Mike Schmitt signed Southern Minnesota BEET Sugar Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Minnesota BEET Sugar Cooperative's EIN is 41-0997475.
Download the official 2024 Form 5500 (PDF) for Southern Minnesota BEET Sugar Cooperative 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. Treasury U.S. Treasury Sec Strip 8773097 | Other securities | — | $2.7M | $2.9M | 11.7% | |
| Vanguard Equity Income Fund | Mutual Funds | — | $1.3M | $1.7M | 6.8% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $922K | $1.7M | 6.8% | |
| Clearbridge Large Cap Growth IS Fund | Other securities | — | $1.2M | $1.6M | 6.7% | |
| Artisan International Instl Fund | Other securities | — | $1.5M | $1.4M | 5.6% | |
| Dodge & Cox Dodge & Cox Intl Stock Fund | Mutual Funds | — | $1.0M | $1.3M | 5.3% | |
| Schwab Fundamental Intl Large Co Index Fund | Common Collective Trusts | — | $1.0M | $1.3M | 5.2% | |
| Allspring Special Mid Cap Value Instl Fund | Mutual Funds | — | $1.0M | $1.2M | 5.0% | |
| Vanguard Real Estate In Fund | Mutual Funds | — | $1.1M | $1.2M | 4.7% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | $772K | $1.2M | 4.7% | |
| Fidelity Adv Intl Small Cap Fund | Mutual Funds | — | $952K | $1.1M | 4.5% | |
| PIMCO All Asset Fund | Mutual Funds | — | $1.1M | $1.0M | 4.2% | |
| Vanguard Emerging Markets Select Stock Fund | Mutual Funds | — | $933K | $994K | 4.0% | |
| Interest Bearing Cash * Charles Schwab Charles Schwab Trust Bank Interest Bearing Cash | Mutual Funds | — | $938K | $938K | 3.8% | |
| Vanguard Explorer Fund | Mutual Funds | — | $837K | $928K | 3.8% | |
| U.S. Government Securities U.S. Treasury U.S. Treasury Sec Strip 8772644 | Other securities | — | $804K | $756K | 3.1% | |
| Apple Inc. Apple Inc. 2.85%; 5220669 | Bonds / Notes | — | $632K | $558K | 2.3% | |
| U.S. Treasury U.S. Treasury Sec Strip 8783588 | Other securities | — | $498K | $511K | 2.1% | |
| U.S. Treasury U.S. Treasury Sec Strip 8772291 | Other securities | — | $435K | $421K | 1.7% | |
| Microsoft Corp Microsoft Corp 2.675%; 6/1/60 | Bonds / Notes | — | $634K | $367K | 1.5% | |
| Tortoise Mlp & Pipeline Instl Fund | Other securities | — | $225K | $364K | 1.5% | |
| U.S. Treasury U.S. Treasury Sec Strip 8773221 | Other securities | — | $299K | $299K | 1.2% | |
| U.S. Treasury U.S. Treasury Sec Strip 8833139 | Other securities | — | $279K | $296K | 1.2% | |
| Johnson & Johnson & Johnson 2.45%; 9/1/60 | Bonds / Notes | — | $509K | $280K | 1.1% | |
| Corporate Obligations Amazon.Com Inc. Amazon.Com Inc. 2.7%; 5110338 | Bonds / Notes | — | $255K | $147K | 0.6% | |
| U.S. Treasury U.S. Treasury Sec Strip 8803725 | Other securities | — | $145K | $139K | 0.6% | |
| California Insti California Insti 3.65%; 09/01/19 | Bonds / Notes | — | $230K | $126K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
