Steve Blundell signed Oklahoma Farm Bureau Mutual's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oklahoma Farm Bureau Mutual's EIN is 73-0540035.
Download the official 2024 Form 5500 (PDF) for Oklahoma Farm Bureau Mutual from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oklahoma Farm Bureau Mutual's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target R6 | Mutual Funds | — | — | $7.7M | 15.0% | |
| American Funds American Funds 2020 Target R6 | Mutual Funds | — | — | $5.6M | 10.8% | |
| American Funds American Funds 2035 Target R6 | Mutual Funds | — | — | $5.5M | 10.6% | |
| American Funds American Funds 2030 Target R6 | Mutual Funds | — | — | $4.9M | 9.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.2M | 8.2% | |
| Massachusetts Financial Services MFS Growth Fund Class Target R6 | Mutual Funds | — | — | $3.3M | 6.4% | |
| American Funds American Funds 2040 Target R6 | Mutual Funds | — | — | $3.1M | 6.0% | |
| American Funds American Funds 2045 Target R6 | Mutual Funds | — | — | $2.6M | 5.1% | |
| Empower Annuity Insurance Company (EAIC) Guaranteed Income Fund | Common Stocks | — | — | $2.2M | 4.3% | |
| Massachusetts Mutual Life Insurance MassMutual Sel Mid Gro | | Other securities | — | — | $1.4M | 2.8% | |
| Vanguard Mid Cap Index Fd | Mutual Funds | — | — | $1.3M | 2.5% | |
| Notes Receivable from Participants 3.25% - 10.50% -0- | Bonds / Notes | — | — | $1.3M | 2.5% | |
| American Funds American Funds 2050 Target R6 | Mutual Funds | — | — | $1.2M | 2.4% | |
| American Funds American Funds 2055 Target R6 | Mutual Funds | — | — | $964K | 1.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $927K | 1.8% | |
| John Hancock JH DiscipInd Val Md Cp R6 | Other securities | — | — | $772K | 1.5% | |
| American Funds American Funds 2060 Target R6 | Mutual Funds | — | — | $723K | 1.4% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $717K | 1.4% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $717K | 1.4% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $686K | 1.3% | |
| Vanguard Tot Stk Admiral | Mutual Funds | — | — | $631K | 1.2% | |
| Massachusetts Financial Services MFS NewDiscovery Val R6 | Mutual Funds | — | — | $602K | 1.2% | |
| Massachusetts Financial Services MFS International Div R6 | Mutual Funds | — | — | $191K | 0.4% | |
| PGIM High-Yield R6 | Other securities | — | — | $111K | 0.2% | |
| American Funds American Funds 2065 Target R6 | Mutual Funds | — | — | $93K | 0.2% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
