Lauren Roberts signed Veolia WTS USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veolia WTS USA, Inc.'s EIN is 23-1503731.
Download the official 2024 Form 5500 (PDF) for Veolia WTS USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veolia WTS USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $266K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $49.8M | 10.4% | |
| State Street Bank & Trust Target Retirement 2030 Fund Class P (1) | Other securities | — | — | $49.0M | 10.2% | |
| SS TRGT RET 2030 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $49.0M | 10.2% | |
| TRP BLUE CHIP GR T7 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $44.7M | 9.3% | |
| State Street Bank & Trust Target Retirement 2040 Fund Class P (1) | Other securities | — | — | $43.2M | 9.0% | |
| SS TRGT RET 2040 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $43.2M | 9.0% | |
| State Street Bank & Trust Target Retirement 2035 Fund Class P (1) | Other securities | — | — | $41.6M | 8.7% | |
| SS TRGT RET 2035 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $41.6M | 8.7% | |
| State Street Bank & Trust Target Retirement 2025 Fund Class P (1) | Other securities | — | — | $33.4M | 7.0% | |
| SS TRGT RET 2025 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $33.4M | 7.0% | |
| State Street Bank & Trust Target Retirement 2045 Fund Class P (1) | Other securities | — | — | $33.3M | 6.9% | |
| SS TRGT RET 2045 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $33.3M | 6.9% | |
| State Street Bank & Trust Target Retirement 2050 Fund Class P (1) | Other securities | — | — | $30.0M | 6.2% | |
| SS TRGT RET 2050 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $30.0M | 6.2% | |
| State Street Bank & Trust Target Retirement 2055 Fund Class P (1) | Other securities | — | — | $21.6M | 4.5% | |
| SS TRGT RET 2055 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $21.6M | 4.5% | |
| Dodge & Cox Stock Fund (1) | Mutual Funds | — | — | $20.3M | 4.2% | |
| State Street Bank & Trust Small/Mid Cap Equity Index Fund Class K (1) | Common Collective Trusts | — | — | $19.9M | 4.1% | |
| SS RSL SMMDCP IDX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $19.9M | 4.1% | |
| Vanguard Investments Explorer Fund Admiral Shares (1) | Mutual Funds | — | — | $15.4M | 3.2% | |
| State Street Bank & Trust Target Retirement 2060 Fund Class P (1) | Other securities | — | — | $13.5M | 2.8% | |
| SS TRGT RET 2060 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $13.5M | 2.8% | |
| State Street Bank & Trust Target Retirement 2020 Fund Class P (1) | Other securities | — | — | $12.9M | 2.7% | |
| SS TRGT RET 2020 P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $12.9M | 2.7% | |
| Common Collective Trusts Invesco A Bank Collective Trust Fund (1) | Common Collective Trusts | — | — | $11.6M | 2.4% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $11.6M | 2.4% | |
| PIMCO Income Fund Institutional Class (1) | Mutual Funds | — | — | $8.3M | 1.7% | |
| -0- * Participant Loans Interest rates between 4.25% and 9.50% | Bonds / Notes | — | — | $8.1M | 1.7% | |
| American Funds EuroPacific Growth Fund Class R6 (1) | Mutual Funds | — | — | $7.8M | 1.6% | |
| State Street Bank & Trust Global All Cap Equity Ex-US Index Class K (1) | Other securities | — | — | $3.5M | 0.7% | |
| SS GACEQ EX-US IDX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| State Street Bank & Trust Target Retirement Income Fund Trust Class P (1) | Other securities | — | — | $3.0M | 0.6% | |
| SS TRGT RET INCOME P STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| SS US BOND INDEX M STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| SS TRGT RET 2065 P STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| State Street Bank & Trust Target Retirement 2065 Fund Class P (1) | Other securities | — | — | $2.2M | 0.5% | |
| Fidelity Short-Term Bond Index (1) | Mutual Funds | — | — | $2.1M | 0.4% | |
| Allspring Core Bond Fund Class R6 (1) | Mutual Funds | — | — | $2.0M | 0.4% | |
| Money Market Funds Vanguard Investments Federal Money Market Fund Investor Shares (1) | Mutual Funds | — | — | $366K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
