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Original filing (PDF)20250718100210NAL0002321872001
NOVO NORDISK INC
Form 5500
FILING_RECEIVED
NOVO NORDISK INC. MONEY PURCHASE PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
6,059
Accounts w/ balance
7,927
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
16 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 NOVO NORDISK INC.
Plan sponsor
Name
NOVO NORDISK INC
EIN
06-1061602
Address
800 SCUDDERS MILL ROAD · PLAINSBORO, NJ · 08536
Phone
(609) 987-5800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
1E · Section 401(h) arrangement
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 | $345K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $21K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $19K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $12K | — |
Investments
16 direct securities · 16 pooled funds· $1.4B(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
$841.3M
16 holdings
Common Collective Trust
$592.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $163.2M | 13.4% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $138.0M | 11.4% | |
| Schwab Managed Ret 2040 CL VI Common Collect Trust Fund | — | — | — | $138.0M | 11.4% | |
| NOVO-NORDISK A-S Employer Securities | — | — | — | $106.0M | 8.7% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $100.5M | 8.3% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $78.0M | 6.4% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $66.6M | 5.5% | |
| SCHWAB MANAGED RET 2035 CL VI Common Collective Trust Fund | — | — | — | $64.9M | 5.3% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $64.9M | 5.3% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $57.2M | 4.7% | |
| VANGUARD MIDCAPINDEX INSTLPLUS Registered Investment Company | — | — | — | $50.9M | 4.2% | |
| Vanguard Tot Bnd Mkt Idx Instl Mutual Fund | — | — | — | $48.4M | 4.0% | |
| Schwab Ret Gvmnt Money Fund Money Market Fund | — | — | — | $47.1M | 3.9% | |
| Columbia Dividend Income Inst Mutual Fund | — | — | — | $46.1M | 3.8% | |
| VANGUARD TOTINTLSTK IDXINSTLPL Registered Investment Company | — | — | — | $37.4M | 3.1% | |
| Vanguard Total Intl Sk Instl Mutual Fund | — | — | — | $37.4M | 3.1% | |
| Vanguard Sm Cap Index Instl Mutual Fund | — | — | — | $34.2M | 2.8% | |
| Europacific Growth Fund R5E Mutual Fund | — | — | — | $28.6M | 2.4% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $21.1M | 1.7% | |
| ALLSPRING CORE BOND II CIT SEI TRUST COMPANY · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $20.5M | 1.7% | |
| Delaware Small Cap Value I Mutual Fund | — | — | — | $16.7M | 1.4% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $15.4M | 1.3% | |
| Allspring Special INTL CM CP I Mutual Fund | — | — | — | $11.8M | 1.0% | |
| Franklin U.S. Govt Securities Adv Mutual Fund | — | — | — | $10.6M | 0.9% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $8.9M | 0.7% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $7.4M | 0.6% | |
| STEPHENS SMALL CAP GROWTH CIT STEPHENS INVESTMENT MANAGEMENT GROUP · EIN 84-3345346 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $2.9M | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $1.6M | 0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $1.5M | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $548K | <0.1% | |
| Stock Liquidity (Schwab US Treasury Money Fund) Money Market Fund | — | — | — | $32K | <0.1% |