Shannon Morrison signed American Pharmacists Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Pharmacists Association's EIN is 53-0026265.
Download the official 2024 Form 5500 (PDF) for American Pharmacists Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Pharmacists Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.6M | 11.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 10.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.3M | 10.3% | |
| Fixed Income Guaranteed Option Guaranteed account | Other securities | — | — | $1.6M | 7.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 6.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 6.7% | |
| Large Cap Growth I Separate Account " | Pooled Separate Accounts | — | — | $1.3M | 5.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.3M | 5.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $890K | 3.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $887K | 3.9% | |
| Fidelity Total Bond K6 Fund " | Mutual Funds | — | — | $693K | 3.0% | |
| American Funds New Perspective R6 Fund " | Mutual Funds | — | — | $659K | 2.9% | |
| American Funds EuroPacific Growth R6 Fund " | Mutual Funds | — | — | $607K | 2.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $584K | 2.6% | |
| DFA US Large Cap Growth Portfolio I Fund " | Mutual Funds | — | — | $500K | 2.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $425K | 1.9% | |
| American Funds New World R6 Fund " | Mutual Funds | — | — | $368K | 1.6% | |
| DFA US Targeted Value I Fund " | Mutual Funds | — | — | $364K | 1.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $323K | 1.4% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $307K | 1.3% | |
| Vanguard Equity-Income Adm Fund " | Mutual Funds | — | — | $277K | 1.2% | |
| Securities Separate Account " | Real Estate | — | — | $250K | 1.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $250K | 1.1% | |
| Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $165K | 0.7% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $156K | 0.7% | |
| Principal Pension Builder(SM)Z Insurance contract | Other securities | — | — | $149K | 0.7% | |
| American Century Small Cap Growth R6 Fund " | Other securities | — | — | $148K | 0.6% | |
| Columbia Select Mid Cap Value I3 Fund " | Other securities | — | — | $146K | 0.6% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $131K | 0.6% | |
| Calvert Bond I Fund Mutual fund ** 506 Fidelity Advisor Government Income Z Fund " | U.S. Treasuries | — | — | $99K | 0.4% | |
| (E) | Other securities | — | — | $99K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $78K | 0.3% | |
| (E) | Other securities | — | $2K | $78K | 0.3% | |
| Vanguard FTSE Social Index Adm Fund " | Mutual Funds | — | — | $46K | 0.2% | |
| Capital Appreciation Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $17K | <0.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $17K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2K | <0.1% | |
| PIMCO Income Institutonal Fund " | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $336 | <0.1% |
