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Original filing (PDF)20251014183615NAL0001762979001

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

Form 5500
FILING_RECEIVED
RETIREMENT SECURITY PLAN
Defined-benefit pension plan
Signals · 3
30% employer stockNo recordkeeper disclosed75 service providers
Active participants
56,128
Accounts w/ balance
Plan assets (EOY)
$11.5B
Net assets (EOY)
$11.5B
How this plan invests
This plan
8 pooled trusts
Schedule D
2,351 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
  • 30% of plan in employer / sponsor stock.
  • 23 bps in Schedule C fees — 356% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
  • Highly fragmented vendor stack (75 disclosed providers, 7 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION.
Plan sponsor
Name
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
EIN
53-0116145
Address
4301 WILSON BLVD · ARLINGTON, VA · 22203
Phone
(703) 907-6021
Industry
Utilitiessee all
Plan administrator
Name
SENIOR VICE PRESIDENT, INSURANCE & FINANCIAL SERVICES
EIN
54-2072724
City
ARLINGTON, VA
Phone
(703) 907-5743
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3F · Sponsor used leased employees
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

75 rows
Advisor / Consultant
37
NameEINLocationRelationDirect compIndirect comp
ARROWSTREET CAPITAL LIMITED PARTNER04-3472863INVESTMENT MANAGEMENT$3.0M
LSV ASSET MANAGEMENT23-2772200INVESTMENT MANAGEMENT$2.8M
EXCELLA INC54-2062249CONSULTANT$2.5M
JENNISON ASSOCIATES LLC52-2069785INVESTMENT MANAGEMENT$1.9M
DECISIONPATH CONSULTING54-1059055CONSULTANT$1.4M
BAILLIE GIFFORD OVERSEAS LIMITED22-3438530INVESTMENT MANAGEMENT$1.3M
CAPITAL BANK AND TRUST COMPANY95-4797716INVESTMENT MANAGEMENT$1.3M
RBC GLOBAL ASSET MANAGEMENT US INC41-1460668INVESTMENT MANAGEMENT$1.3M
T ROWE PRICE ASSOCIATES INC52-0556948INVESTMENT MANAGEMENT$1.1M
EXPERIS IT SERVICES US LLC75-1300240CONSULTANT$1.0M
OPTOMI LLC30-0747677CONSULTANT$927K
CAPRICORN SYSTEMS INC58-2514176CONSULTANT$536K
SPEAR SOLUTIONS INC27-1974099CONSULTANT$487K
PRUDENTIAL TRUST COMPANY23-6994310INVESTMENT MANAGEMENT$470K
NEUBERGER BERMAN GROUP LLC02-0654486INVESTMENT MANAGEMENT$446K
WELLINGTON MANAGEMENT COMPANY LLP47-1167553INVESTMENT MANAGEMENT$397K
STATE STREET GLOBAL ADVISORS TRUST81-4017137INVESTMENT MANAGEMENT$368K
RVK INC93-0910652CONSULTANT$354K
ASKIA LLC20-5385739CONSULTANT$275K
CONVERGENZ LLC52-2254225CONSULTANT$270K
PALADIN CONSULTING75-1932160CONSULTANT$245K
DAVIS COMPANIES04-3181433CONSULTANT$184K
SIGNATURE COMMERCIAL SOLUTIONS LLC27-0221186CONSULTANT$126K
ROBERT HALF94-1648752CONSULTANT$97K
SPECTRUM FINANCIAL SERVICES54-1851893CONSULTANT$95K
USM BUSINESS SYSTEMS INC48-1215361CONSULTANT$92K
BLACKROCK FINANCIAL MANAGEMENT INC13-3806691INVESTMENT MANAGEMENT$80K
CHESAPEAKE BENEFIT PARTNERS LLC20-1553820CONSULTANT$58K
ASTON CARTER INC38-3858542CONSULTANT$57K
SIRIUS COMPUTER SOLUTIONS INC74-2836721CONSULTANT$49K
NEWPORT TRUST COMPANY27-4411131CONSULTANT$40K
INTERNATIONAL SOFTWARE SYSTEMS INC52-1915109CONSULTANT$38K
REASONN LLC85-2524125CONSULTANT$32K
ZOVAYA CORPORATION26-0039705CONSULTANT$20K
PROTIVITI INC04-3661951CONSULTANT$16K
DEXIAN LLC45-5636447CONSULTANT$13K
ALKU TECHNOLOGIES LLC26-4087396CONSULTANT$5K
Broker
25
NameEINLocationRelationDirect compIndirect comp
LOCKTON COMPANIES20-3354970INSURANCE AGENT$547K
COWEN AND COMPANY13-5616116BROKER$0
JP MORGAN SECURITIES LLC13-4110955BROKER$0
MORGAN STANLEY CO INCORPORATED13-2655998BROKER$0
JEFFERIES INTERNATIONAL LTD93-0236990BROKER$0
CITIGROUP GLOBAL MARKETS LIMITED01-1241819BROKER$0
UBS AG98-0186363BROKER$0
RAYMOND JAMES AND ASSOCIATES59-1237041BROKER$0
GOLDMAN SACHS AND CO13-4019460BROKER$0
MERRILL LYNCH INTERNATIONAL13-3779485BROKER$0
JEFFERIES LLC22-3660471BROKER$0
BARCLAYS CAPITAL LE13-1031656BROKER$0
WELLS FARGO SECURITIES34-1542819BROKER$0
GOLDMAN SACHS INTERNATIONAL52-1920124BROKER$0
NATIONAL FINANCIAL SECURITIES CORP04-3523567BROKER$0
EVERCORE ISI20-4748747BROKER$0
RBC CAPITAL MARKETS13-5033225BROKER$0
MORGAN STANLEY AND CO INTERNATIONAL98-0196143BROKER$0
BTIG LLC04-3695739BROKER$0
ROBERT W BAIRD CO INCOPORATED39-6037917BROKER$0
BOFA SECURITIES47-4921463BROKER$0
PIPER JAFFRAY AND CO30-0168701BROKER$0
JP MORGAN SECURITIES ASIA PACIFICBROKER$0
UBS SECURITIES13-3813456BROKER$0
BNP PARIBAS SECURITIES13-3235334BROKER$0
Trustee
1
NameEINLocationRelationDirect compIndirect comp
STATE STREET BANK04-1867445TRUSTEE$430K
Accountant / Auditor
3
NameEINLocationRelationDirect compIndirect comp
ENTERPRISE IRON FIS INC24-1550013ACCOUNTING$220K
BDO USA LLP13-5381590ACCOUNTING$112K
CLIFTONLARSONALLEN LLP41-0746749AUDITOR$65K
Actuary
1
NameEINLocationRelationDirect compIndirect comp
WILLIS TOWERS WATSON US LLC53-0181291ACTUARY$1.0M
Legal counsel
3
NameEINLocationRelationDirect compIndirect comp
GROOM LAW GROUP CHARTERED52-1219029LEGAL$96K
WILLKIE FARR AND GALLAGHER LLP13-5536844LEGAL$88K
THOMPSON HINE LLP34-0575300LEGAL$63K
Other
5
NameEINLocationRelationDirect compIndirect comp
PINNACLE DATA SYSTEMS LLC63-1216795PARTICIPANT COMMUNICATION$77K
ADP INC13-3036745OTHER SERVICES$31K
BLOOMBERG FINANCE LP13-3417984COMPUTER SERVICES$20K
WELLS FARGO BANK94-1347393OTHER FEES$19K
NASDAQ INFORMATION LLC26-3100306COMPUTER SERVICES$12K

Investments

1,724 direct securities · 8 pooled funds· $9.1B(79% of reported assets)

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.

Uncategorized
$6.4B
1724 holdings
Common Collective Trust
$2.6B
8 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
US AGGREGATE BOND INDX NL FUND
STATE STREET BANK · EIN 04-0025081 / PN 070
Common Collective Trust
$889.6M$906.0M7.9%
ARROWSTREET GLOBAL EQUITY ACWI
ARROWSTREET CAPITAL LP · EIN 37-6607043 / PN 001
Common Collective Trust
$248.4M$706.4M6.2%
ADAMS STREET RSP LP 358,976,861.000$359.0M$674.2M5.9%
LSV INTL VALUE EQUITY FUND LP INTERNATIONAL VALUE EQUITY FD 2,359,895.836$304.1M$598.6M5.2%
463,173,047.32(G) COST OF ASSET$463.2M4.0%
ADAMS STREET RSP II LP 325,741,194.000$325.7M$430.3M3.7%
CG INTL ALL CNTRY EQ TRST CAPITAL
CAPITAL BANK AND TRUST COMPANY · EIN 95-4154357 / PN 000
Common Collective Trust
$340.8M$314.3M2.7%
(I) GAIN/LOSS PLAN YEAR ENDING: 12/31/24 MAT DATE (H) CURR VALUE 1,269,433,817.$1.3B$269.4M2.3%
MORGAN STAN PRIME PROP FD LLC REIT 2,411,084.351$2.4M$243.5M2.1%
PGIM TOTAL RETURN US HEDGED FD
PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 234
Common Collective Trust
$231.3M$234.9M2.0%
GLOBAL MULTI SECTOR BOND TR Z
T ROWE PRICE TRUST COMPANY · EIN 84-2700565 / PN 001
Common Collective Trust
$158.0M$174.3M1.5%
MICROSOFT CORP COMMON STOCK USD.00000625 358,902.000$108.0M$151.3M1.3%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NVIDIA CORP COMMON STOCK USD.001 1,081,418.000$87.8M$145.2M1.3%
MSCI ACWI INDEX NL FUND
STATE STREET BANK · EIN 32-6528132 / PN 042
Common Collective Trust
$117.8M$138.5M1.2%
APPLE INC COMMON STOCK USD.00001 520,562.000$98.6M$130.4M1.1%
PROLOGIS TARGETED U.S LOGISTIC 42,903.837$71K$119.8M1.0%
WARBURG PINCUS GLOB GROWTH LP 75,755,257.720$75.8M$116.5M1.0%
INVESCO US INCOME FUND LP 74,960.760$144K$111.6M1.0%
AMAZON.COM INC COMMON STOCK USD.01 458,999.000$61.2M$100.7M0.9%
RUSSELL SMALL CAP INDEX NL SF CL
STATE STREET BANK · EIN 04-0025081 / PN 096
Common Collective Trust
$88.2M$89.8M0.8%
META PLATFORMS INC CLASS A COMMON STOCK USD.000006 143,527.000$52.1M$84.0M0.7%
MSCI ACWI EX USA INDEX FUND
STATE STREET BANK · EIN 90-0337987 / PN 159
Common Collective Trust
$55.2M$80.0M0.7%
AXONIC SPECIAL OPPORTUNITIES S 35,396.229$63K$64.4M0.6%
BROADCOM INC COMMON STOCK 261,841.000$37.7M$60.7M0.5%
IFM GLOBAL INFRA (OFFSHORE) LP LIMITED PARTNERSHIP 50,000,000.000$50.0M$51.8M0.5%
ALPHABET INC CL C COMMON STOCK USD.001 261,728.000$30.5M$49.8M0.4%
AG DIRECT LENDING EVERGREEN FD LIMITED PARTNERSHIP 49,752,984.000$49.8M$49.5M0.4%
TESLA INC COMMON STOCK USD.001 115,804.000$18.8M$46.8M0.4%
GREYSTAR EQUITY PARTNERS X 43,965,428.000$44.0M$45.9M0.4%
VISA INC CLASS A SHARES COMMON STOCK USD.0001 135,537.000$22.1M$42.8M0.4%
ALPHABET INC CL A COMMON STOCK USD.001 225,340.000$30.9M$42.7M0.4%
BELL INSTITUTIONAL FD VII LP 42,109,565.680$42.1M$41.3M0.4%
OWL ROCK DIV LENDING 20 FD OS LIMITED PARTNERSHIP 39,718,905.620$39.7M$38.5M0.3%
NETFLIX INC COMMON STOCK USD.001 43,145.000$20.2M$38.5M0.3%
AEW SENIOR HOUSING IV 43,932,303.370$43.9M$35.5M0.3%
ARES PATHFINDER CORE FUND LP LIMITED PARTNERSHIP 35,242,835.760$35.2M$35.3M0.3%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- HOME DEPOT INC COMMON STOCK USD.05 90,607.000$25.6M$35.2M0.3%
ATALAYA AIF EVERGREEN LP 36,108,098.190$36.1M$34.3M0.3%
PARKER HANNIFIN CORP COMMON STOCK USD.5 51,674.000$14.2M$32.9M0.3%
DEERPATH CAPITAL V LP LIMITED PARTNERSHIP 32,500,000.000$32.5M$32.3M0.3%
WARBURG PINCUS XII LP 15,369,691.000$15.4M$31.3M0.3%
GOLDMAN SACHS GROUP INC COMMON STOCK USD.01 54,459.000$16.0M$31.2M0.3%
WARBURG PINCUS GLO GRWTH 14 LP LIMITED PARTNERSHIP 26,190,530.730$26.2M$30.1M0.3%
ELI LILLY + CO COMMON STOCK 38,385.000$23.5M$29.6M0.3%
EXXON MOBIL CORP COMMON STOCK 275,087.000$31.6M$29.6M0.3%
FIRST EAGLE DIRECT LENDING LLC LIMITED PARTNERSHIP 35,718,906.230$48.5M$29.2M0.3%
ABBVIE INC COMMON STOCK USD.01 160,946.000$21.6M$28.6M0.2%
WALT DISNEY CO/THE COMMON STOCK USD.01 249,975.000$24.7M$27.8M0.2%
UNITEDHEALTH GROUP INC COMMON STOCK USD.01 53,164.000$27.3M$26.9M0.2%
FISERV INC COMMON STOCK USD.01 125,863.000$14.9M$25.9M0.2%
PROCTER + GAMBLE CO/THE COMMON STOCK 151,477.000$24.9M$25.4M0.2%
CHUBB LTD COMMON STOCK 89,054.000$17.5M$24.6M0.2%
MASTERCARD INC A COMMON STOCK USD.0001 46,503.000$14.3M$24.5M0.2%
AXONIC SPECIAL OPPORTUNITIES S OVERSEAS FUND LTD. 0 15 FE 15,000.000$24K$24.0M0.2%
BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.0033 50,597.000$23.5M$22.9M0.2%
EATON CORP PLC COMMON STOCK USD.01 68,091.000$12.3M$22.6M0.2%
ABBOTT LABORATORIES COMMON STOCK 198,749.000$13.0M$22.5M0.2%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- SALESFORCE INC COMMON STOCK USD.001 67,022.000$12.7M$22.4M0.2%
BANK OF AMERICA CORP COMMON STOCK USD.01 507,543.000$13.8M$22.3M0.2%
COSTCO WHOLESALE CORP COMMON STOCK USD.005 24,092.000$13.4M$22.1M0.2%
WALMART INC COMMON STOCK USD.1 220,797.000$17.4M$19.9M0.2%
BOSTON SCIENTIFIC CORP COMMON STOCK USD.01 220,652.000$11.4M$19.7M0.2%
TAIWAN SEMICONDUCTOR SP ADR 95,074.000$9.6M$18.8M0.2%
CONOCOPHILLIPS COMMON STOCK USD.01 183,362.000$17.6M$18.2M0.2%
MERCK + CO. INC. COMMON STOCK USD.5 173,489.000$14.2M$17.3M0.2%
CITIGROUP INC COMMON STOCK USD.01 230,502.000$13.3M$16.2M0.1%
BELL VALUE ADD FUND VIII, L.P. LIMITED PARTNERSHIP 17,278,308.370$17.3M$16.0M0.1%
LAM RESEARCH CORP COMMON STOCK USD.001 218,383.000$12.0M$15.8M0.1%
MCDONALD S CORP COMMON STOCK USD.01 54,330.000$13.1M$15.7M0.1%
MERCADOLIBRE INC COMMON STOCK USD.001 8,872.000$11.9M$15.1M0.1%
ORACLE CORP COMMON STOCK USD.01 90,144.000$11.4M$15.0M0.1%
SERVICENOW INC COMMON STOCK USD.001 13,575.000$8.6M$14.4M0.1%
SC CORE FUND L.P 14,199,527.910$14.2M$14.1M0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- SAFRAN SA COMMON STOCK EUR.2 63,841.000$9.3M$14.0M0.1%
DIGITAL REALTY TRUST INC REIT USD.01 75,114.000$9.6M$13.3M0.1%
DIAMONDBACK ENERGY INC COMMON STOCK USD.01 77,508.000$12.3M$12.7M0.1%
THE CIGNA GROUP COMMON STOCK USD.01 45,109.000$9.8M$12.5M0.1%
ADOBE INC COMMON STOCK USD.0001 27,793.000$7.8M$12.4M0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NJ09 02079K107$3.3M$12.4M0.1%
INTUIT INC COMMON STOCK USD.01 19,268.000$11.1M$12.1M0.1%
UNILEVER PLC COMMON STOCK GBP.00031111 211,679.000$11.5M$12.1M0.1%
ACCENTURE PLC CL A COMMON STOCK USD.0000225 34,124.000$11.3M$12.0M0.1%
RECRUIT HOLDINGS CO LTD COMMON STOCK 167,800.000$10.9M$11.9M0.1%
NXP SEMICONDUCTORS NV COMMON STOCK EUR.2 56,677.000$7.8M$11.8M0.1%
ALLSTATE CORP COMMON STOCK USD.01 60,820.000$5.0M$11.7M0.1%
BRISTOL MYERS SQUIBB CO COMMON STOCK USD.1 203,745.000$8.3M$11.5M0.1%
DUPONT DE NEMOURS INC COMMON STOCK USD.01 148,371.000$8.5M$11.3M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NJ09$9.0M$11.1M<0.1%
RFE INVESTMENT PARTNERS VIII L LIMITED PARTNERSHIP 9,909,708.700$9.9M$11.0M<0.1%
FREEPORT MCMORAN INC COMMON STOCK USD.1 284,060.000$9.0M$10.8M<0.1%
CRH PLC COMMON STOCK EUR.32 115,977.000$9.5M$10.7M<0.1%
INTUITIVE SURGICAL INC COMMON STOCK USD.001 20,211.000$7.0M$10.5M<0.1%
AIA GROUP LTD COMMON STOCK 1,445,570.000$15.4M$10.5M<0.1%
NOVO NORDISK A/S B COMMON STOCK DKK.1 116,791.000$8.9M$10.1M<0.1%
INTERCONTINENTAL EXCHANGE IN COMMON STOCK USD.01 66,638.000$10.8M$9.9M<0.1%
CADENCE DESIGN SYS INC COMMON STOCK USD.01 32,971.000$7.9M$9.9M<0.1%
VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01 24,440.000$9.7M$9.8M<0.1%
CROWN CASTLE INC REIT USD.01 107,641.000$11.2M$9.8M<0.1%
HCA HEALTHCARE INC COMMON STOCK USD.01 32,363.000$9.7M$9.7M<0.1%
MCKESSON CORP COMMON STOCK USD.01 16,275.000$9.6M$9.3M<0.1%
UBER TECHNOLOGIES INC COMMON STOCK USD.00001 153,146.000$8.4M$9.2M<0.1%
AUTOZONE INC COMMON STOCK USD.01 2,765.000$6.2M$8.9M<0.1%
UNITED OVERSEAS BANK LTD COMMON STOCK 324,658.000$5.7M$8.6M<0.1%
BLACKSTONE INC COMMON STOCK USD.00001 49,785.000$5.6M$8.6M<0.1%
PULTEGROUP INC COMMON STOCK USD.01 78,699.000$8.4M$8.6M<0.1%
GENERAL ELECTRIC COMMON STOCK USD.01 50,448.000$8.5M$8.4M<0.1%
342 RATE$538.2M$8.2M<0.1%
INTERCONTINENTAL HOTELS GROU COMMON STOCK GBP.2085213 65,459.000$4.1M$8.2M<0.1%
CENTENE CORP COMMON STOCK USD.001 134,265.000$8.5M$8.1M<0.1%
ROYALTY PHARMA PLC CL A COMMON STOCK 315,325.000$11.4M$8.0M<0.1%
TRADE DESK INC/THE CLASS A COMMON STOCK USD.000001 67,638.000$4.2M$7.9M<0.1%
SPOTIFY TECHNOLOGY SA COMMON STOCK EUR.000625 17,332.000$5.3M$7.8M<0.1%
ABB LTD REG COMMON STOCK CHF.12 142,019.000$7.9M$7.7M<0.1%
FERRARI NV COMMON STOCK EUR.01 17,897.000$3.9M$7.6M<0.1%
MOODY S CORP COMMON STOCK USD.01 16,040.000$6.0M$7.6M<0.1%
GE HEALTHCARE TECHNOLOGY COMMON STOCK USD.01 94,488.000$8.5M$7.4M<0.1%
ANALOG DEVICES INC COMMON STOCK USD.167 33,828.000$7.5M$7.2M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- SHOPIFY INC CLASS A COMMON STOCK 67,344.000$3.2M$7.2M<0.1%
WESTBROOK RE FUND X LP LIMITED PARTNERSHIP 14,374,679.000$14.4M$7.0M<0.1%
CHEVRON CORP COMMON STOCK USD.75 47,536.000$6.9M$6.9M<0.1%
PROSUS NV COMMON STOCK EUR.05 171,041.000$5.6M$6.8M<0.1%
COCA COLA CO/THE COMMON STOCK USD.25 107,673.000$7.7M$6.7M<0.1%
O REILLY AUTOMOTIVE INC COMMON STOCK USD.01 5,641.000$5.6M$6.7M<0.1%
TRANSUNION COMMON STOCK USD.01 70,810.000$6.4M$6.6M<0.1%
CISCO SYSTEMS INC COMMON STOCK USD.001 110,645.000$5.5M$6.6M<0.1%
AIRBNB INC CLASS A COMMON STOCK USD.0001 49,544.000$7.2M$6.5M<0.1%
PALO ALTO NETWORKS INC COMMON STOCK USD.0001 35,407.000$5.9M$6.4M<0.1%
MAKEMYTRIP LTD COMMON STOCK 56,588.000$3.1M$6.4M<0.1%
WARBURG PINCUS XI LP LIMITED PARTNERSHIP 2,293,744.660$2.3M$6.3M<0.1%
TECHTRONIC INDUSTRIES CO LTD COMMON STOCK 471,503.000$4.1M$6.2M<0.1%
ATLAS COPCO AB A SHS COMMON STOCK SEK.16 405,914.000$2.7M$6.2M<0.1%
NOVO NORDISK A/S SPONS ADR 71,491.000$3.9M$6.1M<0.1%
CHENIERE ENERGY INC COMMON STOCK USD.003 27,788.000$5.0M$6.0M<0.1%
KEYENCE CORP COMMON STOCK 14,189.000$5.6M$5.8M<0.1%
NATIONAL GRID PLC COMMON STOCK GBP.1243129 487,270.000$5.9M$5.8M<0.1%
PEPSICO INC COMMON STOCK USD.017 38,061.000$6.6M$5.8M<0.1%
DATADOG INC CLASS A COMMON STOCK USD.00001 39,321.000$4.8M$5.6M<0.1%
INTL BUSINESS MACHINES CORP COMMON STOCK USD.2 25,361.000$5.0M$5.6M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- LINDE PLC COMMON STOCK 13,278.000$6.3M$5.6M<0.1%
ICICI BANK LTD SPON ADR 183,300.000$5.0M$5.5M<0.1%
AUTO TRADER GROUP PLC COMMON STOCK GBP.01 547,824.000$3.2M$5.4M<0.1%
HERMES INTERNATIONAL COMMON STOCK 2,243.000$2.9M$5.4M<0.1%
HILTON WORLDWIDE HOLDINGS IN COMMON STOCK USD.01 21,665.000$4.6M$5.4M<0.1%
TENCENT HOLDINGS LTD COMMON STOCK HKD.00002 98,600.000$5.0M$5.3M<0.1%
GAMES WORKSHOP GROUP PLC COMMON STOCK GBP.05 31,639.000$4.6M$5.3M<0.1%
KRAFT HEINZ CO/THE COMMON STOCK USD.01 169,521.000$6.4M$5.2M<0.1%
PHILIP MORRIS INTERNATIONAL COMMON STOCK 43,025.000$5.3M$5.2M<0.1%
ADYEN NV COMMON STOCK EUR.01 3,466.000$5.2M$5.2M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NJ21$5.8M$4.9M<0.1%
EXPERIAN PLC COMMON STOCK USD.1 114,056.000$4.4M$4.9M<0.1%
APPLOVIN CORP CLASS A COMMON STOCK USD.00003 15,006.000$3.2M$4.9M<0.1%
QUALCOMM INC COMMON STOCK USD.0001 30,862.000$5.3M$4.7M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NJJL$5.3M$4.7M<0.1%
VERTIV HOLDINGS CO A COMMON STOCK USD.0001 41,595.000$4.2M$4.7M<0.1%
MARRIOTT INTERNATIONAL CL A COMMON STOCK USD.01 16,829.000$3.5M$4.7M<0.1%
VERIZON COMMUNICATIONS INC COMMON STOCK USD.1 116,260.000$4.8M$4.6M<0.1%
AMERICAN EXPRESS CO COMMON STOCK USD.2 15,589.000$4.0M$4.6M<0.1%
BOOKING HOLDINGS INC COMMON STOCK USD.008 916.000$3.6M$4.6M<0.1%
ASTRAZENECA PLC SPONS ADR 68,839.000$4.8M$4.5M<0.1%
HDFC BANK LTD ADR 67,693.000$4.5M$4.3M<0.1%
SAP SE COMMON STOCK 17,586.000$4.2M$4.3M<0.1%
COMPASS GROUP PLC COMMON STOCK GBP.1105 127,600.000$3.0M$4.3M<0.1%
LKQ CORP COMMON STOCK USD.01 115,229.000$5.6M$4.2M<0.1%
PALANTIR TECHNOLOGIES INC A COMMON STOCK USD.001 55,575.000$1.7M$4.2M<0.1%
BLACKROCK INC COMMON STOCK USD.01 4,085.000$3.6M$4.2M<0.1%
HALEON PLC COMMON STOCK GBP.01 883,205.000$4.2M$4.2M<0.1%
DANAHER CORP COMMON STOCK USD.01 17,877.000$4.8M$4.1M<0.1%
NEXTERA ENERGY INC COMMON STOCK USD.01 56,955.000$4.5M$4.1M<0.1%
MORGAN STANLEY COMMON STOCK USD.01 32,298.000$3.3M$4.1M<0.1%
BRUNELLO CUCINELLI SPA COMMON STOCK 36,364.000$1.5M$4.0M<0.1%
COMCAST CORP CLASS A COMMON STOCK USD.01 105,372.000$4.2M$4.0M<0.1%
LOWE S COS INC COMMON STOCK USD.5 15,873.000$4.0M$3.9M<0.1%
AMGEN INC COMMON STOCK USD.0001 14,913.000$4.9M$3.9M<0.1%
BUNZL PLC COMMON STOCK GBP.3214286 93,328.000$3.5M$3.9M<0.1%
HAMMES PARTNERS IV LIMITED PARTNERSHIP 4,981,242.880$5.0M$3.8M<0.1%
CACI INTERNATIONAL INC CL A COMMON STOCK USD.1 9,440.000$4.4M$3.8M<0.1%
WEIR GROUP PLC/THE COMMON STOCK GBP.125 138,924.000$2.9M$3.8M<0.1%
DEXCOM INC COMMON STOCK USD.001 48,427.000$3.5M$3.8M<0.1%
APPLIED MATERIALS INC COMMON STOCK USD.01 22,974.000$4.4M$3.7M<0.1%
ADIDAS AG SPONSORED ADR 30,278.000$3.7M$3.7M<0.1%
OLYMPUS CORP COMMON STOCK 242,800.000$2.4M$3.7M<0.1%
WISE PLC A COMMON STOCK GBP.01 270,710.000$3.2M$3.6M<0.1%
STRYKER CORP COMMON STOCK USD.1 9,999.000$3.6M$3.6M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NJ21 92537N108$3.4M$3.6M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- NJ01 337955AE8$3.5M$3.5M<0.1%
LVMH MOET HENNESSY LOUIS VUI COMMON STOCK EUR.3 5,336.000$2.3M$3.5M<0.1%
EXOR NV COMMON STOCK EUR.01 37,633.000$2.6M$3.5M<0.1%
FUND SHARES/PAR (D) COST VALUE ----------------------------------------------------------------------------------------------------------------------------------- RYANAIR HOLDINGS PLC SP ADR 78,490.000$4.0M$3.4M<0.1%
IMCD NV COMMON STOCK EUR.16 22,608.000$3.6M$3.4M<0.1%
AUTOMATIC DATA PROCESSING COMMON STOCK USD.1 11,378.000$3.1M$3.3M<0.1%
GILEAD SCIENCES INC COMMON STOCK USD.001 34,575.000$2.7M$3.2M<0.1%
ARISTA NETWORKS INC COMMON STOCK USD.0001 28,488.000$2.4M$3.1M<0.1%
EPIROC AB A COMMON STOCK SEK.412413 176,887.000$1.5M$3.1M<0.1%
SCHWAB (CHARLES) CORP COMMON STOCK USD.01 41,344.000$2.6M$3.1M<0.1%
ANHEUSER BUSCH INBEV SA/NV COMMON STOCK 59,893.000$3.4M$3.0M<0.1%
ASHTEAD GROUP PLC COMMON STOCK GBP.1 48,023.000$2.7M$3.0M<0.1%
TOKYO ELECTRON LTD COMMON STOCK 19,300.000$2.7M$3.0M<0.1%
RIGHTMOVE PLC COMMON STOCK GBP.001 366,916.000$2.1M$2.9M<0.1%
T MOBILE US INC COMMON STOCK USD.0001 13,228.000$2.7M$2.9M<0.1%
GALDERMA GROUP AG COMMON STOCK CHF.01 26,273.000$2.5M$2.9M<0.1%
Showing top 200 of 1,732 investments by value.