Aimee Walker signed Kubota Tractor Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kubota Tractor Corp.'s EIN is 95-2801513.
Download the official 2024 Form 5500 (PDF) for Kubota Tractor Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kubota Tractor Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$221K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITALRESEARCHCONSULTINGLLC | 95-4660745 | — | INVESTMENT ADVISOR | $203K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds GRTH FUND AMER R4 | Mutual Funds | — | — | $22.8M | 13.9% | |
| American Funds WASH MUT INV R4 | Mutual Funds | — | — | $14.2M | 8.6% | |
| American Funds FUNDAMNTL INVS R4 | Mutual Funds | — | — | $13.7M | 8.3% | |
| Money Market Fund * Fidelity Investments GOVT MMKT | Mutual Funds | — | — | $13.1M | 8.0% | |
| American Funds BALANCED R4 | Mutual Funds | — | — | $12.8M | 7.8% | |
| American Funds AMCAP R4 | Mutual Funds | — | — | $12.3M | 7.5% | |
| American Funds NEW PERSPECT R4 | Mutual Funds | — | — | $11.1M | 6.8% | |
| Vanguard TOT STK MKT ADM | Mutual Funds | — | — | $8.4M | 5.1% | |
| Goldman Sachs MID CP GROWTH INV | Other securities | — | — | $7.4M | 4.5% | |
| American Funds EUROPAC GRTH R4 | Mutual Funds | — | — | $7.3M | 4.5% | |
| Touchstone SMALL CO A | Common Stocks | — | — | $6.8M | 4.2% | |
| American Century SMCAPVAL INV | Other securities | — | — | $6.2M | 3.8% | |
| Weitz SH DUR INC IS | Common Stocks | — | — | $5.2M | 3.1% | |
| American Funds INCOME FD AMER R4 | Mutual Funds | — | — | $4.6M | 2.8% | |
| PIMCO TOTAL RETURN A | Mutual Funds | — | — | $4.0M | 2.4% | |
| TCW TOTAL RTN BOND N | Other securities | — | — | $3.4M | 2.1% | |
| T. Rowe Price Value Fund | Mutual Funds | — | — | $2.3M | 1.4% | |
| 10.50%, with maturity dates through 2039 | Bonds / Notes | — | — | $2.1M | 1.3% | |
| Fidelity Investments LOW PRICED STK | Mutual Funds | — | — | $1.9M | 1.2% | |
| Vanguard EXT MKT IDX ADM | Common Collective Trusts | — | — | $1.5M | 0.9% | |
| Neuberger Berman STRATEGIC INC IS | Common Stocks | — | — | $1.5M | 0.9% | |
| Vanguard DEV MKT IDX ADM | Common Collective Trusts | — | — | $941K | 0.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $640K | 0.4% | |
| PIMCO INTL BD US$H A | Mutual Funds | — | — | $355K | 0.2% |
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 |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $29K | — |
