Joyce Lafond signed Textron Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Textron Inc.'s EIN is 05-0315468.
Download the official 2024 Form 5500 (PDF) for Textron Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Textron Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a default investment (QDIA), 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 | $1.7M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEM BENCHMARKING | 32-0457497 | — | CONSULTANT | $15K | — |
| CIEBA |
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 | |||||
|---|---|---|---|---|---|---|
| Textron Stock Fund | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $495.2M | 8.1% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $410.6M | 6.7% | |
| VANG TARG 2030 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $345.5M | 5.6% | |
| VANG TARG 2035 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $328.3M | 5.4% | |
| VANG TARG 2040 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $321.9M | 5.3% | |
| WELL SMID CAP EQ RES WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 166 | Common Collective Trust | — | — | $271.5M | 4.4% | |
| VANG TARG 2025 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $244.4M | 4.0% | |
| VANG TARG 2045 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $232.9M | 3.8% | |
| VANG TARG 2050 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $195.8M | 3.2% | |
| VANG TARG 2055 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $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 | Common Collective Trusts | — | — | $139.8M | 2.3% | |
| GALLIARD SHORT CORE FUND F WELLS FARGO BANK, N.A. · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $126.9M | 2.1% | |
| VANG TARG 2060 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $105.5M | 1.7% | |
| WELLINGTON CORE BOND WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 156 | Common Collective Trust | — | — | $95.8M | 1.6% | |
| VANG TARG 2020 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $83.2M | 1.4% | |
| Notes receivable from participants | Other securities | — | — | $81.8M | 1.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $59.2M | 1.0% | |
| GALLIARD INTERM. CORE FUND L WELLS FARGO BANK, N.A. · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $53.3M | 0.9% | |
| Vanguard Institutional Small/Mid Cap Index Trust | Common Collective Trusts | — | — | $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 | — | — | $44.6M | 0.7% | |
| GALLIARD SA INTER. CORE FD E WELLS FARGO BANK, N.A. · EIN 04-6751921 / PN 001 | Common Collective Trust | — | — | $41.4M | 0.7% | |
| GALLIARD SA INTER. CORE FD J WELLS FARGO BANK, N.A. · EIN 26-0232928 / PN 001 | Common Collective Trust | — | — | $39.9M | 0.7% | |
| GALLIARD SA INTER. CORE FD C WELLS FARGO BANK, N.A. · EIN 52-2250965 / PN 001 | Common Collective Trust | — | — | $38.9M | 0.6% | |
| Vanguard Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | — | — | $10.3M | 0.2% | |
| Wells Fargo/BlackRock Short Term Investment Fund | Cash / Money Market | — | — | $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 | Common Stocks | — | — | $4.1M | <0.1% | |
| Metropolitan Tower Life Insurance Company | Common Stocks | — | — | $4.0M | <0.1% | |
| Voya Retirement Insurance and Annuity Company | Common Stocks | — | — | $4.0M | <0.1% | |
| Prudential Insurance Company of America | Common Stocks | — | — | $4.0M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-5104757 |
| — |
| CONSULTANT |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACCOUNTANT/AUDITOR | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | LEGAL | $89K | — |
