Rosemarie Campbell signed Oglethorpe Power Corporation (an Electric Membership Corporation)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oglethorpe Power Corporation (an Electric Membership Corporation)'s EIN is 58-1211925.
Download the official 2024 Form 5500 (PDF) for Oglethorpe Power Corporation (an Electric Membership Corporation) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oglethorpe Power Corporation (an Electric Membership Corporation)'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$32K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Pool N/R | Mutual Funds | — | — | $27.7M | 12.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $27.7M | 12.2% | |
| Harbor Capital Appreciation CIT Class R N/R | Common Collective Trusts | — | — | $20.2M | 8.9% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $20.2M | 8.9% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $17.5M | 7.7% | |
| Fidelity Balanced Fund Class K N/R | Mutual Funds | — | — | $15.5M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $14.6M | 6.4% | |
| Dodge & Cox Stock Fund Class I N/R | Mutual Funds | — | — | $12.9M | 5.6% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $12.3M | 5.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $12.1M | 5.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.3M | 5.0% | |
| Dimensional Fund Advisors Targeted Value I Fund N/R | Mutual Funds | — | — | $10.7M | 4.7% | |
| Invesco Stable Value Fund N/R | Stable Value | — | — | $9.7M | 4.2% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.7M | 4.2% | |
| Harding Loevner Int'l Equity Port. Accumulation Class N/R | Other securities | — | — | $7.3M | 3.2% | |
| HRDG LVNR INTL EQ AN GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $7.3M | 3.2% | |
| Accounts Mutual Funds Baron Funds Growth Fund Institutional N/R | Other securities | — | — | $7.2M | 3.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.6% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $5.7M | 2.5% | |
| Collective Trust Funds Affiliated Managers Group Times Square Mid Cap Growth N/R | Common Collective Trusts | — | — | $5.2M | 2.3% | |
| AMG TIMESSQ MDCP GR GLOBAL TRUST COMPANY · EIN 32-6505859 / PN 002 | Common Collective Trust | — | — | $5.2M | 2.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.2% | |
| Self-Directed Brokerage Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $4.9M | 2.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.9% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $4.0M | 1.8% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $2.7M | 1.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Vanguard Cash Res. Fed. Money Mark. Adm. N/R | Mutual Funds | — | — | $1.5M | 0.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| BlackRock Trust Co. Strategic Completion NL M N/R | Common Stocks | — | — | $1.2M | 0.5% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| Participant Loans Interest rates: 5.25% - 10.50%; $0 | Bonds / Notes | — | — | $1.1M | 0.5% | |
| Vanguard Total Institutional Stock Fund N/R | Mutual Funds | — | — | $952K | 0.4% | |
| Vanguard Federal Money Market N/R | Mutual Funds | — | — | $938K | 0.4% | |
| Money Market Funds * Fidelity Cash Reserves N/R | Mutual Funds | — | — | $936K | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $617K | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $256K | 0.1% | |
| HARB CAP APPR CIT 5 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
