Apprentice and Journeyman Training Fund of Sheet Metal Workers Local's EIN is 43-1043501.
Download the official 2024 Form 5500 (PDF) for Apprentice and Journeyman Training Fund of Sheet Metal Workers Local 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U S Treasury Note Note, 4 00%; Due 02/15/2026 | U.S. Treasuries | — | $77K | $78K | 3.8% | |
| U S Treasury Note Note, 3.875%; Due 08/15/2033 | U.S. Treasuries | — | $62K | $65K | 3.2% | |
| U.S Treasury Note Note, 4.5%; Due 2/15/2036 | U.S. Treasuries | — | $55K | $58K | 2.9% | |
| Columbia Large Cap Index Fund A Mutual Fund | Common Collective Trusts | — | $57K | $58K | 2.9% | |
| U.S Treasury Note Note, 4 125%; Due 09/30/2027 | U.S. Treasuries | — | $55K | $54K | 2.7% | |
| TOTAL US GOVERMENT SECURITIES 350 ,941 CERTIFICATE OF DEPOSITS AND CASH EQUIVALENTS Brotherhood Bank & Trust Federated Government Obligation Fund #05 | Cash / Money Market | — | $51K | $51K | 2.5% | |
| U S Treasury Note Note, 4.625%; Due 09/30/2030 | U.S. Treasuries | — | $40K | $40K | 2.0% | |
| American Funds 2040 Trgt Date Mutual Fund | Mutual Funds | — | $1K | $26K | 1.3% | |
| Federal National Mortgage Association Note, 0.55%; Due 01/28/2026 | Bonds / Notes | — | $24K | $25K | 1.2% | |
| Eaton Corp Ohio Corporate Bond, 4 35%; Due 05/18/2028 | Bonds / Notes | — | $25K | $25K | 1.2% | |
| EQUITY MUTUAL FUNDS American Funds 2030 Trgt Date Mutual Fund | Mutual Funds | — | $24K | $23K | 1.1% | |
| Oracle Corp Corporate Bond, 2 95%; Due 05/15/2025 | Bonds / Notes | — | $20K | $22K | 1.1% | |
| McDonald's Corp Corporate Bond , 3 375%; Due 05/26/2025 | Bonds / Notes | — | $20K | $21K | 1.0% | |
| JP Morgan Chase & Co. Corporate Bond, 3 20%; Due 06/15/2026 | Bonds / Notes | — | $20K | $21K | 1.0% | |
| Columbia Global Technology Growth Fund Mutual Fund 239 | Other securities | — | — | $21K | 1.0% | |
| Federal Farm Credit Bank Note. 0.55%; Due 09/16/2025 | Bonds / Notes | — | $19K | $20K | 1.0% | |
| Nextera Energy Corporate Bond, 3 55%; Due 05/01/2027 | Bonds / Notes | — | $19K | $19K | 0.9% | |
| Columbia Adaptive Risk Allocation Fund Mutual Fund | Other securities | — | $14K | $17K | 0.8% | |
| Hunt JB Trans Svcs Corporate Bond, 3.875%; Due 03/01/2026 | Bonds / Notes | — | $15K | $16K | 0.8% | |
| Pinnacle West Cap Corp Corporate Bond , 1 30%; Due 06/15/2025 | Bonds / Notes | — | $15K | $15K | 0.7% | |
| Nvidia Corp Com Common Stock 90 | Common Stocks | — | — | $12K | 0.6% | |
| U.S Treasury Note Note, 4.00%; Due 10/31/2029 | U.S. Treasuries | — | $10K | $10K | 0.5% | |
| Broadcom Inc Common Stock 20 | Common Stocks | — | — | $5K | 0.2% | |
| Apple Computer Common Stock | Common Stocks | — | $13K | $4K | 0.2% | |
| JP Morgan Chase and Company Common Stock | Common Stocks | — | $6K | $4K | 0.2% | |
| Berkshire Hathaway Inc Class B Common Stock | Common Stocks | — | $6K | $4K | 0.2% | |
| Microsoft Corporation Common Stock | Common Stocks | — | $10K | $3K | 0.2% | |
| Servicenow Inc Common Stock | Common Stocks | — | $4K | $3K | 0.2% | |
| Target Corp. Common Stock | Common Stocks | — | $2K | $3K | 0.1% | |
| Alphabet Inc Class C Common Stock | Common Stocks | — | $8K | $3K | 0.1% | |
| Zoetis Inc Common Stock | Common Stocks | — | $3K | $3K | 0.1% | |
| Meta Platforms Inc Common Stock | Common Stocks | — | $5K | $3K | 0.1% | |
| L F Beauty Inc Common Stock 6 753 856 Elevance Health, Inc Common Stock 6 2.2 13 | Common Stocks | — | — | $3K | 0.1% | |
| Amazon Com Inc Common Stock | Common Stocks | — | $7K | $3K | 0.1% | |
| Emcor Group Inc. Common Stock 6 | Common Stocks | — | — | $3K | 0.1% | |
| Danaher Corp. Common Stock | Common Stocks | — | $3K | $3K | 0.1% | |
| Mastercard Inc. Common Stock | Common Stocks | — | $4K | $3K | 0.1% | |
| Vistra Energy Corp. Common Stock 18 | Common Stocks | — | — | $2K | 0.1% | |
| Paccar Inc Common Stock | Common Stocks | — | $2K | $2K | 0.1% | |
| Eli Lilly & Co Common Stock 3 | Common Stocks | — | — | $2K | 0.1% | |
| United Therapeutics Corp Del Common Stock | Common Stocks | — | $2K | $2K | 0.1% | |
| O Reilly Automotive Common Stock | Common Stocks | — | $4K | $2K | 0.1% | |
| VISA Inc Common Stock 7 | Common Stocks | — | — | $2K | 0.1% | |
| Martin Marietta Matrials, Inc Common Stock | Common Stocks | — | $3K | $2K | 0.1% | |
| Kroger Co Common Stock | Common Stocks | — | $2K | $2K | 0.1% | |
| Cinemark Hldgs Inc Common Stock 65 | Common Stocks | — | — | $2K | <0.1% | |
| Crowdstrike Holdings Inc Common Stock | Common Stocks | — | $2K | $2K | <0.1% | |
| Costco Wholesale Corp Common Stock 2 | Common Stocks | — | — | $2K | <0.1% | |
| Soundhound Al Common Stock 808 SS&C Technologies Holdings Inc Common Stock | Common Stocks | — | $2K | $2K | <0.1% | |
| Evercore Inc Common Stock | Common Stocks | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
