Daniel Clark signed Deseret Generation & Transmission Co-Operative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deseret Generation & Transmission Co-Operative's EIN is 87-0350540.
Download the official 2024 Form 5500 (PDF) for Deseret Generation & Transmission Co-Operative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deseret Generation & Transmission Co-Operative's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET 2045 TR CL A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.1M | 12.2% | |
| Vanguard 500 Index Fund Admiral Shares Registered investment company | Common Collective Trusts | — | — | $6.7M | 11.5% | |
| T. ROWE PRICE RET 2050 TR CL A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.4M | 9.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.1M | 8.7% | |
| JPMorgan Large Cap Growth Fund; Class R6Registered investment company | Common Stocks | — | — | $4.8M | 8.3% | |
| T. ROWE PRICE RET 2040 TR CL A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.5M | 6.0% | |
| T. Rowe Price Overseas Stock Fund; I ClassRegistered investment company | Common Stocks | — | — | $3.3M | 5.7% | |
| Fidelity Small Cap Growth K6 Fund Registered investment company | Mutual Funds | — | — | $2.8M | 4.8% | |
| T. ROWE PRICE RET 2030 TR CL A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.5% | |
| Vanguard Equity Income Fund Admiral SharesRegistered investment company | Mutual Funds | — | — | $2.6M | 4.5% | |
| T. ROWE PRICE RET 2035 TR CL A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.7% | |
| MFS Mid Cap Value Fund; Class R6 Registered investment company | Mutual Funds | — | — | $1.7M | 2.9% | |
| T. ROWE PRICE RET 2055 TR CL A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Vanguard Total Bond Market Index Fund Admiral SharesRegistered investment company | Common Collective Trusts | — | — | $1.5M | 2.6% | |
| T. ROWE PRICE RET 2065 TR CL A T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.5% | |
| T. ROWE PRICE RET 2025 TR CL A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.3% | |
| Participant loans Interest rates ranging from 4.25% to 10.0% | Bonds / Notes | — | — | $855K | 1.5% | |
| Self-directed brokerage fund Various self-directed investments | Self-Directed Brokerage | — | — | $817K | 1.4% | |
| Allspring Core Bond R4 Registered investment company | Common Stocks | — | — | $514K | 0.9% | |
| T. ROWE PRICE RET 2060 TR CL A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $409K | 0.7% | |
| Janus Henderson Enterprise Fund;Class N Registered investment company | Mutual Funds | — | — | $392K | 0.7% | |
| Vanguard Mid-Cap Index Fund Admiral SharesRegistered investment company | Common Collective Trusts | — | — | $320K | 0.5% | |
| American Beacon Small Cap Value Fund Registered investment company | Common Stocks | — | — | $276K | 0.5% | |
| T. ROWE PRICE RET 2005 TR CL A T. ROWE PRICE · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $237K | 0.4% | |
| American Funds Balanced Fund; R4 SharesRegistered investment company | Mutual Funds | — | — | $222K | 0.4% | |
| T. ROWE PRICE RET 2020 TR CL A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $141K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral ShrRegistered investment company | Common Collective Trusts | — | — | $134K | 0.2% | |
| PIMCO Income Fund; Institutional Class Registered investment company | Mutual Funds | — | — | $121K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral SharesRegistered investment company | Common Collective Trusts | — | — | $64K | 0.1% | |
| Vanguard Treasury Money Market Fund Registered investment company | Mutual Funds | — | — | $8K | <0.1% | |
| T. ROWE PRICE RET 2015 TR CL A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
