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Original filing (PDF)20251006075329NAL0001717155001
HOLOGIC, INC.
Form 5500
FILING_RECEIVED
HOLOGIC, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
4,179
Accounts w/ balance
6,713
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
13 pooled trusts
Schedule D
37 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
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLOGIC, INC..
Plan sponsor
Name
HOLOGIC, INC.
EIN
04-2902449
Address
250 CAMPUS DRIVE · MARLBOROUGH, MA · 01752
Phone
(508) 263-8377
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
2025-10-06
Pension benefit codes
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
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 | -$106K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | INVESTMENT ADVISOR | $67K | — |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | 13-3575636 | — | INVESTMENT ADVISOR | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $38K | — |
Investments
37 direct securities · 13 pooled funds· $1.9B(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
$1.2B
37 holdings
Common Collective Trust
$678.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $166.6M | 14.1% | |
| Fidelity Contrafund Pool – Class A Common Collective Trust n/a xx | — | — | — | $166.5M | 14.0% | |
| Fidelity 500 Index Institutional Mutual Fund n/a xx | — | — | — | $145.9M | 12.3% | |
| T. Rowe Price Retirement 2045 F Common Collective Trust n/a xx | — | — | — | $78.5M | 6.6% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $78.5M | 6.6% | |
| T. Rowe Price Retirement 2040 F Common Collective Trust n/a xx | — | — | — | $76.8M | 6.5% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $76.8M | 6.5% | |
| T. Rowe Price Retirement 2035 F Common Collective Trust n/a xx | — | — | — | $62.1M | 5.2% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $62.1M | 5.2% | |
| T. Rowe Price Retirement 2050 F Common Collective Trust n/a xx | — | — | — | $61.9M | 5.2% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $61.9M | 5.2% | |
| T. Rowe Price Retirement 2030 F Common Collective Trust n/a xx | — | — | — | $58.5M | 4.9% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $58.5M | 4.9% | |
| Brokerage Link Self-Directed Brokerage n/a xx | — | — | — | $50.7M | 4.3% | |
| T. Rowe Price Retirement 2055 F Common Collective Trust n/a xx | — | — | — | $47.6M | 4.0% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $47.6M | 4.0% | |
| T. Rowe Price Retirement 2025 F Common Collective Trust n/a xx | — | — | — | $41.1M | 3.5% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $41.1M | 3.5% | |
| Fidelity Managed Income Portfolio II Common Collective Trust n/a xx | — | — | — | $37.4M | 3.2% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $37.4M | 3.2% | |
| Primecap Odyssey Aggressive Growth Mutual Fund n/a xx | — | — | — | $36.4M | 3.1% | |
| Fidelity Balanced Mutual Fund n/a xx | — | — | — | $28.4M | 2.4% | |
| Fidelity Mid Cap Index Institutional Mutual Fund n/a xx | — | — | — | $26.2M | 2.2% | |
| Fidelity Small Cap Index Institutional Mutual Fund n/a xx | — | — | — | $26.1M | 2.2% | |
| Emerald Growth Institutional Mutual Fund n/a xx | — | — | — | $23.8M | 2.0% | |
| American Beacon Large Cap Value Institutional Mutual Fund n/a xx | — | — | — | $23.8M | 2.0% | |
| T. Rowe Price Retirement 2060 F Common Collective Trust n/a xx | — | — | — | $23.6M | 2.0% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $23.6M | 2.0% | |
| JP Morgan Midcap Value L Mutual Fund n/a xx | — | — | — | $20.8M | 1.8% | |
| Fidelity International Discovery K Mutual Fund n/a xx | — | — | — | $20.3M | 1.7% | |
| PIMCO Total Return Institutional Mutual Fund n/a xx | — | — | — | $16.9M | 1.4% | |
| T. Rowe Price Retirement 2020 F Common Collective Trust n/a xx | — | — | — | $14.5M | 1.2% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $14.5M | 1.2% | |
| Fidelity US Bond Index Premium Mutual Fund n/a xx | — | — | — | $14.0M | 1.2% | |
| Fidelity Capital & Income Mutual Fund n/a xx | — | — | — | $12.2M | 1.0% | |
| Oakmark International Investor Mutual Fund n/a xx | — | — | — | $11.8M | 1.0% | |
| Victory Integrity Small-Cap Value Fund – Class Y Mutual Fund n/a xx | — | — | — | $9.8M | 0.8% | |
| Cohen and Steers Realty Shares Mutual Fund n/a xx | — | — | — | $8.9M | 0.8% | |
| Fidelity Global ex US Index Premium Mutual Fund n/a xx | — | — | — | $8.7M | 0.7% | |
| Participant Loans to Participants n/a 3.25% to 10.50% n/a - | — | — | — | $8.0M | 0.7% | |
| T. Rowe Price Retirement 2065 F Common Collective Trust n/a xx | — | — | — | $7.1M | 0.6% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.6% | |
| DFA Emerging Markets I Mutual Fund n/a xx | — | — | — | $5.3M | 0.4% | |
| Hologic common stock Common Stock n/a xx | — | — | — | $3.0M | 0.3% | |
| T. Rowe Price Retirement 2015 F Common Collective Trust n/a xx | — | — | — | $2.4M | 0.2% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| PIMCO Real Return Institutional Mutual Fund n/a xx | — | — | — | $2.3M | 0.2% | |
| PIMCO International Bond Fund Mutual Fund n/a xx | — | — | — | $1.9M | 0.2% | |
| Aggressive Allocation Strategy Mutual Fund n/a xx | — | — | — | $1.9M | 0.2% | |
| Moderate Allocation Strategy Mutual Fund n/a xx | — | — | — | $315K | <0.1% |