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Original filing (PDF)20250708160536NAL0002365955001
TEXTRON, INC.
Form 5500
FILING_RECEIVED
TEXTRON INC RETIREMENT ACCOUNT PLAN
Defined-contribution retirement plan
Signals · 1
30% in single holding
Active participants
8,937
Accounts w/ balance
5,889
Plan assets (EOY)
$353.3M
Net assets (EOY)
$353.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "JPMCB U.S. ACTIVE CORE EQ" is 30% of plan.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 10 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
077
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $157K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACCOUNTANT/AUDITOR | $28K | — |
Investments
5 pooled funds· $352.9M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB U.S. ACTIVE CORE EQ CF-C JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | $100.9M | $107.2M | 30.3% | |
| WELLINGTON CORE BOND WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 156 | Common Collective Trust | — | $117.8M | $106.5M | 30.1% | |
| FID DIVSFD INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | $63.9M | $68.9M | 19.5% | |
| SMID CAP RESEARCH EQUITY WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 166 | Common Collective Trust | — | $21.1M | $35.7M | 10.1% | |
| STATE STREET REAL ASSET CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | $26.7M | $34.6M | 9.8% |
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