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Original filing (PDF)20251003104804NAL0001281217001
TERADYNE, INC. & SUBSIDIARIES
Form 5500
FILING_RECEIVED
TERADYNE, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
2,241
Accounts w/ balance
3,716
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
36 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERADYNE, INC. & SUBSIDIARIES.
Plan sponsor
Name
TERADYNE, INC. & SUBSIDIARIES
EIN
04-2272148
Address
MS 700 2 1 · 700 RIVERPARK DRIVE · NORTH READING, MA · 01864
Phone
(978) 370-2700
Industry
Manufacturingsee all
Plan administrator
Name
SAVINGS & THRIFT PLAN COMMITTEE
EIN
04-2688220
City
NORTH READING, MA
Phone
(978) 370-2700
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
2G · Total participant-directed accounts
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $138K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $294K | — |
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $186K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $51K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIEN D WARD | 22-5969535 | — | ATTORNEY/LEGAL | $6K | — |
Investments
8 direct securities · 36 pooled funds· $1.3B(100% of reported assets)
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.
Common Collective Trust
$848.3M
36 holdings
Uncategorized
$415.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Brokerage Link Self-directed brokerage accounts a | — | — | — | $258.4M | 22.4% | |
| SS S&P 500 INDEX X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 065 | Common Collective Trust | — | — | $199.6M | 17.3% | |
| SS GROWTH TR 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 069 | Common Collective Trust | — | — | $86.9M | 7.5% | |
| SS GROWTH TR 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 070 | Common Collective Trust | — | — | $84.5M | 7.3% | |
| SS GROWTH TR 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 071 | Common Collective Trust | — | — | $71.6M | 6.2% | |
| SS GROWTH TR 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 068 | Common Collective Trust | — | — | $55.7M | 4.8% | |
| SS US EXT MARKET X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 077 | Common Collective Trust | — | — | $41.7M | 3.6% | |
| Fidelity® Blue Chip Growth Fund Common/collective trust fund a | — | — | — | $41.5M | 3.6% | |
| FID BLUE CHP GR CP O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $41.5M | 3.6% | |
| SS GROWTH TR 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 072 | Common Collective Trust | — | — | $40.9M | 3.5% | |
| Fidelity Managed Income Portfolio Common/collective trust fund a | — | — | — | $35.2M | 3.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $33.2M | 2.9% | |
| State Street Global All Cap Equity SL Series Fund Class X Common/collective trust fund a | — | — | — | $30.6M | 2.7% | |
| SS GACEQ EXUS IDX X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 299 | Common Collective Trust | — | — | $30.6M | 2.7% | |
| WT CIF II CRBD PL S5 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 229 | Common Collective Trust | — | — | $29.9M | 2.6% | |
| Dodge & Cox Stock Fund Class X Common/collective trust fund a | — | — | — | $29.0M | 2.5% | |
| SS GROWTH TR 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $24.2M | 2.1% | |
| SS GROWTH TR 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 068 | Common Collective Trust | — | — | $19.3M | 1.7% | |
| Capital Group Euro pacific Growth Common/collective trust fund a | — | — | — | $16.3M | 1.4% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $16.3M | 1.4% | |
| SS GROWTH TR INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 066 | Common Collective Trust | — | — | $16.2M | 1.4% | |
| FIAM SM CAP COR CL H FIAM TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $15.3M | 1.3% | |
| SS GROWTH TR 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 074 | Common Collective Trust | — | — | $13.8M | 1.2% | |
| SS US BOND INDEX X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 079 | Common Collective Trust | — | — | $13.7M | 1.2% | |
| SS GROWTH TR 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 075 | Common Collective Trust | — | — | $12.1M | 1.1% | |
| Participant loans 3.25% to 8.5% - | — | — | — | $3.6M | 0.3% | |
| SS GROWTH TR 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 076 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| Vanguard Cash Reserves Fed Money Mutual fund a | — | — | — | $712K | <0.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT S&P 500 IDX NL 5 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT ACWI EX US NL 5 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% |