Allen Overy Shearman Sterling US LLP's EIN is 13-5514352.
Download the official 2024 Form 5500 (PDF) for Allen Overy Shearman Sterling US LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Overy Shearman Sterling US LLP's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITI PRIVATE BANK | 13-5266470 | — | NONE | $110K | — |
| FIRST STATE TRUST COMPANY | 13-3124172 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Funds | Other securities | — | $8.8M | $8.7M | 20.9% | |
| Vanguard | Mutual Funds | — | $4.2M | $5.8M | 13.8% | |
| Guggenheim | Other securities | — | $4.2M | $4.0M | 9.7% | |
| PIMCO | Mutual Funds | — | $3.9M | $3.9M | 9.2% | |
| ClearBridge | Other securities | — | $2.6M | $3.4M | 8.2% | |
| Columbia | Other securities | — | $2.1M | $2.3M | 5.6% | |
| WCM | Other securities | — | $1.8M | $1.8M | 4.2% | |
| Artisan Partners | Other securities | — | $1.5M | $1.6M | 3.7% | |
| Hartford | Other securities | — | $1.0M | $1.1M | 2.6% | |
| Goldman Sachs | Other securities | — | $1.0M | $1.0M | 2.5% | |
| Baron Funds | Other securities | — | $983K | $1.0M | 2.5% | |
| TCW Funds | Other securities | — | $824K | $851K | 2.0% | |
| Eaton Vance | Other securities | — | $833K | $844K | 2.0% | |
| Principal | Other securities | — | $816K | $839K | 2.0% | |
| GMO Trust | Other securities | — | $673K | $673K | 1.6% | |
| iShares Trust | Other securities | — | $558K | $620K | 1.5% | |
| Invesco Ltd. | Mutual Funds | — | $478K | $553K | 1.3% | |
| Lord Abbett | Mutual Funds | — | $523K | $527K | 1.3% | |
| Victory | Other securities | — | $513K | $495K | 1.2% | |
| Eaton Vance | Other securities | — | $476K | $476K | 1.1% | |
| SPDR Series Trust | Other securities | — | $432K | $468K | 1.1% | |
| SPDR Series Trust | Other securities | — | $386K | $465K | 1.1% | |
| Western Asset | Other securities | — | $218K | $218K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
