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Original filing (PDF)20251014143454NAL0003170225001
STMICROELECTRONICS, INC.
Form 5500
FILING_RECEIVED
STMICROELECTRONICS, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
388
Accounts w/ balance
—
Plan assets (EOY)
$272.7M
Net assets (EOY)
$272.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Institutional Asset Long Corporate A or Better Management" is 27% of plan.
- 41 bps in Schedule C fees — 313% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST CO. | 04-3022712 | — | INV MGT | $814K | — |
| FIDELITY INVESTMENTS INTL OPS | 04-2647786 | — | CONSULTING / ADMIN | $261K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INV MGT | $50K | — |
Investments
4 direct securities · 10 pooled funds· $287.6M(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
$258.4M
10 holdings
Uncategorized
$15.0M
3 holdings
Mutual Funds
$14.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM LONG CORP A OR BETTER FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $77.6M | $74.7M | 27.4% | |
| SPARTAN 500 GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $24.6M | $62.6M | 22.9% | |
| FIAM LONG U.S. TREASURY STRIPS FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $65.4M | $43.2M | 15.8% | |
| FIAM LONG DURATION COMMINGLED POOL FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 053 | Common Collective Trust | — | $36.3M | $39.7M | 14.6% | |
| s * Fidelity Investments Extended Market Index Fund | Mutual Funds | — | $11.2M | $14.3M | 5.2% | |
| FIAM SELECT INTERNATIONAL EQUITY CO FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 021 | Common Collective Trust | — | $5.9M | $11.7M | 4.3% | |
| Fidelity Institutional Asset US REIT Management | — | — | $5.6M | $9.0M | 3.3% | |
| FIAM REIT COMMINGLED POOL FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 005 | Common Collective Trust | — | — | $9.0M | 3.3% | |
| Fidelity Institutional Asset Select Emerging Markets Equity Management | — | — | $5.1M | $5.9M | 2.2% | |
| FIAM SELECT EMERGIG MKT EQTY COMM FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 100 | Common Collective Trust | — | — | $5.9M | 2.2% | |
| FIAM EMERGING MARKET DEBT COMM POOL FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 022 | Common Collective Trust | — | $3.1M | $4.4M | 1.6% | |
| FIAM INTERNATIONAL GROWTH FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 017 | Common Collective Trust | — | $2.5M | $4.1M | 1.5% | |
| FIAM SELECT INTERNATIONAL SMALL CAP FIDELITY INST. ASSET MANAGEMENT TRUST CO. · EIN 20-4659714 / PN 036 | Common Collective Trust | — | $1.7M | $3.1M | 1.1% | |
| Money Market Funds * Fidelity Investments Treasury Portfolio Class I | — | — | $14K | $14K | <0.1% |