Oregon & Southwest Washington Painters Pension Plan, Trustees' EIN is 93-6022791.
Download the official 2024 Form 5500 (PDF) for Oregon & Southwest Washington Painters Pension Plan, Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWTON INVESTMENT MANAGEMENT NORTH | 81-2114065 | — | INVESTMENT MANAGER | $180K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | INVESTMENT CONSULTANT | $90K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Fd Ins | Mutual Funds | — | $20.5M | $33.6M | 17.4% | |
| Metropolitan West Total Ret P | Other securities | — | $30.9M | $25.8M | 13.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $6.3M | $16.2M | 8.4% | |
| Vanguard Russell 2000 Ins | Common Collective Trusts | — | $10.2M | $16.1M | 8.3% | |
| Pimco All Asset Fund Institu | Mutual Funds | — | $16.3M | $14.5M | 7.5% | |
| Sentinel Real Estate Fund, LP | Other securities | — | $10.7M | $14.0M | 7.3% | |
| WCM Focused Intl Growth Fd, LP | Other securities | — | $10.5M | $10.5M | 5.4% | |
| Vanguard Total Bond Market Index I | Mutual Funds | — | $9.9M | $9.2M | 4.8% | |
| Pimco Rae International Fund Inst | Mutual Funds | — | $11.1M | $8.6M | 4.4% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $2.6M | $5.2M | 2.7% | |
| Nvidia Corp | Common Stocks | — | $455K | $4.7M | 2.5% | |
| Amazon Com Inc | Common Stocks | — | $1.2M | $3.4M | 1.7% | |
| Microsoft Corp Com | Common Stocks | — | $675K | $2.8M | 1.5% | |
| Pimco Investment Grade Cred Bd Fd In | Mutual Funds | — | $3.1M | $2.7M | 1.4% | |
| Alphabet Inc Cl C | Common Stocks | — | $450K | $2.0M | 1.0% | |
| Alphabet Inc Cl A | Common Stocks | — | $411K | $1.0M | 0.5% | |
| Shopify Inc A | Common Stocks | — | $232K | $846K | 0.4% | |
| Broadcom Inc | Common Stocks | — | $704K | $724K | 0.4% | |
| First American Gov t Fund Class Z | Other securities | — | $702K | $702K | 0.4% | |
| Trane Technologies PLC | Common Stocks | — | $208K | $681K | 0.4% | |
| Costar Group Inc | Common Stocks | — | $682K | $660K | 0.3% | |
| Reddit Inc | Common Stocks | — | $179K | $621K | 0.3% | |
| Ametek Inc | Common Stocks | — | $358K | $610K | 0.3% | |
| Block Inc Cl A | Common Stocks | — | $623K | $606K | 0.3% | |
| Ingersoll Rand Inc | Common Stocks | — | $195K | $547K | 0.3% | |
| Eqt Corp | Common Stocks | — | $208K | $537K | 0.3% | |
| Intuitive Surgical Inc | Common Stocks | — | $203K | $527K | 0.3% | |
| Dexcom Inc | Common Stocks | — | $638K | $520K | 0.3% | |
| Hubspot Inc | Common Stocks | — | $187K | $519K | 0.3% | |
| Hubbell Inc Com | Common Stocks | — | $461K | $496K | 0.3% | |
| Sarepta Therapeutics Inc | Common Stocks | — | $547K | $494K | 0.3% | |
| Illumina Inc | Common Stocks | — | $534K | $455K | 0.2% | |
| Align Technology Inc | Common Stocks | — | $585K | $428K | 0.2% | |
| Howmet Aerospace Inc Com | Common Stocks | — | $115K | $413K | 0.2% | |
| Uber Technologies Inc | Common Stocks | — | $347K | $404K | 0.2% | |
| Zoetis Inc Cl A | Common Stocks | — | $409K | $382K | 0.2% | |
| Vertiv Holdings Co | Common Stocks | — | $218K | $366K | 0.2% | |
| Boston Scientific Corp | Common Stocks | — | $209K | $354K | 0.2% | |
| Walt Disney Co The | Common Stocks | — | $356K | $352K | 0.2% | |
| Netflix Com Inc | Common Stocks | — | $87K | $349K | 0.2% | |
| Servicenow Inc | Common Stocks | — | $358K | $349K | 0.2% | |
| Pinterest Inc Cl A | Common Stocks | — | $445K | $344K | 0.2% | |
| Micron Technology Inc | Common Stocks | — | $385K | $341K | 0.2% | |
| Lululemon Athletica Inc | Common Stocks | — | $304K | $333K | 0.2% | |
| Planet Fitness Inc Cl A | Common Stocks | — | $230K | $326K | 0.2% | |
| Bio Techne Corp | Common Stocks | — | $368K | $313K | 0.2% | |
| Chewy Inc Class A | Common Stocks | — | $298K | $310K | 0.2% | |
| Danaher Corp | Common Stocks | — | $266K | $271K | 0.1% | |
| CrowdStrike Holdings Inc A | Common Stocks | — | $219K | $254K | 0.1% | |
| Repligen Corp | Common Stocks | — | $287K | $248K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| THE WILLIAM C. EARHART CO. INC. | 93-1309129 | — | THIRD PARTY ADMINISTRATOR | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLATFORM CPA'S, LLP | 88-4342576 | — | AUDITOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | ACTUARY | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE URBAN LAW FIRM | 75-2986189 | — | ATTORNEY | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J H HERRLE & ASSOCIATES, INC. | — | PORTLAND, OR | NONE | $51K | — |
| U.S. BANK | 41-6271370 | — | BANK | $46K | — |
| IFEBP | 39-1034021 | — | NONE | $21K | — |
