KERI Shingleton signed Reading Health System's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reading Health System's EIN is 23-1352204.
Download the official 2023 Form 5500 (PDF) for Reading Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Reading Health System'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 |
|---|---|---|---|---|---|
| SILCHESTER INTERNATIONAL INVESTORS | 36-7045783 | NEW YORK, NY | NONE | $184K | — |
| WEDGE CAPITAL MANAGEMENT | — | CHARLETTE, NC | NONE | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PGIM INC |
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.
| 22-2540245 |
| NEWARK, NY |
| NONE |
| $211K |
| — |
| RELIANCE TRUST | 35-7085469 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GEN 500 COLL INV TRUST RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $46.4M | $117.8M | 28.9% | |
| S BALLIE GIFFORD INTL ALPHA FUND | Mutual Funds | — | $29.1M | $29.2M | 7.2% | |
| SILCHESTER INTERNATIONAL EQUITY GRP THE NORTHERN TRUST CO OF CHICAGO · EIN 36-7045783 / PN 001 | 103-12 Investment Entity | — | $2.4M | $19.7M | 4.8% | |
| PENTWATER EVENT FUND LTD F-V-U | Common Stocks | — | $6.2M | $14.1M | 3.5% | |
| T ROWE PR OM US S/C GR EQ-I | Other securities | — | $11.0M | $12.7M | 3.1% | |
| THE CHILDREN'S INV FUND CL F1 | Other securities | — | $3.6M | $12.1M | 3.0% | |
| CANYON VALUE REALIZATION FUND | Other securities | — | $7.0M | $11.0M | 2.7% | |
| SCHRODER INTL MULTI-CAP VAL TRUST SEI TRUST COMPANY · EIN 46-4869591 / PN 001 | Common Collective Trust | — | $7.8M | $10.6M | 2.6% | |
| U.S. TREASURY BONDS 4.750% 11/15/53 | U.S. Treasuries | — | $8.5M | $8.6M | 2.1% | |
| WILMINGTON PRIME MONEY MARKET CL SLCT | Cash / Money Market | — | $7.8M | $7.8M | 1.9% | |
| U.S. TREASURY STRIPS Z-CPN 11/15/41 | Other securities | — | $8.3M | $6.5M | 1.6% | |
| HEDGE FUNDS AND PRIVATE EQUITY FUNDS TRIDENT CAPITAL VII, L.P. | Other securities | — | $1.9M | $5.0M | 1.2% | |
| INSTITUTIONAL VENTURE PARTNERS XVI | Other securities | — | $3.0M | $3.9M | 1.0% | |
| LASALLE PROPERTY FUND GP, LP | Other securities | — | $3.8M | $3.9M | 1.0% | |
| BLACKSTONE REAL ESTATE PARTNERS VIII | Other securities | — | $3.2M | $3.6M | 0.9% | |
| S (CONTINUED) LAZARD GL LIST INFRASTRUCTURE-INST | Mutual Funds | — | $3.6M | $3.5M | 0.9% | |
| ONE ROCK CAPITAL PARTNERS II, LP | Other securities | — | $2.2M | $3.4M | 0.8% | |
| INSTITUTIONAL VENTURE PARTNERS XV LP | Other securities | — | $2.5M | $3.3M | 0.8% | |
| CRESSY & COMPANY FUND VI-A LP | Common Stocks | — | $2.3M | $3.0M | 0.7% | |
| QUANTUM ENERGY PARTNERS VII | Other securities | — | $1.9M | $2.9M | 0.7% | |
| PIMCO BRAVO FD III ONSHORE LP | Mutual Funds | — | $1.9M | $2.9M | 0.7% | |
| U.S. TREASURY BONDS 2.250% 5/15/41 | U.S. Treasuries | — | $3.7M | $2.6M | 0.6% | |
| HEDGE FUNDS AND PRIVATE EQUITY FUNDS APOLLO INVESTMENT FUND IX | Other securities | — | $1.4M | $2.5M | 0.6% | |
| (CONTINUED) TRIDENT VI PARALLEL FUND, LP | Other securities | — | $497K | $2.3M | 0.6% | |
| U.S. TREASURY STRIPS Z-CPN 8/15/41 | Other securities | — | $3.6M | $2.3M | 0.6% | |
| U.S. TREASURY STRIPS Z-CPN 2/15/44 | Other securities | — | $3.7M | $2.2M | 0.5% | |
| U.S. TREASURY BONDS 3.625% 8/15/43 | U.S. Treasuries | — | $2.0M | $2.0M | 0.5% | |
| U.S. TREASURY STRIPS Z-CPN 11/15/49 | Other securities | — | $2.2M | $1.9M | 0.5% | |
| ONE ROCK CAPITAL PARTNERS | Other securities | — | $30K | $1.8M | 0.5% | |
| BANK OF AMER MTN V-Q 3.194% 7/23/30 | Bonds / Notes | — | $2.2M | $1.8M | 0.4% | |
| SOFINNOVA VENTURE PARTNERS IX | Other securities | — | $2.5M | $1.7M | 0.4% | |
| SOFINNOVA VENTURE PARTNERS X, L.P. | Other securities | — | $1.8M | $1.6M | 0.4% | |
| QUANTUM ENERGY PARTNERS VI LP | Other securities | — | $843K | $1.6M | 0.4% | |
| U.S. TREASURY STRIPS Z-CPN 11/15/42 | Other securities | — | $2.4M | $1.4M | 0.3% | |
| MORGAN STAN MTN V-Q 2.699% 1/22/31 | Bonds / Notes | — | $1.6M | $1.3M | 0.3% | |
| CITIGROUP INC V-Q 2.976% 11/05/30 | Bonds / Notes | — | $1.4M | $1.2M | 0.3% | |
| APOLLO INVESTMENT FUND VIII | Other securities | — | $750K | $1.2M | 0.3% | |
| AT&T INC 3.500% 6/01/41 | Bonds / Notes | — | $1.5M | $1.1M | 0.3% | |
| COMM MORTGAGE CMO 3.765% 2/10/49 | Structured Credit (CLO/ABS) | — | $1.2M | $1.1M | 0.3% | |
| DEUTSCHE BANK CMO 1.644% 9/15/53 | Structured Credit (CLO/ABS) | — | $1.3M | $1.1M | 0.3% | |
| CFCRE COMM CMO 3.585% 12/10/54 | Structured Credit (CLO/ABS) | — | $1.2M | $1.0M | 0.2% | |
| GREYWOLF ABS V-M 6.89557% 4/22/33 | Structured Credit (CLO/ABS) | — | $974K | $1.0M | 0.2% | |
| U.S. GOVERNMENT OBLIGATIONS (CONTINUED) U.S. TREASURY BONDS 2.875% 5/15/52 | U.S. Treasuries | — | $1.2M | $989K | 0.2% | |
| U.S. TREASURY STRIPS Z-CPN 5/15/44 | Other securities | — | $1.5M | $844K | 0.2% | |
| BARCLAYS COMM CMO 1.786% 4/15/53 | Structured Credit (CLO/ABS) | — | $1.0M | $844K | 0.2% | |
| FHLMC SER K1522 CMO 2.361% 10/25/36 | Agency / Mortgage-Backed | — | $1.1M | $842K | 0.2% | |
| BANK CMO 1.901% 4/15/63 | Structured Credit (CLO/ABS) | — | $1.0M | $814K | 0.2% | |
| JPMDB COML MT CMO 1.9152% 5/13/53 | Structured Credit (CLO/ABS) | — | $1.0M | $796K | 0.2% | |
| TRINITAS ABS V-Q 7.01456% 1/20/35 | Structured Credit (CLO/ABS) | — | $750K | $756K | 0.2% | |
| GOLDMAN SACHS GP 2.600% 2/07/30 | Bonds / Notes | — | $735K | $754K | 0.2% |
