Miller Kaplan Arase LLP signed Board of Trustees, IBEW 332 Pension Plan - PART a's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, IBEW 332 Pension Plan - PART a's EIN is 94-2688032.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, IBEW 332 Pension Plan - PART a 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 |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS, LLC | 26-2237421 | — | NONE | $368K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | NONE | $89K |
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.
| — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $28K | — |
| CONESTOGA CAPITAL ADVISORS LLC | 23-3072906 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RREEF AMERICA L.L.C. | 58-2364506 | — | NONE | $193K | — |
| PANAGORA | 04-3063840 | — | NONE | $191K | — |
| MILLIMAN | 91-0675641 | — | NONE | $163K | — |
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | — | NONE | $156K | — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $148K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | — | SAVANNAH, GA | NONE | $147K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $102K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $79K | — |
| SMART SOURCE CRITICAL COMMUNICATION | — | SUWANEE, GA | NONE | $77K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $67K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $55K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $45K | — |
| NATIONAL INVESTMENT SERVICES OF AME | 84-3937993 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Investment Funds 185,333 Fort Washington High Yield Investors II, LLC | Common Collective Trusts | — | $61.1M | $61.0M | 7.5% | |
| E.I.N. 94-2688032; PLAN NO. 004 DECEMBER 31, 2024 No. of Fair Shares Real Estate Investment Funds Value Cost 41,259 AFL-CIO Housing Investment Trust | Other securities | — | $39.6M | $46.3M | 5.7% | |
| GoldenTree Multi-Sector Fund Offshore ERISA, Ltd. | Common Stocks | — | $42.8M | $42.4M | 5.2% | |
| s 3,769,841 Barrow Hanley Non-US Value CIT | Common Collective Trusts | — | $37.5M | $38.0M | 4.6% | |
| William Blair International Leaders Collective Investment Fund | Common Collective Trusts | — | $36.8M | $38.0M | 4.6% | |
| BARROW HANLEY COLLECTIVE INVESTMENT SEI TRUST COMPANY · EIN 87-1717990 / PN 151 | Common Collective Trust | — | — | $37.5M | 4.6% | |
| NIS INTERMEDIATE FIXED INCOME QP FU NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4087168 / PN 001 | Common Collective Trust | — | $37.4M | $37.4M | 4.6% | |
| WILLIAM BLAIR INTERNATIONAL LEADERS GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $36.8M | 4.5% | |
| PIMCO StockPlus LP A | Mutual Funds | — | $125.8M | $33.4M | 4.1% | |
| GCM Grosvenor Opportunistic Credit Fund Ltd | Common Stocks | — | $36.5M | $25.0M | 3.1% | |
| RREEF America REIT II | Common Stocks | — | $27.7M | $24.0M | 2.9% | |
| GCM Grosvenor Multi-Asset Class Fund II, LP | Other securities | — | $40.6M | $23.5M | 2.9% | |
| MCG Altscape Fund LP | Other securities | — | $12.6M | $20.8M | 2.5% | |
| INDURE Build to Core Fund LLC | Other securities | — | $33.8M | $20.0M | 2.4% | |
| ARA Core Realty Fund LP | Other securities | — | $18.8M | $19.5M | 2.4% | |
| Limited Partnerships American Strategic Value Realty Fund, LP | Other securities | — | $14.9M | $12.5M | 1.5% | |
| White Oak Yield Spectrum Peer Fund, LP | Other securities | — | $12.3M | $11.8M | 1.4% | |
| McMorgan Northern California Value Add/Development Fund II LP | Other securities | — | $2.8M | $10.0M | 1.2% | |
| NB Private Debt Fund III LP | Other securities | — | $10.8M | $8.8M | 1.1% | |
| GCM Grosvenor Secondary Opportunities Feeder Fund II LP | Other securities | — | $8.2M | $6.0M | 0.7% | |
| Mesirow Financial Real Estate Value Fund V, L.P. | Other securities | — | $5.2M | $5.4M | 0.7% | |
| United States Treasury Note 03/31/29 2.375% | U.S. Treasuries | — | $4.8M | $4.8M | 0.6% | |
| Government Debt $ United States Treasury Note 05/15/31 1.625% | U.S. Treasuries | — | $3.3M | $3.3M | 0.4% | |
| United States Treasury Note 03/31/30 3.625% | U.S. Treasuries | — | $3.2M | $3.2M | 0.4% | |
| United States Treasury Note 06/30/28 1.250% | U.S. Treasuries | — | $2.3M | $2.3M | 0.3% | |
| United States Treasury Note 08/15/32 2.750% | U.S. Treasuries | — | $2.2M | $2.2M | 0.3% | |
| United States Treasury Note 05/31/27 0.500% | U.S. Treasuries | — | $2.0M | $2.0M | 0.2% | |
| United States Treasury Note 05/15/26 3.625% | U.S. Treasuries | — | $1.9M | $1.9M | 0.2% | |
| United States Treasury Note 10/31/26 1.125% | U.S. Treasuries | — | $1.9M | $1.9M | 0.2% | |
| United States Treasury Note 11/15/33 4.500% | U.S. Treasuries | — | $1.2M | $1.2M | 0.2% | |
| United States Treasury Note 02/15/26 1.625% | U.S. Treasuries | — | $797K | $794K | <0.1% | |
| Verizon Ma Tr 08/20/30 4.170% | Bonds / Notes | — | $371K | $371K | <0.1% | |
| JPMorgan Chase Co 04/22/26 2.083% | Bonds / Notes | — | $367K | $366K | <0.1% | |
| Deutsche Bk Ag 11/24/26 2.129% | Bonds / Notes | — | $361K | $359K | <0.1% | |
| Pnc Finl Svcs Group 06/12/29 5.582% | Bonds / Notes | — | $356K | $357K | <0.1% | |
| Boeing Co 02/04/26 2.196% | Bonds / Notes | — | $359K | $357K | <0.1% | |
| Warnermedia Hldgs 03/15/26 6.412% | Bonds / Notes | — | $350K | $351K | <0.1% | |
| Duke Energy Corp 09/01/26 2.650% | Bonds / Notes | — | $339K | $338K | <0.1% | |
| Morgan Stanley 07/22/28 3.591% | Bonds / Notes | — | $313K | $314K | <0.1% | |
| Goldman Sachs Group 02/12/26 0.855% | Bonds / Notes | — | $303K | $302K | <0.1% | |
| Wells Fargo Co Mtn 04/30/26 2.188% | Bonds / Notes | — | $302K | $301K | <0.1% | |
| US Bancorp 02/01/34 4.839% | Bonds / Notes | — | $273K | $275K | <0.1% | |
| Regions Financial 08/12/28 1.800% | Bonds / Notes | — | $254K | $254K | <0.1% | |
| A T Intl Fin Plc 02/02/29 5.931% | Bonds / Notes | — | $252K | $253K | <0.1% | |
| Diamondback Energy 04/18/34 5.400% | Bonds / Notes | — | $202K | $204K | <0.1% | |
| Magna Intl Inc Sr Nt 06/15/30 2.450% | Bonds / Notes | — | $198K | $197K | <0.1% | |
| Ford Motor Credit 11/07/33 7.122% | Bonds / Notes | — | $193K | $196K | <0.1% | |
| Kyndryl Hldgs Inc 02/20/34 6.350% | Bonds / Notes | — | $192K | $193K | <0.1% | |
| Capital One Finl 06/08/29 6.312% | Bonds / Notes | — | $191K | $192K | <0.1% | |
| DC Coml Mtg Tr 09/12/40 6.314% | Structured Credit (CLO/ABS) | — | $190K | $190K | <0.1% |
