Joseph Vitta signed Board of Trustees SOFT Drink and Brewery Workers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees SOFT Drink and Brewery Workers' EIN is 13-5660090.
Download the official 2024 Form 5500 (PDF) for Board of Trustees SOFT Drink and Brewery Workers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees SOFT Drink and Brewery Workers' plan includes 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 |
|---|---|---|---|---|---|
| CLARKSTON CAPITAL PARTNERS LLC |
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.
| 83-0473650 |
| — |
| NONE |
| $306K |
| — |
| AQR CAPITAL MANAGEMENT LLC | 13-3987414 | — | NONE | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $487K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $426K | — |
| SUSETTE STONE | 13-5660090 | — | EMPLOYEE | $307K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $295K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $234K | — |
| CARY KANE LLP | 88-1989795 | — | NONE | $141K | — |
| QUAN-VEST CONSULTANTS INC | 11-2559669 | — | NONE | $137K | — |
| JAMES L. GREEN, P.C. | 20-0844028 | — | NONE | $136K | — |
| SDBWU LOCAL 812 UNION | 13-5045803 | — | AFFILIATED LOCAL UNION | $115K | — |
| CHARMETTA THOMPSON | 13-5660090 | — | EMPLOYEE | $102K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $101K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $90K | — |
| YAHAIRA PEREZ | 13-5660090 | — | EMPLOYEE | $81K | — |
| JESSICA WRIGHT | 13-5660090 | — | EMPLOYEE | $63K | — |
| VERSATILE COMPUTER SOLUTIONS,LLC | 04-0257794 | — | NONE | $60K | — |
| RIVERSTONE ENERGY PARTNERS VI, L.P. | 37-1760347 | — | NONE | $57K | — |
| DEBBIE MITCHELL | 13-5660090 | — | EMPLOYEE | $54K | — |
| INTEGRATED CONNECTIONS, INC. | 20-2197728 | — | NONE | $45K | — |
| THE BANK OF NEW YORK MELLON | 25-6078093 | — | NONE | $33K | — |
| PERFECT PRINTING SOLUTIONS, INC. | 46-1378840 | — | NONE | $30K | — |
| WITHUM, SMITH & BROWN, PC | 22-2027092 | — | NONE | $16K | — |
| ANDRE' A. GONZALES | 59-3671236 | — | NONE | $14K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
| CRESCENT CAPITAL GROUP LP | 27-2698206 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $240.5M | $457.4M | 47.0% | |
| NHIT STRATEGIC ALPHA TRUST LOOMIS SAYLES TRUST COMPANY LLC · EIN 20-8080381 / PN 012 | Common Collective Trust | — | $105.8M | $131.0M | 13.5% | |
| LONGVIEW CORE BOND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 005 | Common Collective Trust | — | $79.9M | $87.1M | 8.9% | |
| U.S. Real Estate Investment Fund, LLC | Other securities | — | $57.2M | $61.6M | 6.3% | |
| BNYM DB SL ACWI EX-US FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 193 | Common Collective Trust | — | $40.6M | $61.3M | 6.3% | |
| AQR GRP EL Offshore Fund Ltd. | Common Stocks | — | $33.5M | $45.6M | 4.7% | |
| INSTITUTIONAL CREDIT FUND, L.P. HPS INVESTMENT PARTNERS LLC · EIN 20-8774276 / PN 002 | 103-12 Investment Entity | — | $25.0M | $32.0M | 3.3% | |
| EnTrust Global Local 812 Partners LP | Other securities | — | $16.8M | $16.5M | 1.7% | |
| Dreyfus Government Cash Management MMA Demand Var | Mutual Funds | — | $13.1M | $13.1M | 1.3% | |
| Boyd Watterson GSA Fund, LP | Other securities | — | $10.0M | $10.8M | 1.1% | |
| Amalgamated Bank Money Market MMA Demand 0.283 % | Cash / Money Market | — | $6.0M | $6.0M | 0.6% | |
| JP Morgan 100% US Treasury Money Market MMA Demand Var | U.S. Treasuries | — | $4.7M | $4.7M | 0.5% | |
| Crescent Mezzanine Partners VIIB, LP | Other securities | — | $4.3M | $4.5M | 0.5% | |
| Post Holdings Inc. Stock | Common Stocks | — | $2.0M | $2.9M | 0.3% | |
| Affiliated Managers Group Inc. Stock | Common Stocks | — | $1.8M | $2.9M | 0.3% | |
| Clarvita PLC Stock | Common Stocks | — | $5.3M | $2.5M | 0.3% | |
| LPL Financial Holdings Inc. Stock | Common Stocks | — | $762K | $2.4M | 0.2% | |
| Dover Street IX Cayman Fund LP | Other securities | — | $4.5M | $2.1M | 0.2% | |
| US Foods Holdings Stock | Common Stocks | — | $754K | $2.0M | 0.2% | |
| Riverstone Global Energy and Power Fund VI, LP | Other securities | — | $2.3M | $2.0M | 0.2% | |
| Avantor Inc Stock | Common Stocks | — | $2.2M | $1.7M | 0.2% | |
| Lamb Weston Holding Inc. Stock | Common Stocks | — | $1.9M | $1.5M | 0.2% | |
| GFL Environmental Inc Sub Stock | Common Stocks | — | $896K | $1.5M | 0.2% | |
| Coller International Partners VII Feeder Fund, LP | Other securities | — | $3.5M | $1.4M | 0.1% | |
| Molson Coors Brewing Corp Stock | Common Stocks | — | $1.4M | $1.4M | 0.1% | |
| Energizer Holdings New Com Stock | Common Stocks | — | $1.9M | $1.4M | 0.1% | |
| Henry Schein Inc. Stock | Common Stocks | — | $1.2M | $1.2M | 0.1% | |
| Envista Holdings Corp Stock | Common Stocks | — | $1.3M | $1.2M | 0.1% | |
| Wiley John & Sons Inc Stock | Common Stocks | — | $1.1M | $1.2M | 0.1% | |
| C.H. Robinson Worldwide Inc. Stock | Common Stocks | — | $1.1M | $1.2M | 0.1% | |
| LKQ Corp Stock | Common Stocks | — | $1.0M | $1.0M | 0.1% | |
| Middleby Corp Stock | Common Stocks | — | $973K | $1.0M | 0.1% | |
| Willis Towers Watson Stock | Other securities | — | $577K | $950K | <0.1% | |
| Sysco Corp. Stock | Common Stocks | — | $697K | $909K | <0.1% | |
| Hillenbrand Inc Stock | Common Stocks | — | $1.6M | $903K | <0.1% | |
| CCC Intelligent Solutions Stock | Other securities | — | $851K | $900K | <0.1% | |
| Brown & Brown Inc. Stock | Common Stocks | — | $359K | $887K | <0.1% | |
| Neogen Corp Stock | Common Stocks | — | $1.4M | $860K | <0.1% | |
| Medpace Hldgs Stock | Common Stocks | — | $456K | $510K | <0.1% | |
| Crescent Mezzanine Partners VIB, LP | Other securities | — | $8.5M | $448K | <0.1% | |
| Landstar Systems Stock | Other securities | — | $390K | $389K | <0.1% | |
| Leslies Inc Com Stock | Common Stocks | — | $1.8M | $101K | <0.1% | |
| EB EMERGING MKTS DEBT OPPORTUNISTIC THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 286 | Common Collective Trust | — | — | $5K | <0.1% | |
| GLOBAL EQUITY LONG - ONLY FUND LP FIERA CAPITAL INC. · EIN 90-0947943 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |
