Carlos Rodriguez signed Caribbean Refrescos, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caribbean Refrescos, Inc.'s EIN is 66-0276572.
Download the official 2024 Form 5500 (PDF) for Caribbean Refrescos, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caribbean Refrescos, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Coca-Cola Company Common Stock | Common Stocks | — | — | $22.5M | 42.1% | |
| NORTHERN TRUST S&P 500 TIER FOUR NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $8.3M | 15.5% | |
| INVESCO STABLE VALUE TRUST CLASS C INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.3M | 11.8% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2035 | Other securities | — | — | $2.7M | 5.1% | |
| JPMCB SMARTRTMNT BLND 2035 JPMORGAN · EIN 84-2433553 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.1% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2030 | Other securities | — | — | $2.1M | 3.9% | |
| JPMCB SMARTRTMNT BLND 2030 JPMORGAN · EIN 84-2420474 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.9% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2025 | Other securities | — | — | $2.1M | 3.9% | |
| JPMCB SMARTRTMNT BLND 2025 JPMORGAN · EIN 84-2402523 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.9% | |
| MERCER SMALL MID CAP STOCK MERCER · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $1.9M | 3.5% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend Income Fund | Other securities | — | — | $1.4M | 2.7% | |
| JPMCB SMARTRTMNT BLND INC FF JPMORGAN · EIN 84-2373652 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2040 | Other securities | — | — | $1.2M | 2.2% | |
| JPMCB SMARTRTMNT BLND 2040 JPMORGAN · EIN 84-2447445 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.2% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2045 | Other securities | — | — | $965K | 1.8% | |
| JPMCB SMARTRTMNT BLND 2045 JPMORGAN · EIN 84-2460155 / PN 001 | Common Collective Trust | — | — | $965K | 1.8% | |
| MERCER INTERNATIONAL STOCK MERCER · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $927K | 1.7% | |
| Maturities through 2029. | Other securities | — | — | $561K | 1.0% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2050 | Other securities | — | — | $545K | 1.0% | |
| JPMCB SMARTRTMNT BLND 2050 JPMORGAN · EIN 84-2477816 / PN 001 | Common Collective Trust | — | — | $545K | 1.0% | |
| MERCER DIVERSIFIED BOND MERCER · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $531K | 1.0% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2055 | Other securities | — | — | $413K | 0.8% | |
| JPMCB SMARTRTMNT BLND 2055 JPMORGAN · EIN 84-2492102 / PN 001 | Common Collective Trust | — | — | $413K | 0.8% | |
| NORTHERN TRUST AGGREGATE BOND TIER NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $282K | 0.5% | |
| NORTHERN TRUST EXTENDED TIER FOUR NORTHERN TRUST · EIN 45-3138589 / PN 110 | Common Collective Trust | — | — | $256K | 0.5% | |
| NORTHERN TRUST ACWI TIER 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $243K | 0.5% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2060 | Other securities | — | — | $216K | 0.4% | |
| JPMCB SMARTRTMNT BLND 2060 JPMORGAN · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $216K | 0.4% | |
| J.P. Morgan Asset Management SmartRetirement Passive Blend 2065 | Other securities | — | — | $33K | <0.1% | |
| JPMCB SMARTRTMNT BLND 2065 JPMORGAN · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $33K | <0.1% | |
| STATE STREET REAL ASSET NL STATE STREET · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
