Lowenstein Sandler, Inc.'s EIN is 22-2205010.
Download the official 2022 Form 5500 (PDF) for Lowenstein Sandler, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Lowenstein Sandler, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Collective Trusts Wilmington Trust Collective Investment Trust 2,467,141 units | Common Collective Trusts | — | $38.8M | $35.8M | 52.4% | |
| WILMINGTON TR EUROPACIFC GWTH FD CT WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $35.8M | 52.4% | |
| S ub-Total Corporate Bonds | Other securities | — | $21.3M | $18.2M | 26.7% | |
| S ub-Total US Government and Agency S ecurities | Other securities | — | $4.8M | $3.7M | 5.4% | |
| S ub-Total Foreign Bonds | Other securities | — | $2.8M | $2.5M | 3.7% | |
| First American Government Obligations Fund 970,177 shares | Other securities | — | $970K | $970K | 1.4% | |
| United States Treasury Bond Strip $1,550,000 due November 15, 2051 | U.S. Treasuries | — | $719K | $496K | 0.7% | |
| United States Treasury Bond Strip $1,410,000 due M ay 15, 2049 | U.S. Treasuries | — | $699K | $474K | 0.7% | |
| Kinder M organ Energy Partners, LP $460,000, 4.250% due September 1, 2024 | Bonds / Notes | — | $482K | $452K | 0.7% | |
| Wells Fargo Co. $400,000, 4.300% due July 22, 2027 | Bonds / Notes | — | $426K | $385K | 0.6% | |
| United States Treasury Note $415,000, 2.75% due August 15, 2032 | U.S. Treasuries | — | $381K | $378K | 0.6% | |
| Bank of American Corp. $415,000, 2.087% due June 14, 2029 | Bonds / Notes | — | $397K | $349K | 0.5% | |
| United States Treasury Bond $420,000, 2.375% due February 15, 2042 | U.S. Treasuries | — | $394K | $321K | 0.5% | |
| JPM organ Chase & Co. $380,000, 3.882% due July 24, 2038 | Bonds / Notes | — | $401K | $315K | 0.5% | |
| Spectra Energy $305,000, 4.750% due M arch 15, 2024 | Bonds / Notes | — | $322K | $303K | 0.4% | |
| Sound Point Capital M anagement, LP $310,000, 4.406% due October 20, 2030 | Bonds / Notes | — | $310K | $296K | 0.4% | |
| Sunoco Logistics Partners Operations $310,000, 3.900% due July 15, 2026 | Bonds / Notes | — | $322K | $293K | 0.4% | |
| M itsubishi UFJ Financial Group $310,000, 2.193% due February 25, 2025 | Bonds / Notes | — | $304K | $290K | 0.4% | |
| US Bancorp $300,000, 2.375% due July 22, 2026 | Bonds / Notes | — | $292K | $277K | 0.4% | |
| United States Treasury Bond Strip $740,000 due M ay 15, 2047 | U.S. Treasuries | — | $334K | $263K | 0.4% | |
| Exeter Automobile Receivables Trust $270,000, .960% due October 15, 2026 | Bonds / Notes | — | $259K | $256K | 0.4% | |
| UnitedHealth Group $260,000, 4.625% due July 15, 2035 | Bonds / Notes | — | $307K | $252K | 0.4% | |
| Drive Auto Receivables Trust $260,000, .870% due October 15, 2027 | Bonds / Notes | — | $249K | $250K | 0.4% | |
| United States Treasury Bond Strip $625,000 due M ay 15, 2044 | U.S. Treasuries | — | $333K | $249K | 0.4% | |
| Santander Drive Auto Receivables Trust $255,000, 4.490% due August 15, 2029 | Bonds / Notes | — | $255K | $247K | 0.4% | |
| JPM DB Commercial M ortgage Securities Trust $270,000, 3.857% due M arch 15, 2050 | Bonds / Notes | — | $258K | $246K | 0.4% | |
| Morgan Stanley $240,000, 3.737% due April 24, 2024 | Bonds / Notes | — | $254K | $239K | 0.3% | |
| Amazon.com, Inc. $360,000, 2.500% due June 03, 2050 | Bonds / Notes | — | $303K | $227K | 0.3% | |
| Microsoft Corp. $315,000, 2.921% due M arch 17, 2052 | Bonds / Notes | — | $304K | $223K | 0.3% | |
| GSK Consumer Healthcare Capital US LLC $250,000, 3.625% due M arch 24, 2032 | Bonds / Notes | — | $224K | $219K | 0.3% | |
| Brookfield Finance LLC $215,000, 4.000% due April 1, 2024 | Bonds / Notes | — | $218K | $212K | 0.3% | |
| Welltower, Inc. $210,000, 3.625% due M arch 15, 2024 | Bonds / Notes | — | $216K | $206K | 0.3% | |
| Telefonica Emisiones S.A.U. $215,000, 4.103% due March 8, 2027 | Bonds / Notes | — | $231K | $204K | 0.3% | |
| Fifth Third Bancorp $205,000, 4.300% due January 16, 2024 | Bonds / Notes | — | $211K | $203K | 0.3% | |
| HSBC Holdings PLC $210,000, 4.375% due November 23, 2026 | Bonds / Notes | — | $218K | $202K | 0.3% | |
| CVS Health Corp. $215,000, 3.000% due August 15, 2026 | Bonds / Notes | — | $215K | $201K | 0.3% | |
| Ameriprise Financial $215,000, 2.875% due September 15, 2026 | Bonds / Notes | — | $215K | $200K | 0.3% | |
| Goldman Sachs Group $255,000, 1.992% due January 27, 2032 | Bonds / Notes | — | $237K | $194K | 0.3% | |
| CVS Health Corp. $245,000, 1.750% due August 21, 2030 | Bonds / Notes | — | $218K | $193K | 0.3% | |
| United States Treasury Bond Strip $555,000 due M ay 15, 2048 | U.S. Treasuries | — | $238K | $191K | 0.3% | |
| Comcast Corp. $260,000, 3.400% due July 15, 2046 | Bonds / Notes | — | $237K | $190K | 0.3% | |
| Cisco Systems, Inc. $180,000, 5.500% due January 15, 2040 | Bonds / Notes | — | $239K | $187K | 0.3% | |
| Capital One Financial Corp $185,000, 3.900% due January 29, 2024 | Bonds / Notes | — | $188K | $183K | 0.3% | |
| Burlington Northern Santa Fe LLC $185,000, 5.150% due September 1, 2043 | Bonds / Notes | — | $234K | $181K | 0.3% | |
| Berkshire Hathaway, Inc. $200,000, 4.300% due M ay 15, 2043 | Bonds / Notes | — | $231K | $179K | 0.3% | |
| General Dynamics Corp. $195,000, 4.250% due April 1, 2040 | Bonds / Notes | — | $216K | $178K | 0.3% | |
| Citigroup, Inc. $215,000, 2.666% due January 29, 2031 | Bonds / Notes | — | $207K | $176K | 0.3% | |
| Apple, Inc. $185,000, 4.375% due M ay 13, 2045 | Bonds / Notes | — | $230K | $171K | 0.3% | |
| Nevada Power Co. $175,000, 3.700% due May 1, 2029 | Bonds / Notes | — | $192K | $164K | 0.2% | |
| Private Equity Vintage IV Offshore Holdings, L.P. | Common Stocks | — | $194K | $156K | 0.2% |
