Linda Artis signed Refinitiv US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Refinitiv US LLC's EIN is 20-4530702.
Download the official 2024 Form 5500 (PDF) for Refinitiv US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Refinitiv US LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVESTMENT ADVISORY | $428K | — |
| SSGA | 04-0025081 |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND BLACKROCK · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $191.2M | 17.2% | |
| JPMCB LARGE CAP GROWTH FUND-CF-2 CL JPMC · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $140.2M | 12.6% | |
| LIFEPATH INDEX 2040 SL FUND BLACKROCK · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $86.1M | 7.7% | |
| LIFEPATH INDEX 2030 SL FUND BLACKROCK · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $81.9M | 7.4% | |
| Fidelity Total International Index Mutual Funds | Mutual Funds | — | — | $75.4M | 6.8% | |
| RUSSELL 2000 INDEX FUND BLACKROCK · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $63.4M | 5.7% | |
| Fidelity U.S. Bond Index Mutual Funds | Mutual Funds | — | — | $60.2M | 5.4% | |
| LIFEPATH INDEX 2035 SL FUND BLACKROCK · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $57.4M | 5.2% | |
| LIFEPATH INDEX RETIREMENT FUND BLACKROCK · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $56.2M | 5.0% | |
| INVESCO STABLE VALUE TRUST INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $50.5M | 4.5% | |
| LIFEPATH INDEX 2045 SL FUND BLACKROCK · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $48.5M | 4.4% | |
| LIFEPATH INDEX 2050 SL FUND BLACKROCK · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $39.2M | 3.5% | |
| MSF Large Cap Value Mutual Funds | Other securities | — | — | $36.9M | 3.3% | |
| LIFEPATH INDEX 2055 SL FUND BLACKROCK · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $20.8M | 1.9% | |
| Charles Schwab Trust Company Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $20.1M | 1.8% | |
| American Funds EuroPacific Growth Fund; R-6 Mutual Funds | Mutual Funds | — | — | $17.4M | 1.6% | |
| Dodge & Cox Income Fund Mutual Funds | Mutual Funds | — | — | $17.3M | 1.6% | |
| LIFEPATH INDEX 2060 SL FUND BLACKROCK · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $13.9M | 1.2% | |
| WELLINGTON SMID RESRCH EQ FUND WELLINGTON · EIN 04-6913417 / PN 129 | Common Collective Trust | — | — | $13.8M | 1.2% | |
| PIMCO Income Fund Mutual Funds | Mutual Funds | — | — | $7.4M | 0.7% | |
| STATE STREET REAL ASSET FUND STATE STREET · EIN 90-0337987 / PN 374 | Common Collective Trust | — | — | $5.7M | 0.5% | |
| Various Participants Participant loans (maturing through 2036) at interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $5.5M | 0.5% | |
| LIFEPATH INDEX 2065 SL FUND BLACKROCK · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.3% | |
| LIFEPATH INDEX 2025 SL FUND BLACKROCK · EIN 87-1035812 / PN 001 | 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.
| — |
| INVESTMENT MANAGEMENT |
| $6K |
| — |
