Magda Moncrief signed Philadelphia 76ers, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Philadelphia 76ers, L.P.'s EIN is 23-2843034.
Download the official 2024 Form 5500 (PDF) for Philadelphia 76ers, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Philadelphia 76ers, L.P.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $35K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Blue Chip Growth Fund | Mutual Funds | — | — | $3.5M | 13.3% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $3.0M | 11.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.8M | 10.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 8.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $2.1M | 7.8% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 5.4% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.2M | 4.7% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $1.1M | 4.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.1M | 4.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.0M | 3.8% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $747K | 2.8% | |
| Harbor Small Cap Value Fund | Other securities | — | — | $590K | 2.2% | |
| Janus Henderson Contrarian Fund N | Mutual Funds | — | — | $550K | 2.1% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $427K | 1.6% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $420K | 1.6% | |
| Federated Hermes Capital Preservation Fund | Other securities | — | — | $373K | 1.4% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $373K | 1.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $360K | 1.4% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $349K | 1.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $311K | 1.2% | |
| Fidelity Growth Strategy Fund | Mutual Funds | — | — | $311K | 1.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $292K | 1.1% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $247K | 0.9% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $241K | 0.9% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $225K | 0.9% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $224K | 0.9% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $215K | 0.8% | |
| Maturities through 2029 - | Other securities | — | — | $200K | 0.8% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $136K | 0.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $126K | 0.5% | |
| PGIM High Yield Fund | Other securities | — | — | $122K | 0.5% | |
| MFS New Discovery Value Fund | Mutual Funds | — | — | $90K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $89K | 0.3% | |
| Vanguard Treasury Admiral ** 71 Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $55K | 0.2% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $30K | 0.1% | |
| BlackRock Commodity Strategies | Other securities | — | — | $29K | 0.1% | |
| PIMCO Income Fund | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Utilities Index Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Long Term Treasury Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Material Index | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
