BRD of Trustees OE 37 Pension Fund's EIN is 52-6128064.
Download the official 2024 Form 5500 (PDF) for BRD of Trustees OE 37 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BRD of Trustees OE 37 Pension Fund'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 |
|---|---|---|---|---|---|
| RBC GLOBAL ASSET MANAGEMENT | 41-1460668 | — | NONE | $123K | — |
| AMERICAN REALTY ADVISORS, LLC | 33-0123114 | — | NONE | $120K | — |
| WEDGE CAPITAL MANAGEMENT |
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.
| 56-1557450 |
| — |
| NONE |
| $101K |
| — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECISION SCIENCE, INC. | 52-1055523 | — | NONE | $216K | — |
| LOOMIS, SAYLES & COMPANY | 04-3200030 | — | NONE | $144K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $116K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | — | NONE | $95K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $91K | — |
| SIERRA INVESTMENT PARTNERS | — | WALNUT CREEK, CA | NONE | $22K | — |
| US BANK N.A. | 31-0841368 | — | NONE | $14K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $14K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $6K | — |
