DOUG Irwin signed Board of Trustees - Southern Electrical Retirement Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees - Southern Electrical Retirement Fund's EIN is 62-6125711.
Download the official 2024 Form 5500 (PDF) for Board of Trustees - Southern Electrical Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees - Southern Electrical Retirement Fund's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| NATIONAL REAL ESTATE ADVISORS LLC | 26-2237421 | WASHINGTON, DC | NONE | $502K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | BETHESDA, MD | NONE | $484K | — |
| BLACKROCK | 20-5319017 | PRINCETON, NJ | NONE | $192K | — |
| SEIX INVESTMENT ADVISORS, LLC | 95-4191764 | PARK RIDGE, NJ | NONE | $156K | — |
| MFS INSTITUTIONAL ADVISORS | 04-3247425 | BOSTON, MA | NONE | $156K | — |
| SEGAL MARCO ADVISORS | 36-3555078 | NEW YORK, NY | NONE | $21K | — |
| ELECTRICAL CAPITAL ADVISORS III | 82-1807447 | NOVI, MI | NONE | $0 | — |
| AMERICAN REALTY ADVISORS | — | LOS ANGELES, CA | NONE | $0 | — |
| HGK ASSET MANAGEMENT | 52-1296988 | JERSEY CITY, NJ | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS, SAYLES & COMPANY, LP | 04-3200030 | BOSTON, MA | NONE | $758K | — |
| CLEARBRIDGE INVESTMENTS, LLC | 01-0846058 | NEW YORK, NY | NONE | $720K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $681K | — |
| BARROW HANLEY MEWHINNEY & STRAUSS | 75-2403190 | DALLAS, TX | NONE | $455K | — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | MEMPHIS, TN | NONE | $450K | — |
| BOSTON PARTNERS | 98-0202744 | NEW YORK, NY | NONE | $364K | — |
| HUDSON EDGE INVESTMENT PARTNERS | 52-1296988 | JERSEY CITY, NJ | NONE | $329K | — |
| POLEN CAPITAL | 26-0319356 | BOCA RATON, FL | NONE | $205K | — |
| STRANCH, JENNINGS & GARVEY | 62-0513048 | NASHVILE, TN | NONE | $136K | — |
| STACEY BRAUN ASSOCIATES | 13-2889432 | NEW YORK, NY | NONE | $122K | — |
| FAYEZ SAROFIM & CO | 74-1312679 | HOUSTON, TX | NONE | $77K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $58K | — |
| REGIONS BANK | — | — | NONE | $11K | — |
| MONEY MARKET, MUTUAL FUNDS & ETFS | — | — | NONE | $0 | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | BETHESDA, MD | NONE | $0 | — |
| AFL-CIO BUILDING INVESTMENT TRUST | 52-6328901 | WASHINGTON, DC | NONE | $0 | — |
| INTERCONTINENTAL REAL ESTATE CORP | — | BOSTON, MA | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $40.6M | $299.6M | 13.7% | |
| ISHARES RUSSELL 1000 | Common Collective Trusts | — | $59.1M | $72.6M | 3.3% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $25.0M | $67.5M | 3.1% | |
| JACKSON NATIONAL LIF | Other securities | — | $55.4M | $55.4M | 2.5% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOC AS TRUSTEE · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $32.1M | $53.2M | 2.4% | |
| METLIFE | Other securities | — | $50.1M | $50.1M | 2.3% | |
| METLIFE | Other securities | — | $50.0M | $50.0M | 2.3% | |
| INDURE BUILD-TO-CORE | Other securities | — | $36.8M | $44.8M | 2.0% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 30-0872552 / PN 001 | Common Collective Trust | — | $25.0M | $43.1M | 2.0% | |
| NVIDIA | Other securities | — | $3.5M | $38.4M | 1.8% | |
| PRINCIPAL LIFE | Other securities | — | $36.7M | $36.7M | 1.7% | |
| PRINCIPAL LIFE | Other securities | — | $36.6M | $36.6M | 1.7% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | — | $35.5M | $35.5M | 1.6% | |
| PRINCIPAL LIFE | Other securities | — | $32.2M | $32.2M | 1.5% | |
| AMAZON.COM | Common Stocks | — | $9.2M | $31.4M | 1.4% | |
| METLIFE | Other securities | — | $30.2M | $30.2M | 1.4% | |
| BLACKSTONE REAL ESTA | Other securities | — | $28.5M | $27.7M | 1.3% | |
| METLIFE | Other securities | — | $27.5M | $27.5M | 1.3% | |
| METLIFE | Other securities | — | $27.3M | $27.3M | 1.2% | |
| PRINCIPAL LIFE | Other securities | — | $26.7M | $26.7M | 1.2% | |
| METLIFE | Other securities | — | $26.7M | $26.7M | 1.2% | |
| MICROSOFT | Other securities | — | $7.3M | $24.8M | 1.1% | |
| BOYD WATTERSON GSA F | Other securities | — | $25.0M | $22.9M | 1.0% | |
| TESLA | Other securities | — | $10.0M | $21.6M | 1.0% | |
| FIDELITY INVESTMENTS | Mutual Funds | — | $20.7M | $20.7M | 0.9% | |
| VISA | Other securities | — | $7.7M | $19.0M | 0.9% | |
| RAYMOND JAMES BANK | Other securities | — | $18.5M | $18.5M | 0.8% | |
| NETFLIX | Other securities | — | $7.3M | $18.3M | 0.8% | |
| ALPHABET - CLASS A | Other securities | — | $7.4M | $18.2M | 0.8% | |
| AFL-CIO HOUSING INVE | Other securities | — | $20.4M | $17.4M | 0.8% | |
| U.S. TREASURY NOTES | U.S. Treasuries | — | $16.7M | $16.8M | 0.8% | |
| U.S. TREASURY NOTES | U.S. Treasuries | — | $16.3M | $16.5M | 0.8% | |
| APPLE | Other securities | — | $6.6M | $15.6M | 0.7% | |
| PRINCIPAL US PROPERTY SEPARATE ACCO PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $15.0M | $15.0M | 0.7% | |
| ORACLE | Other securities | — | $4.3M | $12.9M | 0.6% | |
| ARA CORE PROPERTY FU | Other securities | — | $16.0M | $12.2M | 0.6% | |
| SALESFORCE.COM | Common Stocks | — | $7.5M | $11.8M | 0.5% | |
| U.S. REAL ESTATE INV | Other securities | — | $15.4M | $11.3M | 0.5% | |
| UNITEDHEALTH GROUP | Common Stocks | — | $6.5M | $10.5M | 0.5% | |
| BOEING | Other securities | — | $9.2M | $9.4M | 0.4% | |
| U.S. TREASURY NOTES | U.S. Treasuries | — | $8.9M | $8.9M | 0.4% | |
| ELECTRICAL REAL ESTA | Other securities | — | $9.7M | $8.5M | 0.4% | |
| JPMORGAN CHASE & COM | Common Stocks | — | $3.9M | $8.5M | 0.4% | |
| U.S. TREASURY NOTES | U.S. Treasuries | — | $8.5M | $8.3M | 0.4% | |
| U.S. TREASURY NOTES | U.S. Treasuries | — | $7.3M | $7.9M | 0.4% | |
| INTUITIVE SURGICAL | Other securities | — | $3.2M | $7.2M | 0.3% | |
| PHILIP MORRIS INTERN | Other securities | — | $5.4M | $6.6M | 0.3% | |
| QUALCOMM | Other securities | — | $3.3M | $6.4M | 0.3% | |
| U.S. TREASURY NOTES | U.S. Treasuries | — | $6.7M | $6.4M | 0.3% | |
| FIDELITY NATIONAL IN | Mutual Funds | — | $5.9M | $6.3M | 0.3% |
