Luke Waggenspack signed Trustees - Iron Workers Mid-South Pension Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Iron Workers Mid-South Pension Fund's EIN is 72-6032179.
Download the official 2023 Form 5500 (PDF) for Trustees - Iron Workers Mid-South Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASATCH ADVISORS, INC. | 87-0319391 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $381K | — |
| Provider | Nondisclosure info |
|---|---|
| THE SEGAL COMPANY (EASTERN STATES) | FAILED TO REPLY TO EMAIL AND FOLLOW-UP. |
| SEGAL MARCO ADVISORS | FAILED TO REPLY TO EMAIL AND FOLLOW-UP. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $59K | — |
| ROBEIN, URANN, SPENCER, ET AL | 72-0999672 | — | NONE | $44K | — |
| AMALGAMATED BANK | 13-3566126 | — | NONE | $23K | — |
| HANCOCK WHITNEY BANK | 64-0169065 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX FUND AMALGAMATED BANK OF NEW YORK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $37.4M | $46.5M | 29.7% | |
| S BLACKROCK STRATEGIC INCOME FUND N/A | Mutual Funds | — | — | $15.7M | 10.1% | |
| PIMCO TOTAL RETURN MUTUAL FUND N/A | Mutual Funds | — | — | $14.2M | 9.1% | |
| BLACKROCK GLOBAL ALPHA TILTS FUND BLACKROCK · EIN 94-3112180 / PN 001 | Common Collective Trust | — | $6.7M | $10.9M | 7.0% | |
| PRINCIPAL REAL ESTATE N/A | Pooled Separate Accounts | — | — | $9.7M | 6.2% | |
| PRIN U.S. PROPERTY SA- PGI2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $9.7M | 6.2% | |
| MANNING AND NAPIER EXETER · EIN 16-0095736 / PN 001 | Common Collective Trust | — | $6.2M | $8.4M | 5.3% | |
| PARTNERSHIPS BOYD WATTERSON N/A | Other securities | — | — | $7.0M | 4.5% | |
| ULLICO N/A | Other securities | — | — | $5.7M | 3.6% | |
| CROWN 2 N/A | Other securities | — | — | $5.3M | 3.4% | |
| CASH - INTEREST BEARING AND MONEY MARKET GOLDMAN SACHS FINANCIAL SQUARE GOV'T FUND - CLASS ADMIN (#466)N/A N/A | Cash / Money Market | — | $4.7M | $4.7M | 3.0% | |
| RBC EMERGING MARKETS EQUITY FUND N/A | Other securities | — | — | $4.5M | 2.9% | |
| GCM GROSVENOR N/A | Other securities | — | — | $2.8M | 1.8% | |
| POMONA 9 N/A | Other securities | — | — | $2.6M | 1.7% | |
| POMONA 10 N/A | Other securities | — | — | $2.4M | 1.6% | |
| CROWN 3 N/A | Other securities | — | — | $2.0M | 1.3% | |
| CHURCHILL MIDLE MARKET N/A | Other securities | — | — | $985K | 0.6% | |
| SHIFT4 PAYMENTS INC CL A N/A | Common Stocks | — | $256K | $425K | 0.3% | |
| HEALTHEQUITY INC N/A | Common Stocks | — | $224K | $414K | 0.3% | |
| KADANT INC N/A | Common Stocks | — | $105K | $327K | 0.2% | |
| PAYLOCITY HOLDINGS CORP N/A | Common Stocks | — | $198K | $292K | 0.2% | |
| MORNINGSTAR INC N/A | Common Stocks | — | $137K | $279K | 0.2% | |
| RBC BEARINGS INC N/A | Common Stocks | — | $110K | $275K | 0.2% | |
| BELLRING BRANDS INC NEW N/A | Common Stocks | — | $131K | $273K | 0.2% | |
| TREX COMPANY INC N/A | Common Stocks | — | $126K | $271K | 0.2% | |
| CASELLA WASTE SYSTEMS INC-A N/A | Common Stocks | — | $228K | $264K | 0.2% | |
| GLOBANT SA N/A | Common Stocks | — | $205K | $248K | 0.2% | |
| SAIA INC. N/A | Common Stocks | — | $146K | $245K | 0.2% | |
| GUIDEWIRE SOFTWARE INC. N/A | Common Stocks | — | $83K | $240K | 0.2% | |
| CLEARWATER ANALYTICS HOLDINGS IN CL A N/A | Common Stocks | — | $123K | $238K | 0.2% | |
| ENSIGN GROUP INC N/A | Common Stocks | — | $45K | $236K | 0.2% | |
| HAMILTON LANE N/A | Other securities | — | $30K | $224K | 0.1% | |
| LANDMARK VII N/A | Other securities | — | — | $221K | 0.1% | |
| GOOSEHEAD INSURANCE INC. CLASS A N/A | Common Stocks | — | $108K | $219K | 0.1% | |
| POOL CORPORATION COM N/A | Common Stocks | — | $82K | $213K | 0.1% | |
| NATIONAL STORAGE AFFILIATES N/A | Other securities | — | $163K | $212K | 0.1% | |
| CSW INDUSTRIALS INC N/A | Common Stocks | — | $86K | $208K | 0.1% | |
| CCC INTELLIGENT SOLUTIONS HOLDIN COM N/A | Common Stocks | — | $185K | $203K | 0.1% | |
| VALVOLINE INC N/A | Common Stocks | — | $134K | $201K | 0.1% | |
| BANK OZK N/A | Other securities | — | $105K | $197K | 0.1% | |
| OLLIES BARGAIN OUTLET HOLDINGS N/A | Common Stocks | — | $120K | $192K | 0.1% | |
| NOVANTA INC. N/A | Common Stocks | — | $102K | $186K | 0.1% | |
| NOVA MEASURING INSTRUMENTS N/A | Other securities | — | $145K | $186K | 0.1% | |
| ICF INTERNATIONAL INC N/A | Common Stocks | — | $204K | $184K | 0.1% | |
| Q2 HOLDINGS INC N/A | Common Stocks | — | $56K | $184K | 0.1% | |
| MODINE MANUFACTURING CO N/A | Common Stocks | — | $154K | $180K | 0.1% | |
| BALCHEM CORP N/A | Common Stocks | — | $68K | $176K | 0.1% | |
| FABRINET N/A | Other securities | — | $110K | $175K | 0.1% | |
| COHEN & STEERS INC N/A | Common Stocks | — | $91K | $168K | 0.1% | |
| PROCORE TECHNOLOGIES INC COM N/A | Common Stocks | — | $122K | $167K | 0.1% |
