Patricia Glorioso signed Rockefeller Group International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockefeller Group International, Inc.'s EIN is 13-3975924.
Download the official 2024 Form 5500 (PDF) for Rockefeller Group International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockefeller Group International, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $375K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $137K | — |
| DEMARCHE ASSOCIATES |
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.
| 43-1493130 |
| — |
| NONE |
| $50K |
| — |
| BDO USA, LLP | 13-5381590 | — | NONE | $30K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONG DUR. CORP. CREDIT SCREENED FD. BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | $72.0M | $64.2M | 52.1% | |
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3302956 / PN 001 | Common Collective Trust | — | — | $14.2M | 11.5% | |
| BlackRock Institutional Trust Company, N.A. BLACKROCK RUSSELL 3000 INDEX FUND | Common Collective Trusts | — | $8.6M | $13.6M | 11.1% | |
| BlackRock Institutional Trust Company, N.A. BLACKROCK INTERMEDIATE GOVT BOND INDEX FUND | U.S. Treasuries | — | $11.7M | $11.8M | 9.6% | |
| INTERMEDIATE GOVERNMENT BIF BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | — | $11.5M | 9.3% | |
| TREASURY US 25+ YEAR KEY RATE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | — | $6.7M | 5.4% | |
| BlackRock Institutional Trust Company, N.A. BLACKROCK TSY U.S. 25 YR KEY RATE DUR NL FD | U.S. Treasuries | — | $12.8M | $6.4M | 5.2% | |
| BlackRock Institutional Trust Company, N.A. BLACKROCK INTL ALPHA TILTS FUND | Common Stocks | — | $4.5M | $6.1M | 5.0% | |
| INTERNATIONAL ALPHA TILS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3242550 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.0% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4859555 / PN 001 | Common Collective Trust | — | — | $4.4M | 3.6% | |
| BlackRock Institutional Trust Company, N.A. BLACKROCK HIGH YIELD BOND FUND | Common Stocks | — | $3.6M | $4.3M | 3.5% | |
| POOLED SA05 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 005 | Pooled Separate Account | — | $2.8M | $2.8M | 2.3% | |
| EMERGING MARKETS ALPHA TILS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0793907 / PN 001 | Common Collective Trust | — | $2.4M | $2.5M | 2.0% | |
| TREAS. JPM EMBI GLOBAL DIVERSIFIED BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-2484172 / PN 001 | Common Collective Trust | — | $1.9M | $1.9M | 1.6% | |
| WORLD REAL ESTATE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4175415 / PN 001 | Common Collective Trust | — | $1.6M | $1.8M | 1.5% | |
| TREASURY US 10 YEAR KEY RATE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $4.2M | $1.8M | 1.4% | |
| TREASURY US 15 YEAR KEY RATE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $3.3M | $1.3M | 1.1% | |
| TREASURY US 5 YEAR KEY RATE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $1.9M | $1.2M | 1.0% | |
| TREASURY US 20 YEAR KEY RATE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $1.3M | $752K | 0.6% | |
| FIDELITY GOVERNMENT PORTFOLIO INSTITUTIONAL CLASS Money Market Fund | Mutual Funds | — | $455K | $455K | 0.4% | |
| BANK OF AMERICA TEMPORARY Interest Bearing Cash OVERNIGHT DEPOSIT - CUSTODY with a rate of 3.909 % | Cash / Money Market | — | $440K | $440K | 0.4% | |
| POOLED SA02 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 002 | Pooled Separate Account | — | $352K | $352K | 0.3% |
