Geraldine Mingura signed Salt River Valley Water Users Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salt River Valley Water Users Association's EIN is 86-0053220.
Download the official 2024 Form 5500 (PDF) for Salt River Valley Water Users Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salt River Valley Water Users Association's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL AND GENERAL | 20-8058531 | — | INVESTMENT MANAGER | $1.4M | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | INVESTMENT MANAGER | $1.1M | — |
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $428K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| VULCAN VALUE PARTNERS |
| 39-2081712 |
| — |
| INVESTMENT MANAGER |
| $388K |
| — |
| CAPITAL INTERNATIONAL, INC. | 95-4154361 | — | INVESTMENT MANAGER | $360K | — |
| ARTISAN PARTNERS | 30-0551775 | — | INVESTMENT MANAGER | $308K | — |
| UBS | 36-3718331 | — | INVESTMENT MANAGER | $51K | — |
| MORNINGSTAR, INC. | 36-3297908 | — | INVESTMENT MANAGER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $1.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARY | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P500-NON LENDING NORTHERN TRUST · EIN 45-6138589 / PN 003 | Common Collective Trust | — | $327.1M | $614.7M | 21.1% | |
| NT COLLECTIVE EAFE INDEX-NON LENDIN NORTHERN TRUST · EIN 45-6138589 / PN 024 | Common Collective Trust | — | $112.6M | $148.2M | 5.1% | |
| PRISA PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | $126.0M | $140.5M | 4.8% | |
| PRINCIPAL REAL ESTATE INVESTMENT PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $100.0M | $111.6M | 3.8% | |
| CF SOUTHPOINT QUALIFIED OFFSHORE FUND LTD CL NON-RESTRICTED SER INHedge Equity | Common Stocks | — | $67.1M | $81.8M | 2.8% | |
| CF MW EUREKA FUND CLASS B2 USD SHARES Hedge Equity | Other securities | — | $51.6M | $79.8M | 2.7% | |
| CAUSEWAY INTERNATIONAL VALUE GROUP CAUSEWAY CAPITAL MANAGEMENT LLC · EIN 04-6987758 / PN 001 | Common Collective Trust | — | $41.3M | $75.6M | 2.6% | |
| CF CAPITAL GUARDIAN INTERNATIONAL EQUITYCL DB 5280 Funds - Common Stock | Common Stocks | — | $30.4M | $75.0M | 2.6% | |
| CAP GUARDIAN INT'L EQUITY FUND CAPITAL GUARDIAN TRUST CO. · EIN 95-6597294 / PN 053 | Common Collective Trust | — | — | $75.0M | 2.6% | |
| DRIEHAUS INT'L SMALL CAP GROWTH DRIEHAUS CAPITAL MANAGEMENT LLC · EIN 20-3634295 / PN 001 | Common Collective Trust | — | $53.5M | $74.6M | 2.6% | |
| MFO DFA EMERGING MARKETS VALUE Funds - Common Stock | Mutual Funds | — | $65.7M | $74.2M | 2.6% | |
| CF SEG PARTNERS OFFSHORE LTD CLASS A1 SERIES 1 Hedge Equity | Common Stocks | — | $29.5M | $73.7M | 2.5% | |
| CF ARCHIPELAGO HOLDINGS LTD CLASS A SHARES Hedge Equity | Common Stocks | — | $37.7M | $72.9M | 2.5% | |
| MFO ADVISORS INNER CIRCLE FUND GQG PRTN INSTL Funds - Common Stock | Common Stocks | — | $54.9M | $68.2M | 2.3% | |
| MFO PRIMECAP ODYSSEY FDS AGGRESSIVE GROWTH FD Funds - Common Stock | Mutual Funds | — | $40.9M | $47.5M | 1.6% | |
| US TREASURY N/B 4.25% 08-15-2054 Government Bonds | U.S. Treasuries | — | $46.0M | $44.2M | 1.5% | |
| US TREASURY N/B 4.25% 08-15-2054 Government Bonds | U.S. Treasuries | — | $40.0M | $38.6M | 1.3% | |
| NT COLLECTIVE SHORT TERM FUND NORTHERN TRUST · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $24.2M | 0.8% | |
| NT COLLECTIVE GOVT SHORT TERM INVT FD Funds - Short Term Investment | Common Collective Trusts | — | $13.1M | $13.1M | 0.5% | |
| JPMORGAN CHASE & CO 3.882% 07-24-2038 Corporate Bonds | Bonds / Notes | — | $13.0M | $11.9M | 0.4% | |
| APPLE INC 4.65% DUE 02-23-2046 Corporate Bonds | Bonds / Notes | — | $12.1M | $10.4M | 0.4% | |
| ABBVIE INC FIXED 4.7% DUE 05-14-2045 Corporate Bonds | Bonds / Notes | — | $10.3M | $10.2M | 0.4% | |
| UNITED STATES TREAS BDS 4.625% 11-15-2044 Government Bonds | U.S. Treasuries | — | $10.2M | $9.9M | 0.3% | |
| COMCAST CORP NEW 2.987% 11-01-2063 Corporate Bonds | Bonds / Notes | — | $12.0M | $9.2M | 0.3% | |
| DUKE ENERGY 6.05% DUE 04-15-2038 Corporate Bonds | Bonds / Notes | — | $10.8M | $9.0M | 0.3% | |
| BROOKFIELD FIN INC 5.968% Corporate Bonds | Bonds / Notes | — | $8.5M | $8.4M | 0.3% | |
| BOEING CO FIXED 5.805% DUE 05-01-2050 Corporate Bonds | Bonds / Notes | — | $8.7M | $8.1M | 0.3% | |
| PFIZER INVESTMENT ENTER 5.11% Corporate Bonds | Bonds / Notes | — | $8.0M | $7.6M | 0.3% | |
| TRUIST FINL CORP 5.711% Corporate Bonds | Bonds / Notes | — | $7.2M | $7.2M | 0.2% | |
| HOME DEPOT INC 4.2% DUE 04-01-2043 Corporate Bonds | Bonds / Notes | — | $8.2M | $7.2M | 0.2% | |
| VISA INC 4.3% DUE 12-14-2045 Corporate Bonds | Bonds / Notes | — | $7.9M | $6.4M | 0.2% | |
| UNITEDHEALTH GROUP INC 3.05% DUE 05-15-2041 BEO Corporate Bonds | Bonds / Notes | — | $6.7M | $6.2M | 0.2% | |
| NT COLLECTIVE GOVT SHORT TERM INVT FD Funds - Short Term Investment | Common Collective Trusts | — | $6.1M | $6.1M | 0.2% | |
| DISNEY WALT CO 2.75% DUE 09-01-2049 Corporate Bonds | Bonds / Notes | — | $8.1M | $6.1M | 0.2% | |
| APPLE INC 3.45% DUE 02-09-2045 Corporate Bonds | Bonds / Notes | — | $7.2M | $6.0M | 0.2% | |
| NORTHN STS PWR CO 3.4 DUE 08-15-2042 Corporate Bonds | Common Stocks | — | $7.3M | $6.0M | 0.2% | |
| GOLDMAN SACHS GROUP INC 5.561% 11-19-2045 Corporate Bonds | Bonds / Notes | — | $5.9M | $5.7M | 0.2% | |
| SOUTHN CAL EDISON 4.5% DUE 09-01-2040 Corporate Bonds | Bonds / Notes | — | $6.6M | $5.5M | 0.2% | |
| TOTALENERGIES CAP 5.425% 09-10-2064 Corporate Bonds | Bonds / Notes | — | $6.0M | $5.4M | 0.2% | |
| ENTERPRISE PRODS OPER LLC GTD SR NT 4.85DUE 08-15-2042 Corporate Bonds | Other securities | — | $5.3M | $5.4M | 0.2% | |
| BANK OF AMERICA CORPORATION 2.676% DUE 06-19-2041/06-19-2020 REG Corporate Bonds | Bonds / Notes | — | $6.5M | $5.3M | 0.2% | |
| GOLDMAN SACHS GROUP INC 4.017% Corporate Bonds | Bonds / Notes | — | $6.0M | $5.3M | 0.2% | |
| FLORIDA PWR CORP 6.4% DUE 06-15-2038 Corporate Bonds | Bonds / Notes | — | $6.3M | $5.2M | 0.2% | |
| DISNEY WALT CO 3.5% DUE 05-13-2040 REG Corporate Bonds | Bonds / Notes | — | $5.4M | $5.1M | 0.2% | |
| FL PWR & LT CO 5.4% DUE 09-01-2035 Corporate Bonds | Bonds / Notes | — | $6.0M | $5.1M | 0.2% | |
| MERCK & CO INC 4.9% 05-17-2044 Corporate Bonds | Bonds / Notes | — | $5.4M | $5.0M | 0.2% | |
| UNITEDHEALTH GROUP 5.75% DUE 07-15-2064 Corporate Bonds | Bonds / Notes | — | $5.3M | $5.0M | 0.2% | |
| PFIZER INVESTMENT ENTER 5.34% Corporate Bonds | Bonds / Notes | — | $5.4M | $5.0M | 0.2% | |
| UNITED STATES TREAS SEC STRIPPED INT PMTSTRIP 02-15-2033 (UNDDATE) REGovernment Bonds | U.S. Treasuries | — | $4.6M | $4.9M | 0.2% | |
| AMAZON.COM INC 3.95% Corporate Bonds | Bonds / Notes | — | $5.8M | $4.8M | 0.2% |
