Anthony M. Ward ESQ. signed MVC MSO LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MVC MSO LLC's EIN is 82-1651632.
Download the official 2025 Form 5500 (PDF) for MVC MSO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)MVC MSO LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Vanguard Target Retirement 2055 Fund Investor Shares 3,113 units a | Mutual Funds | — | — | $131K | 11.7% | |
| Vanguard Target Retirement 2020 Fund Investor Shares 3,818 units a | Mutual Funds | — | — | $97K | 8.7% | |
| Vanguard Target Retirement 2045 Fund Investor Shares 4,160 units a | Mutual Funds | — | — | $95K | 8.5% | |
| Vanguard Target Retirement 2050 Fund Investor Shares 2,412 units a | Mutual Funds | — | — | $91K | 8.2% | |
| Vanguard Target Retirement 2035 Fund Investor Shares 4,347 units a | Mutual Funds | — | — | $84K | 7.5% | |
| Vanguard Target Retirement 2040 Fund InvestorShares 2,339 units a | Mutual Funds | — | — | $80K | 7.1% | |
| JPMorgan U.S. Equity Fund Class R6 3,418 units a | Other securities | — | — | $59K | 5.3% | |
| Fidelity Small Cap Index 2,610 units a | Mutual Funds | — | — | $57K | 5.1% | |
| Vanguard Target Retirement 2060 Fund Investor Shares 1,393 units a | Mutual Funds | — | — | $54K | 4.8% | |
| American Beacon Small Cap Value Fund Class R5 2,238 units a | Other securities | — | — | $50K | 4.5% | |
| iShares S&P 500 Index Fund Class K 104 units a | Common Collective Trusts | — | — | $47K | 4.2% | |
| Vanguard Growth Index Fund Admiral Shares 372 units a | Common Collective Trusts | — | — | $41K | 3.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares 346 units a | Common Collective Trusts | — | — | $30K | 2.7% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 391 units a | Other securities | — | — | $28K | 2.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 105 units a | Common Collective Trusts | — | — | $27K | 2.4% | |
| Vanguard Target Retirement 2025 Fund Investor Shares 1,512 units a | Mutual Funds | — | — | $25K | 2.3% | |
| Federated Hermes MDT Small Cap Growth Fund 1,037 units a | Other securities | — | — | $21K | 1.9% | |
| American Funds American Balanced Fund Class R-6 629 units a | Mutual Funds | — | — | $18K | 1.6% | |
| PIMCO Investment Grade Credit Bond Fund Institutional Class 1,693 units a | U.S. Treasuries | — | — | $15K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Investor Shares 392 units a | Mutual Funds | — | — | $12K | 1.1% | |
| Ivy Emerging Markets Equity Fund Class I 668 units a | Other securities | — | — | $11K | 1.0% | |
| Money Market Funds * Vanguard Federal Money Market Fund Investor Shares 9,230 units a | Mutual Funds | — | — | $9K | 0.8% | |
| DFA Emerging Markets Small Cap Portfolio Institutional Class 410 units a | Mutual Funds | — | — | $8K | 0.7% | |
| Vanguard Wellesley Income Admiral 138 units a | Mutual Funds | — | — | $8K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Investor Shares 247 units a | Mutual Funds | — | — | $6K | 0.6% | |
| DFA Global Equity Portfolio Institutional Class 151 units a | Mutual Funds | — | — | $4K | 0.4% | |
| Columbia Small Cap Index Fund Institutional 2 Class 169 units a | Common Collective Trusts | — | — | $4K | 0.3% | |
| Vanguard Equity-Income Fund Admiral Shares 29 units a | Mutual Funds | — | — | $2K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund 163 units a | Other securities | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
