Dylan Bjerrum signed Central Valley AG Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Valley AG Cooperative's EIN is 47-0834827.
Download the official 2024 Form 5500 (PDF) for Central Valley AG Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Valley AG Cooperative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT | 94-3106735 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 94-0675641 | — | NONE | $50K | — |
| AGRI-INVEST, LLC | 16-1558455 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.8M | 22.3% | |
| Vanguard Total International Stock Index Institutional Mutual Fund Plus Shares | Mutual Funds | — | — | $11.1M | 16.8% | |
| Vanguard Small Cap Index Fund Institutional Plus Shares Mutual Fund | Common Collective Trusts | — | — | $8.4M | 12.7% | |
| Pimco Total Return Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $6.9M | 10.4% | |
| Co-op Stable Income Fund Common Collective Trust | Common Collective Trusts | — | — | $5.9M | 8.9% | |
| Vanguard Total Bond Market Index Institutional Mutual Fund | Mutual Funds | — | — | $5.7M | 8.6% | |
| New York Life Insurance Winslow Large Cap Growth R6 Mutual Fund | Other securities | — | — | $3.0M | 4.5% | |
| Vanguard International Growth Admiral Class Mutual Fund | Mutual Funds | — | — | $2.2M | 3.3% | |
| T Rowe Price Mid-Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 2.4% | |
| Vanguard Windsor II Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Inflation Protected Secs Fund Institutional Shares Mutual Fund | Mutual Funds | — | — | $1.2M | 1.8% | |
| JP Morgan Mid-Cap Value R6 Mutual Fund | Other securities | — | — | $1.0M | 1.5% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $884K | 1.3% | |
| Vanguard Wellington Admiral Shares Mutual Fund | Mutual Funds | — | — | $689K | 1.0% | |
| Allspring Special Small Cap Value Institutional Mutual Fund | Other securities | — | — | $466K | 0.7% | |
| Notes receivable from participants Maturing 2025 to 2039 Interest rates 4.25% to 9.5% | Bonds / Notes | — | — | $458K | 0.7% | |
| Dodge & Cox Institutional Stock X Fund Mutual Fund | Mutual Funds | — | — | $443K | 0.7% | |
| Artisan International Institutional Mutual Fund | Other securities | — | — | $314K | 0.5% | |
| SHORT-TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $268K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $9K |
| — |
