Ingrid Berner signed At&T Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
At&T Inc.'s EIN is 43-1301883.
Download the official 2024 Form 5500 (PDF) for At&T Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)At&T Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA).
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 | — | NONE | $677K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GOLDMAN SACHS ASSET MANAGEMENT |
| 04-3211048 |
| — |
| NONE |
| $114K |
| — |
| BLACKROCK FINANCIAL MANAGEMENT INC. | 94-3112180 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEM BENCHMARKING | 98-0180257 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES, INC. | 77-0473565 | — | NONE | $836K | — |
| AT&T INC. | 43-1301883 | — | PLAN SPONSOR | $126K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $60K | — |
| PWC US TAX LLP | 92-0460586 | — | NONE | $21K | — |
| AT&T SERVICES | 74-2782655 | — | PLAN SPONSOR | $13K | — |
| FLEISHMAN HILLARD INC | 43-1791685 | — | NONE | $9K | — |
| OPTAVISE LLC | 02-0677999 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 5,405,466 UNITS | Other securities | — | $5.4B | $670.4M | 29.6% | |
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $670.4M | 29.6% | |
| s * AT&T INC 14,275,427 SHARES | Common Stocks | — | $14.3B | $325.1M | 14.3% | |
| FUND F 2,609,189 UNITS | Other securities | — | $2.6B | $317.9M | 14.0% | |
| EXTENDED EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3270116 / PN 001 | Common Collective Trust | — | — | $317.9M | 14.0% | |
| 4,595,829 UNITS | Other securities | — | $4.6B | $204.7M | 9.0% | |
| US EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3219149 / PN 001 | Common Collective Trust | — | — | $204.7M | 9.0% | |
| 3,276,702 UNITS | Other securities | — | $3.3B | $190.0M | 8.4% | |
| EAFE EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $190.0M | 8.4% | |
| INDEX FUND F 5,629,504 UNITS | Common Collective Trusts | — | $5.6B | $178.3M | 7.9% | |
| GOVERNMENT/CREDIT BOND INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3273840 / PN 001 | Common Collective Trust | — | — | $178.3M | 7.9% | |
| Notes Receivable from Participants 4.25% - 10.50% | Bonds / Notes | — | — | $56.3M | 2.5% | |
| ASSP FUND- 2030 US EQUITY FUNDS: 575,114 UNITS | Other securities | — | $575.1M | $15.2M | 0.7% | |
| FIAM GROUP TARGET DATE DRE 2030 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 180 | Common Collective Trust | — | — | $15.2M | 0.7% | |
| Adjustment From Fair Value To Contract Value For Fully Benefit-Responsive Investment Contracts | Other securities | — | — | $14.7M | 0.7% | |
| ASSP FUND- 2035 US EQUITY FUNDS: 451,756 UNITS | Other securities | — | $451.8M | $13.4M | 0.6% | |
| FIAM GROUP TARGET DATE DRE 2035 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 181 | Common Collective Trust | — | — | $13.4M | 0.6% | |
| U S TREASURY NOTE 2.750% 07/31/2027 DD 07/31/22 | U.S. Treasuries | — | — | $10.5M | 0.5% | |
| FUND 8,873,013 UNITS | Other securities | — | $8.9B | $8.9M | 0.4% | |
| U S TREASURY NOTE 4.875% 10/31/2028 DD 10/31/23 | U.S. Treasuries | — | — | $8.8M | 0.4% | |
| ASSP FUND- 2040 US EQUITY FUNDS: 252,140 UNITS | Other securities | — | $252.1M | $7.9M | 0.3% | |
| FIAM GROUP TARGET DATE DRE 2040 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 182 | Common Collective Trust | — | — | $7.9M | 0.3% | |
| U S TREASURY NOTE 1.750% 01/31/2029 DD 01/31/22 | U.S. Treasuries | — | — | $7.5M | 0.3% | |
| DREYFUS GOVT CM BOLD 6 GSAM INT AGG | Mutual Funds | — | — | $7.2M | 0.3% | |
| ASSP FUND- 2025 US EQUITY FUNDS: 262,363 UNITS | Other securities | — | $262.4M | $6.6M | 0.3% | |
| FIAM GROUP TARGET DATE DRE 2025 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 179 | Common Collective Trust | — | — | $6.6M | 0.3% | |
| U S TREASURY NOTE 2.625% 05/31/2027 DD 05/31/22 | U.S. Treasuries | — | — | $5.9M | 0.3% | |
| U S TREASURY NOTE 4.375% 05/15/2034 DD 05/15/24 | U.S. Treasuries | — | — | $5.0M | 0.2% | |
| COMMIT TO PUR FNMA SF MTG 2.000% 01/01/2055 DD 01/01/25 | Agency / Mortgage-Backed | — | — | $4.7M | 0.2% | |
| U S TREASURY NOTE 3.125% 08/31/2027 DD 08/31/22 | U.S. Treasuries | — | — | $4.4M | 0.2% | |
| ASSP FUND- 2020 US EQUITY FUNDS: 185,241 UNITS | Other securities | — | $185.2M | $4.3M | 0.2% | |
| FIAM GROUP TARGET DATE DRE 2020 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 178 | Common Collective Trust | — | — | $4.3M | 0.2% | |
| U S TREASURY NOTE 2.875% 04/30/2029 DD 04/30/22 | U.S. Treasuries | — | — | $4.0M | 0.2% | |
| COMMIT TO PUR GNMA II JUMBOS 6.000% 01/20/2055 DD 01/01/25 | Agency / Mortgage-Backed | — | — | $4.0M | 0.2% | |
| U S TREASURY NOTE 4.125% 07/31/2028 DD 07/31/23 | U.S. Treasuries | — | — | $3.9M | 0.2% | |
| U S TREASURY NOTE 4.250% 02/28/2031 DD 02/29/24 | U.S. Treasuries | — | — | $3.7M | 0.2% | |
| U S TREASURY NOTE 1.875% 02/28/2029 DD 02/28/22 | U.S. Treasuries | — | — | $3.1M | 0.1% | |
| ASSP FUND- 2015 US EQUITY FUNDS: 131,610 UNITS | Other securities | — | $131.6M | $3.0M | 0.1% | |
| FIAM GROUP TARGET DATE DRE 2015 FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 177 | Common Collective Trust | — | — | $3.0M | 0.1% | |
| U S TREASURY NOTE 1.875% 02/28/2027 DD 02/28/22 | U.S. Treasuries | — | — | $3.0M | 0.1% | |
| COMMIT TO PUR GNMA II JUMBOS 5.500% 01/20/2055 DD 01/01/25 | Agency / Mortgage-Backed | — | — | $3.0M | 0.1% | |
| DREYFUS GOVT CM BOLD 6 GSAM 1-5 YR G/C | Mutual Funds | — | — | $2.6M | 0.1% | |
| COMMIT TO PUR GNMA II JUMBOS 2.500% 01/20/2055 DD 01/01/25 | Agency / Mortgage-Backed | — | — | $2.5M | 0.1% | |
| GNMA II POOL #0MA8347 4.500% 10/20/2052 DD 10/01/22 | Agency / Mortgage-Backed | — | — | $2.4M | 0.1% | |
| BX TRUST 2021-ARIA ARIA A 144A VAR RT 10/15/2036 DD 10/28/21 499 BANK OF AMERICA CORP VAR RT 02/07/2030 DD 02/07/19 | Common Stocks | — | — | $2.4M | 0.1% | |
| Asset Allocation Funds * ASSP RET FUND US EQUITY FUNDS: 135,044 UNITS | Other securities | — | $135.0M | $2.3M | 0.1% | |
| FIAM GROUP TARGET DATE DRE INCOME FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 174 | Common Collective Trust | — | — | $2.3M | 0.1% | |
| U S TREASURY NOTE 2.750% 04/30/2027 DD 04/30/22 | U.S. Treasuries | — | — | $2.3M | 0.1% | |
| FNMA POOL #0686026 VAR RT 04/01/2033 DD 04/01/03 7 FNMA POOL #0756359 VAR RT 12/01/2033 DD 12/01/03 24 FNMA POOL #0BM1523 VAR RT 07/01/2047 DD 07/01/17 71 JPMORGAN CHASE & CO VAR RT 04/22/2026 DD 04/22/20 | Agency / Mortgage-Backed | — | — | $2.2M | <0.1% | |
| FHLMC POOL #RA-5276 2.500% 05/01/2051 DD 05/01/21 | Agency / Mortgage-Backed | — | — | $2.0M | <0.1% |
