Hannah Cook signed MFA Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MFA Incorporated's EIN is 43-0415080.
Download the official 2024 Form 5500 (PDF) for MFA Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MFA Incorporated'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | SERVICE PROVIDER | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MFA INCORPORATED | 43-0415080 | — | PLAN SPONSOR | $126K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Index J.P. Morgan J.P. Morgan Exchange- | Other securities | — | $41.3M | $37.5M | 16.3% | |
| Strategic Eq Instl Paydenfunds Payden Corporation Bond SI | Common Stocks | — | $33.5M | $33.1M | 14.4% | |
| Fidelity Investments Fidelity Large Cap Growth | Mutual Funds | — | $18.5M | $29.7M | 12.9% | |
| Index Fidelity Investments Fidelity Large Cap Value | Mutual Funds | — | $23.5M | $29.2M | 12.7% | |
| Artisan Partners Funds Artisan High Income Fund | Mutual Funds | — | $19.1M | $18.4M | 8.0% | |
| Inc. Equity R6 J.P. Morgan Undiscovered Managers | Common Stocks | — | $12.2M | $16.1M | 7.0% | |
| Traded Fund Trust Lazard International | Other securities | — | $16.3M | $14.7M | 6.4% | |
| Securities Z Emerald Growth Institutional | Other securities | — | $12.1M | $11.8M | 5.1% | |
| ALLSPRING SPECIAL MC VAL E1 SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | $8.5M | $11.0M | 4.8% | |
| Cohen and Steers Cohen & Steers Real Estate | Other securities | — | $9.9M | $10.5M | 4.5% | |
| Index Fidelity Investments Fidelity Mid Cap Growth | Mutual Funds | — | $8.6M | $9.9M | 4.3% | |
| RBC Global Asset Management RBC Emerging Markets | Other securities | — | $3.9M | $4.1M | 1.8% | |
| John Hancock Trust Company Interest-bearing cash | Cash / Money Market | — | $1.1M | $1.1M | 0.5% | |
| CARILLON EAGLE MC GROWTH CIT 1 CARILLION EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AON HEWITT | 36-2235791 | — | SERVICE PROVIDER | $110K | — |
| SPENCER FANE, LLP | 44-0561981 | — | SERVICE PROVIDER | $39K | — |
| ARMANINO LLP | 94-6214841 | — | SERVICE PROVIDER | $18K | — |
| PENSION CONSULTANTS | 43-1685158 | — | SERVICE PROVIDER | $15K | — |
