United States Sugar Savannah Refinery, LLC's EIN is 86-3775804.
Download the official 2024 Form 5500 (PDF) for United States Sugar Savannah Refinery, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United States Sugar Savannah Refinery, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| ASCENSUS | 82-3719843 | — | OTHER SERVICES | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Large Cap S&P 500 Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $7.9M | 14.0% | |
| PRIN LGCP S&P 500 NDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.9M | 14.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.1M | 10.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.9M | 10.4% | |
| Fidelity Growth Company Fund " | Mutual Funds | — | — | $4.3M | 7.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.9M | 7.0% | |
| American Funds American Mutual Fund " | Mutual Funds | — | — | $3.7M | 6.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.1M | 5.5% | |
| Participant Loans (4.25% - 10.50%) - | Bonds / Notes | — | — | $2.5M | 4.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 4.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| American Funds American Balanced Fund " | Mutual Funds | — | — | $1.7M | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 2.9% | |
| Metropolitan West Total Return Bond Fund " | Other securities | — | — | $1.4M | 2.4% | |
| JPMorgan Small Cap Growth R6 Fund " | Other securities | — | — | $1.2M | 2.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| Edgewood Growth Institutional Fund " | Other securities | — | — | $1.1M | 1.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $763K | 1.3% | |
| Morgan Stanley Institutional Int'l Advantage Fund " | Other securities | — | — | $669K | 1.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $668K | 1.2% | |
| Hartford MidCap Y Funds " | Other securities | — | — | $665K | 1.2% | |
| Undiscovered Managers Behavioral Value Fund " | Other securities | — | — | $638K | 1.1% | |
| JPMorgan Mid Cap Value Fund " | Other securities | — | — | $476K | 0.8% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $398K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $374K | 0.7% | |
| MFS International Diversification R6 Fund " | Mutual Funds | — | — | $364K | 0.6% | |
| PIMCO High Yield Institutional Fund " | Mutual Funds | — | — | $355K | 0.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $222K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $193K | 0.3% | |
| First Eagle Global Fund " | Other securities | — | — | $174K | 0.3% | |
| BNY Mellon Natural Resources Fund " | Other securities | — | — | $162K | 0.3% | |
| Mark Equity R6 Fund " | Other securities | — | — | $137K | 0.2% | |
| Principal Mid Cap S&P 400 Index Fund " | Common Collective Trusts | — | — | $134K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $134K | 0.2% | |
| BNY Mellon Global Fixed Income Fund Mutual fund | Other securities | — | — | $110K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $89K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $77K | 0.1% | |
| Principal Pension Builder Insurance contract | Other securities | — | — | $13K | <0.1% |
