Kelly Hayertz signed Farmers Cooperative Society's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Farmers Cooperative Society's EIN is 42-0243080.
Download the official 2024 Form 5500 (PDF) for Farmers Cooperative Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farmers Cooperative Society'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 |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2934414 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $2.0M | $2.2M | 11.6% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $1.9M | $2.0M | 10.6% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $2.0M | 10.6% | |
| TCW METWEST TOTAL RETURN BOND FUND CLASS I #512 MUTUAL FUND | Other securities | — | $2.0M | $2.0M | 10.6% | |
| SEI Trust Company PRINCIPAUBLACKROCK ST INVESTMENT FUND | Common Stocks | — | $1.4M | $1.4M | 7.6% | |
| FIDELITY REAL ESTATE INDEX FD CLASS INS #2355 MUTUAL FUND | Mutual Funds | — | $1.3M | $1.4M | 7.4% | |
| SEI Trust Company PRINCIPAUBLACKROCK ST INVESTMENT FUND $ 1,363,185 | Common Stocks | — | $1.4M | $1.4M | 7.3% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $1.2M | $1.3M | 7.0% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $1.3M | $1.2M | 6.6% | |
| ALPS/CORECOMMODITY MANAGEMENT COMPLETE COMMODITIES STRATEGY FUND CLASS I MUTUAL FUND | Other securities | — | $903K | $941K | 5.0% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $860K | $910K | 4.9% | |
| INVESCO OPPENHEIMER INTERNATIONAL BOND FUND CLASS R6 #7060 MUTUAL FUND | Mutual Funds | — | $863K | $881K | 4.7% | |
| EUROPACIFIC GROWTH R6 FUND MUTUAL FUND | Other securities | — | $928K | $875K | 4.7% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $689K | $668K | 3.6% | |
| PIMCO HIGH YIELD FUND INSTITUTIONAL SHS #108 MUTUAL FUND | Mutual Funds | — | $623K | $625K | 3.3% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $560K | $599K | 3.2% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $563K | $574K | 3.1% | |
| FIDELITY EMERGING MARKETS INDEX FUND CLASS FAI #2344 MUTUAL FUND | Common Collective Trusts | — | $435K | $460K | 2.5% | |
| PRINCIPAL/BLACKROCK SHORTTERMINVESTMENT FUND A CLASS S1 COMMON/COLLECTIVE TRUST FUND | Common Collective Trusts | — | $147K | $147K | 0.8% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $147K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
