Rebecca Teague signed TXNM Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TXNM Energy, Inc.'s EIN is 85-0468296.
Download the official 2024 Form 5500 (PDF) for TXNM Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TXNM Energy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | N/A | $443K | — |
| VANGUARD GROUP INC | 23-1945930 | — | N/A | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RVK | 93-0919652 | — | N/A | $45K |
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 Index Fund Registered investment company | Common Collective Trusts | — | — | $141.2M | 17.1% | |
| Vanguard Wellington Fund Registered investment company | Mutual Funds | — | — | $107.1M | 13.0% | |
| JPMCB Large Cap Growth Fund; CF-2 Class Collective investment trust | Common Collective Trusts | — | — | $83.1M | 10.1% | |
| COMMINGLED PENSION TRUST FUND OF JP JPMORGAN CHASE BANK, N.A. · EIN 46-2655171 / PN 001 | Common Collective Trust | — | — | $83.1M | 10.1% | |
| Met West Total Ret Bond P Registered investment company | U.S. Treasuries | — | — | $50.4M | 6.1% | |
| ACADIAN COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 47-3984728 / PN 081 | Common Collective Trust | — | — | $49.7M | 6.0% | |
| VANGUARD TGT RETIRE 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $46.7M | 5.7% | |
| VANGUARD TGT RETIRE 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $44.8M | 5.4% | |
| VANGUARD TGT RETIRE 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $44.4M | 5.4% | |
| Vanguard Windsor II Fund Registered investment company | Mutual Funds | — | — | $42.7M | 5.2% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $42.7M | 5.2% | |
| Vanguard Prime Money Market Fund Registered investment company | Mutual Funds | — | — | $34.7M | 4.2% | |
| Vanguard Institutional Target Retirement Income Collective investment trust | Common Collective Trusts | — | — | $22.3M | 2.7% | |
| VANGUARD TGT RETIRE INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $22.3M | 2.7% | |
| VANGUARD TGT RETIRE 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.8M | 2.3% | |
| VANGUARD TGT RETIRE 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.0% | |
| VANGUARD TGT RETIRE 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.7% | |
| VANGUARD TGT RETIRE 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.7M | 1.5% | |
| ALLSPRING DISCOVERY SMID CAP GROWTH SEI TRUST COMPANY · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $11.9M | 1.4% | |
| VANGUARD TGT RETIRE 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.1M | 1.3% | |
| VANGUARD TGT RETIRE 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.8M | 0.9% | |
| Notes receivable from participants 5.75% - 11.0%, maturing | Bonds / Notes | — | — | $7.2M | 0.9% | |
| Victory Integrity Small/Mid-Cap Value Fund; Y Registered investment company | Common Stocks | — | — | $6.7M | 0.8% | |
| TXNM Energy, Inc. Common Stock Fund Company stock | Common Stocks | — | — | $6.2M | 0.7% | |
| VANGUARD TGT RETIRE 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| PIMCO Inflation Response Multi-Asset Fund; Inst. Class Registered investment company | Mutual Funds | — | — | $377K | <0.1% | |
| VANGUARD TGT RETIRE 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $354K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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