Mid-Atlantic States District Council Participating Locals Annuity Fund's EIN is 54-1768039.
Download the official 2024 Form 5500 (PDF) for Mid-Atlantic States District Council Participating Locals Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid-Atlantic States District Council Participating Locals Annuity Fund's plan includes money-purchase contributions, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT, LLC | 84-1233483 | — | NONE | $261K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWRENCE C. MUSGROVE ASSOCIATES INC | 54-0759756 | — | NONE | $130K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $138.6M | 93.3% | |
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.5M | 1.7% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $882K | 0.6% | |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $492K | 0.3% | |
| NEUBERGER BERMAN SUSTAINABLE EQ TRU NEUBERGER BERMAN · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $485K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $308K | 0.2% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $293K | 0.2% | |
| PGIM JENNISON MID-CAP GROWTH A PGIM INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $213K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $180K | 0.1% | |
| MFS UTILITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $176K | 0.1% | |
| MASSMUTUAL CORE BOND SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
| MERRILL LYNCH |
| 13-5674085 |
| — |
| NONE |
| $48K |
| — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $16K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $15K | — |
