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 a defined-benefit pension formula, a cash-balance 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 |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $512K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| WELLINGTON MANAGEMENT | 30-0835489 | — | NONE | $173K | — |
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 | — | NONE | $160K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $125K | — |
| SCHRODER INVESTMENT MANAGEMENT | 13-4064414 | — | NONE | $78K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | 04-2955404 | — | NONE | $197K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC | 26-1429809 | — | NONE | $224K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $212K | — |
| WILLIS TOWERS WATSON | 26-0676603 | — | NONE | $100K | — |
| CHAMPLAIN INVESTMENT PARTNERS | — | BURLINGTON, VT | NONE | $93K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $87K | — |
| DOPKINS AND COMPANY, LLP | 16-0929175 | — | NONE | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STR BK % TR CO INVT FDS TAX EXEMPT RETIREMENT PLANS Registered Investment Fund (1,780,491 Shares) | Common Stocks | — | $56.0M | $54.8M | 10.3% | |
| 3-10 YEAR U.S TREASURY INDEX SL FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 470 | Common Collective Trust | — | $49.0M | $51.3M | 9.6% | |
| LOOMIS SAYLES MULTISECTOR FULL TRST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 007 | Common Collective Trust | — | $29.0M | $32.1M | 6.0% | |
| 1-3 YEAR U.S. CREDIT INDEX SL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 481 | Common Collective Trust | — | $28.0M | $30.3M | 5.7% | |
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | $15.0M | $25.0M | 4.7% | |
| NT COLLECTIVE GOVT STIF NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | $21.3M | $21.3M | 4.0% | |
| EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3358162 / PN 001 | Common Collective Trust | — | $14.7M | $16.2M | 3.1% | |
| 1-3 YEAR U.S TREASURY INDEX SL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 469 | Common Collective Trust | — | $14.0M | $14.9M | 2.8% | |
| SCHRODER EMERGING MARKETS FUND SCHRODER INVESTMENT MANAGEMENT NA INC. · EIN 13-6877903 / PN 001 | Common Collective Trust | — | $11.9M | $10.9M | 2.0% | |
| U S TREASURY NOTE 4.000% 02/15/2034 DD 02/15/24 Fixed Income Security (3,181,000 Shares) | U.S. Treasuries | — | $3.2M | $3.0M | 0.6% | |
| COMMIT TO PUR FNMA SF MTG 3.500% 01/01/2055 DD 01/01/25 Fixed Income Security (2,975,000 Shares) | Agency / Mortgage-Backed | — | $2.7M | $2.6M | 0.5% | |
| BANK OF AMERICA CORP VAR RT 07/23/2029 DD 07/23/18 Fixed Income Security (1,922,000 Shares) | Common Stocks | — | $2.3M | $1.9M | 0.4% | |
| GOLDMAN SACHS GROUP INC/THE VAR RT 05/01/2029 DD 04/23/18 Fixed Income Security (1,921,000 Shares) | Common Stocks | — | $2.1M | $1.9M | 0.4% | |
| JPMORGAN CHASE & CO VAR RT 01/23/2029 DD 01/23/18 Fixed Income Security (1,778,000 Shares) | Common Stocks | — | $2.0M | $1.7M | 0.3% | |
| MORGAN STANLEY VAR RT 07/19/2030 DD 07/19/24 Fixed Income Security (1,460,000 Shares) | Other securities | — | $1.5M | $1.5M | 0.3% | |
| JPMORGAN CHASE & CO VAR RT 06/14/2030 DD 06/14/22 Fixed Income Security (1,224,000 Shares) | Common Stocks | — | $1.2M | $1.2M | 0.2% | |
| CITIGROUP INC VAR RT 02/13/2030 DD 02/13/24 Fixed Income Security (1,182,000 Shares) | Common Stocks | — | $1.2M | $1.2M | 0.2% | |
| JPMORGAN CHASE & CO VAR RT 11/29/2045 DD 11/29/24 Fixed Income Security (1,112,000 Shares) | Common Stocks | — | $1.1M | $1.1M | 0.2% | |
| COMM 2015-PC1 MORTGAGE PC1 A5 3.902% 07/10/2050 DD 07/01/15 Fixed Income Security (1,078,126 Shares) | Bonds / Notes | — | $1.2M | $1.1M | 0.2% | |
| COMCAST CORP 3.999% 11/01/2049 DD 10/19/17 Fixed Income Security (1,369,000 Shares) | Bonds / Notes | — | $1.7M | $1.0M | 0.2% | |
| US ULTRA BOND (CBT) EXP MAR 25 Fixed Income Security (-213 Shares) - | Other securities | — | — | $1.0M | 0.2% | |
| U S TREASURY NOTE 3.875% 08/15/2033 DD 08/15/23 Fixed Income Security (1,030,000 Shares) | U.S. Treasuries | — | $1.0M | $980K | 0.2% | |
| CHARTER COMMUNICATIONS OPERATI 4.200% 03/15/2028 DD 09/18/17 Fixed Income Security (1,001,000 Shares) | Bonds / Notes | — | $922K | $969K | 0.2% | |
| COOPERATIEVE RABOBANK UA 3.750% 07/21/2026 DD 07/21/16 Fixed Income Security (986,000 Shares) | Bonds / Notes | — | $1.1M | $966K | 0.2% | |
| VERIZON COMMUNICATIONS INC 3.875% 02/08/2029 DD 02/08/19 Fixed Income Security (988,000 Shares) | Bonds / Notes | — | $1.2M | $953K | 0.2% | |
| COMMIT TO PUR FNMA SF MTG 3.500% 12/01/2054 DD 12/01/24 Fixed Income Security (1,075,000 Shares) | Agency / Mortgage-Backed | — | $967K | $951K | 0.2% | |
| ANHEUSER-BUSCH COS LLC / ANHEU 4.900% 02/01/2046 DD 02/01/19 Fixed Income Security (908,000 Shares) | Bonds / Notes | — | $1.0M | $826K | 0.2% | |
| MORGAN STANLEY VAR RT 02/01/2029 DD 01/19/23 Fixed Income Security (800,000 Shares) | Other securities | — | $800K | $802K | 0.2% | |
| PENSKE TRUCK LEASING CO L 144A 4.450% 01/29/2026 DD 01/29/19 Fixed Income Security (803,000 Shares) | Bonds / Notes | — | $915K | $799K | 0.2% | |
| ANHEUSER-BUSCH INBEV WORLDWIDE 4.750% 01/23/2029 DD 01/23/19 Fixed Income Security (796,000 Shares) | Bonds / Notes | — | $966K | $795K | 0.1% | |
| SBA GTD PARTN CTFS 2023-10A 1 5.168% 03/10/2033 DD 03/22/23 Fixed Income Security (771,985 Shares) | Bonds / Notes | — | $772K | $778K | 0.1% | |
| U S TREASURY NOTE 1.250% 08/15/2031 DD 08/15/21 Fixed Income Security (948,000 Shares) | U.S. Treasuries | — | $790K | $774K | 0.1% | |
| AT&T INC 3.650% 09/15/2059 DD 03/15/21 Fixed Income Security (1,144,000 Shares) | Bonds / Notes | — | $945K | $760K | 0.1% | |
| ORACLE CORP 3.950% 03/25/2051 DD 03/24/21 Fixed Income Security (985,000 Shares) | Bonds / Notes | — | $829K | $730K | 0.1% | |
| SCENTRE GROUP TRUST 1 / S 144A 3.625% 01/28/2026 DD 05/28/20 Fixed Income Security (737,000 Shares) | Bonds / Notes | — | $759K | $726K | 0.1% | |
| BANK 2017-BNK6 BNK6 A4 3.254% 07/15/2060 DD 07/01/17 Fixed Income Security (749,056 Shares) | Bonds / Notes | — | $693K | $720K | 0.1% | |
| DAIMLER TRUCK FINANCE NOR 144A 2.000% 12/14/2026 DD 12/14/21 Fixed Income Security (758,000 Shares) | Bonds / Notes | — | $755K | $718K | 0.1% | |
| FIRSTKEY HOMES 202 SFR1 A 144A 1.538% 08/17/2038 DD 07/15/21 Fixed Income Security (751,785 Shares) | Bonds / Notes | — | $755K | $716K | 0.1% | |
| PFS FINANCING CORP B A 144A 5.270% 05/15/2028 DD 05/24/23 Fixed Income Security (708,000 Shares) | Bonds / Notes | — | $708K | $714K | 0.1% | |
| FERGUSON FINANCE PLC 144A 3.250% 06/02/2030 DD 06/02/20 Fixed Income Security (784,000 Shares) | Bonds / Notes | — | $860K | $713K | 0.1% | |
| U S TREASURY NOTE 4.375% 05/15/2034 DD 05/15/24 Fixed Income Security (715,000 Shares) | U.S. Treasuries | — | $722K | $704K | 0.1% | |
| MORGAN STANLEY VAR RT 07/20/2033 DD 07/20/22 Fixed Income Security (715,000 Shares) | Other securities | — | $706K | $693K | 0.1% | |
| ALEXANDRIA REAL ESTATE EQUITIE 3.800% 04/15/2026 DD 03/21/19 Fixed Income Security (685,000 Shares) | Bonds / Notes | — | $767K | $676K | 0.1% | |
| TACO BELL FUNDING 1A A2II 144A 2.294% 08/25/2051 DD 08/19/21 Fixed Income Security (756,525 Shares) | Bonds / Notes | — | $677K | $671K | 0.1% | |
| COMMONSPIRIT HEALTH 2.782% 10/01/2030 DD 10/28/20 Fixed Income Security (753,000 Shares) | Bonds / Notes | — | $778K | $666K | 0.1% | |
| U S TREASURY BOND 4.625% 05/15/2044 DD 05/15/24 Fixed Income Security (675,000 Shares) | U.S. Treasuries | — | $669K | $655K | 0.1% | |
| PFIZER INVESTMENT ENTERPRISES 5.300% 05/19/2053 DD 05/19/23 Fixed Income Security (693,000 Shares) | Bonds / Notes | — | $687K | $650K | 0.1% | |
| KKR GROUP FINANCE CO VI L 144A 3.750% 07/01/2029 DD 07/01/19 Fixed Income Security (680,000 Shares) | Bonds / Notes | — | $778K | $643K | 0.1% | |
| BANK OF AMERICA CORP VAR RT 03/20/2051 DD 03/20/20 Fixed Income Security (814,000 Shares) | Common Stocks | — | $829K | $638K | 0.1% | |
| SOLVENTUM CORP 144A 5.900% 04/30/2054 DD 02/27/24 Fixed Income Security (654,000 Shares) | Bonds / Notes | — | $645K | $637K | 0.1% |
