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Original filing (PDF)20250723135551NAL0008886402001
STMICROELECTRONICS, INC.
Form 5500
FILING_RECEIVED
STMICROELECTRONICS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
827
Accounts w/ balance
1,582
Plan assets (EOY)
$572.3M
Net assets (EOY)
$572.2M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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 STMICROELECTRONICS, INC..
Plan sponsor
Name
STMICROELECTRONICS, INC.
EIN
04-2495946
Address
750 CANYON DR · COPPELL, TX · 75019
Phone
(972) 466-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $150K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $78K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | CONSULTANT | $61K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $56K | — |
Investments
40 direct securities · 1 pooled fund· $578.3M(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.
Uncategorized
$484.0M
39 holdings
Mutual Funds
$88.3M
1 holding
Common Collective Trust
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund Mutual Fund | Mutual Funds | — | — | $88.3M | 15.4% | |
| Fidelity Contrafund – Class K6 Mutual Fund | — | — | — | $87.3M | 15.3% | |
| Vanguard Growth Index Fund Institutional Shares Mutual Fund | — | — | — | $39.5M | 6.9% | |
| Fidelity Investments Money Market Government Portfolio – Institutional Class Money Market Fund | — | — | — | $37.0M | 6.5% | |
| Fidelity Freedom 2035 Fund – Class K6 Mutual Fund | — | — | — | $32.7M | 5.7% | |
| Fidelity Freedom 2030 Fund – Class K6 Mutual Fund | — | — | — | $29.5M | 5.1% | |
| Fidelity Freedom 2040 Fund – Class K6 Mutual Fund | — | — | — | $24.8M | 4.3% | |
| Fidelity Freedom 2025 Fund – Class K6 Mutual Fund | — | — | — | $23.2M | 4.1% | |
| Brokeragelink Participant-Directed Brokerage ** Account | — | — | — | $18.9M | 3.3% | |
| Harbor Capital Appreciation Fund Institutional Class Mutual Fund | — | — | — | $17.6M | 3.1% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $16.4M | 2.9% | |
| Vanguard Value Index Fund Institutional Shares Mutual Fund | — | — | — | $14.6M | 2.5% | |
| Fidelity Freedom 2045 Fund – Class K6 Mutual Fund | — | — | — | $12.5M | 2.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $11.9M | 2.1% | |
| Fidelity Total Bond Fund - Class K6 Mutual Fund | — | — | — | $10.2M | 1.8% | |
| Fidelity Puritan Fund - Class K6 Mutual Fund | — | — | — | $9.4M | 1.6% | |
| Fidelity Balanced Fund - Class K6 Mutual Fund | — | — | — | $9.0M | 1.6% | |
| Fidelity Freedom 2050 Fund – Class K6 Mutual Fund | — | — | — | $8.4M | 1.5% | |
| STMicroelectronics N.V. Common Stock Shares Common Stock | — | — | — | $7.8M | 1.4% | |
| Fidelity Mid-Cap Stock Fund - Class K6 Mutual Fund | — | — | — | $7.6M | 1.3% | |
| Fidelity Low-Priced Stock Fund - Class K6 Mutual Fund | — | — | — | $6.5M | 1.1% | |
| Columbia Trust Dividend Income Fund Institutional Class 300 Common Collective Trust | — | — | — | $6.0M | 1.1% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $6.0M | 1.1% | |
| Fidelity Emerging Markets Fund - Class K Mutual Fund | — | — | — | $5.7M | 1.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $5.4M | 0.9% | |
| Fidelity Freedom 2020 Fund – Class K6 Mutual Fund | — | — | — | $5.1M | 0.9% | |
| MainStay MacKay High Yield Corporate Bond Fund Class R6 Mutual Fund | — | — | — | $5.0M | 0.9% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $4.5M | 0.8% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $4.4M | 0.8% | |
| Fidelity Freedom 2055 Fund – Class K6 Mutual Fund | — | — | — | $4.1M | 0.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $3.4M | 0.6% | |
| Fidelity Freedom 2015 Fund – Class K6 Mutual Fund | — | — | — | $3.3M | 0.6% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $3.2M | 0.6% | |
| Wasatch Core Growth Fund Institutional Class Shares Mutual Fund | — | — | — | $2.4M | 0.4% | |
| Fidelity Freedom 2060 Fund – Class K6 Mutual Fund | — | — | — | $1.9M | 0.3% | |
| Participant loans maturing between 1 and 5 years and - | — | — | — | $1.5M | 0.3% | |
| Fidelity Freedom 2010 Fund – Class K6 Mutual Fund | — | — | — | $1.0M | 0.2% | |
| Allspring Special Small Cap Value Fund - Class R6 Mutual Fund | — | — | — | $758K | 0.1% | |
| Fidelity Freedom 2065 Fund – Class K6 Mutual Fund | — | — | — | $644K | 0.1% | |
| Fidelity Freedom Income Fund – Class K6 Mutual Fund | — | — | — | $629K | 0.1% | |
| Fidelity Investments Money Market Treasury Portfolio Money Market Fund | — | — | — | $229K | <0.1% |