Hiroki SAWA signed Sumitomo Electric U.S.a Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sumitomo Electric U.S.a Holdings, Inc.'s EIN is 56-1646307.
Download the official 2024 Form 5500 (PDF) for Sumitomo Electric U.S.a Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sumitomo Electric U.S.a Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WAGNER LAW GROUP | — | BOSTON, MA | ATTORNEY | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $42.2M | 17.1% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $42.0M | 17.1% | |
| Empower Trust Company Guaranteed Income Fund - unallocated account, interest ranged in 2024 was 1.65% | Bonds / Notes | — | — | $38.6M | 15.7% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $24.4M | 9.9% | |
| American Fund Euro pacific Growth R6 | Other securities | — | — | $16.6M | 6.8% | |
| T.Rowe Price Mid Cap Growth I | Other securities | — | — | $15.3M | 6.2% | |
| JP Morgan JP Morgan Core Plus R6 | Other securities | — | — | $14.5M | 5.9% | |
| Vanguard Total International Stock Index Institutional | Mutual Funds | — | — | $14.0M | 5.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $7.9M | 3.2% | |
| Vanguard Extended Market Index Institutional | Mutual Funds | — | — | $7.3M | 2.9% | |
| MFS New Discovery Val R6 | Mutual Funds | — | — | $5.4M | 2.2% | |
| Principal Small Cap GRD I R6 | Other securities | — | — | $5.2M | 2.1% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $4.9M | 2.0% | |
| Vanguard Total International Bond Index Institutional | Mutual Funds | — | — | $3.6M | 1.5% | |
| Participant Loans Various participant loans – Interest - 0 - | Participant loans | — | — | $3.2M | 1.3% |
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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $53K | — |
