Colleen Anderson signed Daikin Applied Americas Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daikin Applied Americas Inc.'s EIN is 41-0404230.
Download the official 2024 Form 5500 (PDF) for Daikin Applied Americas Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daikin Applied Americas Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $587K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET SP 500 INDEX NL SERIES STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $127.6M | 21.6% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $52.9M | 9.0% | |
| Metropolitan West Fund | Other securities | — | — | $43.7M | 7.4% | |
| American Funds Growth Fund | Mutual Funds | — | — | $39.6M | 6.7% | |
| American Funds Washington Fund | Mutual Funds | — | — | $38.0M | 6.4% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $37.4M | 6.3% | |
| BLACKROCK MSCI ACWI EX US INDEX NON BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $37.0M | 6.3% | |
| Janus Henderson Balanced FD Fund | Mutual Funds | — | — | $31.2M | 5.3% | |
| BLACKROCK MID CAPITALIZATION EQUITY BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4379242 / PN 001 | Common Collective Trust | — | — | $27.4M | 4.6% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $23.2M | 3.9% | |
| BlackRock Mid Cap Growth Fund | Other securities | — | — | $17.9M | 3.0% | |
| Pimco Real Return Fund | Mutual Funds | — | — | $17.1M | 2.9% | |
| BLACKROCK RUSSELL 2000 NL FUND CLAS BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352674 / PN 001 | Common Collective Trust | — | — | $16.2M | 2.8% | |
| JP Morgan Und Mgrs CL Fund | Other securities | — | — | $11.7M | 2.0% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $10.9M | 1.9% | |
| Bank of America, N.A Retirement Bank Account | Other securities | — | — | $10.7M | 1.8% | |
| Cohen & Steers Realty Fund | Other securities | — | — | $10.5M | 1.8% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $9.9M | 1.7% | |
| Notes Receivable from 4.25%-9.50%; Maturity dates through | Bonds / Notes | — | — | $9.0M | 1.5% | |
| LOAN FUND LOANS | Other securities | — | $8.8M | $8.8M | 1.5% | |
| Vanguard Cash Reserves Federal Money Market | Mutual Funds | — | — | $7.8M | 1.3% | |
| Federated Hermes Instl High Fund | Other securities | — | — | $7.5M | 1.3% | |
| Pimco Intrnl BD USD Hedge Inst Fund | Mutual Funds | — | — | $2.8M | 0.5% | |
| MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $306K | $306K | <0.1% | |
| CONVERSION LOAN FUND LOANS | Other securities | — | $240K | $240K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $5K | $5K | <0.1% | |
| Merrill Lynch Bank Deposit Program | Other securities | — | — | $4K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
