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Original filing (PDF)20250717145005NAL0000503985002
NOVO NORDISK INC.
Form 5500
FILING_RECEIVED
NOVO NORDISK INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
16% employer stockNo recordkeeper disclosed
Active participants
8,783
Accounts w/ balance
11,252
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
16 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
88
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 16% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVO NORDISK INC..
Plan sponsor
Name
NOVO NORDISK INC.
EIN
06-1061602
Address
800 SCUDDERS MILL ROAD · PLAINSBORO, NJ · 08536
Phone
(609) 987-5855
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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $774K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $80K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $49K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $35K | — |
Investments
14 direct securities · 16 pooled funds· $2.5B(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
$1.6B
14 holdings
Common Collective Trust
$941.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Novo Nordisk A/S Common Stock | — | — | — | $408.5M | 16.1% | |
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $393.1M | 15.5% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $238.9M | 9.4% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $172.2M | 6.8% | |
| Vanguard Midcap Index Inst Mutual Fund | — | — | — | $122.1M | 4.8% | |
| Vanguard Total Bd Mkt Idx Inst Mutual Fund | — | — | — | $118.4M | 4.7% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $113.9M | 4.5% | |
| Columbia Dividend Income Inst Mutual Fund | — | — | — | $111.9M | 4.4% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $93.6M | 3.7% | |
| Schwab Ret Gvmnt Money Fund Money Market Fund | — | — | — | $93.2M | 3.7% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $87.8M | 3.5% | |
| Vanguard Total Intl Stk Inst Mutual Fund | — | — | — | $87.3M | 3.4% | |
| Vanguard Sm Cap Index Inst Mutual Fund | — | — | — | $77.8M | 3.1% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $71.5M | 2.8% | |
| Europacific Growth Fund R5E Mutual Fund | — | — | — | $64.5M | 2.5% | |
| ALLSPRING CORE BOND II CIT SEI TRUST COMPANY · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $47.4M | 1.9% | |
| Delaware Small Cap Value I Mutual Fund | — | — | — | $42.7M | 1.7% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $29.0M | 1.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $26.7M | 1.1% | |
| Franklin US Govt Sec Adv Mutual Fund | — | — | — | $24.0M | 0.9% | |
| Allspring Special Intl SM CP I Mutual Fund | — | — | — | $23.5M | 0.9% | |
| Notes receivable from participants maturities through 2039) | — | — | — | $21.9M | 0.9% | |
| STEPHENS SMALL CAP GROWTH CIT STEPHENS INVESTMENT MANAGEMENT GROUP · EIN 84-3345346 / PN 001 | Common Collective Trust | — | — | $18.5M | 0.7% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $15.5M | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $10.0M | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $8.8M | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $2.6M | 0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $1.8M | <0.1% | |
| Schwab US Treasury Money Fund Money Market Fund | — | — | — | $2K | <0.1% |