A. O. Smith Corporation's EIN is 39-1396239.
Download the official 2024 Form 5500 (PDF) for A. O. Smith Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $467K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $100K | — |
| REILLY, PENNER & BENTON LLP | 39-0747409 | MILWAUKEE, WI | NONE | $20K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND W SEI TRUST COMPANY · EIN 47-6524425 / PN 001 | Common Collective Trust | — | $101.9M | $102.2M | 17.2% | |
| FID 500 INDEX | Common Collective Trusts | — | $91.4M | $88.6M | 14.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE · EIN 37-7192509 / PN 001 | Common Collective Trust | — | $35.6M | $34.4M | 5.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE · EIN 30-6596089 / PN 001 | Common Collective Trust | — | $33.7M | $32.3M | 5.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE · EIN 37-6658473 / PN 001 | Common Collective Trust | — | $28.3M | $27.2M | 4.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $28.6M | $26.4M | 4.4% | |
| AF BALANCED R6 | Other securities | — | $27.7M | $25.7M | 4.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE · EIN 37-6658226 / PN 001 | Common Collective Trust | — | $25.5M | $24.8M | 4.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE · EIN 35-7192720 / PN 001 | Common Collective Trust | — | $23.0M | $22.0M | 3.7% | |
| DODGE & COX STOCK X | Mutual Funds | — | $23.3M | $21.4M | 3.6% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $22.0M | $20.0M | 3.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE · EIN 35-2611309 / PN 001 | Common Collective Trust | — | $20.6M | $19.8M | 3.3% | |
| A.O. Smith Corporation | Common Stocks | — | $11.1M | $19.7M | 3.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE · EIN 30-1011718 / PN 001 | Common Collective Trust | — | $17.3M | $16.5M | 2.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE · EIN 32-6493445 / PN 001 | Common Collective Trust | — | $14.2M | $13.8M | 2.3% | |
| AS CORE BOND R6 | Other securities | — | $10.0M | $9.8M | 1.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE · EIN 35-7193113 / PN 001 | Common Collective Trust | — | $9.2M | $8.8M | 1.5% | |
| FID US BOND IDX | Common Collective Trusts | — | $7.7M | $7.6M | 1.3% | |
| FID SM CAP IDX | Common Collective Trusts | — | $5.5M | $5.1M | 0.9% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $4.7M | $4.4M | 0.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE · EIN 37-6658059 / PN 001 | Common Collective Trust | — | $4.3M | $4.2M | 0.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2010 T. ROWE PRICE · EIN 37-6658064 / PN 001 | Common Collective Trust | — | $3.1M | $3.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE · EIN 85-1790880 / PN 001 | Common Collective Trust | — | $2.8M | $2.7M | 0.5% | |
| DECKERS OUTDOOR CORP | Common Stocks | — | $1.3M | $1.3M | 0.2% | |
| DESCARTES SYS GROUP INC | Common Stocks | — | $1.3M | $1.2M | 0.2% | |
| CURTISS WRIGHT CORPORATION | Common Stocks | — | $1.3M | $1.2M | 0.2% | |
| BROWN & BROWN INC | Common Stocks | — | $1.3M | $1.2M | 0.2% | |
| US FOODS HOLDING CORP | Common Stocks | — | $1.3M | $1.2M | 0.2% | |
| RAYMOND JAMES FINANCIAL INC. | Common Stocks | — | $1.3M | $1.2M | 0.2% | |
| PENUMBRA INC | Common Stocks | — | $1.2M | $1.2M | 0.2% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | Common Stocks | — | $1.1M | $1.2M | 0.2% | |
| BBH STIF FUND | Cash / Money Market | — | $1.1M | $1.1M | 0.2% | |
| EMCOR GROUP INC | Common Stocks | — | $1.3M | $1.1M | 0.2% | |
| CASEY GENERAL STORES | Other securities | — | $1.2M | $1.1M | 0.2% | |
| PURE STORAGE INC CL A | Common Stocks | — | $1.1M | $1.1M | 0.2% | |
| RESMED INC | Common Stocks | — | $1.1M | $1.0M | 0.2% | |
| GODADDY INC CL A | Common Stocks | — | $1.1M | $1.0M | 0.2% | |
| SAIA INC | Common Stocks | — | $1.2M | $1.0M | 0.2% | |
| APTARGROUP INC | Common Stocks | — | $1.1M | $1.0M | 0.2% | |
| SPS COMMERCE INC | Common Stocks | — | $1.1M | $1.0M | 0.2% | |
| PTC INC | Common Stocks | — | $1.1M | $1.0M | 0.2% | |
| COPART INC | Common Stocks | — | $1.1M | $1.0M | 0.2% | |
| CRANE CO | Common Stocks | — | $1.1M | $986K | 0.2% | |
| FACTSET RESEARCH SYSTEMS INC | Common Stocks | — | $984K | $985K | 0.2% | |
| TAKE-TWO INTERACTV SOFTWR INC | Common Stocks | — | $996K | $966K | 0.2% | |
| WATTS WATER TECH INC CL A | Common Stocks | — | $1.0M | $966K | 0.2% | |
| BOOZ ALLEN HAMILTON HLDG CL A | Common Stocks | — | $1.1M | $965K | 0.2% | |
| CHURCH & DWIGHT CO INC | Common Stocks | — | $965K | $942K | 0.2% | |
| TELEDYNE TECHNOLOGIES INC | Common Stocks | — | $947K | $928K | 0.2% | |
| DYNATRACE INC | Common Stocks | — | $991K | $924K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
