Kelly Grieve signed Waste Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waste Management, Inc.'s EIN is 73-1309529.
Download the official 2024 Form 5500 (PDF) for Waste Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waste Management, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $1.5M | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.5B | 36.0% | |
| BLACKROCK EQUITY INDEX FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $1.1B | 26.3% | |
| SEI Trust Company PIMCO RealPath Blend 2030 Collective Trust Funds | Common Collective Trusts | — | — | $408.1M | 10.0% | |
| JOHN HANCOCK STABLE VALUE RETURN TR JOHN HANCOCK TRUST COMPANY LLC · EIN 85-6153745 / PN 031 | Common Collective Trust | — | — | $348.7M | 8.6% | |
| Waste Management, Inc. Common Stock | Common Stocks | — | — | $341.5M | 8.4% | |
| SEI Trust Company PIMCO RealPath Blend 2040 Collective Trust Funds | Common Collective Trusts | — | — | $287.3M | 7.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $202.8M | 5.0% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $194.8M | 4.8% | |
| SEI Trust Company PIMCO RealPath Blend 2035 Collective Trust Funds | Common Collective Trusts | — | — | $155.5M | 3.8% | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $136.6M | 3.3% | |
| SEI Trust Company PIMCO RealPath Blend 2050 Collective Trust Funds | Common Collective Trusts | — | — | $132.4M | 3.2% | |
| LORD ABBETT TOTAL RETURN TRUST II GREAT GRAY TRUST COMPANY, LLC · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $129.5M | 3.2% | |
| SEI Trust Company PIMCO RealPath Blend 2045 Collective Trust Funds | Common Collective Trusts | — | — | $128.4M | 3.2% | |
| SEI Trust Company PIMCO RealPath Blend Income Collective Trust Funds | Common Collective Trusts | — | — | $123.7M | 3.0% | |
| SEI Trust Company PIMCO RealPath Blend 2055 Collective Trust Funds | Common Collective Trusts | — | — | $110.2M | 2.7% | |
| SEI Trust Company PIMCO RealPath Blend 2025 Collective Trust Funds | Common Collective Trusts | — | — | $92.4M | 2.3% | |
| Various maturity dates with interest rates ranging from *Notes receivable from participants 3.25% to 9.50% | Bonds / Notes | — | — | $91.4M | 2.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $67.1M | 1.6% | |
| SEI Trust Company PIMCO RealPath Blend 2060 Collective Trust Funds | Common Collective Trusts | — | — | $29.9M | 0.7% | |
| SEI Trust Company PIMCO International Bond (US-HDG) Instl. | Mutual Funds | — | — | $12.3M | 0.3% | |
| PRINCIPAL DIVERSIFIED REAL ASSET PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $3.8M | <0.1% | |
| BlackRock Liquidity Fund - FedFund | Cash / Money Market | — | — | $2.2M | <0.1% | |
| SEI Trust Company PIMCO RealPath Blend 2065 Collective Trust Funds | Common Collective Trusts | — | — | $1.5M | <0.1% |
