Andrew Sharp signed North American Electric Reliability Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Electric Reliability Corporation's EIN is 20-4821888.
Download the official 2024 Form 5500 (PDF) for North American Electric Reliability Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Electric Reliability Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $12.7M | 13.9% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $9.9M | 10.9% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.8M | 10.7% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $9.4M | 10.3% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.8M | 8.6% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.6M | 7.2% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.2M | 4.6% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $3.9M | 4.3% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.6M | 4.0% | |
| Schwab Funds Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.6M | 4.0% | |
| MFS Investment Management MFS Massachusetts Investors Growth Stock R6 Fund | Mutual Funds | — | — | $2.7M | 2.9% | |
| T. Rowe Price Funds T. Rowe Price New Horizon I Fund | Other securities | — | — | $2.2M | 2.5% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 2.2% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Goldman Sachs Goldman Sachs GQG Partners International O R6 Fund | Other securities | — | — | $1.2M | 1.3% | |
| Fidelity Investments Fidelity Advisor Total Bond Z Fund | Mutual Funds | — | — | $1.2M | 1.3% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $1.0M | 1.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston R6 Fund | Other securities | — | — | $908K | 1.0% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $875K | 1.0% | |
| Vanguard Group Vanguard Selected Value Investor Fund | Mutual Funds | — | — | $846K | 0.9% | |
| 4.25% to 9.50%; maturing through 2048 | Bonds / Notes | — | — | $807K | 0.9% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fund | Other securities | — | — | $731K | 0.8% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $683K | 0.7% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $681K | 0.7% | |
| The American Funds American Funds American Balanced R6 Fund | Mutual Funds | — | — | $582K | 0.6% | |
| PIMCO Funds PIMCO Real Return Instl Fund | Mutual Funds | — | — | $275K | 0.3% | |
| Dimensional Fund Advisors DFA Real Estate Securities I Fund | Mutual Funds | — | — | $243K | 0.3% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $146K | 0.2% | |
| JP Morgan Funds JP Morgan Government Bond R6 Fund | U.S. Treasuries | — | — | $120K | 0.1% | |
| The American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $106K | 0.1% | |
| Columbia Funds Columbia Overseas Value I3 Fund | Other securities | — | — | $77K | <0.1% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $32K | <0.1% | |
| (E) | Other securities | — | — | $32K | <0.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $13K | <0.1% | |
| (E) | Other securities | — | $77K | $13K | <0.1% |
