David Carl signed Associated Wholesale Grocers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Wholesale Grocers, Inc.'s EIN is 48-0614866.
Download the official 2024 Form 5500 (PDF) for Associated Wholesale Grocers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Wholesale Grocers, Inc.'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 |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | — | INVESTMENT ADVISOR | $263K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Govt and Govt Agency Securities See Attached | Other securities | — | $75.8M | $72.6M | 40.3% | |
| See Attached | Common Stocks | — | $44.5M | $58.3M | 32.4% | |
| See Attached | Corporate Bonds | — | $20.8M | $19.1M | 10.6% | |
| Fidelity Global EX US Index - Inst Mutual Fund | Mutual Funds | — | $8.1M | $8.6M | 4.8% | |
| First Eagle Global Fund I Mutual Fund | Other securities | — | $6.7M | $7.6M | 4.2% | |
| Cavanal Hill Govt Securities Money Market Money Market | Cash / Money Market | — | $4.0M | $4.0M | 2.2% | |
| Municipal Bonds See Attached | Bonds / Notes | — | $4.0M | $3.7M | 2.1% | |
| Invesco QQQ Trust Series 1 Mutual Fund | Mutual Funds | — | $1.7M | $2.2M | 1.2% | |
| RCP Multi-Fund Feeder IX/DII Offshore Limited Partnership | Other securities | — | $1.0M | $1.1M | 0.6% | |
| Invesco Government & Agency Portfolio Money Market | Mutual Funds | — | $908K | $908K | 0.5% | |
| Gabelli Dividend & Income Trust Series J Preferred Stock | Other securities | — | $805K | $816K | 0.5% | |
| RCP Direct II, LP Limited Partnership | Other securities | — | $393K | $198K | 0.1% | |
| RCP Fund VII Feeder Limited Partnership | Other securities | — | $179K | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
