DOUG Peddie signed Siemens Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Siemens Energy, Inc.'s EIN is 13-3987280.
Download the official 2024 Form 5500 (PDF) for Siemens Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Siemens Energy, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $1.0M | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOTCHKIS AND WILEY CAPITAL MGMT | 95-4871957 | — | NONE | $364K | — |
| SCHRODER INVESTMENT MANAGEMENT | 13-4064414 | — | NONE | $242K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $44K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL | 04-3472863 | — | NONE | $1.7M | — |
| MFS | 04-3247425 | — | NONE | $917K | — |
| CHAMPLAIN INVESTMENT PARTNERS | — | BURLINGTON, VT | NONE | $434K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $392K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $322K | — |
| NEPC | 26-1429809 | — | NONE | $203K | — |
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $135K | — |
| LOOMIS SAYLES AND COMPANY | 04-3200030 | — | NONE | $104K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $86K | — |
| DOPKINS AND COMPANY, LLP | 16-0929175 | — | NONE | $67K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $56K | — |
| PERSHING LLC | 13-2741729 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $1.1B | 29.0% | |
| SELF DIRECTED ACCOUNT VALUE Self-Directed Brokerage Account ## | Self-Directed Brokerage | — | — | $244.3M | 6.2% | |
| BLACKROCK LIFEPATH RETIREMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $214.2M | 5.4% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $207.5M | 5.2% | |
| BARCLAYS GLOBAL INVS N A INVT US DEBT INDEX NON LENDABLE FD Registered Investment Fund (13,224,902 Shares) ## | Common Collective Trusts | — | — | $201.7M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $194.6M | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $188.9M | 4.8% | |
| IGT HQ STBF Common/Collective Trust (153,541,246 Shares) ## | Common Collective Trusts | — | — | $177.4M | 4.5% | |
| INVESCO HIGH QUALITY SHORT TERM FD INVESCO TRUST COMPANY · EIN 61-1246990 / PN 250 | Common Collective Trust | — | — | $177.4M | 4.5% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $170.9M | 4.3% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $142.9M | 3.6% | |
| ARROWSTREET COLLECTIVE INVT TR INTL EQUITY EAFE CIT CL D Registered Investment Fund (895,724 Shares) ## | Common Collective Trusts | — | — | $110.4M | 2.8% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $68.6M | 1.7% | |
| NT COLLECTIVE S&P 400 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 004 | Common Collective Trust | — | — | $65.2M | 1.6% | |
| ACADIAN INTERNATIONAL SMALL-CAP FD ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 001 | Common Collective Trust | — | — | $42.3M | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $41.3M | 1.0% | |
| OFIGTC EMERGING MARKETS EQUITY FUND Registered Investment Fund (650,508 Shares) ## | Other securities | — | — | $39.1M | 1.0% | |
| JENNISON INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 220 | Common Collective Trust | — | — | $37.7M | 1.0% | |
| PARTICIPANT LOANS outstanding with interest rates ranging from 3.25% to 9.00% ## | Bonds / Notes | — | — | $33.7M | 0.9% | |
| SCHRODER EMERGING MARKETS FUND SCHRODER INVESTMENT MANAGEMENT NA INC. · EIN 13-6877903 / PN 001 | Common Collective Trust | — | — | $32.1M | 0.8% | |
| PIMCO HIGH YIELD FUND-INST Registered Investment Fund (3,719,004 Shares) ## | Mutual Funds | — | — | $29.8M | 0.8% | |
| PIMCO INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 206 | Common Collective Trust | — | — | $28.3M | 0.7% | |
| LOOMIS SAYLES INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 221 | Common Collective Trust | — | — | $28.1M | 0.7% | |
| NT COLLECTIVE GOVT STIF NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $22.8M | 0.6% | |
| BARCLAYS GLOBAL INVS N A INVT FDS FOR EMPLOYEE BENEFIT TRS Registered Investment Fund (599,735 Shares) ## | Other securities | — | — | $20.6M | 0.5% | |
| DODGECOX A CORE FUND Common/Collective Trust (10,562,011 Shares) ## | Common Collective Trusts | — | — | $18.8M | 0.5% | |
| DODGE & COX A OR BETTER CORE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 230 | Common Collective Trust | — | — | $18.8M | 0.5% | |
| INVESCO INT G/C A FUND Common/Collective Trust (8,317,201 Shares) ## | Common Collective Trusts | — | — | $18.7M | 0.5% | |
| INVESCO A OR BETTER INTERMEDIATE FD INVESCO TRUST COMPANY · EIN 61-1246990 / PN 213 | Common Collective Trust | — | — | $18.7M | 0.5% | |
| PIMCO CORE FIXED INCOME FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 228 | Common Collective Trust | — | — | $18.7M | 0.5% | |
| LOOMIS SAYLES A OR BETTER CORE FD INVESCO TRUST COMPANY · EIN 61-1246990 / PN 229 | Common Collective Trust | — | — | $18.6M | 0.5% | |
| INVESCO A CORE FUND Common/Collective Trust (9,301,820 Shares) ## | Common Collective Trusts | — | — | $18.6M | 0.5% | |
| INVESCO A OR BETTER FIXED INCOME FD INVESCO TRUST COMPANY · EIN 61-1246990 / PN 227 | Common Collective Trust | — | — | $18.6M | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $17.5M | 0.4% | |
| STATE ST US HY BD IX NL FD-A Common/Collective Trust (356,863 Shares) ## | Common Collective Trusts | — | — | $8.5M | 0.2% | |
| STATE STREET U.S. HIGH YIELD BOND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 231 | Common Collective Trust | — | — | $8.5M | 0.2% | |
| NT EMERGING MARKETS INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6482678 / PN 001 | Common Collective Trust | — | — | $8.4M | 0.2% | |
| SCHNEIDER ELECTRIC SE Equity Security (17,651 Shares) ## | Common Stocks | — | — | $4.4M | 0.1% | |
| SAP SE Equity Security (16,133 Shares) ## | Common Stocks | — | — | $3.9M | <0.1% | |
| HITACHI LTD Equity Security (153,300 Shares) ## | Common Stocks | — | — | $3.8M | <0.1% | |
| COMPASS GROUP PLC Equity Security (113,238 Shares) ## | Common Stocks | — | — | $3.8M | <0.1% | |
| AIR LIQUIDE SA Equity Security (20,683 Shares) ## | Common Stocks | — | — | $3.4M | <0.1% | |
| ROCHE HOLDING AG Equity Security (11,804 Shares) ## | Common Stocks | — | — | $3.3M | <0.1% | |
| LVMH MOET HENNESSY LOUIS VUITT Equity Security (4,374 Shares) ## | Other securities | — | — | $2.9M | <0.1% | |
| CAPGEMINI SE Equity Security (16,257 Shares) ## | Common Stocks | — | — | $2.7M | <0.1% | |
| NESTLE SA Equity Security (32,077 Shares) ## | Common Stocks | — | — | $2.7M | <0.1% | |
| CIE FINANCIERE RICHEMONT SA Equity Security (16,445 Shares) ## | Common Stocks | — | — | $2.5M | <0.1% | |
| DEUTSCHE BOERSE AG Equity Security (10,695 Shares) ## | Common Stocks | — | — | $2.5M | <0.1% | |
| SONY GROUP CORP Equity Security (114,400 Shares) ## | Common Stocks | — | — | $2.5M | <0.1% | |
| ING GROEP NV Equity Security (156,149 Shares) ## | Common Stocks | — | — | $2.4M | <0.1% |
