Three Rivers Federal Credit Union's EIN is 35-0885395.
Download the official 2024 Form 5500 (PDF) for Three Rivers Federal Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Three Rivers Federal Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $125K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $44.5M | 95.4% | |
| Securian AM S&P 500 Index Fund 783,771.3794 units | Common Collective Trusts | — | $784K | $12.3M | 26.3% | |
| Nuveen International Equity Index R6 28,724,363.1632 units | Common Collective Trusts | — | $28.7M | $4.5M | 9.7% | |
| Wellington Disciplined US Equity Fund 950,822.9221 units | Other securities | — | $951K | $2.4M | 5.2% | |
| Disciplined Growth Investors Mid Cap Growth Fund 186,595.7524 units | Other securities | — | $187K | $2.3M | 5.0% | |
| JP Morgan Large Cap Growth Fund 1,537,802.9313 units | Other securities | — | $1.5M | $2.3M | 4.9% | |
| Vanguard Intermediate-Term Bond Index Fund 1,313,033.4669 units | Common Collective Trusts | — | $1.3M | $2.3M | 4.9% | |
| Vanguard LifeStrategy Growth Fund 319,554.9635 units | Mutual Funds | — | $320K | $2.2M | 4.8% | |
| Schwab Fundamental US Large Company Index Fund 762,834.3398 units | Common Collective Trusts | — | $763K | $2.0M | 4.3% | |
| Disciplined Growth Investors Small Cap Growth Fund 305,546.4876 units | Other securities | — | $306K | $2.0M | 4.2% | |
| Vanguard Small-Cap Index Fund 480,924.8053 units | Common Collective Trusts | — | $481K | $1.9M | 4.0% | |
| Investment contract * Minnesota Life Insurance Company Insurance Company General Account—varying interest rate | Common Stocks | — | — | $1.5M | 3.2% | |
| Dodge & Cox International Stock Fund 582,606.4353 units | Mutual Funds | — | $583K | $1.5M | 3.2% | |
| Allspring Special Small Cap Value Fund 895,624.6640 units | Other securities | — | $896K | $1.4M | 3.0% | |
| Morgan Stanley Global Fixed Income Opportunity Fund 1,201,929.0751 units | Other securities | — | $1.2M | $1.2M | 2.6% | |
| Vanguard Mid-Cap Value Index Fund 283,103.6020 units | Common Collective Trusts | — | $283K | $1.1M | 2.3% | |
| Clearbridge International Growth Fund 627,352.8719 units | Other securities | — | $627K | $912K | 2.0% | |
| Columbia Global Technology Growth Fund 210,132.5960 units | Other securities | — | $210K | $777K | 1.7% | |
| Fidelity Real Estate Index Fund 538,628.1322 units | Common Collective Trusts | — | $539K | $687K | 1.5% | |
| Vanguard LifeStrategy Moderate Growth Fund 113,612.8889 units | Mutual Funds | — | $114K | $673K | 1.4% | |
| Columbia Limited Duration Credit Fund 635,276.1279 units | Other securities | — | $635K | $634K | 1.4% | |
| Janus Global Life Sciences Fund 140,696.2689 units | Mutual Funds | — | $141K | $452K | 1.0% | |
| BNY Mellon Natural Resources Fund 150,113.9377 units | Other securities | — | $150K | $342K | 0.7% | |
| DFA International Small Company Portfolio 123,368.1657 units | Mutual Funds | — | $123K | $280K | 0.6% | |
| Thornburg Strategic Income 222,227.7413 units | Other securities | — | $222K | $276K | 0.6% | |
| Vanguard LifeStrategy Conservative Growth Fund 6,819.7907 units | Mutual Funds | — | $7K | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
