Donna Thomas signed Asbestos Workers Syracuse Pension Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asbestos Workers Syracuse Pension Fund's EIN is 15-6022550.
Download the official 2024 Form 5500 (PDF) for Asbestos Workers Syracuse Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asbestos Workers Syracuse Pension Fund's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | 45-3328488 | — | NONE | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF USD 3,102 Shares VOO | Common Collective Trusts | — | $921K | $1.7M | 13.3% | |
| S * MANNING & NAPIER CORE BOND SERIES W 128,560 Shares MCBWX | Mutual Funds | — | $1.2M | $1.2M | 9.3% | |
| MANNING & NAPIER UNCONSTRAINED BD W 69,782 Shares MUBWX | Other securities | — | $746K | $682K | 5.4% | |
| SPDR SER TR PORTFLI INTRMDIT 23,075 Shares SPTI | Other securities | — | $682K | $643K | 5.1% | |
| INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 3,152 Shares RSP | Mutual Funds | — | $479K | $552K | 4.4% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND ETF 10,239 Shares VEA | Common Collective Trusts | — | $390K | $490K | 3.9% | |
| VANGUARD BD INDEX FDS TOTAL BND MRKT 6,192 Shares BND | Mutual Funds | — | $482K | $445K | 3.5% | |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 8,338 Shares VWO | Common Collective Trusts | — | $353K | $367K | 2.9% | |
| CASH EQUIVALENTS * FIDELITY GOVERNMENT CASH RESERVES 295,179 Shares FDRXX | Mutual Funds | — | $295K | $295K | 2.3% | |
| VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 1,482 Shares VTV | Mutual Funds | — | $263K | $251K | 2.0% | |
| SCHWAB US DIVIDEND EQUITY ETF 9,033 Shares SCHD | Mutual Funds | — | $170K | $247K | 2.0% | |
| VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 5,066 Shares VMBS | Mutual Funds | — | $265K | $230K | 1.8% | |
| MANNING & NAPIER OVERSEAS SERIES W 6,373 Shares MNOWX | Other securities | — | $152K | $205K | 1.6% | |
| META PLATFORMS INC CLASS A COMMON STOCK 327 Shares META | Common Stocks | — | $115K | $191K | 1.5% | |
| UNITED STATES TREAS SER Q-2030 4.62500% 09/30/2030 NTS NOTE 180,000 Shares 4.63% 9/30/2030 | U.S. Treasuries | — | $184K | $182K | 1.4% | |
| VANGUARD SMALL-CAP INDEX FUND 696 Shares VB | Common Collective Trusts | — | $90K | $167K | 1.3% | |
| VANGUARD MID-CAP INDEX FUND 609 Shares VO | Common Collective Trusts | — | $90K | $161K | 1.3% | |
| AMAZON.COM INC 724 Shares AMZN | Common Stocks | — | $82K | $159K | 1.3% | |
| MICROSOFT CORP 356 Shares MSFT | Common Stocks | — | $134K | $150K | 1.2% | |
| SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF 6,321 Shares FNDX | Mutual Funds | — | $139K | $150K | 1.2% | |
| GOLDMAN SACHS ETF TR ACTIVEBETA INT 4,130 Shares GSIE | Other securities | — | $110K | $138K | 1.1% | |
| VANGUARD SCOTTSDALE FUNDS LONG-TERM TREASURY ETF 2,428 Shares VGLT | Mutual Funds | — | $194K | $134K | 1.1% | |
| ALPHABET INC CAP STK CL A 669 Shares GOOGL | Common Stocks | — | $63K | $127K | 1.0% | |
| ASTRAZENECA PLC SPON ADR EACH REP 0.50 ORD SHS 1,774 Shares AZN | Common Stocks | — | $129K | $116K | 0.9% | |
| UNITED STATES TREAS SER BONDS 3.00000% 05/15/2047 BDS 155,000 Shares 3.00% 5/15/2047 | U.S. Treasuries | — | $125K | $115K | 0.9% | |
| MASTERCARD INCORPORATED CL A 210 Shares MA | Common Stocks | — | $36K | $111K | 0.9% | |
| CORPORATE DEBT SECURITIES GOLDMAN SACHS ETF TR ACCESS INVT GR 2,407 Shares GIGB | Other securities | — | $125K | $108K | 0.9% | |
| UNITED STATES TREAS SER BONDS 2.00000% 02/15/2050 BDS 181,000 Shares 2.00% 2/15/2050 | U.S. Treasuries | — | $113K | $105K | 0.8% | |
| CBRE GROUP INC COM USD0.01 CLASS A 688 Shares CBRE | Common Stocks | — | $87K | $90K | 0.7% | |
| VISA INC 284 Shares V | Common Stocks | — | $31K | $90K | 0.7% | |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 451 Shares TSM | Common Stocks | — | $40K | $89K | 0.7% | |
| LVMH MOET HENNESSY LOUIS VUITTON ADR 661 Shares LVMUY | Common Stocks | — | $90K | $86K | 0.7% | |
| INFINEON TECHNOLOGIES AG SPON ADR EACH REP 1 ORD SHS 2,656 Shares IFNNY | Common Stocks | — | $100K | $86K | 0.7% | |
| JOHNSON &JOHNSON COM 565 Shares JNJ | Common Stocks | — | $65K | $82K | 0.6% | |
| COCA-COLA CO 1,233 Shares KO | Common Stocks | — | $67K | $77K | 0.6% | |
| EPAM SYS INC COM USD0.001 314 Shares EPAM | Common Stocks | — | $60K | $73K | 0.6% | |
| CSX CORP COM USD1 2,187 Shares CSX | Common Stocks | — | $72K | $71K | 0.6% | |
| COPART INC COM USD0.0001 1,187 Shares CPRT | Common Stocks | — | $27K | $68K | 0.5% | |
| VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF 840 Shares VCIT | Mutual Funds | — | $69K | $67K | 0.5% | |
| BLACKROCK INC COM 65 Shares BLK | Common Stocks | — | $56K | $67K | 0.5% | |
| THERMO FISHER SCIENTIFIC INC 128 Shares TMO | Common Stocks | — | $62K | $67K | 0.5% | |
| CADENCE DESIGN SYSTEMS INC COM USD0.01 216 Shares CDNS | Common Stocks | — | $63K | $65K | 0.5% | |
| TRANSUNION COM 695 Shares TRU | Common Stocks | — | $65K | $64K | 0.5% | |
| SERVICENOW INC COM USD0.001 60 Shares NOW | Common Stocks | — | $40K | $64K | 0.5% | |
| HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 994 Shares HDB | Common Stocks | — | $53K | $63K | 0.5% | |
| ROCHE HOLDINGS ADR 1,738 Shares RHHBY | Common Stocks | — | $55K | $61K | 0.5% | |
| ELECTRONIC ARTS INC 398 Shares EA | Common Stocks | — | $47K | $58K | 0.5% | |
| U.S. GOVERNMENT AND AGENCY SECURITIES UNITED STATES TREAS NTS SER A-2031 0.12500% 01/15/2031 54,000 Shares 0.13% 1/15/2031 | U.S. Treasuries | — | $58K | $58K | 0.5% | |
| L3HARRIS TECHNOLOGIES INC COM 256 Shares LHX | Common Stocks | — | $47K | $54K | 0.4% | |
| TECHTRONIC INDUSTRIES COMPANY ADR 817 Shares TTNDY | Common Stocks | — | $58K | $54K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLITMAN & KING, LLP |
| 16-1047304 |
| — |
| NONE |
| $21K |
| — |
| DERMODY, BURKE & BROWN, CPAS, LLC | 01-0723685 | — | NONE | $20K | — |
| DONNA THOMAS | 15-6022550 | — | EMPLOYEE | $17K | — |
