Salvatore Macri signed Valmet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valmet, Inc.'s EIN is 56-1508400.
Download the official 2024 Form 5500 (PDF) for Valmet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valmet, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | — | CONTRACT ADMINISTRATOR | $270K | — |
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 | |||||
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $55.8M | 12.9% | |
| American Funds Target Date Retirement 2030 | Mutual Funds | — | — | $47.3M | 11.0% | |
| American Funds Target Date Retirement 2035 | Mutual Funds | — | — | $37.2M | 8.6% | |
| Morley Stable Value IV Fund | Stable Value | — | — | $35.4M | 8.2% | |
| MORLEY STABLE VALUE IV FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $33.2M | 7.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $32.5M | 7.5% | |
| American Funds Target Date Retirement 2025 | Mutual Funds | — | — | $28.0M | 6.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $27.9M | 6.5% | |
| American Funds Target Date Retirement 2040 | Mutual Funds | — | — | $19.0M | 4.4% | |
| American Funds Target Date Retirement 2050 | Mutual Funds | — | — | $17.8M | 4.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $17.0M | 3.9% | |
| American Funds Target Date Retirement 2020 | Mutual Funds | — | — | $15.1M | 3.5% | |
| American Europacific Growth Fund | Other securities | — | — | $13.6M | 3.2% | |
| American Funds Target Date Retirement 2045 | Mutual Funds | — | — | $13.5M | 3.1% | |
| American Funds Target Date Retirement 2055 | Mutual Funds | — | — | $11.3M | 2.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $11.1M | 2.6% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $6.7M | 1.5% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $6.3M | 1.5% | |
| Baird Mid Cap | Other securities | — | — | $6.3M | 1.5% | |
| Vanguard Inflation Protected Sec. | Mutual Funds | — | — | $5.7M | 1.3% | |
| American Funds Target Date Retirement 2060 | Mutual Funds | — | — | $5.6M | 1.3% | |
| JP Morgan Mid-Cap Value Fund | Other securities | — | — | $5.4M | 1.3% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $4.3M | 1.0% | |
| Participant loans (interest rates range from 4.25% to 9.50%) - | Bonds / Notes | — | — | $3.9M | 0.9% | |
| American Funds Target Date Retirement 2065 | Mutual Funds | — | — | $2.8M | 0.6% | |
| American Funds Target Date Retirement 2015 | Mutual Funds | — | — | $2.1M | 0.5% | |
| American Funds Target Date Retirement 2010 | Mutual Funds | — | — | $1.4M | 0.3% | |
| Fidelity Glb ex US Index Fd | Mutual Funds | — | — | $786K | 0.2% | |
| (E) | Other securities | — | — | $1K | <0.1% | |
| American Funds Target Date Retirement 2070 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
