Sharon Healey signed Boston Partners Global Investors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston Partners Global Investors, Inc.'s EIN is 98-0202744.
Download the official 2024 Form 5500 (PDF) for Boston Partners Global Investors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston Partners Global Investors, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.
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 | -$112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $13.2M | 9.1% | |
| Boston Partners Lng/St Eq Inst | Other securities | — | — | $10.6M | 7.3% | |
| Boston Partners All Cap Val Inst | Other securities | — | — | $10.0M | 6.9% | |
| Participant directed brokerage accounts | Self-Directed Brokerage | — | — | $9.3M | 6.5% | |
| Vanguard Tot Stk Mkt Idx Admrl | Common Collective Trusts | — | — | $9.0M | 6.3% | |
| FID Contra Fund | Mutual Funds | — | — | $8.0M | 5.5% | |
| Boston Partners SC Value II | Other securities | — | — | $6.7M | 4.7% | |
| JH Disciplined Val MDCP R6 | Other securities | — | — | $5.5M | 3.8% | |
| Vanguard Small Cap Index Admrl | Mutual Funds | — | — | $4.6M | 3.2% | |
| JH Disciplined V Intl R6 | Other securities | — | — | $4.6M | 3.2% | |
| JH Disc Value R6 | Other securities | — | — | $4.5M | 3.1% | |
| JP Morgan Core Bond I | Other securities | — | — | $4.4M | 3.0% | |
| JH Disc Value Glb LS | Other securities | — | — | $4.4M | 3.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $4.3M | 3.0% | |
| Boston Partners Lng/St Rsrch I | Other securities | — | — | $4.2M | 2.9% | |
| Boston Partners Glbl Eq Instl | Other securities | — | — | $3.4M | 2.4% | |
| Harbor International Fund | Other securities | — | — | $2.6M | 1.8% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $2.6M | 1.8% | |
| WPG Part Small Micro Cap Value | Other securities | — | — | $2.6M | 1.8% | |
| AMG RR Mid Cap Val | Other securities | — | — | $2.5M | 1.7% | |
| Harbor Capital Appreciation | Other securities | — | — | $2.5M | 1.7% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.7% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.4M | 1.7% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| AF Growth Fund Of America R3 | Other securities | — | — | $2.2M | 1.5% | |
| Lazard Emerging Markets Instl | Other securities | — | — | $1.8M | 1.3% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $1.8M | 1.3% | |
| Blackrock High Yield Bond Svc | Other securities | — | — | $1.7M | 1.2% | |
| Investco Main Street A | Other securities | — | — | $1.2M | 0.9% | |
| Harbor Large Cap Value Instl | Other securities | — | — | $1.2M | 0.8% | |
| Invesco Small Cap Growth A | Mutual Funds | — | — | $802K | 0.6% | |
| Columbia Contrarian Core Fd Z | Other securities | — | — | $677K | 0.5% | |
| BP EM Market Dynamic Equity | Other securities | — | — | $583K | 0.4% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $558K | 0.4% | |
| Participant loans, at fair value | Participant loans | — | — | $284K | 0.2% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $213K | 0.1% | |
| JH Disc Value EM EQ R6 | Other securities | — | — | $199K | 0.1% | |
| FID Govt MMKT K6 | Mutual Funds | — | — | $86K | <0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $76K | <0.1% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $70K | <0.1% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $35K | <0.1% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3K | <0.1% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $755 | <0.1% |
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 |
|---|---|---|---|---|---|
| COHN REZNICK | 22-1478099 | — | ACCOUNTANT/AUDITOR | $15K | — |
