Christopher Roach signed Glen Raven, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glen Raven, Inc.'s EIN is 56-0481507.
Download the official 2024 Form 5500 (PDF) for Glen Raven, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glen Raven, 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 LIFE INSURANCE COMPANY | 42-0127290 | — | ACTUARY | $208K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIBC | 20-0822261 | — | INVESTMENT ADVISORY | $211K | — |
| DAVENPORT AND COMPANY |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | $40.4M | $42.9M | 24.1% | |
| Vanguard | Mutual Funds | — | $15.8M | $15.1M | 8.5% | |
| Vanguard | Mutual Funds | — | $6.2M | $6.0M | 3.4% | |
| US Treasury Bond/Note | U.S. Treasuries | — | $5.2M | $5.2M | 2.9% | |
| Investment Fund | Other securities | — | $3.6M | $3.6M | 2.0% | |
| AT&T | Other securities | — | $3.2M | $3.1M | 1.8% | |
| US Treasury Sec | U.S. Treasuries | — | $2.9M | $2.9M | 1.6% | |
| Oracle Corp | Common Stocks | — | $2.8M | $2.8M | 1.6% | |
| Amgen | Other securities | — | $2.8M | $2.7M | 1.5% | |
| HCA | Other securities | — | $2.3M | $2.2M | 1.3% | |
| Duke Energy | Other securities | — | $2.1M | $2.1M | 1.2% | |
| Comcast | Other securities | — | $2.2M | $2.1M | 1.2% | |
| Abbvie | Other securities | — | $2.1M | $2.0M | 1.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $1.9M | $2.0M | 1.1% | |
| JP Morgan | Other securities | — | $2.0M | $1.9M | 1.1% | |
| US Treasury Bond | U.S. Treasuries | — | $2.0M | $1.9M | 1.0% | |
| Goldman Sachs | Other securities | — | $1.8M | $1.8M | 1.0% | |
| Energy Transfer | Other securities | — | $1.7M | $1.7M | 1.0% | |
| Unitedhealth | Other securities | — | $1.6M | $1.6M | 0.9% | |
| RTX | Other securities | — | $1.6M | $1.6M | 0.9% | |
| Aon | Other securities | — | $1.5M | $1.5M | 0.8% | |
| Lowe's | Other securities | — | $1.5M | $1.4M | 0.8% | |
| Warnermedia | Other securities | — | $1.5M | $1.4M | 0.8% | |
| CVS Health | Other securities | — | $1.4M | $1.3M | 0.7% | |
| Aercap Ireland | Other securities | — | $1.3M | $1.3M | 0.7% | |
| Intel | Other securities | — | $1.4M | $1.3M | 0.7% | |
| Bank of America | Other securities | — | $1.2M | $1.2M | 0.7% | |
| Verizon Communications | Other securities | — | $1.2M | $1.2M | 0.7% | |
| Valero | Other securities | — | $1.2M | $1.1M | 0.6% | |
| US Tresury Strips | Other securities | — | $1.1M | $1.1M | 0.6% | |
| US Treasury Strip | U.S. Treasuries | — | $1.1M | $1.1M | 0.6% | |
| JM Smucker | Other securities | — | $1.1M | $1.1M | 0.6% | |
| Ford Motor | Other securities | — | $1.1M | $1.1M | 0.6% | |
| IBM | Other securities | — | $1.0M | $1.0M | 0.6% | |
| Norfolk | Other securities | — | $948K | $948K | 0.5% | |
| Honeywell | Other securities | — | $999K | $936K | 0.5% | |
| Morgan | Other securities | — | $947K | $927K | 0.5% | |
| Whirlpool | Other securities | — | $972K | $926K | 0.5% | |
| Kraft Heinz | Other securities | — | $946K | $916K | 0.5% | |
| Indianapolis Power | Other securities | — | $902K | $908K | 0.5% | |
| Meta Platforms | Other securities | — | $917K | $899K | 0.5% | |
| Williams | Other securities | — | $915K | $898K | 0.5% | |
| McDonald's | Other securities | — | $906K | $896K | 0.5% | |
| Tyson | Other securities | — | $896K | $887K | 0.5% | |
| Smurfit Kappa | Other securities | — | $865K | $870K | 0.5% | |
| Stryker | Other securities | — | $900K | $866K | 0.5% | |
| LYB Intl | Other securities | — | $889K | $859K | 0.5% | |
| Charter Comm | Other securities | — | $830K | $844K | 0.5% | |
| T-Mobile | Other securities | — | $844K | $820K | 0.5% | |
| Vodafone | Other securities | — | $827K | $816K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 54-1835842 |
| — |
| INVESTMENT ADVISORY |
| $64K |
| — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1479618 | — | INVESTMENT ADVISORY | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | TRUSTEE | $169K | — |
