Allison Larosa signed Anchorage Capital Group, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anchorage Capital Group, LLC's EIN is 20-0042271.
Download the official 2023 Form 5500 (PDF) for Anchorage Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Anchorage Capital Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $4.2M | 15.1% | |
| FIDELITY BALANCED FUND | Registered Investment Companies | — | — | $3.8M | 13.6% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.5% | |
| FIDELITY GROWTH COMPANY FUND | Registered Investment Companies | — | — | $1.8M | 6.3% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.4M | 4.9% | |
| INVESCO MAIN STREET Y | Registered Investment Companies | — | — | $1.3M | 4.6% | |
| THE HARTFORD INTL OPPS CLASS Y | Registered Investment Companies | — | — | $1.2M | 4.2% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.1M | 3.9% | |
| LOOMIS SAYLES GROWTH FUND Y | Registered Investment Companies | — | — | $1.1M | 3.8% | |
| THORNBURG GLOB OPPS R5 | Registered Investment Companies | — | — | $793K | 2.8% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $730K | 2.6% | |
| JP MORGAN GOV BOND I | Registered Investment Companies | — | — | $593K | 2.1% | |
| AMERICAN CENTURY MD CP VAL I | Registered Investment Companies | — | — | $559K | 2.0% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $535K | 1.9% | |
| BLK HIGH YIELD BOND INST | Registered Investment Companies | — | — | $506K | 1.8% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $493K | 1.8% | |
| STATE ST RUSS SC IDX IV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 337 | Common Collective Trust | — | — | $475K | 1.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $415K | 1.5% | |
| DELAWARE CLIMATE SOLUTIONS R6 | Registered Investment Companies | — | — | $382K | 1.4% | |
| BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $355K | 1.3% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $323K | 1.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $322K | 1.1% | |
| T ROWE PRICE COMM & TECH | Registered Investment Companies | — | — | $283K | 1.0% | |
| DELAWARE VALUE FUND - INSTL | Registered Investment Companies | — | — | $281K | 1.0% | |
| HARTFORD SC GROWTH HLS IA | Registered Investment Companies | — | — | $272K | 1.0% | |
| DELAWARE SMALL CAP VALUE - I | Registered Investment Companies | — | — | $244K | 0.9% | |
| JPMORGAN MIDCAP VALUE I | Registered Investment Companies | — | — | $239K | 0.9% | |
| THORNBURG INTL GR R5 | Registered Investment Companies | — | — | $236K | 0.8% | |
| COLUMBIA GLOBAL TECH GROWTHADV | Registered Investment Companies | — | — | $222K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $197K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $160K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $153K | 0.5% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $141K | 0.5% | |
| EV ATL CAPITAL SMID CP I | Registered Investment Companies | — | — | $132K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $131K | 0.5% | |
| VAN ECK INTL INV GOLD I | Registered Investment Companies | — | — | $127K | 0.5% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $123K | 0.4% | |
| SCHWAB FUNDMNTL INTL LG CO IDX | Registered Investment Companies | — | — | $117K | 0.4% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $97K | 0.3% | |
| THE HARTFORD BALANCED INC R5 | Registered Investment Companies | — | — | $68K | 0.2% | |
| DFA INTL SMALL CAP VAL INST | Registered Investment Companies | — | — | $56K | 0.2% | |
| JOHN HANCOCK REGIONAL BANK I | Registered Investment Companies | — | — | $55K | 0.2% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $54K | 0.2% | |
| COLUMBIA THERMOSTAT I | Registered Investment Companies | — | — | $53K | 0.2% | |
| PIM COMMODPLUS STRATEGY I2 | Registered Investment Companies | — | — | $49K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $39K | 0.1% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $38K | 0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $27K | <0.1% | |
| FEDERATED HERMES INTL STR VLDV | Registered Investment Companies | — | — | $24K | <0.1% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
