LORI Heyer signed Penn Entertainment, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penn Entertainment, Inc.'s EIN is 23-2234473.
Download the official 2024 Form 5500 (PDF) for Penn Entertainment, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penn Entertainment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | NONE | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Securities Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $62.9M | 9.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $57.5M | 8.3% | |
| T. ROWE PRICE RET. 2035 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $53.1M | 7.6% | |
| T. ROWE PRICE RET. 2030 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $51.7M | 7.5% | |
| MassMutual Life Ins Co - Ins Prods Stable Value Group Total Guaranteed Investment Contract Annuity - PENN Entertainment, Inc. investment account | Stable Value | — | — | $48.4M | 7.0% | |
| T. ROWE PRICE RET. 2040 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $47.6M | 6.9% | |
| T. ROWE PRICE RET. 2045 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $43.6M | 6.3% | |
| T. ROWE PRICE CAPITAL APPRECIATION T ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 010 | Common Collective Trust | — | — | $39.9M | 5.7% | |
| T. ROWE PRICE RET. 2050 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $32.4M | 4.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $26.8M | 3.9% | |
| T. ROWE PRICE RET. 2025 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $26.0M | 3.7% | |
| T. ROWE PRICE RET. 2055 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $24.0M | 3.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $20.8M | 3.0% | |
| Dodge and Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $18.6M | 2.7% | |
| Fuller & Thaler Behavioral Small Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $16.8M | 2.4% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.9M | 2.2% | |
| T. ROWE PRICE RET. 2060 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $13.6M | 2.0% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $12.7M | 1.8% | |
| T. ROWE PRICE RET. 2020 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11.5M | 1.7% | |
| American Century Small Cap Value Fund Mutual Fund | Other securities | — | — | $7.8M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.3M | 1.1% | |
| John Hancock Bond Fund R6 Mutual Fund | Other securities | — | — | $6.4M | 0.9% | |
| T. ROWE PRICE RET. 2065 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.8% | |
| Vanguard International Growth Administration Fund Mutual Fund | Mutual Funds | — | — | $5.2M | 0.7% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.6M | 0.7% | |
| Principal Mid Cap Institutional Fund Mutual Fund | Other securities | — | — | $4.3M | 0.6% | |
| T. ROWE PRICE RET. 2015 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.6% | |
| DFA Inflation Protected Securities I Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 0.5% | |
| Lord Abbett Short Term Duration Income I Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 0.5% | |
| John Hancock Disciplined Value Mid Cap R6 Fund Mutual Fund | Other securities | — | — | $3.0M | 0.4% | |
| Artisan Developing World Fund Institutional Shares Mutual Fund | Other securities | — | — | $3.0M | 0.4% | |
| Dreyfus Government Cash Management Institutional Shares Mutual Fund | Mutual Funds | — | — | $2.6M | 0.4% | |
| PRINCIPAL US REIT FUND TR I PRINCIPAL TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.4% | |
| Smead International Value Fund Mutual Fund | Other securities | — | — | $2.1M | 0.3% | |
| T. ROWE PRICE RET. 2010 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| Invesco Oppenheimer International Small-Mid Company Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 0.2% | |
| KOPERNIK GLOBAL ALL CAP CIT 1 KOPERNIK GLOBAL · EIN 83-2037707 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| T. ROWE PRICE RET. 2005 TRUST F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $996K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
