Howard Szanzer signed Citigroup Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citigroup Inc.'s EIN is 52-1568099.
Download the official 2024 Form 5500 (PDF) for Citigroup Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citigroup Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $4.5M | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO,NA | 94-3112180 | — | NONE | $4.0M | — |
| MFS INSTITUTIONAL ADVISORS | 04-3247425 | — | NONE | $804K | — |
| WCM INVESTMENT MANAGEMENT, LLC | 95-3046237 | — | NONE | $780K | — |
| LAZARD ASSET MANAGEMENT LLC | — | NEW YORK, NY | NONE | $711K | — |
| ACADIAN ASSET MANAGEMENT LLC | — | BOSTON, MA | NONE | $501K | — |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | 47-2614791 | — | NONE | $462K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $989K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG | 13-5565207 | — | NONE | $313K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | NONE | $780K | — |
| PRINCIPAL SMALL CAP SELECT | — | DES MOINES, IA | NONE | $457K | — |
| INSIGHT INVESTMENTS | — | NEW YORK, NY | NONE | $404K | — |
| BOSTON PARTNERS | — | NEW YORK, NY | NONE | $388K | — |
| MELLON INVESTMENTS CORPORATION | — | BOSTON, MA | NONE | $365K | — |
| HEITMAN LLC | 36-4263867 | — | NONE | $257K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $203K | — |
| TT INTERNATIONAL | — | — | NONE | $147K | — |
| CALLAN HOLDINGS' INC. | 82-2748926 | — | NONE | $140K | — |
| MERCER | 04-6691601 | — | NONE | $130K | — |
| BSR | 98-0479865 | — | NONE | $120K | — |
| FIDUCIARY COUNSELORS | 22-3709903 | — | NONE | $60K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $21K | — |
| MORGAN, LEWIS AND BOCKIUS LLP | 23-0891050 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $6.2B | 26.9% | |
| BLACKROCK RUSSELL 3000 INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3371912 / PN 001 | Common Collective Trust | — | — | $1.6B | 7.0% | |
| BLACKROCK US DEBT INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $1.4B | 6.0% | |
| EAFE EQUITY INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $1.3B | 5.7% | |
| MID CAPITALIZATION EQUITY INDEX FD BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $1.2B | 5.0% | |
| BLACKROCK LIFEPATH INDEX 2045 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $931.0M | 4.0% | |
| BLACKROCK LIFEPATH INDEX 2050 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $755.6M | 3.3% | |
| BLACKROCK LIFEPATH INDEX 2040 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $743.6M | 3.2% | |
| Citigroup Inc | Common Stocks | — | — | $733.0M | 3.2% | |
| Blckrck Cash-Trsry-Inst | Cash / Money Market | — | — | $711.1M | 3.1% | |
| BLACKROCK LIFEPATH INDEX RET FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $710.6M | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $671.3M | 2.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $627.3M | 2.7% | |
| BLACKROCK LIFEPATH INDEX 2055 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $578.7M | 2.5% | |
| BLACKROCK LIFEPATH INDEX 2030 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $544.1M | 2.3% | |
| BlackRock Emerging Markets Index Fund F | Common Collective Trusts | — | — | $511.9M | 2.2% | |
| BLCKRK EMERG MKTS INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 45-4544245 / PN 001 | Common Collective Trust | — | — | $511.9M | 2.2% | |
| BLACKROCK RUSSELL 1000 GROWTH FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3330725 / PN 001 | Common Collective Trust | — | — | $330.7M | 1.4% | |
| BlackRock U.S Treasury Inflation Protected Securities Fund F | U.S. Treasuries | — | — | $253.2M | 1.1% | |
| US TRSRY INFLATION PRO SEC FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $253.2M | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $219.9M | 0.9% | |
| SCHRODER COLLECTIVE INVESTMNT TRUST SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $106.9M | 0.5% | |
| T Rowe Pr Inst Hi Yld-Inst | Other securities | — | — | $86.4M | 0.4% | |
| Blackrock High Yield-K | Other securities | — | — | $86.3M | 0.4% | |
| BLACKROCK RUSSELL 1000 VALUE FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 94-3330726 / PN 001 | Common Collective Trust | — | — | $75.6M | 0.3% | |
| COLLECTIVE US GOV'T STIF 15 BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001 | Common Collective Trust | — | — | $72.5M | 0.3% | |
| Collective U.S. Gov't STIF 15 | Common Collective Trusts | — | — | $70.1M | 0.3% | |
| ROLL SELECT COMMODITY INDEX FUND F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 82-4114243 / PN 001 | Common Collective Trust | — | — | $69.2M | 0.3% | |
| FIDELITY FIAM CONCENTRATED EMER MKT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 032 | Common Collective Trust | — | — | $56.8M | 0.2% | |
| Dimensional Emrg Mrkts Ii | Mutual Funds | — | — | $55.2M | 0.2% | |
| BLCKRK MSCI ACWI ESG FOCUS INDEX FD BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 83-1496408 / PN 001 | Common Collective Trust | — | — | $52.5M | 0.2% | |
| Pgim High Yield-R6 | Other securities | — | — | $43.1M | 0.2% | |
| Blackrock Instl Trr Co N A Inv | Common Stocks | — | — | $25.4M | 0.1% | |
| LS CIT CORE PLUS FIXED INCOME LOOMIS SAYLES · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $23.7M | 0.1% | |
| Fidelity Adv Ttl Bnd-Z | Mutual Funds | — | — | $23.6M | 0.1% | |
| Taiwan Semiconductor Manufactu | Other securities | — | — | $19.8M | <0.1% | |
| Pimco Income Fund-Ins | Mutual Funds | — | — | $11.9M | <0.1% | |
| Equinix Inc | Common Stocks | — | — | $8.4M | <0.1% | |
| Tencent Holdings Ltd | Common Stocks | — | — | $8.4M | <0.1% | |
| Prologis Inc | Common Stocks | — | — | $8.1M | <0.1% | |
| Sap Se | Common Stocks | — | — | $7.2M | <0.1% | |
| Digital Realty Trust Inc | Common Stocks | — | — | $6.3M | <0.1% | |
| Novo Nordisk A/S | Other securities | — | — | $6.2M | <0.1% | |
| Schneider Electric Se | Common Stocks | — | — | $5.7M | <0.1% | |
| Relx Plc | Common Stocks | — | — | $5.7M | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 FD F BLACKROCK INSITUTIONAL TRUST COMPANY, NA · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $5.6M | <0.1% | |
| Sea Ltd | Common Stocks | — | — | $5.0M | <0.1% | |
| Compass Group Plc | Common Stocks | — | — | $4.8M | <0.1% | |
| Meituan | Other securities | — | — | $4.8M | <0.1% | |
| Rolls-Royce Holdings Plc | Common Stocks | — | — | $4.7M | <0.1% |
