Brooke Miles signed RGC Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RGC Resources, Inc.'s EIN is 54-1909697.
Download the official 2024 Form 5500 (PDF) for RGC Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RGC Resources, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST CO | 51-0099493 | — | INV MGMT | $31K | — |
| FID INV OPS CO | 04-2647786 | — | INV MGMT | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIAM LONG CORP COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 001 | Common Collective Trust | — | $15.0M | $14.9M | 51.3% | |
| Fidelity Long-Term Treasury Bond Index Fund | U.S. Treasuries | — | $3.0M | $2.8M | 9.7% | |
| FIAM 8-10 CORP BD COMM POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 001 | Common Collective Trust | — | $1.8M | $1.8M | 6.1% | |
| FIAM LONG US TREAS STRIPS IN COMM FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 001 | Common Collective Trust | — | $1.6M | $1.5M | 5.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $1.3M | $1.3M | 4.5% | |
| MFS Value Fund R6 | Mutual Funds | — | $1.3M | $1.2M | 4.1% | |
| Fidelity Advisor Total Bond Fund Class Z | Mutual Funds | — | $1.0M | $1.0M | 3.6% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | $995K | $1.0M | 3.6% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | $994K | $1.0M | 3.5% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $769K | $816K | 2.8% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | $512K | $464K | 1.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $466K | $441K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $380K | $351K | 1.2% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $205K | $193K | 0.7% | |
| Invesco Developing Markets Fund R6 | Mutual Funds | — | $201K | $186K | 0.6% | |
| Fidelity Money Market Government Portfolio Institutional | Mutual Funds | — | $10K | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
