Sarah FASS signed Two Sigma Investments, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Two Sigma Investments, LP's EIN is 13-4181471.
Download the official 2024 Form 5500 (PDF) for Two Sigma Investments, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Two Sigma Investments, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $105K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Funds Fidelity 500 Index Fund* | Common Collective Trusts | — | $1.1M | $215.4M | 30.8% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class* | Mutual Funds | — | $3.7M | $94.9M | 13.6% | |
| Fidelity Freedom Index 2060 Fund - Institutional Premium Class* | Mutual Funds | — | $3.1M | $55.9M | 8.0% | |
| Fidelity Select Technology Portfolio* | Mutual Funds | — | $1.3M | $49.2M | 7.0% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class* | Mutual Funds | — | $1.8M | $43.8M | 6.3% | |
| Fidelity Extended Market Index Fund* | Common Collective Trusts | — | $330K | $30.0M | 4.3% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | $1.6M | $25.4M | 3.6% | |
| Registered Money Market Funds Gabelli US Treasury Money Market Fund | U.S. Treasuries | — | $24.8M | $24.8M | 3.5% | |
| Conestoga Small Cap Fund Investors Class | Other securities | — | $260K | $20.7M | 3.0% | |
| Fidelity U.S. Bond Index Fund* | Common Collective Trusts | — | $1.9M | $19.9M | 2.9% | |
| Fidelity Global ex U.S. Index Fund* | Common Collective Trusts | — | $1.3M | $18.8M | 2.7% | |
| Fidelity Balanced Fund - Class K* | Mutual Funds | — | $524K | $15.5M | 2.2% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class* | Mutual Funds | — | $663K | $13.4M | 1.9% | |
| T. Rowe Price Equity Income Fund | Other securities | — | $252K | $8.7M | 1.2% | |
| Fidelity Pacific Basin Fund* | Mutual Funds | — | $279K | $8.5M | 1.2% | |
| Fidelity Real Estate Investment Portfolio* | Mutual Funds | — | $202K | $7.8M | 1.1% | |
| Fidelity Natural Resources Fund* | Mutual Funds | — | $180K | $7.5M | 1.1% | |
| Fidelity Emerging Markets Index Fund* | Common Collective Trusts | — | $633K | $6.6M | 0.9% | |
| PIMCO High Yield Fund Institutional Class | Mutual Funds | — | $653K | $5.2M | 0.7% | |
| Invesco EQV Emerging Markets All Cap R6 | Mutual Funds | — | $151K | $4.9M | 0.7% | |
| T. Rowe Price Small-Cap Value Fund | Other securities | — | $86K | $4.5M | 0.6% | |
| Fidelity Europe* | Mutual Funds | — | $129K | $4.5M | 0.6% | |
| BlackRock Inflation Protected Bond Fund BlackRock Shares | Other securities | — | $399K | $3.8M | 0.5% | |
| Notes Receivable From Participants Notes receivable from Participants (varying maturity dates between 2025 and 2035 and | Other securities | — | — | $1.9M | 0.3% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class* | Mutual Funds | — | $78K | $1.2M | 0.2% | |
| Baird Short-Term Bond Fund Institutional Class | Other securities | — | $115K | $1.1M | 0.2% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | $53K | $964K | 0.1% | |
| Fidelity Freedom Index 2070 Fund - Institutional Premium Class* | Mutual Funds | — | $71K | $737K | 0.1% | |
| Fidelity Freedom Index Income Fund - Investor Class* | Mutual Funds | — | $45K | $532K | <0.1% | |
| Fidelity Government Money Market Fund* | Mutual Funds | — | $80K | $80K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
