Kimberly Covington signed Pathways to Housing DC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathways to Housing DC's EIN is 37-1464353.
Download the official 2024 Form 5500 (PDF) for Pathways to Housing DC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathways to Housing DC's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2050 | Mutual Funds | — | — | $427K | 15.1% | |
| Vanguard Investment, Inc. Vanguard 500 Index ADM | Common Collective Trusts | — | — | $421K | 14.9% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2045 | Mutual Funds | — | — | $282K | 10.0% | |
| MFS Investment Management MFS Mid Cap Growth R6 | Mutual Funds | — | — | $271K | 9.6% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2030 | Mutual Funds | — | — | $255K | 9.0% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2035 658 * Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2040 | Mutual Funds | — | — | $237K | 8.4% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2055 | Mutual Funds | — | — | $201K | 7.1% | |
| American Funds Investment Company American Funds International Growth and Income | Mutual Funds | — | — | $115K | 4.1% | |
| Vanguard Investment, Inc. Vanguard Federal Money Market Fund | Mutual Funds | — | — | $99K | 3.5% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2060 | Mutual Funds | — | — | $94K | 3.3% | |
| Columbia Management Investment Advisers, LLC Columbia Balanced I3 | Other securities | — | — | $70K | 2.5% | |
| Vanguard Investment, Inc. Vanguard FTSE Social Index ADM | Mutual Funds | — | — | $61K | 2.2% | |
| Fred Alger Management, LLC Alger Spectra Z | Other securities | — | — | $54K | 1.9% | |
| Notes receivable from participants Maturing through 2029, interest rates of 4.25% - 9.5% | Bonds / Notes | — | — | $33K | 1.2% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $29K | 1.0% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2025 | Mutual Funds | — | — | $29K | 1.0% | |
| Vanguard Investment, Inc. Vanguard Strategic Small-Cap Equity 767 * Vanguard Investment, Inc. Vanguard Total International Stock Index ADM | Mutual Funds | — | — | $24K | 0.8% | |
| Columbia Management Investment Advisers, LLC Columbia Contrarian Core I3 | Other securities | — | — | $21K | 0.8% | |
| Vanguard Investment, Inc. Vanguard Small-Cap Index ADM | Mutual Funds | — | — | $13K | 0.5% | |
| Janus Henderson Group PLC Janus Henderson Flexible Bond N | Mutual Funds | — | — | $13K | 0.4% | |
| Vanguard Investment, Inc. Vanguard Mid-Cap Value Index ADM | Mutual Funds | — | — | $12K | 0.4% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2070 137 * Vanguard Investment, Inc. Vanguard Institutional Target Retirement Income | Mutual Funds | — | — | $12K | 0.4% | |
| JP Morgan Asset Management JP Morgan Equity Income R6 | Other securities | — | — | $12K | 0.4% | |
| Vanguard Investment, Inc. Vanguard Institutional Target Retirement 2065 | Mutual Funds | — | — | $10K | 0.4% | |
| Allspring Global Investments Allspring Small Cap Growth Fund | Other securities | — | — | $9K | 0.3% | |
| Principal Financial Group Principal Small Cap Value II International | Common Stocks | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
