Gregory Rogers signed Shenandoah Valley Electric Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shenandoah Valley Electric Cooperative's EIN is 54-0377465.
Download the official 2024 Form 5500 (PDF) for Shenandoah Valley Electric Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shenandoah Valley Electric Cooperative's plan includes 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | INVESTMENT MGMT | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2020 Fund ** 25 * Vanguard Target Retirement 2025 Fund ** 16 * Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $7.6M | 13.4% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $7.0M | 12.4% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $6.4M | 11.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $5.8M | 10.3% | |
| T.Rowe Price Blue Chip Growth Fund | Other securities | — | — | $5.7M | 10.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.4M | 9.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.1M | 5.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.7M | 3.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| DoubleLine Total Return Bond Fund | Other securities | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.0M | 1.8% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | Mutual Funds | — | — | $927K | 1.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $692K | 1.2% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $683K | 1.2% | |
| Participant loans Various loans at a rate of 4.25% - 9.50% - | Bonds / Notes | — | — | $602K | 1.1% | |
| T.Rowe Price Global Stock | Other securities | — | — | $595K | 1.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $550K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $446K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $430K | 0.8% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $374K | 0.7% | |
| T.Rowe Price Ultra Short-Term Bond Fund | Other securities | — | — | $289K | 0.5% | |
| PIMCO Income Fund | Mutual Funds | — | — | $233K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $180K | 0.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $179K | 0.3% | |
| American Funds American Balanced Fund $ | Mutual Funds | — | — | $123K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $106K | 0.2% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $71K | 0.1% | |
| Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $58K | 0.1% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $48K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
