John W. Barton signed Trustees of ILWU-PMA Pension Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of ILWU-PMA Pension Plan's EIN is 94-6068576.
Download the official 2023 Form 5500 (PDF) for Trustees of ILWU-PMA Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $3.0M | — |
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.
| UBS REALTY INVESTORS LLC |
| 06-1452020 |
| — |
| NONE |
| $1.2M |
| — |
| BLACKROCK INSTITUTIONAL TRUST CO NA | 94-3112180 | — | NONE | $956K | — |
| DUCENTA SQUARED ASSET MANAGEMENT | 85-0584508 | — | NONE | $596K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $272K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DODGE & COX | 94-1441976 | — | NONE | $2.4M | — |
| ILWU-PMA BENEFIT PLANS (SALARIES) | 94-6068578 | — | EMPLOYEES | $2.0M | — |
| ALAN D. BILLER & ASSOCIATES | 94-2854958 | — | NONE | $1.3M | — |
| LOOMIS, SAYLES & COMPANY, L.P. | 04-3200030 | — | NONE | $1.3M | — |
| PRUDENTIAL PRISA II | 22-1211670 | — | NONE | $876K | — |
| FIXED INCOME FINANCE PGIM, INC | 22-2540245 | — | NONE | $772K | — |
| STATE STREET CORPORATION | 04-1867445 | — | NONE | $279K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $227K | — |
| PACIFIC MARITIME ASSOCIATION | 94-1126322 | — | EMPLOYER ASSOCIATION | $178K | — |
| LEONARD CARDER, LLP | 94-2819269 | — | NONE | $172K | — |
| BUSH GOTTLIEB, A LAW CORPORATION | 95-2956616 | — | NONE | $159K | — |
| UNION BANK | 94-0304228 | — | NONE | $70K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $38K | — |
| ADMAIL EXPRESS, INC. | 94-2229976 | — | NONE | $12K | — |
| THE SOUZA GROUP | 68-0365020 | — | NONE | $10K | — |
| WORKCARE | 33-0779311 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLK MSCI ACWI X US IMI NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-3359978 / PN 001 | Common Collective Trust | — | $1.3B | $1.7B | 17.9% | |
| RUSSELL 3000 (R) INDX NL CTF FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-3393595 / PN 001 | Common Collective Trust | — | $747.3M | $1.7B | 17.4% | |
| RUSSELL 1000 GROWTH INDEX NL FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 124 | Common Collective Trust | — | $243.5M | $1.2B | 12.3% | |
| AFL CIO HOUSING INVESTMENT TRUST | Other securities | — | $1.0B | $907.4M | 9.3% | |
| RREEF AMERICA REIT II | Common Stocks | — | $294.1M | $376.2M | 3.9% | |
| PRISA LP REAL ESTATE | Other securities | — | $247.8M | $217.8M | 2.2% | |
| PRISA II PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 039 | Pooled Separate Account | — | $65.9M | $197.9M | 2.0% | |
| UBS (US) TRUMBULL PROPERTY FUND | Other securities | — | $152.8M | $143.4M | 1.5% | |
| STATE STREET GLOBAL ADVISORS | Other securities | — | $67.4M | $67.4M | 0.7% | |
| JP MORGAN SECURITIES LLC S8ABUSVM0 | Other securities | — | $56.5M | $56.5M | 0.6% | |
| SCHWAB (CHARLES) CORP | Mutual Funds | — | $22.4M | $44.5M | 0.5% | |
| WELLS FARGO & CO | Common Stocks | — | $25.9M | $40.3M | 0.4% | |
| OCCIDENTAL PETROLEUM CORP | Common Stocks | — | $24.4M | $36.8M | 0.4% | |
| JP MORGAN SECURITIES LLC S8ACMZR87 | Other securities | — | $36.6M | $36.6M | 0.4% | |
| FISERV INC | Common Stocks | — | $25.8M | $35.5M | 0.4% | |
| US TREASURY N/B | U.S. Treasuries | — | $33.9M | $33.8M | 0.3% | |
| RTX CORP | Common Stocks | — | $24.6M | $33.6M | 0.3% | |
| ALPHABET INC | Common Stocks | — | $8.3M | $33.0M | 0.3% | |
| US TREASURY N/B | U.S. Treasuries | — | $33.1M | $32.9M | 0.3% | |
| JOHNSON CONTROLS INTERNATION | Other securities | — | $20.3M | $30.8M | 0.3% | |
| METLIFE INC | Common Stocks | — | $19.6M | $29.9M | 0.3% | |
| SANOFI | Other securities | — | $28.1M | $29.5M | 0.3% | |
| MICROSOFT CORP | Common Stocks | — | $7.3M | $28.8M | 0.3% | |
| FEDEX CORP | Common Stocks | — | $16.7M | $27.8M | 0.3% | |
| CVS HEALTH CORP | Common Stocks | — | $29.4M | $25.7M | 0.3% | |
| CHARTER COMMUNICATIONS INC | Common Stocks | — | $27.9M | $23.6M | 0.2% | |
| US TREASURY N/B | U.S. Treasuries | — | $24.3M | $23.6M | 0.2% | |
| AMAZON.COM INC | Common Stocks | — | $13.7M | $23.2M | 0.2% | |
| BANK OF NEW YORK MELLON CORP | Common Stocks | — | $14.3M | $22.8M | 0.2% | |
| US TREASURY N/B | U.S. Treasuries | — | $22.8M | $22.6M | 0.2% | |
| JP MORGAN SECURITIES LLC S8ABBUGG6 | Other securities | — | $22.2M | $22.2M | 0.2% | |
| FIDELITY NATIONAL INFO SERV | Mutual Funds | — | $21.0M | $21.8M | 0.2% | |
| CIGNA CORP | Common Stocks | — | $12.0M | $20.4M | 0.2% | |
| GSK PLC SPON | Common Stocks | — | $20.0M | $20.4M | 0.2% | |
| CAPITAL ONE FINANCIAL CORP | Common Stocks | — | $11.0M | $19.6M | 0.2% | |
| JP MORGAN SECURITIES LLC B8ABUSVQ1 | Other securities | — | $19.2M | $19.2M | 0.2% | |
| US TREASURY N/B | U.S. Treasuries | — | $19.9M | $19.2M | 0.2% | |
| COMCAST CORP | Common Stocks | — | $15.4M | $18.9M | 0.2% | |
| JP MORGAN SECURITIES LLC B8ACMZRB0 | Other securities | — | $18.8M | $18.8M | 0.2% | |
| ALPHABET INC | Common Stocks | — | $8.6M | $18.7M | 0.2% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $7.6M | $18.3M | 0.2% | |
| BANK OF AMERICA CORP | Common Stocks | — | $11.8M | $18.2M | 0.2% | |
| NORFOLK SOUTHERN | Other securities | — | $18.2M | $18.1M | 0.2% | |
| GENERAL ELECTRIC CO | Common Stocks | — | $5.5M | $17.7M | 0.2% | |
| GILEAD SCIENCES INC | Common Stocks | — | $17.2M | $17.5M | 0.2% | |
| BOOKING HOLDINGS INC | Common Stocks | — | $7.3M | $16.6M | 0.2% | |
| REGENERON PHARMACEUTICALS | Other securities | — | $9.7M | $16.4M | 0.2% | |
| JP MORGAN SECURITIES LLC S8ACMDEY3 | Other securities | — | $16.0M | $15.9M | 0.2% | |
| ANHEUSER BUSCH INBEV | Other securities | — | $14.1M | $14.3M | 0.1% | |
| TRUIST FINANCIAL CORP | Common Stocks | — | $12.3M | $14.1M | 0.1% |
