Mandy Tarzanin signed KLA Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KLA Corporation's EIN is 04-2564110.
Download the official 2024 Form 5500 (PDF) for KLA Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KLA Corporation's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $187K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $276K | — |
| SAGEVIEW ADVISORY GROUP, LLC |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $316.1M | 15.0% | |
| American Funds The Growth Fund of America Fund Class R-6 Registered Investment Company | Mutual Funds | — | — | $304.0M | 14.4% | |
| Fidelity BrokerageLink Accounts Various Common Stock, Mutual Funds and Money Market Funds | Mutual Funds | — | — | $232.3M | 11.0% | |
| American Funds Washington Mutual Investors Fund Class R-6 Registered Investment Company | Mutual Funds | — | — | $139.6M | 6.6% | |
| American Funds New Perspective Fund Class R-6 Registered Investment Company | Mutual Funds | — | — | $97.6M | 4.6% | |
| Fidelity Mid-Cap Stock K6 Fund Registered Investment Company | Mutual Funds | — | — | $96.6M | 4.6% | |
| T. Rowe Price New Horizons Fund Registered Investment Company | Common Stocks | — | — | $82.0M | 3.9% | |
| Fidelity Managed Income Portfolio II Class 4 Common/Collective Trust | Common Collective Trusts | — | — | $73.4M | 3.5% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $73.4M | 3.5% | |
| Fidelity Freedom Index 2035 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $69.6M | 3.3% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $69.6M | 3.3% | |
| PIMCO Total Return Fund Institutional Class Registered Investment Company | Mutual Funds | — | — | $59.4M | 2.8% | |
| Fidelity Freedom Index 2040 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $58.1M | 2.7% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $58.1M | 2.7% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $58.1M | 2.7% | |
| Fidelity Freedom Index 2045 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $56.7M | 2.7% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $56.7M | 2.7% | |
| Fidelity Freedom Index 2050 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $50.3M | 2.4% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $50.3M | 2.4% | |
| Fidelity Diversified International K6 Fund Registered Investment Company | Mutual Funds | — | — | $48.8M | 2.3% | |
| Fidelity Extended Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $47.3M | 2.2% | |
| Fidelity Freedom Index 2025 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $45.8M | 2.2% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $45.8M | 2.2% | |
| American Funds The Income Fund of America® Class R-6 Registered Investment Company | Mutual Funds | — | — | $45.6M | 2.2% | |
| Vanguard Selected Value Fund Investor Shares Registered Investment Company | Mutual Funds | — | — | $38.1M | 1.8% | |
| Fidelity Freedom Index 2055 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $36.0M | 1.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $36.0M | 1.7% | |
| Fidelity US Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $27.5M | 1.3% | |
| American Century Small Cap Value Fund R6 Class Registered Investment Company | Common Stocks | — | — | $24.7M | 1.2% | |
| Dodge & Cox International Stock Fund Class X Registered Investment Company | Mutual Funds | — | — | $21.4M | 1.0% | |
| Fidelity Freedom Index 2060 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $21.2M | 1.0% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $21.2M | 1.0% | |
| Fidelity Global Exchange U.S. Index Fund Registered Investment Company | Common Collective Trusts | — | — | $17.1M | 0.8% | |
| Fidelity Freedom Index 2020 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $14.3M | 0.7% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $14.3M | 0.7% | |
| Participant loans maturities through October 2039 -0- | Participant loans | — | — | $9.2M | 0.4% | |
| Fidelity Freedom Index Income Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $8.5M | 0.4% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $8.5M | 0.4% | |
| Fidelity Freedom Index 2065 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $5.4M | 0.3% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $5.4M | 0.3% | |
| Fidelity Freedom Index 2015 Commingled Pool Class T Common/Collective Trust | Common Collective Trusts | — | — | $3.5M | 0.2% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $3.5M | 0.2% | |
| Vanguard Federal Money Market Fund Investor Shares Registered Investment Company | Mutual Funds | — | — | $253K | <0.1% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| INVESTMENT ADVISORY |
| $85K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS, LLP | 91-0189318 | — | ACCOUNTANT | $43K | — |
