Intermountain Retail Store Employees Pension Plan Board of Trustees' EIN is 91-6187192.
Download the official 2023 Form 5500 (PDF) for Intermountain Retail Store Employees Pension Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $26K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| GROSVENOR INSTITUTIONAL PARTNERS LP | Other securities | — | $24.5M | $26.8M | 13.0% | |
| DOUBLELINE CORE FIXED INCOME FUND | Other securities | — | $22.3M | $19.5M | 9.4% | |
| PIMCO TOTAL RETURN FUND | Mutual Funds | — | $21.9M | $19.0M | 9.2% | |
| T. ROWE PRICE INST. LARGE CAP CORE GROWTH FUND | Other securities | — | $12.5M | $18.9M | 9.2% | |
| DODGE & COX STOCK FUND | Mutual Funds | — | $9.7M | $18.6M | 9.0% | |
| VANGUARD INST. INDEX FUND | Common Collective Trusts | — | $7.3M | $18.4M | 8.9% | |
| VANGUARD TOTAL INTL. STOCK INDEX FUND | Common Collective Trusts | — | $8.4M | $11.2M | 5.4% | |
| ARTISAN INTERNATIONAL GROWTH TRUST | Other securities | — | $6.3M | $11.1M | 5.4% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $11.1M | 5.4% | |
| VANGUARD INTERNATIONAL INDEX FUND | Common Collective Trusts | — | $9.2M | $10.3M | 5.0% | |
| VANGUARD EXPLORER VALUE FUND | Mutual Funds | — | $6.6M | $9.8M | 4.7% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 291 | Common Collective Trust | — | $6.4M | $9.3M | 4.5% | |
| VANGUARD EXPLORER FUND ADMIRAL SHARES | Mutual Funds | — | $5.3M | $8.1M | 3.9% | |
| NUVEEN REAL ASSET INCOME FUND | Mutual Funds | — | $7.9M | $8.1M | 3.9% | |
| BARINGS CORE PROPERTY FUND LP | Other securities | — | $9.1M | $7.7M | 3.7% | |
| PRISA II LP | Other securities | — | $5.2M | $4.7M | 2.3% | |
| WELLS FARGO BANK - DDA SWEEP ACCOUNT, 5.07% YIELD | Bonds / Notes | — | $1.9M | $1.9M | 0.9% | |
| CONTRARIAN DISTRESSED REAL ESTATE DEBT FUND III-PIP LP | Other securities | — | $1.5M | $912K | 0.4% | |
| ALLSPRING GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | $297K | $297K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $362K | — |
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | — | NONE | $221K | — |
| REINHART BOERNER VAN DEUREN SC | 39-1126909 | — | NONE | $114K | — |
| ANASTASI MOORE & MARTIN | 20-8149084 | — | NONE | $64K | — |
| RVK, INC. | 93-0910651 | — | NONE | $45K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $38K | — |
| PGIM REAL ESTATE - PRISA II LP | 82-2390389 | — | NONE | $36K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $32K | — |
| WELLS FARGO | 94-3081343 | — | NONE | $19K | — |
| LAWTON PRINTING | 91-0633228 | — | NONE | $18K | — |
| BARLOW & COUGHRAN, P.S. | 91-0889948 | — | NONE | $7K | — |
| FRSECURE | 26-3547185 | — | NONE | $6K | — |
