Union of California State Workers' EIN is 68-0475305.
Download the official 2024 Form 5500 (PDF) for Union of California State Workers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union of California State Workers' 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Allspring Core Plus Bd R6 | Other securities | — | — | $2.4M | 16.9% | |
| Vanguard FTSE Socil IDX Fd Adm | Common Collective Trusts | — | — | $2.1M | 14.9% | |
| Vanguard Tot Int Stk Idx Adm | Common Collective Trusts | — | — | $1.7M | 11.8% | |
| Standard Stable Asset Fund A | Other securities | — | — | $1.4M | 9.6% | |
| MFS Growth R6 | Mutual Funds | — | — | $1.3M | 9.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $1.2M | 8.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.0M | 7.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $694K | 4.9% | |
| Vanguard Mid Cap Val Idx Adm | Common Collective Trusts | — | — | $499K | 3.5% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $462K | 3.3% | |
| Vanguard Mid Cap Growth Idx Adm | Common Collective Trusts | — | — | $427K | 3.0% | |
| Loans to participants | Participant loans | — | — | $209K | 1.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $175K | 1.2% | |
| Vanguard Tar Rtmnt 2030 Inv | Mutual Funds | — | — | $112K | 0.8% | |
| Vanguard Tar Rtmnt 2050 Inv | Mutual Funds | — | — | $104K | 0.7% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $102K | 0.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $91K | 0.6% | |
| Vanguard Sm Cap Val Idx Adm | Common Collective Trusts | — | — | $57K | 0.4% | |
| Vanguard Target Rtmt Inc Inv | Mutual Funds | — | — | $43K | 0.3% | |
| Vanguard Tar Rtmnt 2040 Inv | Mutual Funds | — | — | $19K | 0.1% | |
| BlackRock HY Bond K | Other securities | — | — | $10K | <0.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Sm Cap Grth Idx Adm | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard Tar Rtmnt 2060 Inv | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Tar Rtmnt 2045 Inv | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Inflat Prot Sec Adm | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
