Rodrigo Magalhaes DO VALE signed Carl Zeiss Vision, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carl Zeiss Vision, Inc.'s EIN is 94-3189941.
Download the official 2024 Form 5500 (PDF) for Carl Zeiss Vision, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carl Zeiss Vision, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 56-2326959 | — | NONE | $129K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DB SL LONG BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 006 | Common Collective Trust | — | $10.6M | $9.1M | 24.1% | |
| INSIGHT US INVEST GRADE CORP LD FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 220 | Common Collective Trust | — | $7.4M | $8.1M | 21.3% | |
| LONG DURATION FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 329 | Common Collective Trust | — | $7.5M | $8.0M | 21.1% | |
| BNYM DB SL Stock Index Fund Common/collective trust | Common Collective Trusts | — | $2.1M | $4.4M | 11.6% | |
| DB SL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010 | Common Collective Trust | — | — | $4.4M | 11.6% | |
| BNYM DB SL Intermediate Credit Bond Index Fund Common/collective trust | U.S. Treasuries | — | $3.7M | $3.7M | 9.8% | |
| DB SL INT CREDIT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 060 | Common Collective Trust | — | — | $3.7M | 9.8% | |
| BNYM DB SL Small Cap Stock Index Fund Common/collective trust | Common Collective Trusts | — | $1.3M | $1.9M | 5.1% | |
| DB SL SC SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 009 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| BNYM DB SL International Stock Index Fund Common/collective trust | Common Collective Trusts | — | $587K | $870K | 2.3% | |
| DB SL INTL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 034 | Common Collective Trust | — | — | $870K | 2.3% | |
| S * EB Temp. Investment Fund Var RT Common/collective trust | Common Collective Trusts | — | $333K | $333K | 0.9% | |
| EB TEMPORARY INVESTEMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $333K | 0.9% |
