MEG JOAS signed Equix Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equix Holdings, Inc.'s EIN is 85-3508497.
Download the official 2024 Form 5500 (PDF) for Equix Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equix Holdings, Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT | 39-1828175 | — | INVESTMENT ADVISORY | $8K | — |
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 Target Retirement 2050 Mutual fund | Mutual Funds | — | — | $3.4M | 10.4% | |
| Vanguard Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $2.9M | 8.7% | |
| Vanguard Target Retirement 2055 Mutual fund | Mutual Funds | — | — | $2.8M | 8.6% | |
| Vanguard Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $2.7M | 8.3% | |
| Fidelity Advisor Equity Growth Fund Mutual fund | Mutual Funds | — | — | $2.6M | 7.9% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $2.2M | 6.8% | |
| Vanguard Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $2.1M | 6.4% | |
| Vanguard Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $2.0M | 6.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.3% | |
| Vanguard Target Retirement 2060 Mutual fund | Mutual Funds | — | — | $1.2M | 3.7% | |
| MFS Mid Cap Growth Fund Mutual fund | Mutual Funds | — | — | $1.1M | 3.3% | |
| Vanguard Target Retirement 2025 Mutual fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| T Rowe Price Value Fund Inc Mutual fund | Mutual Funds | — | — | $928K | 2.8% | |
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $729K | 2.2% | |
| Vanguard Explorer Fund Mutual fund | Mutual Funds | — | — | $725K | 2.2% | |
| MFS International Diversification Fund Mutual fund | Mutual Funds | — | — | $623K | 1.9% | |
| Vanguard Target Retirement 2020 Mutual fund | Mutual Funds | — | — | $598K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $570K | 1.7% | |
| Vanguard Small-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $553K | 1.7% | |
| Fidelity Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $536K | 1.6% | |
| JPMorgan Mid Cap Value Fund Mutual fund | Other securities | — | — | $480K | 1.5% | |
| American Balanced Fund R6 Mutual fund | Other securities | — | — | $473K | 1.4% | |
| Vanguard Developed Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $385K | 1.2% | |
| Vanguard Target Retirement 2065 Mutual fund | Mutual Funds | — | — | $329K | 1.0% | |
| New World Fund Inc Mutual fund | Common Stocks | — | — | $299K | 0.9% | |
| (E) | Other securities | — | — | $90K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $90K | 0.3% | |
| (E) | Other securities | — | — | $47K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual fund | Mutual Funds | — | — | $47K | 0.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
