Deneen Byrne signed New York Independent System Operator's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New York Independent System Operator's EIN is 14-1815612.
Download the official 2024 Form 5500 (PDF) for New York Independent System Operator from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New York Independent System Operator'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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $78K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $57K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SHORT DURATION FUND GREAT GRAY TRUST CO. · EIN 26-3783890 / PN 941 | Common Collective Trust | — | $11.3M | $12.2M | 52.2% | |
| BLACKROCK US DEBT INDEX FUND GREAT GRAY TRUST CO. · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $2.5M | $2.8M | 11.8% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST CO. · EIN 20-3802168 / PN 001 | Common Collective Trust | — | $671K | $1.6M | 7.0% | |
| Dodge & Cox Income Cl I Mutual Funds | Mutual Funds | — | $1.4M | $1.4M | 6.1% | |
| Harding Loevner International Eq Instl Mutual Funds | Other securities | — | $1.0M | $1.3M | 5.5% | |
| GREAT GRAY TRUST SMALL CAP VALUE GREAT GRAY TRUST CO. · EIN 26-3783916 / PN 944 | Common Collective Trust | — | $374K | $605K | 2.6% | |
| GREAT GRAY TRUST MID CAP VALUE GREAT GRAY TRUST CO. · EIN 26-3783919 / PN 945 | Common Collective Trust | — | $269K | $540K | 2.3% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds | Other securities | — | $457K | $525K | 2.2% | |
| Vanguard Emerging Mkts Stock Index Adm Mutual Funds | Mutual Funds | — | $417K | $418K | 1.8% | |
| GQG Partners Emerging Mkts Eq Instl Mutual Funds | Other securities | — | $411K | $378K | 1.6% | |
| GREAT GRAY TRUST LARGE CAP GROWTH GREAT GRAY TRUST CO. · EIN 26-3783757 / PN 930 | Common Collective Trust | — | $59K | $166K | 0.7% | |
| GREAT GRAY TRUST LARGE CAP VALUE GREAT GRAY TRUST CO. · EIN 26-3783374 / PN 907 | Common Collective Trust | — | $90K | $163K | 0.7% | |
| GREAT GRAY TRUST CORE PLUS FIXED IN GREAT GRAY TRUST CO. · EIN 26-3783650 / PN 914 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
