Kelly Carney signed Southwest Power Pool, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Power Pool, Inc.'s EIN is 71-0748158.
Download the official 2024 Form 5500 (PDF) for Southwest Power Pool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Power Pool, Inc.'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 |
|---|---|---|---|---|---|
| STEPHENS, INC. | — | LITTLE ROCK, AR | NONE | $331K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF | Common Collective Trusts | — | $3.4M | $11.1M | 6.9% | |
| American Growth Fund of America 5 | Other securities | — | $5.9M | $9.5M | 6.0% | |
| iShares Russell 3000 Index ETF | Common Collective Trusts | — | $3.8M | $8.8M | 5.5% | |
| Spdr S&P 500 Trust ETF | Common Collective Trusts | — | $3.3M | $8.7M | 5.4% | |
| Spdr Dow Jones Industrial ETF | Other securities | — | $3.5M | $8.4M | 5.3% | |
| iShares Russell 1000 Value ETF | Common Collective Trusts | — | $4.4M | $7.2M | 4.5% | |
| iShares Russell Midcap Index ETF | Other securities | — | $2.5M | $5.0M | 3.1% | |
| iShares Global 100 ETF | Other securities | — | $3.4M | $4.7M | 3.0% | |
| iShares Trust 1-5 Year ETF | Other securities | — | $4.7M | $4.6M | 2.9% | |
| Invesco Qqq Trust ETF | Mutual Funds | — | $1.7M | $4.6M | 2.9% | |
| Fidelity Nasdaq Composite Index | Mutual Funds | — | $2.0M | $3.7M | 2.3% | |
| First American Treasury Obligation Fund | Other securities | — | $3.7M | $3.7M | 2.3% | |
| Walmart Inc. | Common Stocks | — | $2.0M | $3.5M | 2.2% | |
| JP Morgan Chase Co. | Common Stocks | — | $1.6M | $3.2M | 2.0% | |
| Waste Management Inc. | Common Stocks | — | $975K | $2.8M | 1.8% | |
| iShares 1-3 Year Treasury Bond ETF | U.S. Treasuries | — | $2.7M | $2.6M | 1.6% | |
| Microsoft Corp. | Common Stocks | — | $1.7M | $2.4M | 1.5% | |
| US Treasury Note | U.S. Treasuries | — | $2.3M | $2.3M | 1.4% | |
| US Treasury Note | U.S. Treasuries | — | $2.3M | $2.3M | 1.4% | |
| US Treasury Bill | U.S. Treasuries | — | $2.2M | $2.2M | 1.4% | |
| iShares Russell 2000 Index ETF | Common Collective Trusts | — | $1.5M | $2.2M | 1.4% | |
| BlackRock Low Duration Bond Portfolio | Other securities | — | $2.3M | $2.2M | 1.4% | |
| Alerian Mlp | Other securities | — | $1.7M | $2.0M | 1.3% | |
| US Treasury Note | U.S. Treasuries | — | $2.0M | $2.0M | 1.3% | |
| US Treasury Bill | U.S. Treasuries | — | $1.9M | $2.0M | 1.2% | |
| Kkr Co Inc. A | Common Stocks | — | $829K | $1.9M | 1.2% | |
| Bank of America Corp. | Common Stocks | — | $1.2M | $1.9M | 1.2% | |
| Berkshire Hathaway Inc. Cl B | Common Stocks | — | $288K | $1.8M | 1.1% | |
| Goldman Sachs Group Inc. | Common Stocks | — | $876K | $1.7M | 1.1% | |
| Merck & Co. | Common Stocks | — | $588K | $1.7M | 1.1% | |
| Vanguard Short Term Corporate ETF | Mutual Funds | — | $1.6M | $1.5M | 0.9% | |
| Federated Hermes Strategic Income Fund CI A | Other securities | — | $1.6M | $1.5M | 0.9% | |
| Berkshire Hathaway Inc. Cl A | Common Stocks | — | $362K | $1.4M | 0.9% | |
| Apollo Global Mgmt Inc. | Common Stocks | — | $1.1M | $1.3M | 0.8% | |
| Blue Owl Cap Inc. | Common Stocks | — | $1.1M | $1.3M | 0.8% | |
| Goldman Sachs Access Investment ETF | Other securities | — | $1.4M | $1.3M | 0.8% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $922K | $1.2M | 0.8% | |
| Blue Owl Capital Corporation | Common Stocks | — | $1.1M | $1.2M | 0.7% | |
| Invesco Variable Rate Preferred ETF | Mutual Funds | — | $1.1M | $1.1M | 0.7% | |
| iShares MSCI Eafe ETF | Other securities | — | $962K | $1.1M | 0.7% | |
| iShares Russell Midcap Growth ETF | Other securities | — | $811K | $1.1M | 0.7% | |
| US Treasury Note | U.S. Treasuries | — | $1.0M | $1.0M | 0.6% | |
| US Treasury Note | U.S. Treasuries | — | $1.0M | $1.0M | 0.6% | |
| US Treasury Note | U.S. Treasuries | — | $1.0M | $1.0M | 0.6% | |
| US Treasury Note | U.S. Treasuries | — | $997K | $1.0M | 0.6% | |
| US Treasury Note | U.S. Treasuries | — | $988K | $998K | 0.6% | |
| US Treasury Bill | U.S. Treasuries | — | $977K | $997K | 0.6% | |
| US Treasury Note | U.S. Treasuries | — | $988K | $990K | 0.6% | |
| US Treasury Bill | U.S. Treasuries | — | $969K | $988K | 0.6% | |
| Simmons First National | Other securities | — | $1.0M | $985K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
