Miller Apple L.P.'s EIN is 38-3130327.
Download the official 2024 Form 5500 (PDF) for Miller Apple L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miller Apple L.P.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Growth Fund N/R | Other securities | — | — | $1.6M | 33.7% | |
| American Cap Fund N/R | Other securities | — | — | $760K | 15.7% | |
| Washington Mutual Investors Fund N/R | Other securities | — | — | $390K | 8.1% | |
| Investment Co of America N/R | Common Stocks | — | — | $382K | 7.9% | |
| Fundamental Investment N/R | Other securities | — | — | $358K | 7.4% | |
| Small Cap Fund N/R | Other securities | — | — | $260K | 5.4% | |
| Income Fund N/R | Other securities | — | — | $194K | 4.0% | |
| Capital Income Build N/R | Other securities | — | — | $176K | 3.7% | |
| New World Fund N/R | Other securities | — | — | $154K | 3.2% | |
| Bond Fund N/R | Other securities | — | — | $119K | 2.5% | |
| Money Market Fund N/R | Cash / Money Market | — | — | $98K | 2.0% | |
| US Govt Securities Fund N/R | Other securities | — | — | $81K | 1.7% | |
| Europacific Fund N/R | Other securities | — | — | $66K | 1.4% | |
| American Funds American Balanced Fund N/R | Mutual Funds | — | — | $60K | 1.2% | |
| New Economy Fund N/R | Other securities | — | — | $53K | 1.1% | |
| New Perspective Fund N/R | Other securities | — | — | $19K | 0.4% | |
| Short-Term Bond Fund of America N/R | Other securities | — | — | $14K | 0.3% | |
| 2050 Target Date Retirement Fund N/R | Other securities | — | — | $13K | 0.3% | |
| 2030 Target Date Retirement Fund N/R 475 2065 Target Date Retirement Fund N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
