLACKROCK · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $322.2M | 5.6% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $298.3M | 5.2% | |
| LIFEPATH INDEX 2055 NON-LENDABLE M BLACKROCK · EIN 81-3223239 / PN 001 | Common Collective Trust | — | — | $255.3M | 4.5% | |
| BLACKROCK SHORT TERM INVESTMENT W BLACKROCK · EIN 16-1673805 / PN 001 | Common Collective Trust | — | — | $238.3M | 4.2% | |
| LIFEPATH INDEX 2035 NON-LENDABLE M BLACKROCK · EIN 81-3168065 / PN 001 | Common Collective Trust | — | — | $225.7M | 3.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $215.9M | 3.8% | |
| LIFEPATH INDEX 2060 NON-LENDABLE M BLACKROCK · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $165.0M | 2.9% | |
| LOOMIS SAYLES SMALL MID CAP GRWTH T LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $149.2M | 2.6% | |
| LIFEPATH INDEX 2030 NON-LENDABLE M BLACKROCK · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $134.7M | 2.3% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $134.6M | 2.3% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $132.7M | 2.3% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $102.9M | 1.8% | |
| LIFEPATH INDEX RETIREMENT NON-LENDA BLACKROCK · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $96.2M | 1.7% | |
| TS&W INTERNATIONAL LRGCP EQUITY TRU GLOBAL TRUST COMPANY - TS&W · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $93.2M | 1.6% | |
| State Street Global Advisors US Bond Index Non-Lending Fund Class M | Common Collective Trusts | — | — | $80.4M | 1.4% | |
| STATE ST US BND INDX NL CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $80.4M | 1.4% | |
| GALLIARD MANAGED INCOME FUND MC SEI TRUST COMPANY · EIN 83-6516714 / PN 001 | Common Collective Trust | — | — | $70.1M | 1.2% | |
| LIFEPATH INDEX 2065 NON-LENDABLE M BLACKROCK · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $60.4M | 1.1% | |
| AB SMID VALUE P-2 CLASS ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 025 | Common Collective Trust | — | — | $59.5M | 1.0% | |
| PARNASSUS SUSTAINABLE CORE EQUITY C PARNASSUS COLLECTIVE INVESTMENT TRUST · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $59.3M | 1.0% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $50.5M | 0.9% | |
| November 2034 | Other securities | — | — | $25.6M | 0.4% | |
| Empower Self-directed Brokerage | Self-Directed Brokerage | — | — | $25.4M | 0.4% | |
| STATE ST REAL ASSET NL CL C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $2.5M | <0.1% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2025 NON-LENDABLE M BLACKROCK · EIN 81-3128643 / 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.
