Danielle Smith signed Clarios, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarios, LLC's EIN is 39-1684871.
Download the official 2024 Form 5500 (PDF) for Clarios, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarios, LLC's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES | — | SEATTLE, WA | NONE | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $811K | — |
| US BANK | — |
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 | |||||
|---|---|---|---|---|---|---|
| AON LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | $18.4M | $40.5M | 16.4% | |
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $32.4M | $34.3M | 13.8% | |
| AON CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $21.0M | $27.7M | 11.2% | |
| AON NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | $18.3M | $25.2M | 10.2% | |
| AON GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | $13.0M | $24.2M | 9.8% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $14.9M | $18.0M | 7.3% | |
| AON RETURN ENHANCING ALTERNATIVES AON TRUST COMPANY LLC · EIN 98-1419542 / PN 000 | Common Collective Trust | — | $14.3M | $16.6M | 6.7% | |
| U.S. Bank Cash Fund - Money Market | Cash / Money Market | — | $13.4M | $13.4M | 5.4% | |
| TOWNSEND REAL ESTATE ALPHA FUND III AON TRUST COMPANY LLC · EIN 81-3134103 / PN 000 | Common Collective Trust | — | $11.2M | $11.2M | 4.5% | |
| Aon Opport. Crdt Portflio Sp | Other securities | — | $8.0M | $8.0M | 3.2% | |
| AON OPPORTUNISTIC CREDIT FUND AON TRUST COMPANY LLC · EIN 98-1554296 / PN 001 | 103-12 Investment Entity | — | — | $8.0M | 3.2% | |
| AON SMALL CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | $4.6M | $6.9M | 2.8% | |
| AON HIGH YIELD PLUS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | $5.7M | $6.5M | 2.6% | |
| AON PRIVATE CREDIT OPPORTUNITIES AON TRUST COMPANY LLC · EIN 87-3885623 / PN 001 | 103-12 Investment Entity | — | $5.8M | $5.8M | 2.3% | |
| U.S. Bank Cash Collateral - Futures 2,496,000 — | Cash / Money Market | — | $2.5M | $2.5M | 1.0% | |
| AON 20+ YEAR US TREASURY STRIPS FUN AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | $1.7M | $1.5M | 0.6% | |
| AON INTERMEDIATE CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | $188K | $207K | <0.1% | |
| AON LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $83K | $58K | <0.1% | |
| AON INTERMEDIATE GOVERNMENT BOND IN AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $25K | $25K | <0.1% |
| MILWAUKEE, WI |
| NONE |
| $33K |
| — |
| WIPFLI LLP | 39-0758449 | — | NONE | $15K | — |
