Jim QIAN signed Virginia Transformer Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Virginia Transformer Corp.'s EIN is 54-0895926.
Download the official 2024 Form 5500 (PDF) for Virginia Transformer Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Virginia Transformer Corp.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund 283,704 shares | Mutual Funds | — | $284K | $4.4M | 15.1% | |
| Fidelity Freedom 2045 Fund 223,733 shares | Mutual Funds | — | $224K | $3.0M | 10.2% | |
| Fidelity Freedom 2030 Fund 166,720 shares | Mutual Funds | — | $167K | $2.9M | 9.9% | |
| Fidelity Freedom 2025 Fund 195,148 shares | Mutual Funds | — | $195K | $2.7M | 9.0% | |
| Fidelity Freedom 2050 Fund 158,602 shares | Mutual Funds | — | $159K | $2.2M | 7.4% | |
| Fidelity Freedom 2040 Fund 185,725 shares | Mutual Funds | — | $186K | $2.1M | 7.3% | |
| Fidelity Freedom 2055 Fund 111,691 shares | Mutual Funds | — | $112K | $1.8M | 6.0% | |
| Fidelity 500 Index Fund 8,108 shares | Common Collective Trusts | — | $8K | $1.7M | 5.6% | |
| Fidelity Freedom 2020 Fund 112,213 shares | Mutual Funds | — | $112K | $1.6M | 5.5% | |
| Fidelity Freedom 2060 Fund 84,063 shares | Mutual Funds | — | $84K | $1.2M | 4.1% | |
| Participant Loans Various maturity dates January 2030; interest rates 5.25% to 10.50% | Bonds / Notes | — | — | $896K | 3.0% | |
| Fidelity Value Fund 51,241 shares | Mutual Funds | — | $51K | $697K | 2.4% | |
| Money Market *Fidelity Government Money Market 608,223 shares | Mutual Funds | — | $608K | $608K | 2.1% | |
| Fidelity Freedom 2065 Fund 45,186 shares | Mutual Funds | — | $45K | $597K | 2.0% | |
| Fidelity Capital Appreciation Fund 11,928 shares | Mutual Funds | — | $12K | $503K | 1.7% | |
| Fidelity Leveraged Company Stock Fund 8,993 shares | Mutual Funds | — | $9K | $344K | 1.2% | |
| Columbia Small Cap Value Fund II 22,943 shares | Other securities | — | $23K | $330K | 1.1% | |
| Fidelity Balanced Fund 9,236 shares | Mutual Funds | — | $9K | $273K | 0.9% | |
| Fidelity Disciplined Equity Fund 3,667 shares | Mutual Funds | — | $4K | $246K | 0.8% | |
| Fidelity Freedom 2015 Fund 15,888 shares | Mutual Funds | — | $16K | $181K | 0.6% | |
| Fidelity US Bond Index Fund 17,448 shares | Common Collective Trusts | — | $17K | $178K | 0.6% | |
| Fidelity International Capital Appreciation Fund 5,669 shares | Mutual Funds | — | $6K | $156K | 0.5% | |
| Janus Henderson Enterprise Fund Class T 920 shares | Mutual Funds | — | — | $128K | 0.4% | |
| Allspring Small Company Growth Fund 3,335 shares | Common Stocks | — | $3K | $105K | 0.4% | |
| Fidelity Freedom Income Fund 9,763 shares | Mutual Funds | — | $10K | $103K | 0.3% | |
| Invesco Diversified Dividend Fund R5 Class 5,447 shares | Mutual Funds | — | $5K | $97K | 0.3% | |
| Fidelity International Discovery Fund 1,656 shares | Mutual Funds | — | $2K | $79K | 0.3% | |
| AMG GW&K ESG Bond Fund - Class N 3,231 shares | Other securities | — | $3K | $69K | 0.2% | |
| Fidelity Capital & Income Fund 6,686 shares | Mutual Funds | — | $7K | $68K | 0.2% | |
| Columbia Select Mid Cap Value Instl 3 4,858 shares | Other securities | — | $5K | $67K | 0.2% | |
| Fidelity Extended Market Index Fund 372 shares | Common Collective Trusts | — | — | $34K | 0.1% | |
| Fidelity International Fund 677 shares | Mutual Funds | — | — | $32K | 0.1% | |
| Fidelity Freedom 2010 Fund 1,285 shares | Mutual Funds | — | $1K | $18K | <0.1% | |
| Fidelity Freedom 2070 Fund 490 shares | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
