Peter Baxter signed National Rural Electric Cooperative Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Rural Electric Cooperative Association's EIN is 53-0116145.
Download the official 2024 Form 5500 (PDF) for National Rural Electric Cooperative Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Rural Electric Cooperative Association's plan includes money-purchase contributions, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Common collective trusts (pages 165-166) 10,491,248,803 | Common Collective Trusts | — | — | $9.3B | 55.1% | |
| Corporate stocks (pages 56-155) 4,890,201,313 | Common Stocks | — | — | $5.0B | 29.4% | |
| S&P 500 INDEX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $2.0B | 11.8% | |
| LIFEPATH INDEX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $1.7B | 10.2% | |
| LIFEPATH INDEX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $1.6B | 9.7% | |
| LIFEPATH INDEX RETIREMENT FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $1.3B | 8.0% | |
| LIFEPATH INDEX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $1.3B | 7.8% | |
| Synthetic investment contracts - | Other securities | — | — | $1.3B | 7.7% | |
| LIFEPATH INDEX 2060 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $682.3M | 4.1% | |
| PAPS LOW DURATION PORTFOLIO PACIFIC INVESTMENT MANAGEMENT COMPANY · EIN 45-3027922 / PN 000 | Common Collective Trust | — | — | $643.9M | 3.8% | |
| PAPS MODERAGE DURATION PORTFOLIO PACIFIC INVESTMENT MANAGEMENT COMPANY · EIN 45-3014834 / PN 000 | Common Collective Trust | — | — | $582.9M | 3.5% | |
| Preferred (pages 28-44) 261,106,216 | Other securities | — | — | $261.1M | 1.6% | |
| U.S. Government securities (pages 23-27) 252,826,702 | Other securities | — | — | $256.1M | 1.5% | |
| Registered investment companies (page 166) | Other securities | — | — | $225.2M | 1.3% | |
| CG INTERNATIONAL EQUITY TRUST CAPITAL GUARDIAN TRUST COMPANY · EIN 95-6597294 / PN 136 | Common Collective Trust | — | — | $212.2M | 1.3% | |
| LSV INTL VALUE EQUITY FUND THE NORTHERN TRUST COMPANY · EIN 90-6169542 / PN 004 | Common Collective Trust | — | — | $166.8M | 1.0% | |
| All other (pages 45-55) 155,087,420 | Other securities | — | — | $163.5M | 1.0% | |
| RUSSELL SMALL CAP R INDX NL SF CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 096 | Common Collective Trust | — | — | $133.3M | 0.8% | |
| 104 , 530 , 649 . 62 | Other securities | — | — | $104.5M | 0.6% | |
| 98 , 062 , 481.47 | Other securities | — | — | $98.1M | 0.6% | |
| GLOBAL EQUITY EX USA INDEX NL SF CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | — | — | $73.8M | 0.4% | |
| Residential (pages 156-161) 58,034,309 | Other securities | — | — | $58.0M | 0.3% | |
| 86199E9B7 | Other securities | — | — | $51.0M | 0.3% | |
| 86199E9B7 | Other securities | — | — | $17.5M | 0.1% | |
| 9 , 605 , 573 . 68 | Other securities | — | — | $9.6M | <0.1% | |
| Commercial (pages 162-163) 8,721,253 | Other securities | — | — | $8.7M | <0.1% | |
| NJ25 & NJ1K 6 468 675 98 | Other securities | — | — | $6.5M | <0.1% | |
| 86199E9B7 | Other securities | — | — | $6.1M | <0.1% | |
| 86199E9B7 | Other securities | — | — | $5.8M | <0.1% | |
| investments (page 164) 2,707,187 | OTHER | — | — | $4.7M | <0.1% | |
| 437918AC9 | Other securities | — | — | $3.9M | <0.1% | |
| 91282CGH8 | Other securities | — | — | $3.6M | <0.1% | |
| 1.000 03/15/2028 | Common Stocks | — | — | $3.4M | <0.1% | |
| 86199E9B7 | Other securities | — | — | $3.3M | <0.1% | |
| 3,329,067.60 | Other securities | — | — | $3.3M | <0.1% | |
| 05565ECQ6 | Other securities | — | — | $2.8M | <0.1% | |
| 44920UAU2 | Other securities | — | — | $2.7M | <0.1% | |
| 05565ECP8 | Other securities | — | — | $2.5M | <0.1% | |
| 4.000 02/15/2052 2,344,584.81 | Other securities | — | — | $2.5M | <0.1% | |
| 30321L2A9 | Other securities | — | — | $2.4M | <0.1% | |
| 04685A3T6 | Other securities | — | — | $2.4M | <0.1% | |
| 36269FAD8 | Other securities | — | — | $2.2M | <0.1% | |
| 2,058,538.50 | Other securities | — | — | $2.1M | <0.1% | |
| 233874AD8 2,075,000.00 | Other securities | — | — | $2.1M | <0.1% | |
| GNMA POOL CK0445 GN 02/52 FIXED 4 2,527,854.26 | Agency / Mortgage-Backed | — | — | $2.1M | <0.1% | |
| 6.000 07/01/2054 2,109,807.97 | Other securities | — | — | $2.1M | <0.1% | |
| 86199E9B7 | Other securities | — | — | $2.1M | <0.1% | |
| 04316JAK5 | Other securities | — | — | $2.1M | <0.1% | |
| 437076DC3 | Other securities | — | — | $2.1M | <0.1% | |
| 314353AA1 | Other securities | — | — | $2.0M | <0.1% |
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 |
|---|---|---|---|---|---|
| T ROWE PRICE ASSOCIATES INC | 52-0556948 | — | INVESTMENT MANAGEMENT | $5.1M | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGEMENT | $3.2M | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | CONSULTANT | $1.8M | — |
| BLACKROCK FINANCIAL MANAGEMENT INC | 13-3806691 | — | INVESTMENT MANAGEMENT | $1.6M | — |
| JACOBS LEVY EQUITY MANAGEMENT INC | 22-2774695 | — | INVESTMENT MANAGEMENT | $1.1M | — |
| DECISIONPATH CONSULTING | 54-1059055 | — | CONSULTANT | $909K | — |
| CAPITAL INTERNATIONAL INC | 95-4797716 | — | INVESTMENT MANAGEMENT | $819K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | INVESTMENT MANAGEMENT | $733K | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | INVESTMENT MANAGEMENT | $675K | — |
| OPTOMI LLC | 30-0747677 | — | CONSULTANT | $524K | — |
| CHESAPEAKE BENEFIT PARTNERS LLC | 20-1553820 | — | CONSULTANT | $489K | — |
| ENTERPRISE IRON FIS INC | 24-1550013 | — | CONSULTANT | $432K | — |
| CONVERGENZ LLC | 52-2254225 | — | CONSULTANT | $365K | — |
| EXPERIS IT SERVICES | 75-1300240 | — | CONSULTANT | $324K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | INVESTMENT MANAGEMETN | $309K | — |
| NEUBERGER BERMAN GROUP LLC | 02-0654486 | — | INVESTMENT MANAGEMENT | $294K | — |
| FIS CAPITAL MARKETS US LLC | 51-0267091 | — | CONSULTANT | $281K | — |
| SIRIUS COMPUTER SOLUTIONS INC | 74-2836721 | — | CONSULTANT | $180K | — |
| RVK INC | 93-0910652 | — | CONSULTANT | $130K | — |
| SIGNATURE COMMERCIAL SOLUTIONS LLC | 27-0221188 | — | CONSULTANT | $129K | — |
| BDO USA LLP | 13-5381590 | — | CONSULTANT | $99K | — |
| ROBERT HALF | 94-1648752 | — | CONSULTANT | $94K | — |
| USM BUSINESS SYSTEMS INC | 48-1215361 | — | CONSULTANT | $92K | — |
| EXCELLA INC | 54-2062249 | — | CONSULTANT | $87K | — |
| ASTON CARTER INC | 38-3858542 | — | CONSULTANT | $58K | — |
| SPECTRUM FINANCIAL SERVICES | 54-1851893 | — | CONSULTANT | $48K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | CONSULTANT | $40K | — |
| INTERNATIONAL SOFTWARE SYSTEMS INC | 52-1915109 | — | CONSULTANT | $30K | — |
| NASDAQ INFORMATION LLC | 26-3100306 | — | CONSULTANT | $19K | — |
| DEXIAN LLC | 45-5636447 | — | CONSULTANT | $12K | — |
| CAPRICORN SYSTEMS INC | 58-2514176 | — | CONSULTANT | $11K | — |
| ZOVAYA CORPORATION | 26-0039705 | — | CONSULTANT | $9K | — |
| DAVIS COMPANIES | 04-3181433 | — | CONSULTANT | $8K | — |
| ABEL NOSER SOLUTIONS | 13-2833083 | — | CONSULTANT | $6K | — |
| ALKU TECHNOLOGIES LLC | 26-4087396 | — | CONSULTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON COMPANIES | 20-3354970 | — | INSURANCE AGENT | $870K | — |
| RAYMOND JAMES AND ASSOCIATES | 59-1237041 | — | BROKER | $0 | — |
| JP MORGAN SECURITIES | 13-4110955 | — | BROKER | $0 | — |
| MORGAN STANLEY CO | 13-2655998 | — | BROKER | $0 | — |
| WELLS FARGO SECURITIES LLC | 34-1542819 | — | BROKER | $0 | — |
| GOLDMAN SACHS AND CO | 13-4019460 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK | 04-1867445 | — | TRUSTEE | $290K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | 34-0575300 | — | LEGAL | $44K | — |
| HARTER SECREST AND EMERY LLP | 16-0766172 | — | LEGAL | $11K | — |
| GROOM LAW GROUP CHARTERED | 52-1219029 | — | LEGAL | $11K | — |
| STEVENS AND LEE PC | 23-1886296 | — | LEGAL | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE DATA SYSTEMS LLC | 63-1216795 | — | PARTICIPANT COMMUNICATION | $406K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NRECA | 53-0116145 | — | PLAN SPONSOR | $26.2M | — |
| BLOOMBERG FINANCE LP | 13-3417984 | — | OTHER SERVICES | $32K | — |
| REASONN LLC | 85-2524125 | — | OTHER SERVICES | $32K | — |
| ADP INC | 13-3036745 | — | OTHER SERVICES | $28K | — |
| WELLS FARGO BANK | 94-1347393 | — | OTHER SERVICES | $22K | — |
| VIRTU AMERICAS |
| 26-4219373 |
| — |
| BROKER |
| $0 |
| — |
| JEFFERIES AND COMPANY | 22-3660471 | — | BROKER | $0 | — |
| BARCLAYS CAPITAL | 13-1031656 | — | BROKER | $0 | — |
| BOFA SECURITIES | 47-4921463 | — | BROKER | $0 | — |
| NATIONAL FINANCIAL SECURITIES LLC | 04-3523567 | — | BROKER | $0 | — |
| UBS SECURITIES LLC | 13-3813456 | — | BROKER | $0 | — |
| OPPENHEIMER AND COMPANY | 13-5657518 | — | BROKER | $0 | — |
| RBC CAPITAL MARKETS | 13-5033225 | — | BROKER | $0 | — |
| COWEN AND COMPANY LLC | 13-5616116 | — | BROKER | $0 | — |
| BNP PARIBAS SECURITIES | 13-3661436 | — | BROKER | $0 | — |
| PERSHING LLC | 13-2741729 | — | BROKER | $0 | — |
| ROBERT W BAIRD CO INCORPORATED | 39-6037917 | — | BROKER | $0 | — |
| UBS AG | 98-0186363 | — | BROKER | $0 | — |
| BMO CAPITAL MARKETS | 13-3459853 | — | BROKER | $0 | — |
| LIQUIDNET INC | 26-2491101 | — | BROKER | $0 | — |
| CITIGROUP GLOBAL MARKETS | 01-1241819 | — | BROKER | $0 | — |
| CITADEL SECURITIES INSTITUTIONAL | 36-4478717 | — | BROKER | $0 | — |
