Jessica Morrison signed Plumbers & Pipefitters Local 152 Pension Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plumbers & Pipefitters Local 152 Pension Trust Fund's EIN is 55-6029095.
Download the official 2024 Form 5500 (PDF) for Plumbers & Pipefitters Local 152 Pension Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING AND NAPIER | 16-0995736 | DUBLIN, OH | NONE | $82K | — |
| CS MCKEE | 25-1900687 | PITTSBURGH, PA | NONE | $45K | — |
| AMERICAN BENEFIT CORPORATION | 55-0672859 | CHARLESTON, WV | NONE | $40K | — |
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.
| NEW TOWER | 55-6218800 | BETHESDA, NC | NONE | $37K | — |
| CHEVY CHASE - ASB CAPITAL | 55-0908702 | BETHESDA, MD | NONE | $36K | — |
| STANDARD VALUATIONS | 41-1327339 | ST. PAUL, MN | NONE | $25K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | BERWYN, PA | NONE | $24K | — |
| GRAY, GRIFFITH & MAYS AC | 55-0621482 | CHARLESTON, WV | NONE | $20K | — |
| OSBORN, CARREIRO & ASSOCIATES, INC. | — | LITTLE ROCK, AR | NONE | $17K | — |
| JOHN F. DASCOLI, PLLC | 20-5780253 | CHARLESTON, WV | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CHEVY CHASE TR CO ASB LAB EQ IDX CHEVY CHASE TRUST COMPANY · EIN 55-6257003 / PN 006 | Common Collective Trust | — | $8.1M | $25.4M | 31.0% | |
| Goldman Sachs FINL Square GOVT | Other securities | — | $10.0M | $10.0M | 12.2% | |
| NEUBERGER BERMAN STRATEGIC NEUBERGER BERMAN TRUST COMPANY N.A. · EIN 20-4797982 / PN 006 | Common Collective Trust | — | $5.8M | $6.7M | 8.2% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $3.2M | $4.2M | 5.1% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | $3.0M | $4.0M | 4.8% | |
| Baird Core Plus Bond Inst | Mutual Funds | — | $3.6M | $3.6M | 4.4% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 55-6257003 / PN 006 | Common Collective Trust | — | $3.1M | $3.6M | 4.4% | |
| BW LDEI Class 12 0.568% | Bonds / Notes | — | $1.0M | $1.1M | 1.3% | |
| Boyd Watterson LTD Dur Enhanced | Common Stocks | — | $1.0M | $1.1M | 1.3% | |
| Amazon Inc. | Common Stocks | — | $392K | $539K | 0.7% | |
| Cash Management Funds Blackrock Liquidity Funds FedFund Portfolio 575 Goldman Sachs FINL Square GOVT | Cash / Money Market | — | $515K | $515K | 0.6% | |
| Alphabet Inc. Class A | Common Stocks | — | $393K | $491K | 0.6% | |
| ServiceNow Inc. | Common Stocks | — | $259K | $468K | 0.6% | |
| NVIDIA Corp P | Common Stocks | — | $394K | $449K | 0.5% | |
| Microsoft Corp. | Common Stocks | — | $241K | $393K | 0.5% | |
| Mastercard Inc. | Common Stocks | — | $79K | $358K | 0.4% | |
| Copart Inc. | Common Stocks | — | $249K | $336K | 0.4% | |
| Cadence Design Sys Inc. | Common Stocks | — | $310K | $332K | 0.4% | |
| L3 Harris Technologies Inc. Com | Common Stocks | — | $320K | $331K | 0.4% | |
| Visa Inc. | Common Stocks | — | $146K | $316K | 0.4% | |
| CBRE Group Inc. | Common Stocks | — | $326K | $315K | 0.4% | |
| Meta Platforms, Inc. | Common Stocks | — | $163K | $301K | 0.4% | |
| Thermo Fisher Scientific Inc. | Common Stocks | — | $287K | $290K | 0.4% | |
| Coca Cola Co | Common Stocks | — | $191K | $269K | 0.3% | |
| Blackrock Funding Inc. Com | Common Stocks | — | $248K | $268K | 0.3% | |
| Transunion | Other securities | — | $308K | $268K | 0.3% | |
| US Treasury Bonds 2.250% 02/15/2052 | U.S. Treasuries | — | $273K | $255K | 0.3% | |
| US Treasury Bond 2.25% 02/15/2052 | U.S. Treasuries | — | $282K | $253K | 0.3% | |
| Astrazenica PLC ADR UK | Common Stocks | — | $228K | $250K | 0.3% | |
| US Treasury Notes 4.375% 05/15/2034 | U.S. Treasuries | — | $237K | $239K | 0.3% | |
| US Treasury Note 4.375% 05/15/2034 | U.S. Treasuries | — | $236K | $234K | 0.3% | |
| Taiwan Semiconductor MFG LTD ADR | Common Stocks | — | $140K | $234K | 0.3% | |
| Goldman Sachs FINL Square GOVT | Other securities | — | $228K | $228K | 0.3% | |
| Workday Inc. | Common Stocks | — | $213K | $227K | 0.3% | |
| Chipotle Mexican Grill Inc. | Common Stocks | — | $234K | $226K | 0.3% | |
| Fiserv Inc. | Common Stocks | — | $184K | $214K | 0.3% | |
| Intuitive Surgical Inc. | Common Stocks | — | $116K | $197K | 0.2% | |
| Moody Corporation | Common Stocks | — | $119K | $195K | 0.2% | |
| Heico Corp. | Common Stocks | — | $170K | $195K | 0.2% | |
| Goldman Sachs FINL Square GOVT | Other securities | — | $175K | $175K | 0.2% | |
| CSX Corp. | Common Stocks | — | $199K | $171K | 0.2% | |
| US Treasury Bonds 1.125% 08/15/2040 | U.S. Treasuries | — | $189K | $168K | 0.2% | |
| U.S. Government Issuances US Treasury Bond 1.125% 08/15/2024 | U.S. Treasuries | — | $189K | $167K | 0.2% | |
| Ferrari NV | Common Stocks | — | $143K | $164K | 0.2% | |
| Masco Corp. | Common Stocks | — | $142K | $163K | 0.2% | |
| Vertex Pharmaceutical Inc. | Common Stocks | — | $85K | $160K | 0.2% | |
| S&P Global Inc. | Common Stocks | — | $92K | $159K | 0.2% | |
| Deutsche Post AG Sponsored | Common Stocks | — | $142K | $157K | 0.2% | |
| Synopsys Inc. | Common Stocks | — | $180K | $156K | 0.2% | |
| Johnson & Johnson | Other securities | — | $145K | $153K | 0.2% |
