Catheryn Murdoch signed Tenacre Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tenacre Foundation's EIN is 21-0577480.
Download the official 2024 Form 5500 (PDF) for Tenacre Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tenacre Foundation'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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 02-0448023 | LEBANON, NH | NONE | $369K | — |
| TOWLE & CO. | 43-1238562 | ST. LOUIS, MO | NONE | $40K | — |
| WELLS FARGO | 95-3582843 | — | NONE | $36K | — |
| WITHUM SMITH & BROWN, PC | 22-2027092 | PRINCETON, NJ | NONE | $24K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc 4,980 shares Berkshire Hathaway Inc Class B Common Stock | Common Stocks | — | $889K | $2.3M | 3.7% | |
| United States Treasury United States Treasury Infl Idx - 0.125% Jan 15 2030 | U.S. Treasuries | — | $2.3M | $1.9M | 3.2% | |
| United States Treasury United States Treasury Note -1.625% Feb 15 2026 | U.S. Treasuries | — | $1.6M | $1.7M | 2.8% | |
| Apple Inc 6,615 shares Apple Inc Common Stock | Common Stocks | — | $260K | $1.7M | 2.7% | |
| United States Treasury United States Treasury Note - 4.625% Nov 15 2026 | U.S. Treasuries | — | $1.5M | $1.5M | 2.5% | |
| United States Treasury United States Treasury Note - 2.750% Feb 28 2025 | U.S. Treasuries | — | $1.4M | $1.5M | 2.5% | |
| United States Treasury United States Treasury Note - 3.875% Jan 15 2026 | U.S. Treasuries | — | $1.4M | $1.4M | 2.4% | |
| United States Treasury United States Treasury Note - 3.000% Jul 15 2025 | U.S. Treasuries | — | $1.3M | $1.4M | 2.3% | |
| Alphabet Inc 5,425 shares Alphabet Inc Class A Common Stock | Common Stocks | — | $908K | $1.2M | 2.0% | |
| KIMCO Realty Corp 49,000 shares KIMCO Realty Corp Common Stock | Common Stocks | — | $1.1M | $1.1M | 1.9% | |
| Iron Mountain Inc 10,880 shares Iron Mountain Inc Common Stock | Common Stocks | — | $358K | $1.1M | 1.9% | |
| Microsoft Corp 2,654 shares Microsoft Corp Common Stock | Common Stocks | — | $353K | $1.1M | 1.8% | |
| United States Treasury United States Treasury Note - 5.000% Oct 31 2025 | U.S. Treasuries | — | $1.0M | $1.0M | 1.7% | |
| IBM Corp 4,410 shares IBM Corp Common Stock | Common Stocks | — | $518K | $969K | 1.6% | |
| Fluor Corp 19,580 shares Fluor Corp Common Stock | Common Stocks | — | $354K | $966K | 1.6% | |
| United States Treasury United States Treasury Note - 1.625% May 15 2026 | U.S. Treasuries | — | $934K | $963K | 1.6% | |
| United States Treasury United States Treasury Note - 2.750% May 15 2025 | U.S. Treasuries | — | $934K | $956K | 1.6% | |
| United States Treasury United States Treasury Note - 4.500% Jul 15 2026 | U.S. Treasuries | — | $897K | $903K | 1.5% | |
| United States Treasury United States Treasury Note - 4.375% Dec 15 2026 | U.S. Treasuries | — | $896K | $902K | 1.5% | |
| Fidelity NATL Info 10,855 shares Fidelity NATL Info Common Stock | Mutual Funds | — | $637K | $877K | 1.4% | |
| Toyota Industries Co 10,925 shares Toyota Industries Co Common Stock | Common Stocks | — | $832K | $854K | 1.4% | |
| Conagra Brands Inc 30,645 shares Conagra Brands Inc Common Stock | Common Stocks | — | $847K | $850K | 1.4% | |
| BWX Technologies Inc 7,170 shares BWX Technologies Inc Common Stock | Common Stocks | — | $391K | $799K | 1.3% | |
| Jacobs Solutions Inc 5,875 shares Jacobs Solutions Inc Common Stock | Common Stocks | — | $275K | $785K | 1.3% | |
| Bunge Global SA 10,000 shares Bunge Global SA Common Stock | Common Stocks | — | $1.0M | $778K | 1.3% | |
| Mondelez International Inc 12,984 shares Mondelez International Inc Class A Common Stock | Common Stocks | — | $692K | $776K | 1.3% | |
| Meta Platforms Inc 1,285 shares Meta Platforms Inc Class A Common Stock | Common Stocks | — | $197K | $752K | 1.2% | |
| United States Treasury United States Treasury Note - 2.625% Dec 31 2025 | U.S. Treasuries | — | $728K | $729K | 1.2% | |
| Sony Group Corp 33,990 shares Sony Group Corp ADR Common Stock | Common Stocks | — | $385K | $719K | 1.2% | |
| Southern Co 8,550 shares Southern Co Common Stock | Common Stocks | — | $606K | $704K | 1.2% | |
| Constellation Energy Corp 2,995 shares Constellation Energy Corp Common Stock | Common Stocks | — | $99K | $670K | 1.1% | |
| Nintendo Ltd 44,145 shares Nintendo Ltd ADR Common Stock | Common Stocks | — | $290K | $646K | 1.1% | |
| Autoliv Inc 6,805 shares Autoliv Inc Common Stock | Common Stocks | — | $675K | $638K | 1.0% | |
| Charles Schwab Corp 8,430 shares Charles Schwab Corp Common Stock | Mutual Funds | — | $464K | $624K | 1.0% | |
| AES Corporation 48,000 shares AES Corporation Common Stock | Common Stocks | — | $664K | $618K | 1.0% | |
| CBRE Group Inc 4,641 shares CBRE Group Inc Class A Common Stock | Common Stocks | — | $206K | $609K | 1.0% | |
| Comcast Corp 14,495 shares Comcast Corp New Class A Common Stock | Common Stocks | — | $619K | $544K | 0.9% | |
| Analog Devices Inc 2,365 shares Analog Devices Inc Common Stock | Common Stocks | — | $407K | $502K | 0.8% | |
| BJs Wholesale Club 5,600 shares BJs Wholesale Club Common Stock | Common Stocks | — | $225K | $500K | 0.8% | |
| NXP Semiconductors 2,370 shares NXP Semiconductors NV Common Stock | Common Stocks | — | $167K | $493K | 0.8% | |
| Freeport-McMoRan 12,685 shares Freeport-McMoRan Common Stock | Common Stocks | — | $539K | $483K | 0.8% | |
| Lennar Corp 3,525 shares Lennar Corp Class A Common Stock | Common Stocks | — | $186K | $481K | 0.8% | |
| Opera Ltd 24,795 shares Opera Ltd Common Stock | Common Stocks | — | $301K | $470K | 0.8% | |
| Embraer S A 12,550 shares Embraer S A Common Stock | Common Stocks | — | $199K | $460K | 0.8% | |
| Lam Research Corp 6,300 shares Lam Research Corp Common Stock | Common Stocks | — | $45K | $455K | 0.7% | |
| Coterra Energy Inc 17,575 shares Coterra Energy Inc Common Stock | Common Stocks | — | $440K | $449K | 0.7% | |
| Cameco Corp 8,490 shares Cameco Corp Common Stock | Common Stocks | — | $88K | $436K | 0.7% | |
| Charles Schwab Bank Schwab U.S. Treasury Money Fund | Mutual Funds | — | $425K | $425K | 0.7% | |
| Cheniere Energy Inc 1,940 shares Cheniere Energy Inc Common Stock | Common Stocks | — | $98K | $417K | 0.7% | |
| Prosus N V 50,500 shares Prosus N V Common Stock | Common Stocks | — | $327K | $401K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PREFERRED PENSION PLANNING CORP | 22-3200158 | BRIDGEWATER, NJ | NONE | $24K | — |
| ADP | 22-3006057 | EL PASO, TX | NONE | $8K | — |
