IBEW Local Union 269 Annuity Fund's EIN is 22-2393763.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union 269 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $45K | — |
| VANGUARD GROUP INC | 12-1945930 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Guaranteed Income Fund | Other securities | — | $70.7M | $78.9M | 26.5% | |
| Fidelity Contra Fund | Mutual Funds | — | $37.2M | $45.3M | 15.2% | |
| Metropolitan Life Guaranteed Investment Contract | Stable Value | — | $43.9M | $43.9M | 14.7% | |
| Mainstay S & P 500 Idx I | Common Collective Trusts | — | $20.2M | $24.0M | 8.1% | |
| Fidelity Adv Freedom 2040 | Mutual Funds | — | $16.7M | $17.8M | 6.0% | |
| Allspring Gro Class Adm | Other securities | — | $18.1M | $14.5M | 4.9% | |
| Fidelity Adv Freedom 2050 | Mutual Funds | — | $8.8M | $9.7M | 3.3% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | $7.9M | $7.8M | 2.6% | |
| Fidelity Adv Freedom 2035 | Mutual Funds | — | $7.4M | $7.5M | 2.5% | |
| Fidelity Adv Freedom 2030 | Mutual Funds | — | $6.7M | $6.6M | 2.2% | |
| Vanguard Explorer Admiral | Mutual Funds | — | $6.5M | $6.2M | 2.1% | |
| Ish Mschi Ttl Intl Idx A | Common Collective Trusts | — | $4.4M | $4.5M | 1.5% | |
| Vanguard Total Bond Index | Mutual Funds | — | $4.6M | $4.0M | 1.4% | |
| Vanguard Small-Cap Value | Mutual Funds | — | $2.9M | $3.7M | 1.3% | |
| Fidelity Adv Freedom 2045 | Mutual Funds | — | $3.0M | $3.3M | 1.1% | |
| Fidelity Adv Freedom 2025 | Mutual Funds | — | $3.3M | $3.2M | 1.1% | |
| American Beacon The London Co Inc Eq Inv | Common Stocks | — | $3.2M | $3.2M | 1.1% | |
| Prin Smcp Sp 600 Idx R5 | Common Collective Trusts | — | $3.0M | $3.0M | 1.0% | |
| Vanguard Re Idx Admiral | Common Collective Trusts | — | $2.3M | $2.4M | 0.8% | |
| Pgim High Yield Cl R6 | Other securities | — | $1.7M | $1.6M | 0.6% | |
| Fidelity Adv Freedom Inc | Mutual Funds | — | $1.7M | $1.6M | 0.5% | |
| Fidelity Adv Freedom 2020 | Mutual Funds | — | $1.4M | $1.3M | 0.4% | |
| Fidelity Adv Freedom 2010 | Mutual Funds | — | $797K | $717K | 0.2% | |
| Fidelity Adv Freedom 2015 | Mutual Funds | — | $224K | $200K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ADVISORS | 22-2393763 | — | NONE | $30K | — |
| PRUDENTIAL INVESTMENT MANAGEMENT SV | 37-1610226 | — | NONE | $0 | — |
| BLACKROCK FUND ADVISORS | 94-2948313 | — | NONE | $0 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT | 20-4776225 | — | NONE | $0 | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 20-4530738 | — | NONE | $0 | — |
| WELLINGTON MANAGEMENT COMPANY LLP | 04-2258327 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITIAN LIFE INSURANCE CO | 13-5581829 | — | NONE | $242K | — |
| I.E. SHAFFER | 22-1750854 | — | NONE | $197K | — |
| PELLETTIERI, RABSTEIN & ALTMAN | 22-2353673 | — | NONE | $28K | — |
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | — | — | $15K | — |
| DODGE & COX | 25-6201104 | — | NONE | $0 | — |
| ALLSPRING FUNDS MANAGEMENT, LLC | — | CHARLOTTE, NC | NONE | $0 | — |
