IBEW Local 712 Scholarship Trust Fund's EIN is 23-7268868.
Download the official 2024 Form 5500 (PDF) for IBEW Local 712 Scholarship Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | — | SEWICKLEY, PA | NONE | $17K | — |
| PACKER THOMAS | 34-1667340 | NEW CASTLE, PA | NONE | $8K | — |
| CDS ADMINISTRATORS INC | — | PITTSBURGH, PA | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Apple Inc Common Stock | Common Stocks | — | $22K | $280K | 8.4% | |
| Lowes Companies Inc Common Stock | Common Stocks | — | $40K | $148K | 4.5% | |
| Nvidia Corp Common Stock | Common Stocks | — | $17K | $148K | 4.4% | |
| Janus Detroit Street Trust | Mutual Funds | — | $131K | $127K | 3.8% | |
| Chevron Corporation Common Stock | Common Stocks | — | $80K | $116K | 3.5% | |
| Equitable Holding Inc. 5.594% Due 1/1/2033 | Bonds / Notes | — | $103K | $101K | 3.0% | |
| Federal Home Loan Bank 4.75% Due 12/10/2032 | Bonds / Notes | — | $102K | $100K | 3.0% | |
| BankWest Inc. 4.90% Due 7/31/2031 | Bonds / Notes | — | $99K | $100K | 3.0% | |
| Federal Farm CR Bank 5.00% Due 8/12/2030 | Bonds / Notes | — | $100K | $100K | 3.0% | |
| First National Bank Money Market Fund | Cash / Money Market | — | $99K | $99K | 3.0% | |
| United States Treasury Note 4.00% Due 10/31/29 | U.S. Treasuries | — | $100K | $98K | 3.0% | |
| Smurfit Westrock Plc Common Stock | Common Stocks | — | $83K | $97K | 2.9% | |
| Qualcomm Inc Common Stock | Common Stocks | — | $37K | $92K | 2.8% | |
| Fedex Corp Common Stock | Common Stocks | — | $48K | $84K | 2.5% | |
| Jpmorgan Chase & Co Common Stock | Common Stocks | — | $37K | $84K | 2.5% | |
| Altria Group Inc Common Stock | Common Stocks | — | $80K | $84K | 2.5% | |
| Baker Hughes Company Common Stock | Common Stocks | — | $49K | $78K | 2.3% | |
| First Trust Exchange Traded Fund IV | Other securities | — | $77K | $73K | 2.2% | |
| Conocophillips Common Stock | Common Stocks | — | $41K | $69K | 2.1% | |
| Vanguard Inflation Protected | Mutual Funds | — | $77K | $62K | 1.9% | |
| Microsoft Corp Common Stock | Common Stocks | — | $28K | $53K | 1.6% | |
| At&T Inc Common Stock | Common Stocks | — | $55K | $52K | 1.6% | |
| American Tower Corporation REIT | Common Stocks | — | $64K | $46K | 1.4% | |
| Constellation Brands Inc Common Stock | Common Stocks | — | $37K | $44K | 1.3% | |
| Ebay Inc Common Stock | Common Stocks | — | $21K | $43K | 1.3% | |
| Cohen & Steers REIT and Preferred and Income Fd. | Common Stocks | — | $12K | $42K | 1.3% | |
| Home Depot Inc. 3.35% Due 09/15/25 | Bonds / Notes | — | $40K | $40K | 1.2% | |
| Nvidia Corporation 3.20% Due 09/16/26 | Bonds / Notes | — | $41K | $39K | 1.2% | |
| American Express Co. 3.125% Due 05/20/26 | Bonds / Notes | — | $41K | $39K | 1.2% | |
| Ppl Corporation Common Stock | Common Stocks | — | $34K | $39K | 1.2% | |
| Qualcomm Inc. 3.25% Due 05/20/27 | Bonds / Notes | — | $41K | $39K | 1.2% | |
| Home Depot Inc Common Stock | Common Stocks | — | $31K | $39K | 1.2% | |
| Xcel Energy Inc. 4.00% Due 06/15/28 | Bonds / Notes | — | $42K | $39K | 1.2% | |
| Intel Corporation 3.15% Due 05/11/27 | Bonds / Notes | — | $41K | $38K | 1.2% | |
| Gilead Sciences Inc Common Stock | Common Stocks | — | $26K | $37K | 1.1% | |
| Air Lease Corporation Common Stock | Common Stocks | — | $27K | $34K | 1.0% | |
| Amgen Inc Common Stock | Common Stocks | — | $34K | $33K | 1.0% | |
| Truist Financial Corp 3.70% Due 06/05/25 | Bonds / Notes | — | $30K | $30K | 0.9% | |
| Verizon Communications Common Stock | Common Stocks | — | $24K | $28K | 0.8% | |
| Cigna Group (The) Common Stock | Common Stocks | — | $32K | $28K | 0.8% | |
| Starbucks Corp Common Stock | Common Stocks | — | $24K | $27K | 0.8% | |
| Cvs Health Corporation Common Stock | Common Stocks | — | $36K | $22K | 0.7% | |
| Alphabet Inc Common Stock | Common Stocks | — | $20K | $22K | 0.7% | |
| Nextera Energy Inc Common Stock | Common Stocks | — | $20K | $22K | 0.6% | |
| Apple Inc. 2.50% Due 02/09/25 | Bonds / Notes | — | $20K | $20K | 0.6% | |
| First National Bank 3.60% Due 07/24/28 | Bonds / Notes | — | $20K | $20K | 0.6% | |
| Huntington Bancshares Inc Common Stock | Common Stocks | — | $18K | $20K | 0.6% | |
| Disney Walt Co. 1.85% Due 07/30/26 | Bonds / Notes | — | $19K | $19K | 0.6% | |
| Philip Morris International Common Stock | Common Stocks | — | $8K | $18K | 0.5% | |
| Huntsman Corp Common Stock | Common Stocks | — | $10K | $18K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
