Kelly Hayertz signed River Valley Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
River Valley Cooperative's EIN is 42-0244210.
Download the official 2024 Form 5500 (PDF) for River Valley Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)River Valley Cooperative'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 | $12K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $1.8M | 13.2% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.2% | |
| Allspring Short-Term Investment Fund A Class S1 | Other securities | — | — | $1.8M | 13.2% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.2% | |
| Principal/T. Rowe Price Institutional Large-Cap Growth Managed CIT N | Common Collective Trusts | — | — | $1.8M | 13.1% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund | Other securities | — | — | $1.2M | 9.1% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.1% | |
| PIMCO High Yield Fund Institutional Class | Mutual Funds | — | — | $839K | 6.2% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $839K | 6.2% | |
| Principal/MFS Value CIT N | Common Collective Trusts | — | — | $826K | 6.1% | |
| Principal/Federated Total Return Bond CIT N | Common Collective Trusts | — | — | $798K | 5.9% | |
| Invesco Oppenheimer International Growth R6 Fund | Mutual Funds | — | — | $692K | 5.1% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $692K | 5.1% | |
| Principal/BlackRock International Equity Index CIT N | Common Collective Trusts | — | — | $561K | 4.2% | |
| Principal/BlackRock S&P MidCap Index CIT N | Common Collective Trusts | — | — | $548K | 4.1% | |
| Principal/Multi-Manager Small Cap CIT N | Common Collective Trusts | — | — | $542K | 4.0% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $532K | 3.9% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $532K | 3.9% | |
| TCW MetWest Total Return Bond Fund Class I | Other securities | — | — | $418K | 3.1% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $418K | 3.1% | |
| Allspring Core Bond CIT N | Common Collective Trusts | — | — | $369K | 2.7% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $369K | 2.7% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $366K | 2.7% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | — | $366K | 2.7% | |
| Principal/BlackRock S&P 500 Index CIT N | Common Collective Trusts | — | — | $270K | 2.0% | |
| Principal/Alliance Bernstein Large Cap Growth CIT | Common Collective Trusts | — | — | $175K | 1.3% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $175K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
