Matt Cunningham signed Simon Property Group, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simon Property Group, L.P.'s EIN is 34-1755769.
Download the official 2024 Form 5500 (PDF) for Simon Property Group, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simon Property Group, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | — | NONE | $303K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $164K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S&P 500 INDEX SL SF II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $195.8M | 32.8% | |
| MERCER SMALL/MID CAP STOCK FUND MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $41.5M | 6.9% | |
| TARGET RETIREMENT 2035 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $39.7M | 6.6% | |
| TARGET RETIREMENT 2030 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $37.8M | 6.3% | |
| TARGET RETIREMENT 2040 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $35.3M | 5.9% | |
| Simon Property Group, Inc. Corporate Common Stock* 197,150 shares ** $ | Common Stocks | — | — | $34.0M | 5.7% | |
| TARGET RETIREMENT 2025 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $30.5M | 5.1% | |
| TARGET RETIREMENT 2045 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $25.3M | 4.2% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $23.4M | 3.9% | |
| MERCER INTERNATIONAL STOCK FUND MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $20.9M | 3.5% | |
| TARGET RETIREMENT 2050 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $18.8M | 3.1% | |
| TARGET RETIREMENT 2055 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $13.6M | 2.3% | |
| TARGET RETIREMENT 2020 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $12.9M | 2.2% | |
| RUSSELL SMALL MID CAP INDX SL SF II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $12.8M | 2.1% | |
| MERCER DIVERSIFIED BOND FUND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $12.1M | 2.0% | |
| U.S. BOND INDEX SL SF XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $9.1M | 1.5% | |
| TARGET RETIREMENT INCOME SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $9.0M | 1.5% | |
| REAL ASSET NL SF C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $7.2M | 1.2% | |
| State Street US Index II 426,939 shares | Other securities | — | — | $6.0M | 1.0% | |
| GLBL ALL CAP EQ EX-US INDX SL SF II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| TARGET RETIREMENT 2060 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $5.5M | 0.9% | |
| Participant loans* Interest rates range from 4% to 10.75% | Bonds / Notes | — | — | $4.9M | 0.8% | |
| TARGET RETIREMENT 2065 SL SF IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| TARGET RETIREMENT INCOME NL SF P STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $349K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | JACKSONVILLE, FL | NONE | $365K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | NONE | $267K | — |
