Eric Grounds signed Board of Trustees Michiana Area Electrical Workers Pension Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Michiana Area Electrical Workers Pension Fund's EIN is 35-6269273.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Michiana Area Electrical Workers Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRONG CAPITAL MANAGEMENT | 39-1213042 | — | NONE | $129K | — |
| LAZARD ASSET MANAGEMENT | 13-5545100 | — | NONE | $105K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $59.7M | 28.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $54.7M | 26.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $6.4M | 3.1% | |
| Goldman Financial Square Govt-A Fund Money Market Fund | Cash / Money Market | — | $6.4M | $6.4M | 3.1% | |
| [Assets held in common collective trust] | Other | — | — | $4.4M | 2.1% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $2.9M | 1.4% | |
| United States Government U.S. Treasury nt 4.000% due 01/31/2029 | Bonds / Notes | — | $2.8M | $2.8M | 1.4% | |
| United States Government U.S. Treasury nt 4.125% due 10/31/2027 | Bonds / Notes | — | $2.1M | $2.1M | 1.0% | |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| United States Government U.S. Treasury nt 3.250% due 06/30/2027 | Bonds / Notes | — | $1.1M | $1.1M | 0.5% | |
| United States Government U.S. Treasury nt 4.750% due 11/15/2053 | Bonds / Notes | — | $1.1M | $1.0M | 0.5% | |
| United States Government U.S. Treasury nt 4.500% due 11/15/2033 | Bonds / Notes | — | $1.0M | $1.0M | 0.5% | |
| U.S. GOVERNMENT SECURITIES United States Government GNMA II Pair Off 6.000% due 07/01/2034 | Agency / Mortgage-Backed | — | $802K | $802K | 0.4% | |
| United States Government U.S. Treasury nt 3.875% due 01/15/2026 | Bonds / Notes | — | $739K | $739K | 0.4% | |
| United States Government U.S. Treasury nt 4.375% due 11/30/2030 | Bonds / Notes | — | $549K | $536K | 0.3% | |
| United States Government U.S. Treasury nt 4.625% due 05/31/2031 | Bonds / Notes | — | $443K | $448K | 0.2% | |
| United States Government U.S. Treasury nt 4.625% due 04/30/2031 | Bonds / Notes | — | $428K | $437K | 0.2% | |
| United States Government U.S. Treasury bd 3.125% due 05/15/2048 | Bonds / Notes | — | $454K | $387K | 0.2% | |
| United States Government U.S. Treasury bd 4.625% due 05/15/2054 | Bonds / Notes | — | $361K | $357K | 0.2% | |
| United States Government U.S. Treasury nt 4.375% due 05/15/2034 | Bonds / Notes | — | $345K | $346K | 0.2% | |
| United States Government U.S. Treasury nt 3.500% due 01/31/2030 | Bonds / Notes | — | $331K | $326K | 0.2% | |
| United States Government U.S. Treasury nt 4.250% due 02/28/2031 | Bonds / Notes | — | $290K | $289K | 0.1% | |
| United States Government U.S. Treasury bd 4.250% due 02/15/2054 | Bonds / Notes | — | $270K | $268K | 0.1% | |
| United States Government Tenn Valley Auth 11/01/2025 | Other securities | — | $227K | $225K | 0.1% | |
| United States Government U.S. Treasury nt 4.625% due 04/30/2029 | Bonds / Notes | — | $196K | $197K | <0.1% | |
| United States Government U.S. Treasury bd 2.875% due 05/15/2043 | Bonds / Notes | — | $194K | $191K | <0.1% | |
| United States Government U.S. Treasury nt 2.250% due 05/15/2041 | Bonds / Notes | — | $223K | $164K | <0.1% | |
| United States Government U.S. Treasury bd 2.250% due 08/15/2049 | Bonds / Notes | — | $140K | $130K | <0.1% | |
| United States Government U.S. Treasury bd 4.500% due 02/15/2044 | Bonds / Notes | — | $112K | $113K | <0.1% | |
| United States Government U.S. Treasury bd 3.000% due 02/15/2049 | Bonds / Notes | — | $97K | $76K | <0.1% | |
| United States Government U.S. Treasury bd 4.125% due 03/31/2029 | Bonds / Notes | — | $63K | $64K | <0.1% | |
| United States Government U.S. Treasury nt 2.375% due 05/15/2051 | Bonds / Notes | — | $63K | $56K | <0.1% | |
| United States Government U.S. Treasury bd 4.750% due 11/15/2043 | Bonds / Notes | — | $57K | $56K | <0.1% | |
| United States Government U.S. Treasury bd 2.875% due 08/15/2045 | Bonds / Notes | — | $62K | $50K | <0.1% | |
| United States Government U.S. Treasury nt 3.875% due 05/15/2043 | Bonds / Notes | — | $46K | $45K | <0.1% | |
| United States Government U.S. Treasury nt 1.875% due 11/15/2051 | Bonds / Notes | — | $42K | $41K | <0.1% | |
| United States Government U.S. Treasury bd 3.625% due 02/15/2044 | Bonds / Notes | — | $35K | $35K | <0.1% | |
| United States Government U.S. Treasury bd 4.625% due 05/15/2044 | Bonds / Notes | — | $20K | $20K | <0.1% | |
| United States Government U.S. Treasury nt 4.000% due 02/15/2034 | Bonds / Notes | — | $20K | $19K | <0.1% | |
| United States Government U.S. Treasury bd 3.000% due 02/15/2048 | Bonds / Notes | — | $14K | $11K | <0.1% | |
| United States Government U.S. Treasury nt 1.750% due 08/15/2041 | Bonds / Notes | — | $5K | $3K | <0.1% | |
| Black Rock Liquidty Funds Money Market Fund | Cash / Money Market | — | $1K | $1K | <0.1% |
| SILVERCREST ASSET MANAGEMENT |
| — |
| NEW YORK, NY |
| NONE |
| $51K |
| — |
| POLEN CAPITAL MANAGEMENT | — | BOCA RATON, FL | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, INC | 26-4310632 | — | NONE | $150K | — |
| BOSTON PARTNERS | — | BOSTON, MA | NONE | $94K | — |
| FOUNDRY PARTNERS | 46-1184506 | — | NONE | $64K | — |
| TIC INTERNANTIONAL CORPOATION | 13-2600875 | — | NONE | $63K | — |
| AMALGA TRUST COMPANY | 36-9721895 | — | NONE | $47K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $36K | — |
| FIERA CAPITAL | 38-1198068 | — | NONE | $35K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $24K | — |
| MAY OBERFELL & LORBER | 35-0914880 | — | NONE | $18K | — |
| LEDBETTER PARISI, LLC | 03-0599899 | — | NONE | $16K | — |
| MARCO CONSULTING GROUP | 36-3555078 | — | NONE | $6K | — |
| TRADE SOLUTIONS | — | CLARKSTON, MI | — | $0 | — |
