Michael Schmorleitz signed Nuscale Power, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nuscale Power, LLC's EIN is 37-1651151.
Download the official 2024 Form 5500 (PDF) for Nuscale Power, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nuscale Power, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $14.1M | 19.0% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.8M | 9.2% | |
| Fid LC GR Index Fund Mutual fund a | Common Collective Trusts | — | — | $6.1M | 8.3% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.6M | 6.1% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.5M | 6.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.3M | 5.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.0M | 5.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.1M | 4.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.3M | 3.1% | |
| Vanguard MidCp Growth Index Admiral Fund Mutual fund a | Mutual Funds | — | — | $1.9M | 2.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.8M | 2.4% | |
| PGIM Total Ret Bond R6 Fund Mutual fund a | U.S. Treasuries | — | — | $1.6M | 2.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.6M | 2.1% | |
| DFA Large Cap International I Fund Mutual fund a | Mutual Funds | — | — | $1.3M | 1.8% | |
| Vanguard MidCap Value Index Admiral Fund Mutual fund a | Mutual Funds | — | — | $1.3M | 1.7% | |
| Principal Mid-Cap S&P 400 Idex Pooled separate account a | Pooled Separate Accounts | — | — | $1.1M | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 1.5% | |
| JP Morgan Govt Bond I Fund Mutual fund a | U.S. Treasuries | — | — | $1.0M | 1.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $990K | 1.3% | |
| Columbia Strat Income I3 Fund Mutual fund a | Other securities | — | — | $907K | 1.2% | |
| DFA Emerg Market Core Equity I Fund Mutual fund a | Mutual Funds | — | — | $773K | 1.0% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $758K | 1.0% | |
| Lord Abbett Dev Growth R6 Fund Mutual fund a | Mutual Funds | — | — | $730K | 1.0% | |
| PIMCO Real Return Instl Fund Mutual fund a | Mutual Funds | — | — | $686K | 0.9% | |
| MFS International Growth R6 Fund Mutual fund a | Mutual Funds | — | — | $665K | 0.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $660K | 0.9% | |
| Vanguard FTSE Soc Idex Admiral Fund Mutual fund a | Mutual Funds | — | — | $534K | 0.7% | |
| Participant Loans 3.25% - 8.50% - | Bonds / Notes | — | — | $464K | 0.6% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $349K | 0.5% | |
| PGIM Global RE R6 Fund Mutual fund a | Other securities | — | — | $335K | 0.5% | |
| Calvert International Respon Index R6 Fund Mutual fund a | Other securities | — | — | $302K | 0.4% | |
| PIMCO Total Return ESG Instl Fund Mutual fund a | Mutual Funds | — | — | $196K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $102K | 0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
