David Peterson signed Hologic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hologic, Inc.'s EIN is 04-2902449.
Download the official 2024 Form 5500 (PDF) for Hologic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hologic, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | -$106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | INVESTMENT ADVISOR | $67K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GOLDMAN SACHS ASSET MANAGEMENT, LP |
| 13-3575636 |
| — |
| INVESTMENT ADVISOR |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $38K | — |
| PI | % 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 | Common Collective Trusts | — | — | $166.5M | 14.0% | |
| Fidelity 500 Index Institutional Mutual Fund n/a xx | Common Collective Trusts | — | — | $145.9M | 12.3% | |
| T. Rowe Price Retirement 2045 F Common Collective Trust n/a xx | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Self-Directed Brokerage | — | — | $50.7M | 4.3% | |
| T. Rowe Price Retirement 2055 F Common Collective Trust n/a xx | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $36.4M | 3.1% | |
| Fidelity Balanced Mutual Fund n/a xx | Mutual Funds | — | — | $28.4M | 2.4% | |
| Fidelity Mid Cap Index Institutional Mutual Fund n/a xx | Mutual Funds | — | — | $26.2M | 2.2% | |
| Fidelity Small Cap Index Institutional Mutual Fund n/a xx | Mutual Funds | — | — | $26.1M | 2.2% | |
| Emerald Growth Institutional Mutual Fund n/a xx | Other securities | — | — | $23.8M | 2.0% | |
| American Beacon Large Cap Value Institutional Mutual Fund n/a xx | Other securities | — | — | $23.8M | 2.0% | |
| T. Rowe Price Retirement 2060 F Common Collective Trust n/a xx | Common Collective Trusts | — | — | $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 | Other securities | — | — | $20.8M | 1.8% | |
| Fidelity International Discovery K Mutual Fund n/a xx | Mutual Funds | — | — | $20.3M | 1.7% | |
| PIMCO Total Return Institutional Mutual Fund n/a xx | Mutual Funds | — | — | $16.9M | 1.4% | |
| T. Rowe Price Retirement 2020 F Common Collective Trust n/a xx | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $14.0M | 1.2% | |
| Fidelity Capital & Income Mutual Fund n/a xx | Mutual Funds | — | — | $12.2M | 1.0% | |
| Oakmark International Investor Mutual Fund n/a xx | Other securities | — | — | $11.8M | 1.0% | |
| Victory Integrity Small-Cap Value Fund – Class Y Mutual Fund n/a xx | Other securities | — | — | $9.8M | 0.8% | |
| Cohen and Steers Realty Shares Mutual Fund n/a xx | Other securities | — | — | $8.9M | 0.8% | |
| Fidelity Global ex US Index Premium Mutual Fund n/a xx | Mutual Funds | — | — | $8.7M | 0.7% | |
| Participant Loans to Participants n/a 3.25% to 10.50% n/a - | Bonds / Notes | — | — | $8.0M | 0.7% | |
| T. Rowe Price Retirement 2065 F Common Collective Trust n/a xx | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $5.3M | 0.4% | |
| Hologic common stock Common Stock n/a xx | Common Stocks | — | — | $3.0M | 0.3% | |
| T. Rowe Price Retirement 2015 F Common Collective Trust n/a xx | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $2.3M | 0.2% | |
| PIMCO International Bond Fund Mutual Fund n/a xx | Mutual Funds | — | — | $1.9M | 0.2% | |
| Aggressive Allocation Strategy Mutual Fund n/a xx | Other securities | — | — | $1.9M | 0.2% | |
| Moderate Allocation Strategy Mutual Fund n/a xx | Other securities | — | — | $315K | <0.1% |
