Casey Young signed West Fraser, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Fraser, Inc.'s EIN is 72-1489951.
Download the official 2024 Form 5500 (PDF) for West Fraser, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Fraser, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | INV. ADVISORY | $121K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Government Securities US Treasury Bill 0.000% Due 03-20-25 | U.S. Treasuries | — | $3.9M | $3.9M | 6.7% | |
| US Treasury Coupon Strips Bond 0.000% Due 11-15-32 | U.S. Treasuries | — | $3.9M | $3.9M | 6.6% | |
| Equity securities Ironwood Institutional Multi-Strategy Fund LLC | Other securities | — | $3.0M | $3.2M | 5.4% | |
| US Treasury Principal STRIPS 0.000% Due 08-15-25 | U.S. Treasuries | — | $2.8M | $2.9M | 5.0% | |
| US Treasury STRIPS 0.000% Due 05-15-33 | U.S. Treasuries | — | $2.6M | $2.7M | 4.6% | |
| US Treasury STRIPS 0.000% Due 11-15-30 | U.S. Treasuries | — | $2.5M | $2.5M | 4.3% | |
| US Treasury STRIPS 0.000% Due 05-15-27 | U.S. Treasuries | — | $2.2M | $2.3M | 4.0% | |
| Emerging iShares Russell 1000 | Common Collective Trusts | — | $1.6M | $2.1M | 3.6% | |
| US Treasury STRIPS 0.000% Due 11-15-51 | U.S. Treasuries | — | $2.3M | $2.1M | 3.6% | |
| Growth ETF Vanguard Dur Treasury | Mutual Funds | — | $2.1M | $2.0M | 3.3% | |
| Morgan Stanley Bank Deposit Program | Other securities | — | $1.4M | $1.4M | 2.4% | |
| US Treasury STRIPS 0.000% Due 11-15-26 | U.S. Treasuries | — | $1.1M | $1.1M | 1.9% | |
| US Treasury STRIPS 0.000% Due 05-15-38 | U.S. Treasuries | — | $875K | $859K | 1.5% | |
| Vanguard Value ETF | Mutual Funds | — | $705K | $801K | 1.4% | |
| Exchange traded funds iShares Core MSCI EAFE | Other securities | — | $606K | $616K | 1.1% | |
| ETF iShares Core Msci | Other securities | — | $560K | $565K | 1.0% | |
| Money market funds Federated Hermes Government Obl-ADV | Cash / Money Market | — | $558K | $558K | 1.0% | |
| US Treasury STRIPS 0.000% Due 05-15-48 | U.S. Treasuries | — | $324K | $309K | 0.5% | |
| AT&T Inc 3.650% Due 06-01-51 | Bonds / Notes | — | $291K | $279K | 0.5% | |
| AT&T Inc 3.550% Due 09-15-55 | Bonds / Notes | — | $267K | $259K | 0.4% | |
| AT&T Inc 3.800% Due 12-01-57 | Bonds / Notes | — | $256K | $246K | 0.4% | |
| HSBC Holdings PLC 5.719% Due 03-04-35 | Bonds / Notes | — | $200K | $201K | 0.3% | |
| Amgen Inc 5.650% Due 03-02-53 | Bonds / Notes | — | $208K | $198K | 0.3% | |
| Broadcom Inc 4.150% Due 11-15-30 | Bonds / Notes | — | $196K | $196K | 0.3% | |
| Broadcom Inc 4.300% Due 11-15-32 | Bonds / Notes | — | $189K | $188K | 0.3% | |
| Telefonica Emisiones Sau 7.045% Due 06-20-36 | Bonds / Notes | — | $186K | $187K | 0.3% | |
| Barclays PLC 2.894% Due 11-24-32 | Bonds / Notes | — | $191K | $186K | 0.3% | |
| United Mexican Sts Mtn BE Glbl Nt 4.750% Due 03-08-44 | Bonds / Notes | — | $201K | $183K | 0.3% | |
| Bank Of America Corp 5.468% Due 01-23-35 | Bonds / Notes | — | $182K | $180K | 0.3% | |
| Indonesia Rep Glbl Bd 3.550% Due 03-31-32 | Bonds / Notes | — | $183K | $179K | 0.3% | |
| Southern Co 3.700% Due 04-30-30 | Bonds / Notes | — | $180K | $178K | 0.3% | |
| Bk Of America Corp Fr 5.015% Due 07-22-33 | Bonds / Notes | — | $171K | $172K | 0.3% | |
| Bank Of America Corp 3.311% Due 04-22-42 | Bonds / Notes | — | $170K | $165K | 0.3% | |
| CVS Health Corp 5.050% Due 03-25-48 | Bonds / Notes | — | $174K | $157K | 0.3% | |
| Comcast Corp 2.450% Due 08-15-52 | Bonds / Notes | — | $160K | $150K | 0.3% | |
| Bristol-Myers Squibb Co 5.650% Due 02-22-64 | Bonds / Notes | — | $154K | $145K | 0.2% | |
| Pacific Gas & Electric 6.950% Due 03-15-34 | Bonds / Notes | — | $142K | $143K | 0.2% | |
| Verizon Communications 3.550% Due 03-22-51 | Bonds / Notes | — | $143K | $134K | 0.2% | |
| Bank Of America Corp 4.083% Due 03-20-51 | Bonds / Notes | — | $140K | $133K | 0.2% | |
| Warnermedia Holdings Inc 5.391% Due 03-15-62 | Bonds / Notes | — | $144K | $132K | 0.2% | |
| Panama Rep Amtz Glbl Bd 36 6.700% Due 01-26-36 | Bonds / Notes | — | $136K | $130K | 0.2% | |
| Nisource Inc 4.375% Due 05-15-47 | Bonds / Notes | — | $131K | $127K | 0.2% | |
| Anheuser-Busch Inbev Wor 4.439% Due 10-06-48 | Bonds / Notes | — | $134K | $127K | 0.2% | |
| Abbvie Inc 4.875% Due 11-14-48 | Bonds / Notes | — | $134K | $126K | 0.2% | |
| Wells Fargo & Company 5.499% Due 01-23-35 | Bonds / Notes | — | $127K | $125K | 0.2% | |
| JPMorgan Chase & Co 2.963% Due 01-25-33 | Bonds / Notes | — | $126K | $125K | 0.2% | |
| Abbvie Inc 4.250% Due 11-21-49 | Bonds / Notes | — | $130K | $122K | 0.2% | |
| Boeing Co 5.805% Due 05-01-50 | Bonds / Notes | — | $118K | $121K | 0.2% | |
| IBM Corp 4.000% Due 06-20-42 | Bonds / Notes | — | $123K | $118K | 0.2% | |
| RTX Corp 6.400% Due 03-15-54 | Bonds / Notes | — | $119K | $114K | 0.2% |
