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.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGMT | 20-4659714 | — | NONE | $39K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | 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 |
|---|
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | NONE | $668K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $172K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $88K | — |
| WILLIAM BLAIR FUNDS | — | CHICAGO, IL | NONE | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 27-0676603 | — | NONE | $537K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $282K | — |
| GLOBAL TRUST COMPANY | 26-3761443 | — | NONE | $41K | — |
| WILLKIE FARR & GALLAGHER | 13-5536844 | — | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS 1-3 YR U.S. TREASURY IDX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 03-0511251 / PN 001 | Common Collective Trust | — | $329.9M | $353.0M | 18.9% | |
| PIMCO Investment Grade Credit Bond Mutual Fund | U.S. Treasuries | — | $296.5M | $242.2M | 13.0% | |
| DoubleLine Low Duration Bond Mutual Fund | Other securities | — | $179.6M | $174.3M | 9.3% | |
| Transamerica Short Term Bond Fund Mutual Fund | Other securities | — | $172.4M | $167.5M | 9.0% | |
| EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6052285 / PN 001 | Common Collective Trust | — | $72.7M | $126.0M | 6.8% | |
| iShares Core S+P ETF Exchange Traded Fund | Other securities | — | $65.6M | $89.5M | 4.8% | |
| Goldman Sachs Global Managed Beta Fund Mutual Fund | Other securities | — | $82.6M | $88.0M | 4.7% | |
| SS 1-3 YR U.S. CREDIT INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 54-6536000 / PN 001 | Common Collective Trust | — | $70.8M | $82.4M | 4.4% | |
| Goldman Sachs Tactical Exposure Fund Mutual Fund | Other securities | — | $65.5M | $66.7M | 3.6% | |
| State Street Institutional US Government MM Money Market Mutual Fund | Cash / Money Market | — | $63.2M | $63.2M | 3.4% | |
| EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6596958 / PN 001 | Common Collective Trust | — | $50.5M | $63.0M | 3.4% | |
| BlackRock High Yield Bond Portfolio K Mutual Fund | Other securities | — | $38.6M | $38.2M | 2.0% | |
| PACIFIC ASSET MANAGEMENT BANK LOAN PAM BANK LOANGP LLC · EIN 46-5076716 / PN 001 | 103-12 Investment Entity | — | $26.2M | $32.1M | 1.7% | |
| RUSSELL 2000 ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3123057 / PN 001 | Common Collective Trust | — | $21.1M | $31.8M | 1.7% | |
| Goldman Sachs Global Equity Volatity Fund Mutual Fund | Other securities | — | $14.1M | $23.4M | 1.3% | |
| MFS INTERNATIONAL EQUITY FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $18.7M | $22.3M | 1.2% | |
| Causeway International Value Fund Mutual Fund | Other securities | — | $17.7M | $21.8M | 1.2% | |
| EMERGING MARKETS EQUITY SERIES RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. · EIN 47-4883422 / PN 001 | Common Collective Trust | — | $15.8M | $21.1M | 1.1% | |
| Principal Global Real Estate Securities Fund Mutual Fund | Other securities | — | $19.6M | $19.6M | 1.0% | |
| Cohen + Steers Global Infrastructure Mutual Fund | Other securities | — | $16.0M | $17.5M | 0.9% | |
| SSGA MSCI Emerging Markets Collective Trust | Common Collective Trusts | — | $14.2M | $16.1M | 0.9% | |
| SS DAILY MSCI EMG MKTS INDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 192 | Common Collective Trust | — | — | $16.1M | 0.9% | |
| BLACKROCK MSCI EAFE SM CAP EQUITY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-0719768 / PN 001 | Common Collective Trust | — | $13.0M | $15.7M | 0.8% | |
| WILLIAM BLAIR INTL LEADERS COLL INV GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | $16.1M | $15.0M | 0.8% | |
| Marathon Emerging Markets Bond Fund Limited Partnership | Other securities | — | $14.1M | $12.2M | 0.7% | |
| PGIM High Yield Fund R6 Mutual Fund | Other securities | — | $10.6M | $10.7M | 0.6% | |
| Oaktree Emerging Markets Equity Fund Limited Partnership | Other securities | — | $9.8M | $9.8M | 0.5% | |
| Vanguard Emerging Markets Bond Mutual Fund | Mutual Funds | — | $6.4M | $6.6M | 0.4% | |
| FIAM GROUP TRUST FOR EBP SISC POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 036 | Common Collective Trust | — | $6.0M | $5.3M | 0.3% | |
| S+P500 EMINI FUT MAR25 XCME 20250321 Derivative Liabilities — | Other securities | — | — | $1.4M | <0.1% | |
| S+P 500 INDEX JAN25 6025 PUT Derivative Asset | Common Collective Trusts | — | $215K | $651K | <0.1% | |
| S+P500 EMINI FUT MAR25 XCME 20250321 Derivative Liabilities — | Other securities | — | — | $601K | <0.1% | |
| S+P 500 INDEX JAN25 6000 PUT Derivative Asset | Common Collective Trusts | — | $213K | $595K | <0.1% | |
| S+P 500 INDEX FEB25 5975 PUT Derivative Asset | Common Collective Trusts | — | $362K | $555K | <0.1% | |
| S+P 500 INDEX JAN25 5940 PUT Derivative Asset | Common Collective Trusts | — | $223K | $370K | <0.1% | |
| US ULTRA BOND CBT MAR25 XCBT 20250320 Derivative Asset — | Other securities | — | — | $294K | <0.1% | |
| S+P 500 INDEX JAN25 5770 PUT Derivative Asset | Common Collective Trusts | — | $288K | $218K | <0.1% | |
| LONG GILT FUTURE MAR25 IFLL 20250327 Derivative Liabilities — | Other securities | — | — | $188K | <0.1% | |
| US 5YR NOTE (CBT) MAR25 XCBT 20250331 Derivative Liabilities — | Other securities | — | — | $187K | <0.1% | |
| S+P 500 INDEX JAN25 5850 PUT Derivative Liabilities | Common Collective Trusts | — | $75K | $153K | <0.1% | |
| S+P 500 INDEX JAN25 5950 PUT Derivative Liabilities | Common Collective Trusts | — | $49K | $143K | <0.1% | |
| S+P 500 INDEX JAN25 5880 PUT Derivative Asset | Common Collective Trusts | — | — | $117K | <0.1% | |
| S+P 500 INDEX JAN25 5860 PUT Derivative Liabilities | Common Collective Trusts | — | $54K | $111K | <0.1% | |
| 3 MONTH SOFR OPT JUN27C 96.5 JUN27 96.5 CALL Derivative Asset | Other securities | — | $121K | $98K | <0.1% | |
| S+P 500 INDEX JAN25 5740 PUT Derivative Liabilities | Common Collective Trusts | — | $75K | $96K | <0.1% | |
| 3 MONTH SOFR OPT MAR27C 96.5 MAR27 96.5 CALL Derivative Asset | Other securities | — | $117K | $95K | <0.1% | |
| 3 MONTH SOFR OPT DEC26C 96.5 DEC26 96.5 CALL Derivative Asset | Other securities | — | $110K | $91K | <0.1% | |
| 3 MONTH SOFR OPT SEP26C 96.5 SEP26 96.5 CALL Derivative Asset | Other securities | — | $103K | $88K | <0.1% | |
| 3 MONTH SOFR OPT JUN26C 96.25 JUN26 96.25 CALL Derivative Asset | Other securities | — | $112K | $86K | <0.1% | |
| S+P 500 INDEX JAN25 5675 PUT Derivative Liabilities | Common Collective Trusts | — | $85K | $85K | <0.1% |
