Elizabeth Mlekush signed Firstgroup America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firstgroup America, Inc.'s EIN is 52-2205403.
Download the official 2024 Form 5500 (PDF) for Firstgroup America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firstgroup America, Inc.'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 |
|---|---|---|---|---|---|
| SLC CAPITAL MANAGEMENT (U.S.) LLC | 68-0635051 | — | NONE | $200K | — |
| CAPTRUST FINANCIAL ADVISORS, LLC. | 56-1984030 | — | NONE | $45K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $215K | — |
| AON CONSULTING, INC | 22-2232264 | — | NONE | $106K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $70K | — |
| MORRIS MANNING & MARTIN | 58-1269995 | — | NONE | $29K | — |
| PNC BANK, NATIONAL ASSOCIATION | 25-1211909 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WILMINGTON TRUST CIT DB GROWTH WILMINGTON TRUST, N.A. · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $10.3M | $10.1M | 10.7% | |
| (i) Net Gain $ 6,496,4457,465,4309,739,000 | Other securities | — | $9.7M | $7.7M | 8.3% | |
| U.S. Treasury U.S. Treasury STRIPS Bond - 0% due 11/15/2043 | Bonds / Notes | — | $1.2M | $1.1M | 1.2% | |
| Exter Automobile Receivables Exeter Automobile Receivables 4.56% due 7/17/28 | Bonds / Notes | — | $1.1M | $1.1M | 1.2% | |
| Comcast Corp Bond 4.25% due 1/15/33 | Bonds / Notes | — | $997K | $984K | 1.0% | |
| Bank of America Bank of America Floating Corp Bond due 6/14/29 | Common Stocks | — | $984K | $980K | 1.0% | |
| Federated Hermes Federated Hermes Government Obligations Fund | Other securities | — | $966K | $966K | 1.0% | |
| Wells Fargo Wells Fargo & Co New Corp Bond 4.3% due 7/22/27 | Bonds / Notes | — | $926K | $922K | 1.0% | |
| Goldman Sachs Goldman Sachs Floating Bond 1.992% due 1/27/32 | Bonds / Notes | — | $933K | $920K | 1.0% | |
| Energy Transfer LP Energy Transfer LP Corp Bond 3.9% due 7/15/26 | Bonds / Notes | — | $918K | $918K | 1.0% | |
| United Health UnitedHealth Group Corp Bond 4.625% due 7/15/35 | Bonds / Notes | — | $931K | $916K | 1.0% | |
| Drive Auto Drive Auto Receivables 4.94% due 5/17/32 | Bonds / Notes | — | $885K | $883K | 0.9% | |
| PNC Bank Pittsburgh Corp Bond 4.05% due 7/26/28 | Bonds / Notes | — | $880K | $874K | 0.9% | |
| Conagra Brands Conagra Brands Corp Bond 1.375% due 11/1/27 | Bonds / Notes | — | $859K | $858K | 0.9% | |
| Santander Hldgs USA Corp Bond 3.244% due 10/5/26 | Bonds / Notes | — | $848K | $849K | 0.9% | |
| American Tower American Tower Corporate Bond 2.75% due 01/15/27 | Bonds / Notes | — | $847K | $845K | 0.9% | |
| Morgan Stanley Morgan Stanley Corp Bond 1.928% due 4/28/32 | Bonds / Notes | — | $854K | $842K | 0.9% | |
| Hyundai Cap America Corp Bond 5.68% due 6/26/28 | Bonds / Notes | — | $841K | $837K | 0.9% | |
| U.S. Bancorp U.S. Bancorp Del Corp Bond 4.548% due 7/22/28 | Bonds / Notes | — | $830K | $828K | 0.9% | |
| AT&T Corporate Bond 4.35% due 03/1/2029 | Bonds / Notes | — | $832K | $827K | 0.9% | |
| U.S. Treasury U.S. Treasury STRIPS Bond - 0% due 11/15/2045 | Bonds / Notes | — | $848K | $824K | 0.9% | |
| Burlington Northern Corp Bond 4.15% due 9/1/43 | Bonds / Notes | — | $830K | $813K | 0.9% | |
| Verizon Communications Corp Bond 4.4% due 11/1/34 | Bonds / Notes | — | $797K | $783K | 0.8% | |
| U.S. Treasury U.S. Treasury STRIPS bond - 0% due 2/15/2054 | Bonds / Notes | — | $821K | $782K | 0.8% | |
| Manufacturers & Traders Manufactures & Traders Corp Bond 3.4% due 8/17/27 | Bonds / Notes | — | $764K | $765K | 0.8% | |
| Ares Capital Corporate Bond 7% due 01/15/27 | Bonds / Notes | — | $743K | $741K | 0.8% | |
| U.S. Treasury U.S. Treasury Note - 4.25% due 11/15/2034 | U.S. Treasuries | — | $707K | $696K | 0.7% | |
| U.S. Treasury U.S. Treasury Bond - 4.25% due 02/15/2054 | U.S. Treasuries | — | $709K | $689K | 0.7% | |
| Corebridge Financial Corebridge Financial Corp Bond 6.875% due 12/15/52 | Bonds / Notes | — | $689K | $688K | 0.7% | |
| Busch InBev Busch InBev Corporate Bond 5.45% due 01/23/39 | Bonds / Notes | — | $699K | $686K | 0.7% | |
| National Rural National Rural Fin Corp Bond 5.8% due 1/5/33 | Bonds / Notes | — | $675K | $667K | 0.7% | |
| BNP Paribas BNP Paribas Float Rate Corp Bond 3.05% due 1/13/31 | Bonds / Notes | — | $667K | $660K | 0.7% | |
| Midamerican Energy Midamerican Energy Corp Bond 4.25% due 7/15/49 | Bonds / Notes | — | $663K | $644K | 0.7% | |
| AvalonBay Communities Corp Bond 5.35% due 6/1/34 | Bonds / Notes | — | $652K | $643K | 0.7% | |
| U.S. Treasury U.S. Treasury STRIPS Bond - 0% due 11/15/2047 | Bonds / Notes | — | $662K | $640K | 0.7% | |
| HCA Inc HCA Inc Corp Bond 3.625% due 3/24/32 | Bonds / Notes | — | $640K | $637K | 0.7% | |
| General Motors General Motors Corp Bond 4.3% due 4/6/29 | Bonds / Notes | — | $631K | $628K | 0.7% | |
| Haleon US Capital Haleon US Capital Corp Bond 3.625% due 3/24/32 | Bonds / Notes | — | $631K | $625K | 0.7% | |
| JPMorgan Float Bond 3.882% due 7/24/38 | U.S. Treasuries | — | $637K | $623K | 0.7% | |
| Motorola Solutions Motorola Solutions Corp Bond 5% due 4/15/29 | Bonds / Notes | — | $622K | $619K | 0.7% | |
| Johnson & Johnson & Johnson Corp Bond 3.55% due 3/1/36 | Bonds / Notes | — | $621K | $611K | 0.7% | |
| U.S. Treasury U.S. Treasury STRIPS Bond - 0% due 11/15/2046 | Bonds / Notes | — | $616K | $598K | 0.6% | |
| Branch Bank Branch Bank Floating Rate Corp Bond due 9/17/29 | Bonds / Notes | — | $599K | $595K | 0.6% | |
| U.S. Treasury U.S. Treasury Note - 4.25% due 06/30/2029 | U.S. Treasuries | — | $580K | $577K | 0.6% | |
| American Express American Express Floating Corp Bond due 07/27/29 | Common Stocks | — | $579K | $576K | 0.6% | |
| JPMorgan Float Bond 2.069% due 6/1/29 | U.S. Treasuries | — | $566K | $563K | 0.6% | |
| Elevance Health Corp Bond 4.1% due 5/15/32 | Bonds / Notes | — | $567K | $559K | 0.6% | |
| Toronto Dominion Bank Toronto Dominion Bank Corp Bond 4.456% due 6/8/32 | Bonds / Notes | — | $567K | $558K | 0.6% | |
| Pfizer Investment Enterprises Corp Bond 5/19/53 | Common Stocks | — | $571K | $557K | 0.6% | |
| U.S. Treasury U.S. Treasury Note - 3.875% due 08/15/2034 | U.S. Treasuries | — | $551K | $544K | 0.6% |
