David Alagno signed Avalonbay Communities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avalonbay Communities, Inc.'s EIN is 77-0404318.
Download the official 2024 Form 5500 (PDF) for Avalonbay Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avalonbay Communities, 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 | $243K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | INVESTMENT ADVISOR | $27K | — |
| MORGAN STANLEY | 11-3658445 |
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 Fund Management* 500 Index Fund (Mutual Fund) | Common Collective Trusts | — | — | $59.2M | 15.4% | |
| JP Morgan Large Cap Growth Fund Class R6 (Mutual Fund) | Other securities | — | — | $52.4M | 13.6% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $32.2M | 8.4% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $28.7M | 7.5% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $25.3M | 6.6% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $24.5M | 6.4% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $24.3M | 6.3% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $23.4M | 6.1% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $13.5M | 3.5% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $13.4M | 3.5% | |
| T. Rowe Price Mid-Cap Growth Fund I Class (Mutual Fund) | Other securities | — | — | $13.2M | 3.4% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $8.6M | 2.2% | |
| Galliard Stable Return Fund Class C (Collective Investment Trust) | Common Collective Trusts | — | — | $8.5M | 2.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $8.5M | 2.2% | |
| MFS Investment Management Value Fund Class R3 (Mutual Fund) | Mutual Funds | — | — | $5.7M | 1.5% | |
| Participant Loans* varying maturities | Participant loans | — | — | $5.7M | 1.5% | |
| American Funds EuroPacific Growth Fund Class R-6 (Mutual Fund) | Mutual Funds | — | — | $5.5M | 1.4% | |
| PIMCO Total Return Fund Institutional Class (Mutual Fund) | Mutual Funds | — | — | $5.2M | 1.4% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 (Mutual Fund) | Other securities | — | — | $5.1M | 1.3% | |
| Janus Henderson Triton Fund Class N (Mutual Fund) | Mutual Funds | — | — | $5.0M | 1.3% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $5.0M | 1.3% | |
| Fidelity Fund Management* Mid Cap Index Fund (Mutual Fund) | Common Collective Trusts | — | — | $3.7M | 0.9% | |
| Fidelity Fund Management* Small Cap Index Fund (Mutual Fund) | Common Collective Trusts | — | — | $3.6M | 0.9% | |
| Fidelity Fund Management* U.S. Bond Index Fund (Mutual Fund) | Common Collective Trusts | — | — | $3.2M | 0.8% | |
| Fidelity Fund Management* International Index Fund (Mutual Fund) | Common Collective Trusts | — | — | $3.1M | 0.8% | |
| TRP RET BLEND 2010 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| TRP RET BLEND 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| American Funds New World Fund® Class R-6 (Mutual Fund) | Mutual Funds | — | — | $1.5M | 0.4% | |
| TRP RET BLEND 2015 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $772K | 0.2% | |
| PIMCO All Asset Fund Institutional Class (Mutual Fund) | Mutual Funds | — | — | $476K | 0.1% | |
| Fidelity Fund Management* Fidelity Government Money Market Fund (Mutual Fund) | Mutual Funds | — | — | $215K | <0.1% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund Class R6 (Mutual Fund) | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $21K |
| — |
