Insulators Local 23 Pension Fund Board of Administration's EIN is 23-1990729.
Download the official 2023 Form 5500 (PDF) for Insulators Local 23 Pension Fund Board of Administration from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M&T BANK - INSTITUTIONAL RETIREMEN | 16-0538020 | BUFFALO, NY | NONE | $93K | — |
| INSULATORS LOCAL 23 | 23-1582722 | GRANTVILLE, PA | LOCAL UNION | $87K | — |
| GRAYSTONE INVESTMENT GROUP | — | TAMPA, FL | NONE | $70K | — |
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.
| USI CONSULTING GROUP |
| 06-1053228 |
| PITTSBURGH, PA |
| NONE |
| $32K |
| — |
| AEW CORE PROPERTY TRUST (US) INC | — | BOSTON, MA | NONE | $29K | — |
| WILLIG WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $17K | — |
| JBM COMPUTER CONSULTANTS | — | BUFFALO, NY | NONE | $12K | — |
| ALAN ROSS & COMPANY, PC | 20-5367494 | READING, PA | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HEDGE FUNDS GROSVENOR INST PRT LP TE-A | Other securities | — | $5.0M | $6.6M | 10.0% | |
| LEGAL & GENERAL S&P 500 CIT FUND RELIANCE TRUST · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $3.1M | $4.2M | 6.4% | |
| LEGAL & GENERAL MSCI ACWI EX US RELIANCE TRUST · EIN 35-7085469 / PN 010 | Common Collective Trust | — | $2.7M | $3.1M | 4.7% | |
| S BLACKROCK HI YIELD BD PTF INST | Mutual Funds | — | $2.8M | $2.8M | 4.3% | |
| AEW CORE PROPERTY TRUST US | Other securities | — | $2.5M | $2.6M | 3.9% | |
| LORD ABBETT SHT DURATION INC F | Mutual Funds | — | $2.4M | $2.2M | 3.4% | |
| CAUSEWAY EMERGING MARKETS INST | Other securities | — | $1.7M | $1.4M | 2.1% | |
| INVESTMENT TRUST AFL-CIO HOUSING INVESTMENT TRUST | Real Estate | — | $1.3M | $1.2M | 1.8% | |
| ALPHABET INC CL A | Common Stocks | — | $374K | $982K | 1.5% | |
| UNITED STATES TREASURY BOND CR 3.000% 08/15/2048 | U.S. Treasuries | — | $911K | $973K | 1.5% | |
| LEGAL & GENERAL S&P 400 CIT FUND RELIANCE TRUST · EIN 35-7085469 / PN 004 | Common Collective Trust | — | $646K | $817K | 1.2% | |
| LEGAL & GENERAL S&P 600 CIT FUND RELIANCE TRUST · EIN 35-7085469 / PN 009 | Common Collective Trust | — | $627K | $791K | 1.2% | |
| AMAZON COM INC | Common Stocks | — | $407K | $728K | 1.1% | |
| MICROSOFT CORP | Common Stocks | — | $247K | $703K | 1.1% | |
| UNITED STATES TREASURY NOTE CR 4.625% 11/15/2026 | U.S. Treasuries | — | $598K | $605K | 0.9% | |
| FHLMC 30 YR GOLD SD8382 | Agency / Mortgage-Backed | — | $569K | $583K | 0.9% | |
| APPLE INC | Common Stocks | — | $175K | $482K | 0.7% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $226K | $460K | 0.7% | |
| UNITED STATES TREASURY NOTE CR 4.125% 06/15/2026 | U.S. Treasuries | — | $434K | $440K | 0.7% | |
| UNITED STATES TREASURY NOTE CP 3.500% 02/15/2033 | U.S. Treasuries | — | $417K | $437K | 0.7% | |
| MORGAN STANLEY PRIVATE BANK N.A. | Other securities | — | $435K | $435K | 0.7% | |
| MORGAN STANLEY BANK N.A. | Other securities | — | $431K | $431K | 0.7% | |
| MASTERCARD INC CL A | Common Stocks | — | $261K | $424K | 0.6% | |
| GCM GROSVENOR REAL ESTATE SOLUTIONS I LP | Other securities | — | $437K | $423K | 0.6% | |
| ORACLE CORP | Common Stocks | — | $359K | $408K | 0.6% | |
| MONEY MARKET FUNDS MEMBERS 1ST FEDERAL CREDIT UNION | Cash / Money Market | — | $381K | $381K | 0.6% | |
| ELI LILLY & CO | Common Stocks | — | $52K | $351K | 0.5% | |
| UNITED STATES TREASURY NOTE CR 4.375% 07/15/2027 | U.S. Treasuries | — | $333K | $333K | 0.5% | |
| AMPHENOL CORP NEW CL A | Common Stocks | — | $140K | $330K | 0.5% | |
| BERKSHIRE HATHAWAY CL-B NEW | Other securities | — | $151K | $329K | 0.5% | |
| UNITED STATES TREASURY NOTE CR 4.375% 05/15/2034 | U.S. Treasuries | — | $329K | $329K | 0.5% | |
| FHLMC 30 YR GOLD SD8214 | Agency / Mortgage-Backed | — | $320K | $328K | 0.5% | |
| GOVERNMENT SECURITIES FEDERAL NATIONAL MTG ASSN POOL MA4600 | Other securities | — | $320K | $327K | 0.5% | |
| INTERCONTINENTAL EXCHANGE GROUP | Common Stocks | — | $202K | $324K | 0.5% | |
| ADVANCED MICRO DEVICES (AMD) | Other securities | — | $180K | $290K | 0.4% | |
| SCHLUMBERGER LTD | Common Stocks | — | $167K | $277K | 0.4% | |
| BOOKING HOLDINGS INC | Common Stocks | — | $205K | $268K | 0.4% | |
| INTUIT INC | Common Stocks | — | $203K | $265K | 0.4% | |
| CAPITAL ONE FINANCIAL CORP FXD TO 102026 VAR THRAFTR 7.149% | Bonds / Notes | — | $262K | $264K | 0.4% | |
| QUALCOMM INC | Common Stocks | — | $147K | $264K | 0.4% | |
| MOTOROLA SOLUTIONS INC | Common Stocks | — | $134K | $262K | 0.4% | |
| MICROCHIP TECHNOLOGY INC | Common Stocks | — | $236K | $261K | 0.4% | |
| ADOBE INC | Common Stocks | — | $154K | $255K | 0.4% | |
| CRH PLC ADR | Common Stocks | — | $143K | $247K | 0.4% | |
| VERTEX PHARMACEUTICALS | Other securities | — | $204K | $241K | 0.4% | |
| THERMO FISHER SCIENTIFIC | Other securities | — | $116K | $237K | 0.4% | |
| NOVO NORDISK A/S ADR | Common Stocks | — | $91K | $234K | 0.4% | |
| ICON PLC | Common Stocks | — | $168K | $232K | 0.4% | |
| SALESFORCE.COM,INC. | Common Stocks | — | $154K | $222K | 0.3% | |
| INTUITIVE SURGICAL INC | Common Stocks | — | $111K | $218K | 0.3% |
