Russell G. Robertson signed Staple Cotton Cooperative Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Staple Cotton Cooperative Association's EIN is 64-0247150.
Download the official 2023 Form 5500 (PDF) for Staple Cotton Cooperative Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Staple Cotton Cooperative Association'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 |
|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY | 36-2214610 | — | NONE | $206K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST CO. | 58-1428634 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF (Mkt) | Mutual Funds | — | $7.2M | $8.3M | 13.7% | |
| Dodge and Cox Income | Mutual Funds | — | $3.0M | $2.7M | 4.5% | |
| Eaton Vance Income Fund of Boston Class R6 | Other securities | — | $2.8M | $2.6M | 4.3% | |
| Vanguard Inflation-Protected SECS I | Mutual Funds | — | $2.5M | $2.2M | 3.6% | |
| Vanguard REIT Index ETF (Mkt) | Mutual Funds | — | $2.3M | $2.0M | 3.3% | |
| Microsoft Corp. | Common Stocks | — | $182K | $1.3M | 2.1% | |
| Amazon Com Inc Sr Com | Common Stocks | — | $61K | $1.1M | 1.8% | |
| Progressive Corp. OH Com | Common Stocks | — | $666K | $1.0M | 1.7% | |
| Allstate Corp | Common Stocks | — | $830K | $1.0M | 1.7% | |
| United States 09/30/2024 | Other securities | — | $995K | $997K | 1.6% | |
| United States Treas Bills Dtd 04/02/2024 United States 07/30/2024 | U.S. Treasuries | — | $996K | $996K | 1.6% | |
| Visa Inc Class A Shares | Common Stocks | — | $205K | $967K | 1.6% | |
| Fidelity Investments Money Market Fund- Fidelity Cash Reserves | Mutual Funds | — | $959K | $959K | 1.6% | |
| Vanguard Global EX-US Real Estate ETF (Mkt) | Mutual Funds | — | $1.2M | $837K | 1.4% | |
| Intercontinental Exchange Inc Com | Common Stocks | — | $520K | $787K | 1.3% | |
| Equinix Inc Com Par | Common Stocks | — | $701K | $764K | 1.3% | |
| Similar Party or Maturity Value Shares (d) Cost (e) Value Godaddy Inc CL A Com | Common Stocks | — | $418K | $726K | 1.2% | |
| Taiwan Semiconductor Manufacturing Co LTD ADR | Common Stocks | — | $505K | $608K | 1.0% | |
| Rollins Inc | Common Stocks | — | $281K | $606K | 1.0% | |
| Wabtec | Other securities | — | $386K | $601K | 1.0% | |
| Marvell Technology Group LTD Com | Common Stocks | — | $340K | $598K | 1.0% | |
| Encompass Health Corp. | Common Stocks | — | $409K | $588K | 1.0% | |
| Money Market Fund- Fidelity Insl MM Fidelity Investments Treasury Portfolio Class I | Mutual Funds | — | $584K | $584K | 1.0% | |
| UL Solutions Inc CL A Com SHS | Common Stocks | — | $476K | $548K | 0.9% | |
| Stryker Corp. | Common Stocks | — | $103K | $539K | 0.9% | |
| Honeywell International Inc | Common Stocks | — | $485K | $534K | 0.9% | |
| Digital Realty Trust Inc | Common Stocks | — | $503K | $525K | 0.9% | |
| Watsco Inc | Common Stocks | — | $394K | $522K | 0.9% | |
| Amgen Inc | Common Stocks | — | $517K | $520K | 0.9% | |
| Brink's Co/The | Common Stocks | — | $498K | $512K | 0.8% | |
| Ford Motor Credit Co LLC Dtd 01/06/2023 6.95% 03/06/2026-2026 | Bonds / Notes | — | $513K | $508K | 0.8% | |
| Schwab Charles Corp Dtd 08/24/2023 5.875% 08/24/2026 | Mutual Funds | — | $506K | $506K | 0.8% | |
| Fiserv Inc Dtd 08/21/2023 5.375% 08/21/2028 | Bonds / Notes | — | $510K | $504K | 0.8% | |
| Intuit SR Nt Dtd 09/15/2023 5.25% 09/15/2026-2026 | Bonds / Notes | — | $501K | $502K | 0.8% | |
| Goldman Sachs Group Inc Dtd 11/01/2022 5.7% 11/01/2024 | Bonds / Notes | — | $505K | $500K | 0.8% | |
| United States Treas Bills Dtd 03/19/2024 United States 06/16/2024 | U.S. Treasuries | — | $499K | $499K | 0.8% | |
| Ishares Russell 2000 (Mkt) | Common Collective Trusts | — | $499K | $497K | 0.8% | |
| John Deere Capital Corp Dtd 01/09/2023 4.8% 01/06/2026 | Bonds / Notes | — | $506K | $497K | 0.8% | |
| United States Treas Bills Dtd 04/23/2024 United States 08/20/2024 | U.S. Treasuries | — | $496K | $496K | 0.8% | |
| United States Treas Bills Dtd 02/29/2024 United States 08/29/2024 | U.S. Treasuries | — | $496K | $496K | 0.8% | |
| United States Treas Bills Dtd 05/14/2024 United States 09/10/2024 | U.S. Treasuries | — | $495K | $495K | 0.8% | |
| Boeing Co Dtd 05/04/2020 4.875% 05/01/2025 | Corporate Bonds | — | $496K | $495K | 0.8% | |
| Capital One Financial Corp SR Glbl Nt 04/30/2018 4.25% 04/30/2025-2025 | Bonds / Notes | — | $493K | $494K | 0.8% | |
| United States Treas Bills Dtd 05/28/2024 United States 09/24/2024 | U.S. Treasuries | — | $494K | $494K | 0.8% | |
| Idexx Laboratories Inc | Common Stocks | — | $42K | $493K | 0.8% | |
| United States 10/08/2024 | Other securities | — | $492K | $493K | 0.8% | |
| United States 09/15/2025 | Other securities | — | $489K | $491K | 0.8% | |
| United States Treas Bills Dtd 05/16/2024 United States 11/14/2024 | U.S. Treasuries | — | $490K | $490K | 0.8% | |
| Curtiss-Wright Corp. | Common Stocks | — | $487K | $488K | 0.8% | |
| T Rowe Price Group Inc | Mutual Funds | — | $493K | $484K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
