Sheet Metal Workers Unions Local 24's EIN is 31-1484966.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Unions Local 24 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheet Metal Workers Unions Local 24's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC. | 31-1448612 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Mutual Fund | Other securities | — | — | $7.3M | 12.1% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $5.5M | 9.0% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $5.0M | 8.2% | |
| AB Large Cap Growth Fund Mutual Fund | Other securities | — | — | $4.9M | 8.1% | |
| T. ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $4.9M | 8.1% | |
| T. ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $4.5M | 7.4% | |
| T. ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $4.2M | 6.9% | |
| T. ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $3.3M | 5.4% | |
| T. ROWE PRICE RET BLEND SET TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $3.3M | 5.4% | |
| T. ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $3.1M | 5.2% | |
| GOLDMAN SACHS STABLE VALUE CIT INV GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.6M | 4.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.3M | 3.8% | |
| American Century Small Cap Value Fund Mutual Fund | Other securities | — | — | $2.1M | 3.4% | |
| T. ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| T. ROWE PRICE RET BLEND SET TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 1.9% | |
| Hartford Equity Income Fund Mutual Fund | Other securities | — | — | $878K | 1.4% | |
| T. ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $769K | 1.3% | |
| Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $660K | 1.1% | |
| T. ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $416K | 0.7% | |
| JPMorgan Core Bond Fund Mutual Fund | Other securities | — | — | $376K | 0.6% | |
| T. ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $225K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $188K | 0.3% | |
| Columbia Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $89K | 0.1% | |
| T. ROWE PRICE RET BLEND SEL TR 2010 GOLDMAN SACHS STABLE VALUE · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $28K |
| — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $21K | — |
| LEDBETTER PARISI SOLLARS LLC | — | CINCINNATI, OH | NONE | $16K | — |
| MACEY VENTURES LLC DBA | — | CINCINNATI, OH | NONE | $11K | — |
| ARTHUR J. GALLAGHER | — | CENTENNIAL, CO | NONE | $6K | — |
| MURPHY INSURANCE AGENCY INC. | — | CINCINNATI, OH | NONE | $6K | — |
