Kathleen Owens signed Societe Generale's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Societe Generale's EIN is 52-1128875.
Download the official 2024 Form 5500 (PDF) for Societe Generale from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Societe Generale's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | BOSTON, MA | FIDUCIARY | $378K | — |
| MERCER | 13-2834414 | — | NONE | $336K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $93K | — |
| STATE STREET BANK & TRUST COMPANY | 13-3142135 | — | NONE | $865 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $225.5M | 100.0% | |
| ACTIVE LONG CORP FIXED INC PRT MERCER TRUST COMPANY · EIN 45-6178746 / PN 004 | Common Collective Trust | — | — | $94.1M | 41.7% | |
| ACTIVE INTER CREDIT FIXED INC PRT MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | — | — | $44.5M | 19.7% | |
| LONG STRIPS FIXED INC PRT MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | — | $33.9M | 15.0% | |
| PASSIVE LONG GOV FIXED INC PRT MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | — | $22.9M | 10.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 299 | Common Collective Trust | — | — | $11.6M | 5.1% | |
| US LG CAP CORE PASSIVE EQUITY PORT MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | — | $9.8M | 4.3% | |
| ULTRA LONG DURATION PORTFOLIO MERCER TRUST COMPANY · EIN 83-2461327 / PN 047 | Common Collective Trust | — | — | $5.2M | 2.3% | |
| RUSSELL SMALL/MID CAP INDEX STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $2.6M | 1.1% | |
| COLLECTIVE SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $1.1M | 0.5% |
