Christina Champion signed Fort Worth Transportation Authority Retirement Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fort Worth Transportation Authority Retirement Plan's EIN is 75-2793063.
Download the official 2023 Form 5500 (PDF) for Fort Worth Transportation Authority Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fort Worth Transportation Authority Retirement Plan'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund Mutual Fund | Other securities | — | — | $6.2M | 21.7% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | Other securities | — | — | $4.2M | 14.7% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | Other securities | — | — | $3.1M | 10.8% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | Other securities | — | — | $2.4M | 8.3% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | Other securities | — | — | $2.1M | 7.2% | |
| Fidelity Managed Income Portfolio Collective Trust Fund | Common Collective Trusts | — | — | $1.9M | 6.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 6.5% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | Other securities | — | — | $1.7M | 6.0% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | Other securities | — | — | $1.6M | 5.5% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | Other securities | — | — | $1.0M | 3.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $946K | 3.3% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | Other securities | — | — | $692K | 2.4% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | Other securities | — | — | $639K | 2.2% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund ** 748 T. Rowe Price Retirement 2010 Fund Mutual Fund | Other securities | — | — | $318K | 1.1% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $305K | 1.1% | |
| Fidelity Government Income Fund Mutual Fund | Mutual Funds | — | — | $212K | 0.7% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $133K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $98K | 0.3% | |
| Victory Sycamore Established Value Fund R6 Mutual Fund | Other securities | — | — | $81K | 0.3% | |
| T. Rowe Price QM US Small Cap Fund Mutual Fund | Other securities | — | — | $79K | 0.3% | |
| Large Gap Growth III R1 Collective Trust Fund | Common Collective Trusts | — | — | $76K | 0.3% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $76K | 0.3% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund ** 624 The Hartford Strategic Income Fund Class R6 Mutual Fund | Other securities | — | — | $74K | 0.3% | |
| Invesco Developing Markets Fund Y Mutual Fund | Mutual Funds | — | — | $57K | 0.2% | |
| Fidelity Worldwide Fund Mutual Fund | Mutual Funds | — | — | $43K | 0.1% | |
| Virtus Real Estate Fund Mutual Fund | Other securities | — | — | $30K | 0.1% | |
| JP Morgan Mid Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| MFS Value Fund Class Fund R3 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Goldman Sachs Small Cap Value Fund R6 Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
