Sandra Reese signed DLA Piper LLP US' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DLA Piper LLP US' EIN is 52-0616490.
Download the official 2024 Form 5500 (PDF) for DLA Piper LLP US from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DLA Piper LLP US' plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | NONE | $100K | — |
| PRINCIPAL | 42-1466678 | — | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund Class AI | Common Collective Trusts | — | $11.9M | $15.7M | 8.5% | |
| Baird Ultra Short Bond Fund Class Ins | U.S. Treasuries | — | $15.0M | $15.1M | 8.2% | |
| Baird Aggregate Bond Fund Class Ins | Other securities | — | $13.5M | $13.3M | 7.2% | |
| Dodge & Cox Dodge & Cox Income Fund Com | Mutual Funds | — | $13.5M | $13.3M | 7.2% | |
| Blackrock Strategic Income Opportunities Port Class K | Other securities | — | $9.8M | $10.0M | 5.4% | |
| Vanguard Group Vanguard Prime Money Market Fund Class Adm | Mutual Funds | — | $6.2M | $6.2M | 3.4% | |
| John Hancock John Hancock International Dynamic Growth Fund | Other securities | — | $3.9M | $4.1M | 2.2% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | $3.7M | $3.9M | 2.1% | |
| DWS RREEF Real Assets Fund Class Ins | Other securities | — | $3.6M | $3.7M | 2.0% | |
| Artisan High Income Fund Class Ins | Other securities | — | $3.1M | $3.2M | 1.7% | |
| Brandy Wine Brandy Wine Global Opportunities Bond Fund Class IS | Other securities | — | $3.1M | $2.8M | 1.5% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | $2.7M | $2.8M | 1.5% | |
| Conestoga Small Cap Fund Class Ins | Other securities | — | $1.9M | $2.2M | 1.2% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value Fund Class I | Other securities | — | $2.2M | $2.2M | 1.2% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund Class FAI | Common Collective Trusts | — | $2.1M | $2.1M | 1.1% | |
| PIMCO RAE Emerging Markets Fund Clas Ins | Mutual Funds | — | $1.3M | $1.5M | 0.8% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund | Other securities | — | $1.2M | $1.4M | 0.8% | |
| Allspring Government Money Market Fund | Cash / Money Market | — | $835K | $835K | 0.5% | |
| year Form of Payment All participants are assumed to take a lump sum at their assumed benefit commencement date Benefit Limits | Other securities | — | — | $345K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
