Columbia Cedar's EIN is 93-1236712.
Download the official 2024 Form 5500 (PDF) for Columbia Cedar from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbia Cedar'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.
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 | |||||
|---|---|---|---|---|---|---|
| PSA VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5.2M | 93.3% | |
| American Funds AMCAP Fund R5 | Mutual Funds | — | — | $833K | 15.1% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $792K | 14.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $582K | 10.5% | |
| Vanguard Target Retirement 2035 Fund Investor | Mutual Funds | — | — | $394K | 7.1% | |
| JP Morgan US Equity Fund R6 | Other securities | — | — | $311K | 5.6% | |
| ClearBridge Small Cap Growth Fund Class A | Other securities | — | — | $218K | 3.9% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $200K | 3.6% | |
| Vanguard Target Retirement 2045 Fund Investor | Mutual Funds | — | — | $197K | 3.6% | |
| Vanguard Target Retirement 2040 Fund Investor | Mutual Funds | — | — | $182K | 3.3% | |
| Vanguard Target10/2/2025Retirement 2050 Fund Investor | Mutual Funds | — | — | $166K | 3.0% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $147K | 2.7% | |
| Voya Financial Fixed Account | Other securities | — | — | $146K | 2.7% | |
| Vanguard Subject to ChangeTarget Retirement 2055 Fund Investor | Mutual Funds | — | — | $139K | 2.5% | |
| Vanguard Target Retirement 2060 Fund Investor | Mutual Funds | — | — | $138K | 2.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $126K | 2.3% | |
| Eaton Vance Atlanta Capital SMID‐Cap Fund R6 | Other securities | — | — | $115K | 2.1% | |
| Voya Financial Intermediate Bond Fund R6 | Other securities | — | — | $72K | 1.3% | |
| Massachusetts Financial Services International Value Fund R5 | Other securities | — | — | $63K | 1.1% | |
| PIMCO Commodity Real Return Strategy Fund Inst | Mutual Funds | — | — | $58K | 1.1% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $56K | 1.0% | |
| Dimensional Fund Advisors Emerging Markets Portfolio Institutional 304 Dimensional Fund Advisors Real Estate Securities Portfolio Institutional | Mutual Funds | — | — | $53K | 1.0% | |
| JP Morgan Equity Income Fund R6 | Other securities | — | — | $46K | 0.8% | |
| Vanguard Target Retirement 2030 Fund Investor | Mutual Funds | — | — | $45K | 0.8% | |
| Alliance Bernstein Global Bond Fund Z | Other securities | — | — | $45K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Investor | Mutual Funds | — | — | $44K | 0.8% | |
| Vanguard Mid‐Cap Index Fund Admiral | Common Collective Trusts | — | — | $27K | 0.5% | |
| Loomis Sales Bond Fund N | Other securities | — | — | $23K | 0.4% | |
| Columbia High Yield Bond Fund I3 | Other securities | — | — | $22K | 0.4% | |
| VanguardDiscussion DraftSmall‐Cap Index Fund Admiral | Common Collective Trusts | — | — | $20K | 0.4% | |
| Dimensional Fund Advisors U.S. Targeted Value Portfolio Institutional | Mutual Funds | — | — | $15K | 0.3% | |
| American Funds Mid Cap Value Fund R6 | Mutual Funds | — | — | $12K | 0.2% | |
| PIMCO Real Return Fund Institutional | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Investor | Mutual Funds | — | — | $5K | <0.1% | |
| Voya Financial Money Market Fund A | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
