Janan Lundeen signed Metropolitan Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metropolitan Corp.'s EIN is 41-1832140.
Download the official 2024 Form 5500 (PDF) for Metropolitan Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metropolitan Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE OAK RIDGE FINANCIAL SERVICES | 41-1868775 | — | ADVISOR | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity BrokerageLink Common Stock, Mutual Funds, | Mutual Funds | — | — | $4.6M | 15.9% | |
| iShares S&P 500 Index Fund Institutional Mutual Fund | Common Collective Trusts | — | — | $4.1M | 14.2% | |
| The Hartford Equity Income Fund R6 Mutual Fund | Other securities | — | — | $3.0M | 10.2% | |
| Fidelity Freedom 2035 Fund K6 Mutual Fund | Mutual Funds | — | — | $1.8M | 6.1% | |
| Fidelity Freedom 2030 Fund K6 Mutual Fund | Mutual Funds | — | — | $1.4M | 4.8% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 4.5% | |
| Vanguard Commodity Strategy Fund Adm Mutual Fund ** 232 Vanguard Dividend Appreciation Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $1.3M | 4.3% | |
| Fidelity Freedom 2040 Fund K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 4.0% | |
| Invesco Equity and Income Fund R6 Mutual Fund | Mutual Funds | — | — | $920K | 3.2% | |
| Janus Henderson Enterprise Fund N Mutual Fund | Mutual Funds | — | — | $907K | 3.1% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $899K | 3.1% | |
| DFA US Small Cap Value Portfolio Intl Mutual Fund | Mutual Funds | — | — | $845K | 2.9% | |
| American Funds American Mutual Fund R6 Mutual Fund | Mutual Funds | — | — | $742K | 2.5% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund | Mutual Funds | — | — | $698K | 2.4% | |
| Loomis Sayles Investment Grade Bond Fund N Mutual Fund | Other securities | — | — | $692K | 2.4% | |
| MFS International Equity Fund R6 Mutual Fund | Mutual Funds | — | — | $646K | 2.2% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund | Mutual Funds | — | — | $596K | 2.0% | |
| American Funds American Balanced Fund R6 Mutual Fund | Mutual Funds | — | — | $515K | 1.8% | |
| Columbia Small Cap Index Fund Instl 2 Mutual Fund | Common Collective Trusts | — | — | $504K | 1.7% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund | Mutual Funds | — | — | $355K | 1.2% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund | Mutual Funds | — | — | $351K | 1.2% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund | Mutual Funds | — | — | $336K | 1.2% | |
| Participant loans Interest rates of 4.25 % - 7.25% - | Bonds / Notes | — | — | $303K | 1.0% | |
| Dodge & Cox Income Fund X Mutual Fund | Mutual Funds | — | — | $297K | 1.0% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund | Mutual Funds | — | — | $289K | 1.0% | |
| Fidelity Government Money Market Fund K6 Money Market | Mutual Funds | — | — | $224K | 0.8% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund | Mutual Funds | — | — | $151K | 0.5% | |
| Fidelity Freedom 2010 Fund K6 Mutual Fund | Mutual Funds | — | — | $139K | 0.5% | |
| Fidelity Freedom Income Fund K6 Mutual Fund | Mutual Funds | — | — | $41K | 0.1% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| First Eagle Gold Fund I Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
