Janet Lucas-Taylor signed MR. Cooper Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MR. Cooper Group Inc.'s EIN is 75-2921540.
Download the official 2024 Form 5500 (PDF) for MR. Cooper Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MR. Cooper Group Inc.'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 | $232K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | INVESTMENT ADVISOR | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund, 352,473 shares | Common Collective Trusts | — | $352K | $72.0M | 11.9% | |
| Fidelity Investments sharesFidelity Freedom Index 2045 Commingled Pool Class T, 2,145,172 | Common Collective Trusts | — | $2.1M | $67.3M | 11.2% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $67.3M | 11.2% | |
| Fidelity Investments sharesFidelity Freedom Index 2050 Commingled Pool Class T, 1,944,627 | Common Collective Trusts | — | $1.9M | $60.6M | 10.0% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $60.6M | 10.0% | |
| Fidelity Investments sharesFidelity Freedom Index 2040 Commingled Pool Class T, 1,859,309 | Common Collective Trusts | — | $1.9M | $57.3M | 9.5% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $57.3M | 9.5% | |
| Fidelity Investments sharesFidelity Freedom Index 2035 Commingled Pool Class T, 1,738,702 | Common Collective Trusts | — | $1.7M | $50.8M | 8.4% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $50.8M | 8.4% | |
| Fidelity Investments Fidelity Contrafund, 2,304,857 shares | Mutual Funds | — | $2.3M | $48.5M | 8.0% | |
| Fidelity Investments sharesFidelity Freedom Index 2055 Commingled Pool Class T, 1,060,968 | Common Collective Trusts | — | $1.1M | $33.9M | 5.6% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $33.9M | 5.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Commingled Pool Class T, 1,227,486 | Common Collective Trusts | — | $1.2M | $31.8M | 5.3% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $31.8M | 5.3% | |
| Fidelity Investments Fidelity Freedom Index 2025 Commingled Pool Class T, 750,179 shares | Common Collective Trusts | — | $750K | $18.7M | 3.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $18.7M | 3.1% | |
| Virtus KAR Small-Cap Core Fund Class I, 297,757 shares | Other securities | — | $298K | $17.0M | 2.8% | |
| Fidelity Investments Managed Income Portfolio Class 1, 15,264,609 shares | Mutual Funds | — | $15.3M | $15.3M | 2.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $15.3M | 2.5% | |
| JP Morgan JPMorgan Equity Income Fund Class R6, 627,001 shares | Other securities | — | $627K | $15.0M | 2.5% | |
| BNY Mellon BNY Mellon International Stock Fund, 559,927 shares | Other securities | — | $560K | $12.8M | 2.1% | |
| Fidelity Investments sharesFidelity Freedom Index 2060 Commingled Pool Class T, 495,763 shares | Common Collective Trusts | — | $496K | $11.2M | 1.9% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $11.2M | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund, 307,015 shares | Common Collective Trusts | — | $307K | $10.4M | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund, 304,046 shares | Common Collective Trusts | — | $304K | $8.4M | 1.4% | |
| Fidelity Investments Fidelity Strategic Income Fund, 674,901 shares | Mutual Funds | — | $675K | $7.8M | 1.3% | |
| Baird Core Plus Bond Fund Class Investor, 690,150 shares | Other securities | — | $690K | $7.3M | 1.2% | |
| Baron Real Estate Baron Real Estate Institutional Shares, 172,821 shares | Other securities | — | $173K | $6.9M | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Commingled Pool Class T, 274,070 shares | Common Collective Trusts | — | $274K | $6.2M | 1.0% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $6.2M | 1.0% | |
| Invesco Oppenheimer Invesco Oppenheimer Developing Markets Fund Class Y, 145,519 shares | Mutual Funds | — | $146K | $5.5M | 0.9% | |
| JP Morgan JPMorgan Mid Cap Value Fund Class R6, 150,413 shares | Other securities | — | $150K | $5.5M | 0.9% | |
| MFS Mid Growth Fund - Class R3, 194,847 shares | Mutual Funds | — | $195K | $5.5M | 0.9% | |
| Virtus KAR Small-Cap Value Fund Class I, 131,363 shares | Other securities | — | $131K | $3.3M | 0.6% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Institutional Class, 285,049 shares | Mutual Funds | — | $285K | $3.1M | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Commingled Pool Class T, 113,355 shares | Common Collective Trusts | — | $113K | $2.5M | 0.4% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2065 Commingled Pool Class T, 152,861 shares | Common Collective Trusts | — | $153K | $2.5M | 0.4% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| AllianceBernstein AB Small Cap Growth Portfolio Class K, 23,431 shares | Other securities | — | $23K | $1.5M | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Income Fund Investor Class, 64,264 shares | Mutual Funds | — | $64K | $1.1M | 0.2% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Invesco Oppenheimer Invesco Oppenheimer International Bond Fund Class Y, 135,334 shares | Mutual Funds | — | $135K | $585K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2010 Commingled Pool Class T, 23,528 shares | Common Collective Trusts | — | $24K | $490K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $490K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund, 11,348 shares | Mutual Funds | — | $11K | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
