Kelly Sanford signed Thrivent Financial for Lutherans' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thrivent Financial for Lutherans' EIN is 39-0123480.
Download the official 2024 Form 5500 (PDF) for Thrivent Financial for Lutherans from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thrivent Financial for Lutherans' plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053225 | — | NONE | $453K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $292K | — |
| AON CONSULTING INC | 22-2232264 | — | NONE | $230K | — |
| HAMILTON LANE | 23-2962336 | — | NONE | $93K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CALLAN ASSOCIATES |
| 94-2192581 |
| — |
| NONE |
| $59K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Total U.S. Treasuries | Other securities | — | $81.1M | $73.2M | 5.5% | |
| Thrivent | Other securities | — | $48.2M | $49.0M | 3.7% | |
| Pantheon IPA Fund, L.P. | Other securities | — | $42.7M | $42.7M | 3.2% | |
| Microsoft Corp | Common Stocks | — | $12.4M | $22.9M | 1.7% | |
| NVIDIA Corp | Common Stocks | — | $5.1M | $22.3M | 1.7% | |
| Federal Home Loan Bank 01/13/2025 | Other securities | — | $21.8M | $21.8M | 1.6% | |
| Apple Inc | Common Stocks | — | $11.9M | $21.4M | 1.6% | |
| Federal Home Loan Bank 01/07/2025 | Other securities | — | $19.0M | $19.1M | 1.4% | |
| Thrivent | Other securities | — | $19.9M | $17.2M | 1.3% | |
| Amazon.com Inc | Common Stocks | — | $9.6M | $16.5M | 1.2% | |
| Alphabet Inc | Common Stocks | — | $10.4M | $15.8M | 1.2% | |
| Meta Platforms Inc | Common Stocks | — | $6.6M | $15.0M | 1.1% | |
| US Treasury N/B 2.50 % 02/28/2026 | U.S. Treasuries | — | $14.5M | $14.2M | 1.1% | |
| Thrivent | Other securities | — | $12.2M | $13.7M | 1.0% | |
| Treasury Bill 01/09/2025 | Other securities | — | $13.4M | $13.4M | 1.0% | |
| US Treasury N/B 4.38 % 07/31/2026 | U.S. Treasuries | — | $12.0M | $11.9M | 0.9% | |
| s * Thrivent | Mutual Funds | — | $11.7M | $11.1M | 0.8% | |
| Federal Home Loan Bank 01/24/2025 | Other securities | — | $10.4M | $10.4M | 0.8% | |
| Federal Home Loan Bank 01/03/2025 | Other securities | — | $10.1M | $10.1M | 0.8% | |
| US Treasury N/B 4.63 % 02/28/2026 | U.S. Treasuries | — | $10.0M | $10.0M | 0.8% | |
| Treasury Bill 01/16/2025 | Other securities | — | $10.0M | $10.0M | 0.8% | |
| Federal Home Loan Bank 01/08/2025 | Other securities | — | $8.9M | $8.9M | 0.7% | |
| Federal Home Loan Bank 02/10/2025 | Other securities | — | $8.8M | $8.8M | 0.7% | |
| Fannie Mae 01/06/2025 | Agency / Mortgage-Backed | — | $8.0M | $8.0M | 0.6% | |
| Treasury Bill 01/14/2025 | Other securities | — | $7.5M | $7.5M | 0.6% | |
| Tesla Inc | Common Stocks | — | $4.0M | $7.4M | 0.6% | |
| Thrivent | Other securities | — | $6.3M | $7.0M | 0.5% | |
| Federal Home Loan Bank 01/23/2025 | Other securities | — | $7.0M | $7.0M | 0.5% | |
| Treasury Bill 01/23/2025 | Other securities | — | $6.9M | $6.9M | 0.5% | |
| JPMorgan Chase & Co | Common Stocks | — | $3.6M | $6.5M | 0.5% | |
| US Treasury N/B 1.38 % 11/15/2040 | U.S. Treasuries | — | $10.2M | $6.5M | 0.5% | |
| Fannie Mae 01/23/2025 | Agency / Mortgage-Backed | — | $6.4M | $6.4M | 0.5% | |
| Federal Home Loan Bank 01/17/2025 | Other securities | — | $6.2M | $6.2M | 0.5% | |
| Broadcom Inc | Common Stocks | — | $4.7M | $6.1M | 0.5% | |
| Wells Fargo & Company | Common Stocks | — | $3.1M | $6.1M | 0.5% | |
| Brentwood Associates Private Equity V-A, L.P. | Other securities | — | $6.3M | $6.0M | 0.5% | |
| Fannie Mae 01/03/2025 | Agency / Mortgage-Backed | — | $5.7M | $5.7M | 0.4% | |
| ServiceNow Inc | Common Stocks | — | $2.5M | $5.4M | 0.4% | |
| Eli Lilly & Co | Common Stocks | — | $5.7M | $5.4M | 0.4% | |
| Federal Home Loan Bank 01/02/2025 | Other securities | — | $5.2M | $5.2M | 0.4% | |
| Federal Home Loan Bank 01/10/2025 | Other securities | — | $5.2M | $5.2M | 0.4% | |
| Visa Inc | Common Stocks | — | $4.5M | $5.2M | 0.4% | |
| Bank of America Corp | Common Stocks | — | $3.4M | $5.1M | 0.4% | |
| Exxon Mobil Corp | Common Stocks | — | $4.6M | $5.1M | 0.4% | |
| Qualcomm Inc | Common Stocks | — | $4.4M | $5.1M | 0.4% | |
| Federal Home Loan Bank 01/22/2025 | Other securities | — | $5.0M | $5.0M | 0.4% | |
| Treasury Bill 01/28/2025 | Other securities | — | $5.0M | $5.0M | 0.4% | |
| Treasury Bill 02/06/2025 | Other securities | — | $5.0M | $5.0M | 0.4% | |
| IBM Corp | Common Stocks | — | $4.1M | $5.0M | 0.4% | |
| Mason Wells Buyout Fund IV, L.P. | Other securities | — | $4.3M | $4.8M | 0.4% |
