DAVE Osborne signed Iron Workers Regional Shop Local Union 855 Pension Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Workers Regional Shop Local Union 855 Pension Trust's EIN is 94-0012049.
Download the official 2024 Form 5500 (PDF) for Iron Workers Regional Shop Local Union 855 Pension Trust 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 |
|---|---|---|---|---|---|
| IRON MOUNTAIN | 23-2588479 | ROYERSFORD, PA | NONE | $12K | — |
| Name |
|---|
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.
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| BLACKROCK INC. | 32-0174431 | NEW YORK, NY | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFM GLOBAL INFRASTRUCTURE | 98-1032513 | NEW YORK, NY | NONE | $99K | — |
| IRONWORKERS EMPLOYEES BENEFIT CORP | 95-3084599 | PASADENA, CA | NONE | $89K | — |
| RAEL & LETSON | 94-1701048 | PASADENA, CA | NONE | $83K | — |
| ALAN D BILLER & ASSOCIATES | 94-2854958 | MENLO PARK, CA | NONE | $76K | — |
| SALTZMAN & JOHNSON | 94-2376174 | SAN MATEO, CA | NONE | $43K | — |
| U.S. BANK | 31-0841368 | ST PAUL, MN | NONE | $39K | — |
| U.S. BANK | 31-0841368 | ST PAUL, MN | NONE | $34K | — |
| RREEF AMERICAN II REIT | 20-2922346 | CHICAGO, IL | NONE | $31K | — |
| WHITE OAK SUMMIT FUND LP | 38-3932668 | SAN FRANCISCO, CA | NONE | $24K | — |
| JP MORGAN CHASE NA | 13-4994650 | NEW YORK, NY | NONE | $17K | — |
| MCMENOMY & ASSOCIATES CPAS LLP | 46-1559312 | UPLAND, CA | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK RUSSELL 1000 VALUE NL FUN BLACKROCK INSTITUTIONAL TRUST COMPANY NA · EIN 27-0347973 / PN 001 | Common Collective Trust | — | $7.0M | $22.5M | 29.2% | |
| Registerd Investment Companies- American Euro Pacific Growth Fund FDCL R6 113,294.262 shares | Other securities | — | $6.2M | $6.9M | 8.9% | |
| Vanguard Total International Stock Index Fund 45,604.321 shares | Common Collective Trusts | — | $5.0M | $6.8M | 8.8% | |
| Pimco Income Fund Ins 595,062.817 shares | Mutual Funds | — | $6.7M | $6.4M | 8.3% | |
| Partnerships/Joint Ventures- IFM Global Infrastructure Fund LP 4,966,964.370 shares | Other securities | — | $5.0M | $5.0M | 6.5% | |
| Pimco Total Return Funds Inst 567,879.247 shares | Mutual Funds | — | $5.5M | $4.9M | 6.4% | |
| RREEF American II Reit 36,179.109 shares | Common Stocks | — | $3.8M | $4.6M | 5.9% | |
| JP MORGAN HIGH YIELD FUND JP MORGAN CHASE BANK NA · EIN 20-4786224 / PN 001 | Common Collective Trust | — | $2.8M | $4.5M | 5.9% | |
| AFL-CIO Housing Investment Trust 4,416.649 shares | Other securities | — | $4.9M | $4.3M | 5.6% | |
| WELLINGTON WTC CIF II WELLINGTON TRUST COMNPANY NA · EIN 04-2755549 / PN 052 | Common Collective Trust | — | $2.0M | $4.3M | 5.6% | |
| Investments- Grosvenor Opportunity Mult Credit Fund C 3,249,784.00 shares | OTHER | — | $2.5M | $3.3M | 4.2% | |
| White Oak Summit Fund LP 2,249,062.160 shares | Other securities | — | $2.2M | $2.3M | 2.9% | |
| Money Market Fund- First American Government Money Market Fund Obligation Fund Cl Z - at variable rates | Cash / Money Market | — | $55K | $55K | <0.1% |
