Michael Wallis signed H.E.BUTT Grocery Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.E.BUTT Grocery Company's EIN is 74-0537175.
Download the official 2024 Form 5500 (PDF) for H.E.BUTT Grocery Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.E.BUTT Grocery Company's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT HR SERVICES, LLC | 04-3609848 | — | NONE | $2.9M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | 95-3046237 | — | NONE |
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.
| $183K |
| — |
| STATE STREET GLOBAL ADVISORS | 74-0537175 | — | NONE | $165K | — |
| REAMS ASSET MANAGEMENT | 35-1913089 | — | NONE | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | NONE | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HS MANAGEMENT PARTNERS, LLC | 26-0335469 | — | NONE | $213K | — |
| HOISINGTON | 74-2126765 | — | NONE | $146K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SECU STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $1.2B | 26.7% | |
| SSGA RUSSELL ALL CAP INDEX SEC STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 098 | Common Collective Trust | — | — | $445.8M | 10.3% | |
| STATE STREET GLOBAL ALL CAP EQU STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $390.8M | 9.0% | |
| STATE STREET US BOND INDEX SECU STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $258.8M | 6.0% | |
| SSGA (H-E-B MONEY MARKET FUND) COMMON/COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $172.0M | 4.0% | |
| NORTHERN TRUST COLLECTIVE SHORT TERM INVT COMMON/COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $127.5M | 2.9% | |
| STATE STREET RUSSELL SMALL MID STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $118.7M | 2.7% | |
| Participant loans Participant loans Interest rates ranging from 4.07%-9.21% | Bonds / Notes | — | — | $106.0M | 2.4% | |
| STATE STREET WORLD GOVERNMENT BOND EX-U.S COMMON/COLLECTIVE TRUST FUND INDEX NON-LENDING QIB SERIES FUND-CLASS A | U.S. Treasuries | — | — | $91.1M | 2.1% | |
| ST STR BK & TR CO INVT FDS FOR STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 213 | Common Collective Trust | — | — | $91.1M | 2.1% | |
| ARISTOTLE COLLECTIVE INVT TR 04 SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $86.7M | 2.0% | |
| SSGA PASSIVE INT BOND INDEX FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 077 | Common Collective Trust | — | — | $86.1M | 2.0% | |
| SEELAUS CREDIT OPPORTUNITIES FUND LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $85.1M | 2.0% | |
| HAND COMP EMPE BENE GLOBEFLEX HAND COMPOSITE EMPLOYEE BENEFIT TRUST · EIN 74-2008758 / PN 216 | Common Collective Trust | — | — | $80.1M | 1.8% | |
| WCM FOC GRWTH INTL FOUNDERS CL WCM INVESTMENT MANAGEMENT · EIN 84-2543540 / PN 135 | Common Collective Trust | — | — | $76.6M | 1.8% | |
| Alternative Investments Funds CAMDEN BONDS PLUS FUND, LLC HEDGE FUNDS | OTHER | — | — | $69.9M | 1.6% | |
| Commingled Funds-Fixed Income COLUMBUS UNCONSTRAINED BOND FD | Common Collective Trusts | — | $144K | $55.7M | 1.3% | |
| CF FIRST EAGLE GLOBAL VALUE FUND, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $52.6M | 1.2% | |
| FIRST EAGLE GOLD FUND | Other securities | — | $1.8M | $46.6M | 1.1% | |
| COHEN + STEERS REAL ESTATE SEC | Other securities | — | $2.6M | $45.0M | 1.0% | |
| EQUITY OVERLAY FUND, LLC HEDGE FUNDS | Other securities | — | — | $36.7M | 0.8% | |
| PIMCO GLOBAL BOND OPPORTUNITIE | Mutual Funds | — | $3.3M | $31.9M | 0.7% | |
| DODGE + COX GLOBAL BOND FUND | Mutual Funds | — | $3.0M | $31.2M | 0.7% | |
| SANDS CAP COLLECTIVE INVT TR GL SEI TRUST COMPANY · EIN 85-0894185 / PN 143 | Common Collective Trust | — | — | $30.4M | 0.7% | |
| AXIOM INVS COLLECTIVE INVT TR U SEI TRUST COMPANY · EIN 81-1085578 / PN 087 | Common Collective Trust | — | — | $28.3M | 0.7% | |
| AXIOM INVS COLLECTIVE INVT TRIN SEI TRUST COMPANY · EIN 81-1085578 / PN 087 | Common Collective Trust | — | — | $28.1M | 0.6% | |
| LKCM PRIVATE DISCIPLINE QP LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $25.8M | 0.6% | |
| DC CAPITAL PARTNERS FUND II, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $25.1M | 0.6% | |
| ECOR1 CAPITAL FUND QUALIFIED LP HEDGE FUNDS | Other securities | — | — | $22.0M | 0.5% | |
| CAPITALSPRING INVESTMENT PARTNERS V NON-PUBLICLY TRADED LPs | Other securities | — | — | $17.7M | 0.4% | |
| SALIENT ZARVONA ENERGY FUND II-A, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $17.6M | 0.4% | |
| MESA WEST CORE LENDING FUND LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $17.1M | 0.4% | |
| CENTEROAK EQUITY FUND II, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $16.7M | 0.4% | |
| TRILANTIC CAPITAL PARNTES VI NON-PUBLICLY TRADED LPs | Other securities | — | — | $15.9M | 0.4% | |
| INSIGHT EQUITY III NON-PUBLICLY TRADED LPs | Other securities | — | — | $15.8M | 0.4% | |
| NB STRATEGIC CO-INVESTMENT PARTNERS III LP NON-PUBLICLY TRADED LPs | Common Stocks | — | — | $15.6M | 0.4% | |
| PA GROWTH & INCOME FUND A LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $15.3M | 0.4% | |
| US TREASURY N/B $32,100,000 par, due 05/15/2050 | U.S. Treasuries | — | $32.1M | $15.2M | 0.4% | |
| PORTFOLIO ADVISORS REAL ESTATE FUND VIII, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $14.9M | 0.3% | |
| POLARIS GROWTH FUND I, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $14.9M | 0.3% | |
| BLACKROCK COMMODITY STRATEGIES | Mutual Funds | — | $1.7M | $13.8M | 0.3% | |
| SPC PARTNERS VI LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $12.6M | 0.3% | |
| US TREASURY N/B $23,880,000 par, due 08/15/2050 | U.S. Treasuries | — | $23.9M | $11.7M | 0.3% | |
| CROW HOLDINGS REALTY PARTNERS IX, L.P. NON-PUBLICLY TRADED LPs | Common Stocks | — | — | $11.4M | 0.3% | |
| YORK SPECIAL OPPORTUNITIES FUND II-A LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $10.0M | 0.2% | |
| US TREASURY N/B $13,060,000 par, due 05/15/2046 | U.S. Treasuries | — | $13.1M | $8.9M | 0.2% | |
| A&M CAPITAL OPPORTUNITIES FUND LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $8.4M | 0.2% | |
| ADAMS STREET VENTURE / GROWTH FUND VI LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $8.4M | 0.2% | |
| FORMENTERA PARTNERS FUND II-A, LP NON-PUBLICLY TRADED LPs | Other securities | — | — | $8.3M | 0.2% | |
| STONE RIDGE DIVERSIFIED ALTERN | Other securities | — | $755K | $8.1M | 0.2% |
