KPMG LLP's EIN is 13-5565207.
Download the official 2024 Form 5500 (PDF) for KPMG LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KPMG LLP'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 |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGMT | 20-2159373 | — | NONE | $325K | — |
| 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.
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | NONE | $1.2M | — |
| PIMCO | 33-0629048 | — | NONE | $907K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $355K | — |
| WILLIAM BLAIR FUNDS | — | CHICAGO, IL | NONE | $304K | — |
| WELLINGTON MANAGEMENT | 38-3766431 | — | NONE | $206K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | NONE | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 27-0676603 | — | NONE | $4.0M | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $494K | — |
| UNITED FORMS FINISHING | 22-2378813 | — | NONE | $161K | — |
| WILLKIE FARR & GALLAGHER | 13-5536844 | — | NONE | $38K | — |
| GLOBAL TRUST COMPANY | 26-3761443 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Long Duration Corp Bond Portfolio Mutual Fund | Common Stocks | — | $781.7M | $671.7M | 21.7% | |
| EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6052285 / PN 001 | Common Collective Trust | — | $272.8M | $525.0M | 16.9% | |
| Goldman Sachs Global Managed Beta Fd Mutual Fund | Other securities | — | $189.1M | $212.4M | 6.9% | |
| SS 20 YEAR US T-STRIPS IDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 169 | Common Collective Trust | — | $235.0M | $206.9M | 6.7% | |
| State Street Institutional US Govt MM Money Market Mutual Fund | Cash / Money Market | — | $200.0M | $200.0M | 6.5% | |
| Fidelity Long Corporate A or Better Fund Collective Trusts | Common Collective Trusts | — | $153.8M | $150.6M | 4.9% | |
| FIAM GRP TR EBP LG CORP A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | — | $150.6M | 4.9% | |
| Goldman Sachs Tactical Tilt Overlay Mutual Fund | Other securities | — | $88.7M | $87.7M | 2.8% | |
| MFS INTERNATIONAL EQUITY FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $65.0M | $77.4M | 2.5% | |
| Causeway International Value Fund Mutual Fund | Other securities | — | $64.3M | $74.8M | 2.4% | |
| Principal Global Real Estate Securities Fd Mutual Fund | Other securities | — | $68.3M | $69.2M | 2.2% | |
| WILLIAM BLAIR INTL LEADERS COLL INV GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | $64.7M | $64.4M | 2.1% | |
| Cohen + Steers Global Infrastructure Mutual Fund | Other securities | — | $53.7M | $58.9M | 1.9% | |
| RUSSELL 2000 ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3123057 / PN 001 | Common Collective Trust | — | $39.1M | $58.0M | 1.9% | |
| PACIFIC ASSET MANAGEMENT BANK LOAN PAM BANK LOAN GP LLC · EIN 46-5076716 / PN 001 | 103-12 Investment Entity | — | $41.0M | $50.4M | 1.6% | |
| BlackRock High Yield Bond Portfolio Mutual Fund | Other securities | — | $46.2M | $44.8M | 1.4% | |
| WTC-CTF EMERG LOCAL DEBT PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 27-2594633 / PN 001 | Common Collective Trust | — | $53.1M | $43.1M | 1.4% | |
| EMERGING MARKETS EQUITY SERIES RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. · EIN 47-4883422 / PN 001 | Common Collective Trust | — | $33.5M | $41.0M | 1.3% | |
| EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6596958 / PN 001 | Common Collective Trust | — | $34.2M | $40.3M | 1.3% | |
| BLACKROCK MSCI EAFE SM CAP EQUITY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-0719768 / PN 001 | Common Collective Trust | — | $27.6M | $33.3M | 1.1% | |
| US Treasury Bond Principal Strip $65,110,000 Par, 0% due 5/15/2039 | U.S. Treasuries | — | $46.9M | $33.3M | 1.1% | |
| SSGA MSCI Emerging Markets Fund Collective Trusts | Common Collective Trusts | — | $30.2M | $32.6M | 1.1% | |
| SS DAILY MSCI EMG MKTS INDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 192 | Common Collective Trust | — | — | $32.6M | 1.1% | |
| US Treasury Bond $39,900,000 Par, 2.375% due 11/15/2049 | U.S. Treasuries | — | $46.3M | $25.4M | 0.8% | |
| US Treasury Bond $23,080,000 Par, 4.250% due 5/5/2039 | U.S. Treasuries | — | $29.6M | $21.9M | 0.7% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | $20.6M | $20.8M | 0.7% | |
| US Treasury Bond Principal Strip $64,412,000 Par, 0% due 11/15/2048 | U.S. Treasuries | — | $26.1M | $20.1M | 0.6% | |
| Oaktree Emerging Markets Equity Fund Limited Partnership | Other securities | — | $19.0M | $19.0M | 0.6% | |
| Goldman Sachs Equity Volatility Fund Mutual Fund | Other securities | — | $12.1M | $18.7M | 0.6% | |
| US Treasury Bond $24,420,000 Par, 3.000% due 02/15/2048 | U.S. Treasuries | — | $28.9M | $17.9M | 0.6% | |
| US Treasury Bond Principal Strip $57,680,000 Par, 0% due 5/15/2051 | U.S. Treasuries | — | $30.1M | $16.2M | 0.5% | |
| Marathon Emerging Markets Bond Series 3G Limited Partnership | Other securities | — | $20.7M | $13.6M | 0.4% | |
| FIAM GRP TR FOR EBP SISC COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 036 | Common Collective Trust | — | $13.3M | $12.0M | 0.4% | |
| US Treasury Bond Principal Strip $36,575,000 Par, 0% due 11/15/2047 | U.S. Treasuries | — | $15.1M | $12.0M | 0.4% | |
| US Treasury Bond $9,750,000 Par, 4.375% due 2/15/2038 | U.S. Treasuries | — | $10.8M | $9.5M | 0.3% | |
| US Treasury Bond $9,750,000 Par, 4.375% due 11/15/2039 | U.S. Treasuries | — | $10.8M | $9.3M | 0.3% | |
| Vanguard Emerging Markets Bond Mutual Fund | Mutual Funds | — | $9.0M | $9.3M | 0.3% | |
| US Treasury Bond $10,700,000 Par, 3.375% due 8/15/2042 | U.S. Treasuries | — | $10.2M | $8.8M | 0.3% | |
| US Treasury Bond $8,100,000 Par, 3.375% due 11/15/2048 | U.S. Treasuries | — | $9.9M | $6.3M | 0.2% | |
| US Treasury Bond $6,500,000 Par, 4.375% due 8/15/2043 | U.S. Treasuries | — | $4.9M | $5.2M | 0.2% | |
| US Treasury Bond $9,440,000 Par, 1.625% due 11/15/2050 | U.S. Treasuries | — | $9.1M | $4.9M | 0.2% | |
| US Treasury Bond Principal Strip $6,800,000 Par, 0% due 8/15/2050 | U.S. Treasuries | — | $4.2M | $2.0M | <0.1% | |
| US Treasury Bond Principal Strip $5,600,0000 Par, 0% due 5/15/2049 | U.S. Treasuries | — | $2.9M | $1.7M | <0.1% | |
| US Treasury Bond $1,900,000 Par, 2.5% due 2/15/2045 | U.S. Treasuries | — | $1.5M | $1.3M | <0.1% | |
| US Treasury Bond Principal Strip $3,500,000 Par, 0% due 5/15/2050 | U.S. Treasuries | — | $2.3M | $1.0M | <0.1% | |
| US Treasury Bond $1,000,000 Par, 3% due 2/15/2049 | U.S. Treasuries | — | $818K | $728K | <0.1% | |
| 3 MONTH SOFR OPT MAR27C 96.5 MAR27 96.5 CALL Derivative Assets | Other securities | — | $1.1M | $693K | <0.1% | |
| 3 MONTH SOFR OPT DEC26C 96.5 DEC26 96.5 CALL Derivative Assets | Other securities | — | $1.0M | $647K | <0.1% | |
| US Treasury Bond Principal Strip 2,100,000 Par, 0% due 11/15/2049 | U.S. Treasuries | — | $1.1M | $626K | <0.1% | |
| 3 MONTH SOFR OPT SEP26C 96.5 SEP26 96.5 CALL Derivative Assets | Other securities | — | $987K | $607K | <0.1% |
