ERIN Sisson signed Barrow, Hanley, Mewhinney and Strauss, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barrow, Hanley, Mewhinney and Strauss, LLC's EIN is 75-2403190.
Download the official 2024 Form 5500 (PDF) for Barrow, Hanley, Mewhinney and Strauss, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barrow, Hanley, Mewhinney and Strauss, LLC'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $24K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Selected Value Fund | Mutual Funds | — | — | $14.0M | 15.5% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $11.5M | 12.7% | |
| Vanguard STAR Fund | Mutual Funds | — | — | $9.5M | 10.5% | |
| Vanguard Total Stock Market Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $9.3M | 10.3% | |
| $ * Barrow Hanley US Value Opportunities Fund; Class I | Other securities | — | — | $6.8M | 7.5% | |
| Vanguard U.S. Growth Fund Admiral Shares | Mutual Funds | — | — | $6.1M | 6.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.9M | 5.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $4.7M | 5.2% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $2.9M | 3.2% | |
| Shr * Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $2.6M | 2.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.9M | 2.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.9M | 2.1% | |
| Barrow Hanley Total Return Bond Fund; Class I | Other securities | — | — | $1.9M | 2.1% | |
| Barrow Hanley International Value Fund; Class I | Other securities | — | — | $1.7M | 1.9% | |
| BARROW HANLEY SM CAP VAL CIT;FNDRS SEI TRUST COMPANY · EIN 87-1717990 / PN 151 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| Vanguard Cash Reserves Federal MM Fund Admiral | Mutual Funds | — | — | $1.2M | 1.3% | |
| Barrow Hanley Emerging Markets Fund; Class I | Other securities | — | — | $1.2M | 1.3% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $841K | 0.9% | |
| Barrow Hanley Concentrated Emerging Markets ESG | Other securities | — | — | $786K | 0.9% | |
| Opportunities Fund; Class I * Barrow Hanley Credit Opportunities Fund; Class I | Other securities | — | — | $593K | 0.7% | |
| Barrow Hanley Floating Rate Fund; Class I | Bonds / Notes | — | — | $569K | 0.6% | |
| BARROW HANLEY LG CAP VAL CIT;FNDRS SEI TRUST COMPANY · EIN 87-1717990 / PN 151 | Common Collective Trust | — | — | $450K | 0.5% | |
| Vanguard Intermediate-Term Investment-Grade Fund: Adm | Mutual Funds | — | — | $437K | 0.5% | |
| BARROW HANLEY NON-US VAL CIT;FNDRS SEI TRUST COMPANY · EIN 87-1717990 / PN 151 | Common Collective Trust | — | — | $399K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $387K | 0.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $375K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $367K | 0.4% | |
| Participants Loans (interest rates ranging from 3.25% to | Bonds / Notes | — | — | $350K | 0.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $341K | 0.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $277K | 0.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $213K | 0.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $182K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $127K | 0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $116K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
