Plumbers & Pipefitters Local 625 Pension Fund's EIN is 55-0759747.
Download the official 2024 Form 5500 (PDF) for Plumbers & Pipefitters Local 625 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumbers & Pipefitters Local 625 Pension Fund's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK CAPITAL MANAGEMENT GROUP, INC | 23-2420504 | — | — | $0 | — |
| ACG ADVISORS | 81-5358976 | — | — | $0 | — |
| NEWPORT INVESTMENT ADVISORS | 34-1625359 | — | — | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRAVELERS CASUALTY & SURETY CO | 06-6033504 | — | — | $28K | — |
| SUTTLE & STALNAKER, PLLC | 55-0538163 | — | — | $24K | — |
| JOHN DASCOLI | 20-5780253 | — | — | $10K | — |
| CRESTVIEW CAPITAL INVESTMENTS | 82-2925680 | — | — | $0 | — |
| UNITED BANK | 54-1071198 | — | — | $0 | — |
| MEPT INVESTMENTS | 52-6218800 | — | — | $0 | — |
| TA REALTY | 82-3701425 | — | — | $0 | — |
| US BANK | 31-0841368 | — | — | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s 12,783 VANGUARD 500 INDEX ADMIRAL (CUSIP 922908710) | Mutual Funds | — | $4.5M | $6.9M | 14.5% | |
| BRANDYWINE US FIXED INCOME CIT PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 38-4097320 / PN 001 | Common Collective Trust | — | $3.0M | $3.0M | 6.3% | |
| CEDAR STREET INTERNATIONAL SMALL CA PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 81-4453801 / PN 001 | 103-12 Investment Entity | — | $1.5M | $1.6M | 3.4% | |
| NEW TOWER MULTI-EMPLOYER PROPERTY T PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $1.6M | $1.6M | 3.3% | |
| TA REALTY CORE PROPERTY FUND PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 04-3341880 / PN 001 | Common Collective Trust | — | $1.3M | $1.3M | 2.7% | |
| BOYD WATTERSON GSA FUND, LP | Other securities | — | $1.3M | $1.3M | 2.7% | |
| Money Market Funds 1,199,133 FIRST AMERICAN GOVERNMENT OB FD CLZ (CUSIP 31846V567) | Cash / Money Market | — | $1.2M | $1.2M | 2.5% | |
| NAVIGATOR TACTICAL FIXED INCOME CL I (CUSIP 66538B578) | Other securities | — | $1.1M | $1.1M | 2.3% | |
| SPDR PORTFOLIO S&P 500 GROWTH ETF (CUSIP 78464A409) | Common Collective Trusts | — | $929K | $935K | 2.0% | |
| AFL-CIO BUILDING INVESTMENT TRUST PLUMBERS AND PIPEFITTERS LOCAL 625 · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $703K | $703K | 1.5% | |
| ISHARES IBOXX $ HIGH YIELD CORP BONF ETF (CUSIP 464288513) | Common Stocks | — | $652K | $689K | 1.4% | |
| SPDR PORTFOLIO S&P 500 ETF (CUSIP 78464A854) | Common Collective Trusts | — | $449K | $587K | 1.2% | |
| ISHARES RUSSELL TOP 200 GROWTH ETF (CUSIP 464289438) | Other securities | — | $591K | $571K | 1.2% | |
| VANGUARD SHORT TERM BOND INDEX (CUSIP 921937702) | Mutual Funds | — | $550K | $549K | 1.2% | |
| BOYD WATTERSON LTD DUR EN I2 (CUSIP 66538G171) | Common Stocks | — | $415K | $424K | 0.9% | |
| INVESCO EXCHANGE S&P MIDCAP MOMENTUM ETF (CUSIP 46137V464) | Mutual Funds | — | $430K | $388K | 0.8% | |
| INVESCO EXCHANGE S&P 500 MOMENTUM ETF (CUSIP 46138E339) | Common Collective Trusts | — | $343K | $348K | 0.7% | |
| APPLE INC (CUSIP 037833100) | Common Stocks | — | $203K | $320K | 0.7% | |
| RIVER CANYON TOTAL RETUR (CUSIP 00770G656) | Other securities | — | $312K | $309K | 0.6% | |
| SPDR BLOOMBERG HIGH YIELD BOND ETF (CUSIP 78468R622) | Other securities | — | $294K | $308K | 0.6% | |
| ALPHABET INC A (CUSIP 02079K305) | Common Stocks | — | $210K | $306K | 0.6% | |
| NVIDIA CORP (CUSIP 67066G-10-4) | Common Stocks | — | $121K | $304K | 0.6% | |
| MICROSOFT CORPORATION (CUSIP 594918104) | Common Stocks | — | $182K | $279K | 0.6% | |
| INTREPID INCOME INSTITUT (CUSIP 461195703) | Other securities | — | $250K | $253K | 0.5% | |
| ISHARES CORE S&P SMALL CAP ETF (CUSIP 464287804) | Other securities | — | $237K | $242K | 0.5% | |
| ISHARES CORE MSCI TOTAL INTL STOK ETF (CUSIP 46432F834) | Other securities | — | $221K | $241K | 0.5% | |
| AMERN EXPRESS CO (CUSIP 025816109) | Common Stocks | — | $133K | $224K | 0.5% | |
| BROADCOM INC (CUSIP 11135F101) | Common Stocks | — | $50K | $216K | 0.5% | |
| APPLE IN COM (CUSIP 037833100) | Common Stocks | — | $37K | $213K | 0.4% | |
| CUMMINS INC (CUSIP 231021106) | Common Stocks | — | $134K | $213K | 0.4% | |
| CISCO SYSTEMS INC (CUSIP 17275R102) | Common Stocks | — | $145K | $206K | 0.4% | |
| BLACKROCK INC (CUSIP 09247X101) | Common Stocks | — | $163K | $205K | 0.4% | |
| AMAZON.COM, INC. (CUSIP 023135106) | Common Stocks | — | $114K | $192K | 0.4% | |
| MICROSOFT CORPORATION (CUSIP 594918104) | Common Stocks | — | $90K | $191K | 0.4% | |
| US BANCORP (CUSIP 902973304) | Common Stocks | — | $147K | $189K | 0.4% | |
| JPMORGAN CHASE & CO (CUSIP 46625H100) | Common Stocks | — | $105K | $189K | 0.4% | |
| BLACKROCK INC (CUSIP 09247X101) | Common Stocks | — | $137K | $187K | 0.4% | |
| AIR PRODUCTS CHEMICALS INC (CUSIP 009158106) | Common Stocks | — | $164K | $184K | 0.4% | |
| CORNING INC (CUSIP 219350105) | Common Stocks | — | $82K | $182K | 0.4% | |
| META PLATFORMS INC A (CUSIP 30303M102) | Common Stocks | — | $82K | $181K | 0.4% | |
| ABBOTT LABORATORIES (CUSIP 002824100) | Other securities | — | $150K | $180K | 0.4% | |
| PARKER HANNIFIN CORP (CUSIP 701094104) | Common Stocks | — | $106K | $176K | 0.4% | |
| ASSURANT INC (CUSIP 04621X108) | Common Stocks | — | $144K | $174K | 0.4% | |
| IRON MOUNTAIN INC (CUSIP 46284V101) | Common Stocks | — | $45K | $174K | 0.4% | |
| BRAMSHILL MULTI-STRATEGY (CUSIP 94979TAB2) | Other securities | — | $168K | $174K | 0.4% | |
| HOLBROOKE INCOME I (CUSIP 46141Q584 ) | Other securities | — | $172K | $172K | 0.4% | |
| HOLBROOK STRUCTURED INCO (CUSIP 90214Q626) | Other securities | — | $171K | $172K | 0.4% | |
| NATIONALWIDE AMUNDI STRAT (CUSIP G80025433) | Other securities | — | $172K | $171K | 0.4% | |
| MEDALIST PARTNERS MBS TO (CUSIP 00770X758) | Other securities | — | $170K | $169K | 0.4% | |
| DOVER CORP (CUSIP 26003108) | Common Stocks | — | $92K | $169K | 0.4% |
