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Original filing (PDF)20250708132051NAL0004714017001
TEXTRON INC.
Form 5500
FILING_RECEIVED
TEXTRON SAVINGS PLAN
401(k) retirement plan
Active participants
26,117
Accounts w/ balance
35,595
Plan assets (EOY)
$6.1B
Net assets (EOY)
$6.1B
How this plan invests
This plan
30 pooled trusts
Schedule D
34 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXTRON INC..
Plan sponsor
Name
TEXTRON INC.
EIN
05-0315468
Address
40 WESTMINSTER STREET · PROVIDENCE, RI · 02903
Phone
(401) 421-2800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.7M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEM BENCHMARKING | 32-0457497 | — | CONSULTANT | $15K | — |
| CIEBA | 47-5104757 | — | CONSULTANT | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACCOUNTANT/AUDITOR | $67K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | LEGAL | $89K | — |
Investments
14 direct securities · 30 pooled funds· $7.7B(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
$4.5B
30 holdings
Uncategorized
$3.3B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Textron Stock Fund | — | 14,136 | — | $1.1B | 17.7% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $916.0M | 15.0% | |
| Vanguard Institutional 500 Index Trust | — | 3,569 | — | $915.9M | 15.0% | |
| JPM US ACT CR EQ CFF JPMORGAN CHASE BANK NA · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $495.2M | 8.1% | |
| JPMCB U.S. Active Core Equity Fund CF-C | — | 5,275 | — | $495.2M | 8.1% | |
| Self-directed brokerage accounts | — | — | — | $410.6M | 6.7% | |
| VANG TARG 2030 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | 3,909 | — | $345.5M | 5.6% | |
| VANG TARG 2035 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | 3,426 | — | $328.3M | 5.4% | |
| VANG TARG 2040 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | 3,142 | — | $321.9M | 5.3% | |
| WELL SMID CAP EQ RES WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 166 | Common Collective Trust | 13,666 | — | $271.5M | 4.4% | |
| VANG TARG 2025 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | 3,002 | — | $244.4M | 4.0% | |
| VANG TARG 2045 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | 2,176 | — | $232.9M | 3.8% | |
| VANG TARG 2050 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | 1,800 | — | $195.8M | 3.2% | |
| VANG TARG 2055 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | 1,455 | — | $158.0M | 2.6% | |
| FID DIV INTL PL CL C FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $139.8M | 2.3% | |
| Fidelity Diversified International Commingled Pool | — | 7,461 | — | $139.8M | 2.3% | |
| GALLIARD SHORT CORE FUND F WELLS FARGO BANK, N.A. · EIN 52-2252204 / PN 001 | Common Collective Trust | 7,630 | — | $126.9M | 2.1% | |
| VANG TARG 2060 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | 1,613 | — | $105.5M | 1.7% | |
| WELLINGTON CORE BOND WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 156 | Common Collective Trust | 10,626 | — | $95.8M | 1.6% | |
| VANG TARG 2020 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | 1,129 | — | $83.2M | 1.4% | |
| Notes receivable from participants | — | — | — | $81.8M | 1.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | 1,055 | — | $59.2M | 1.0% | |
| GALLIARD INTERM. CORE FUND L WELLS FARGO BANK, N.A. · EIN 27-6635237 / PN 001 | Common Collective Trust | 3,689 | — | $53.3M | 0.9% | |
| Vanguard Institutional Small/Mid Cap Index Trust | — | 276 | — | $53.0M | 0.9% | |
| VANG INST SMID CP TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $53.0M | 0.9% | |
| VANG TARG 2065 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | 1,105 | — | $44.6M | 0.7% | |
| GALLIARD SA INTER. CORE FD E WELLS FARGO BANK, N.A. · EIN 04-6751921 / PN 001 | Common Collective Trust | 1,474 | — | $41.4M | 0.7% | |
| GALLIARD SA INTER. CORE FD J WELLS FARGO BANK, N.A. · EIN 26-0232928 / PN 001 | Common Collective Trust | 2,398 | — | $39.9M | 0.7% | |
| GALLIARD SA INTER. CORE FD C WELLS FARGO BANK, N.A. · EIN 52-2250965 / PN 001 | Common Collective Trust | 1,291 | — | $38.9M | 0.6% | |
| Vanguard Institutional Total Bond Market Index Trust | — | 285 | — | $30.6M | 0.5% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321004 / PN 001 | Common Collective Trust | — | — | $30.6M | 0.5% | |
| Vanguard Institutional Total International Stock Market Index Trust | — | 203 | — | $26.7M | 0.4% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $26.7M | 0.4% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | 601 | — | $10.3M | 0.2% | |
| Wells Fargo/BlackRock Short Term Investment Fund | — | — | — | $4.8M | <0.1% | |
| PRINCIPAL/BLACKROCK ST INVEST FD A WELLS FARGO · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $4.8M | <0.1% | |
| Pacific Life Insurance Company | — | — | — | $4.1M | <0.1% | |
| Metropolitan Tower Life Insurance Company | — | — | — | $4.0M | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $4.0M | <0.1% | |
| Prudential Insurance Company of America | — | — | — | $4.0M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | 84 | — | $2.1M | <0.1% | |
| GALLIARD SA INTERM. CORE FD J WELLS FARGO BANK, N.A. · EIN 26-0232928 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPM US ACT CORE EQ JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD SA INTERM. CORE FD N WELLS FARGO BANK, N.A. · EIN 27-6724457 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |