Miller Kaplan Arase LLP signed Electric Power Research Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electric Power Research Institute, Inc.'s EIN is 23-7175375.
Download the official 2024 Form 5500 (PDF) for Electric Power Research Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electric Power Research Institute, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $179K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $94K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $118.2M | 19.5% | |
| VFTC TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $35.7M | 5.9% | |
| VFTC TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $34.9M | 5.8% | |
| VFTC TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $33.5M | 5.5% | |
| Vanguard PRIMECAP Fund Mutual Fund | Mutual Funds | — | — | $30.5M | 5.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $30.1M | 5.0% | |
| VFTC TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.4M | 4.7% | |
| VFTC TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $27.8M | 4.6% | |
| VFTC TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $27.3M | 4.5% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $25.0M | 4.1% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $22.8M | 3.8% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $21.7M | 3.6% | |
| Vanguard Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $20.8M | 3.4% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $20.1M | 3.3% | |
| VFTC TARGET RETIREMENT INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $16.3M | 2.7% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $14.2M | 2.4% | |
| VFTC TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.5M | 2.2% | |
| VFTC TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.2M | 2.2% | |
| Vanguard Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.1M | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.7M | 1.3% | |
| Vanguard High-Yield Corporate Fund Mutual Fund | Mutual Funds | — | — | $7.7M | 1.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.2M | 1.2% | |
| VFTC TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $5.1M | 0.8% | |
| Vanguard Short-Term Investment-Grade Fund Mutual Fund | Mutual Funds | — | — | $5.1M | 0.8% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $4.0M | 0.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| Self-Directed Brokerage Accounts Common Stocks | Self-Directed Brokerage | — | — | $3.2M | 0.5% | |
| VFTC TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| 9.50% through December 2034 | Bonds / Notes | — | — | $2.0M | 0.3% | |
| Buffalo Small Cap Fund Mutual Fund | Other securities | — | — | $1.6M | 0.3% | |
| TIAA Traditional Non Benefit Responsive Annuity Insurance Company Annuity Contracts | Mutual Funds | — | — | $1.4M | 0.2% | |
| Self-Directed Brokerage Accounts Cash | Self-Directed Brokerage | — | — | $1.4M | 0.2% | |
| Vanguard Commodity Strategy Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 0.2% | |
| CREF Stock Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.2% | |
| American United Life Insurance Company - AUL Fixed Account Insurance Company Investment Contract | Common Stocks | — | — | $892K | 0.1% | |
| VFTC TARGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $644K | 0.1% | |
| CREF Growth Fund Mutual Fund | Mutual Funds | — | — | $494K | <0.1% | |
| Self-Directed Brokerage Accounts Debt Obligations | Self-Directed Brokerage | — | — | $260K | <0.1% | |
| CREF Equities Index Fund Mutual Fund | Common Collective Trusts | — | — | $131K | <0.1% | |
| CREF Money Market Fund Mutual Fund | Mutual Funds | — | — | $118K | <0.1% | |
| CREF Social Choice Fund Mutual Fund | Mutual Funds | — | — | $97K | <0.1% | |
| CREF Inflation-Linked Bond Fund Mutual Fund | Mutual Funds | — | — | $55K | <0.1% | |
| CREF Global Equities Fund Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
