Terry Stewart signed Heartland Capital Investments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heartland Capital Investments, LLC's EIN is 46-1980140.
Download the official 2024 Form 5500 (PDF) for Heartland Capital Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Capital Investments, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| X American Funds AMCAP-R3 | Mutual Funds | — | — | $261K | 19.2% | |
| Capital Bank & Trust American Funds - 2045 | Mutual Funds | — | — | $145K | 10.7% | |
| Capital Bank & Trust American Funds - 2050 | Mutual Funds | — | — | $137K | 10.1% | |
| Capital Bank & Trust American Funds - 2055 | Mutual Funds | — | — | $127K | 9.4% | |
| Capital Bank & Trust American Funds - 2060 | Mutual Funds | — | — | $122K | 9.0% | |
| Capital Bank & Trust Washington Mutual Investors Fund | Other securities | — | — | $111K | 8.2% | |
| Capital Bank & Trust Investment Company of America | Common Stocks | — | — | $92K | 6.7% | |
| Capital Bank & Trust American Funds - 2040 | Mutual Funds | — | — | $90K | 6.7% | |
| Capital Bank & Trust American Funds - 2065 | Mutual Funds | — | — | $87K | 6.4% | |
| Capital Bank & Trust American Funds - 2030 | Mutual Funds | — | — | $67K | 4.9% | |
| Capital Bank & Trust American Funds - 2035 | Mutual Funds | — | — | $46K | 3.4% | |
| Capital Bank & Trust US Government Money Market | Cash / Money Market | — | — | $21K | 1.6% | |
| Capital Bank & Trust EuroPacific Fund | Other securities | — | — | $20K | 1.5% | |
| Capital Bank & Trust Bond Fund of America | U.S. Treasuries | — | — | $9K | 0.7% | |
| X American Funds BFA-R3 | Mutual Funds | — | — | $9K | 0.7% | |
| Capital Bank & Trust American Funds - 2025 | Mutual Funds | — | — | $9K | 0.6% | |
| Capital Bank & Trust Smallcap World Fund | Other securities | — | — | $6K | 0.4% | |
| X American Funds SCWF-R3 | Mutual Funds | — | — | $6K | 0.4% | |
| X American Funds NWF-R3 | Mutual Funds | — | — | $5K | 0.4% | |
| Capital Bank & Trust New World Fund | Other securities | — | — | $5K | 0.4% | |
| X American Funds WBF-R3 | Mutual Funds | — | — | $2K | 0.2% | |
| Capital Bank & Trust Capital World Bond Fund | Other securities | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
