Curtis J. Larson signed Equity Cooperative Livestock Sales Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equity Cooperative Livestock Sales Association's EIN is 39-0265540.
Download the official 2024 Form 5500 (PDF) for Equity Cooperative Livestock Sales Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equity Cooperative Livestock Sales Association's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST SERVICE | 93-1799133 | — | NONE | $26K | — |
| CLIFTONLARSONALLEN LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $281K | $743K | 17.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $477K | $456K | 11.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $321K | $319K | 7.7% | |
| Baird Core Plus Bond Fund | Other securities | — | $346K | $318K | 7.7% | |
| Columbia Integrated Large Cap Growth Fund | Other securities | — | $106K | $155K | 3.7% | |
| Harbor Capital Appreciation Fund | Other securities | — | $84K | $152K | 3.7% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $84K | $145K | 3.5% | |
| JPMorgan Equity Income Fund | Other securities | — | $154K | $144K | 3.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | $63K | $130K | 3.1% | |
| T Rowe Price Mid-Cap Growth Fund | Mutual Funds | — | $138K | $127K | 3.1% | |
| MFS Mid-Cap Value Fund | Mutual Funds | — | $125K | $124K | 3.0% | |
| Blackrock Systematic Multi-Strategy Fund | Other securities | — | $124K | $119K | 2.9% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | $118K | $114K | 2.7% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | $104K | $108K | 2.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | $105K | $107K | 2.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $88K | $107K | 2.6% | |
| Vanguard Intermediate Term Treasury Index Fund | Common Collective Trusts | — | $103K | $103K | 2.5% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | $85K | $82K | 2.0% | |
| Nyli Candriam Emerging Markets Equity Fund | Other securities | — | $69K | $81K | 1.9% | |
| DFA US Small Cap Value Portfolio | Mutual Funds | — | $70K | $74K | 1.8% | |
| Vanguard Explorer Fund | Mutual Funds | — | $72K | $72K | 1.7% | |
| TCW Emerging Markets Income Fund | Other securities | — | $70K | $61K | 1.5% | |
| Vanguard FTSE All-World Ex U.S. Small Cap Index Fund | Common Collective Trusts | — | $49K | $56K | 1.3% | |
| Hartford Floating Rate Fund | Bonds / Notes | — | $54K | $55K | 1.3% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $51K | $51K | 1.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | $26K | $51K | 1.2% | |
| Neuberger Berman Long Short Fund | Other securities | — | $40K | $41K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| — |
| NONE |
| $13K |
| — |
