Board of Trustees of Perishable Food Industry Pension Fund's EIN is 13-6100245.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Perishable Food Industry Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVASTA AND COMPANY | 13-3879959 | — | NONE | $48K |
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.
| — |
| ATALANTA AND SOSNOFF | 20-5150276 | — | NONE | $46K | — |
| QUAN-VEST CONSULTANT | 11-2559669 | — | NONE | $18K | — |
| COHEN, LEDER, MONTALBANO & GROSSMAN | 41-2043615 | — | NONE | $9K | — |
| MADON MALIN, PC | 13-3509284 | — | NONE | $8K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Atalanta Sosnoff Page 16 N/A Atalanta Sosnoff Page 17 N/A | Common Stocks | — | $3.7M | $5.9M | 29.2% | |
| s - equity T Rowe Price Page 23 N/A | Mutual Funds | — | $1.3M | $3.7M | 18.6% | |
| Vanguard Page 24 N/A | Mutual Funds | — | $3.1M | $3.2M | 15.6% | |
| Atalanta Sosnoff Page 19 N/A | Corporate Bonds | — | $1.8M | $1.5M | 7.6% | |
| Atalanta Sosnoff Page 21 N/A | Other securities | — | $1.6M | $1.5M | 7.4% | |
| real estate Principle Life Insurance Company Page 22 N/A | Pooled Separate Accounts | — | $83K | $1.5M | 7.3% | |
| PRIN U.S PROPERTY SA - PGI3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.5M | 7.3% | |
| Atalanta Sosnoff Page 20 N/A | Other securities | — | $730K | $730K | 3.6% | |
| Atalanta Sosnoff Page 20 N/A | Other securities | — | $569K | $560K | 2.8% | |
| Atalanta Sosnoff Page 19 N/A | Other securities | — | $507K | $504K | 2.5% | |
| Atalanta Sosnoff Page 19 N/A | Other securities | — | $244K | $243K | 1.2% | |
| Cash and cash equivalents Atalanta Sosnoff Page 21 N/A | Cash / Money Market | — | $194K | $194K | 1.0% | |
| Atalanta Sosnoff Page 20 N/A | Other securities | — | $101K | $162K | 0.8% | |
| Atalanta Sosnoff Page 20 N/A | Other securities | — | $97K | $80K | 0.4% | |
| Atalanta Sosnoff Page 21 N/A | Other securities | — | $51K | $50K | 0.2% | |
| Atalanta Sosnoff Page 22 N/A | Other securities | — | $42K | $42K | 0.2% | |
| U.S. Government securities Atalanta Sosnoff Page 19 N/A | Other securities | — | $26K | $23K | 0.1% | |
| Principle Life Insurance Company Page 22 N/A 32 Vanguard Page 22 N/A | Mutual Funds | — | $14K | $14K | <0.1% | |
| Atalanta Sosnoff Page 21 N/A | Other securities | — | $3K | $3K | <0.1% |
