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 health coverage, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Government Money Market Fund - Ultra | Mutual Funds | — | $2.3M | $2.3M | 15.8% | |
| T. Rowe Price Institutional Large Cap Growth Fund | Other securities | — | $1.1M | $1.4M | 9.5% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $1.4M | $1.4M | 9.3% | |
| MFS Value Fund - R6 | Mutual Funds | — | $1.0M | $1.0M | 7.2% | |
| Fidelity Total Bond Fund | Mutual Funds | — | $1.0M | $1.0M | 7.1% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | $898K | $907K | 6.2% | |
| Voya Growth Opportunities I | Other securities | — | $481K | $615K | 4.2% | |
| Fidelity International Index | Mutual Funds | — | $548K | $550K | 3.8% | |
| T. Rowe Price Equity Income Fund | Other securities | — | $497K | $509K | 3.5% | |
| JP Morgan Small Cap Equity Fund Class I | Other securities | — | $491K | $492K | 3.4% | |
| Vanguard Extended Duration Treasury Index Fund ETF | Common Collective Trusts | — | $498K | $469K | 3.2% | |
| PIMCO Extended Duration Fund Institutional | Mutual Funds | — | $507K | $436K | 3.0% | |
| Causeway International Value Fund - I | Other securities | — | $396K | $378K | 2.6% | |
| PIMCO Long-Term Credit Bond Fund Institutional | U.S. Treasuries | — | $388K | $369K | 2.5% | |
| Fidelity Long-Term Treasury Bond Index Fund | U.S. Treasuries | — | $375K | $340K | 2.3% | |
| American Funds Europacific Growth - F3 | Mutual Funds | — | $332K | $326K | 2.2% | |
| PIMCO Multisector Bond ETF | Mutual Funds | — | $322K | $318K | 2.2% | |
| iShares Flexible Income Active ETF | Other securities | — | $322K | $317K | 2.2% | |
| Vanguard Value EFT | Mutual Funds | — | $154K | $149K | 1.0% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $111K | $147K | 1.0% | |
| Fidelity Advisor Total Bond Class Z | Mutual Funds | — | $142K | $139K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $112K | $123K | 0.8% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | $108K | $121K | 0.8% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $109K | $113K | 0.8% | |
| JP Morgan Active Growth ETF | Other securities | — | $104K | $100K | 0.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | $71K | $94K | 0.6% | |
| iShares Core MSCI Total International Stock ETF | Other securities | — | $79K | $76K | 0.5% | |
| SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | $75K | $72K | 0.5% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | $63K | $71K | 0.5% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | $59K | $58K | 0.4% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | $28K | $32K | 0.2% | |
| Vanguard Core Bond Fund ETF | Mutual Funds | — | $30K | $30K | 0.2% | |
| Goldman Sachs Short Duration Government Institutional | Other securities | — | $22K | $22K | 0.2% | |
| Dimensional US Small Cap ETF | Mutual Funds | — | $20K | $19K | 0.1% | |
| Invesco Devloping Markets R6 | Mutual Funds | — | $11K | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
