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Original filing (PDF)20251013122125NAL0002845074001
ERICSSON INC.
Form 5500
FILING_RECEIVED
ERICSSON US 401(K) PLAN
401(k) retirement plan
Signals · 4
26% in single holding12% employer stockNo recordkeeper disclosed8 service providers
Active participants
4,401
Accounts w/ balance
12,842
Plan assets (EOY)
$3.8B
Net assets (EOY)
$3.8B
How this plan invests
This plan
20 pooled trusts
Schedule D
81 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Funds VANGUARD INSTITUTIONAL 500 INDEX TRUST" is 26% of plan.
- 12% of plan in employer / sponsor stock.
- 12 bps in Schedule C fees — 131% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERICSSON INC..
Plan sponsor
Name
ERICSSON INC.
EIN
06-1119960
Address
6300 LEGACY DRIVE · PLANO, TX · 75024
Phone
(972) 583-0000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $2.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $908K | — |
| JENNISON ASSOCIATES | — | NEW YORK, NY | NONE | $790K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $290K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $174K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $36K | — |
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | — | NONE | $35K | — |
| EMPOWER TRUST COMPANY, LLC | 84-1455663 | — | NONE | $6K | — |
Investments
62 direct securities · 20 pooled funds· $3.8B(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
$2.5B
20 holdings
Uncategorized
$1.2B
62 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $965.5M | 25.6% | |
| Vanguard Funds VANGUARD MID-CAP INDEX-INST PLUS | — | — | — | $263.8M | 7.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $263.1M | 7.0% | |
| VANGUARD INST TOT BOND MKT IDX TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $208.7M | 5.5% | |
| VANGUARD INST TOT INTL STK MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $200.7M | 5.3% | |
| Self-Directed Brokerage Various Investments, Including Registered Investment Companies, * Account Common Stocks, Money Market Funds and Cash | — | — | — | $153.2M | 4.1% | |
| Vanguard Funds VANGUARD SMALL-CAP INDEX-INST PLUS | — | — | — | $134.6M | 3.6% | |
| VANGUARD TARGET RETIRE TR PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $132.5M | 3.5% | |
| VANGUARD TARGET RETIRE TR PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $131.0M | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $120.0M | 3.2% | |
| Prudential Retirement Insurance and Annuity Company CAPITAL GROUP EUROPACIFIC GROWTH FUND SA | — | — | — | $108.9M | 2.9% | |
| VANGUARD TARGET RETIRE TR PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $99.0M | 2.6% | |
| VANGUARD TARGET RETIRE TR PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $95.1M | 2.5% | |
| Prudential Retirement Insurance and Annuity Company EAGLE MID CAP GROWTH FUND (IS PLATFORM) | — | — | — | $82.4M | 2.2% | |
| Prudential Retirement Insurance and Annuity Company CORE PLUS BOND/PGIM FUND | — | — | — | $81.9M | 2.2% | |
| VANGUARD TARGET RETIRE TR PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $77.0M | 2.0% | |
| VANGUARD TARGET RETIRE TR PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $60.3M | 1.6% | |
| T. ROWE PRICE US MID-CAP VALUE EQUI T. ROWE PRICE TRUST COMPANY · EIN 35-6941663 / PN 001 | Common Collective Trust | — | — | $56.0M | 1.5% | |
| VANGUARD TARGET RETIRE TR PLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $40.4M | 1.1% | |
| T. Rowe Price T. ROWE PRICE QM US SMALL-CAP GR EQ I | — | — | — | $38.1M | 1.0% | |
| Jennison NVIDIA CORP COMMON STOCK | — | — | — | $31.2M | 0.8% | |
| Prudential Retirement Insurance and Annuity Company SMALL CAP VALUE/VICTORY | — | — | — | $30.9M | 0.8% | |
| Ericsson Stock Fund | — | — | — | $29.5M | 0.8% | |
| VANGUARD TARGET RETIRE TR PLUS INCO VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $27.9M | 0.7% | |
| Jennison AMAZON.COM INC COMMON STOCK | — | — | — | $25.1M | 0.7% | |
| VANGUARD TARGET RETIRE TR PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $24.9M | 0.7% | |
| Jennison APPLE INC COMMON STOCK | — | — | — | $19.6M | 0.5% | |
| Jennison MICROSOFT CORP COMMON STOCK | — | — | — | $19.6M | 0.5% | |
| DRIEHAUS EMERGING MARKETS GROWTH CL RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $19.5M | 0.5% | |
| Jennison META PLATFORMS INC COMMON STOCK | — | — | — | $18.9M | 0.5% | |
| Jennison BROADCOM INC COMMON STOCK | — | — | — | $15.6M | 0.4% | |
| VANGUARD TARGET RETIRE TR PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $13.6M | 0.4% | |
| Jennison NETFLIX INC COMMON STOCK | — | — | — | $11.9M | 0.3% | |
| Participant Loans Interest rates of 4.25% to 9.50% with various maturity dates | — | — | — | $11.4M | 0.3% | |
| Jennison TESLA INC COMMON STOCK | — | — | — | $9.3M | 0.2% | |
| Jennison MASTERCARD INC COMMON STOCK CL.A | — | — | — | $7.7M | 0.2% | |
| Jennison ELI LILLY & CO COMMON STOCK | — | — | — | $7.5M | 0.2% | |
| Jennison VISA INC COMMON STOCK CL.A | — | — | — | $6.3M | 0.2% | |
| Jennison COSTCO WHOLESALE CORP COMMON STOCK | — | — | — | $6.1M | 0.2% | |
| Jennison ALPHABET INC COMMON STOCK CL.C | — | — | — | $5.4M | 0.1% | |
| Jennison ALPHABET INC COMMON STOCK CL.A | — | — | — | $5.3M | 0.1% | |
| Jennison SERVICENOW INC COMMON STOCK | — | — | — | $5.0M | 0.1% | |
| Jennison CADENCE DESIGN SYSTEMS INC COMMON STOCK | — | — | — | $4.9M | 0.1% | |
| Jennison WALMART INC COMMON STOCK | — | — | — | $4.8M | 0.1% | |
| VANGUARD TARGET RETIRE TR PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.1% | |
| Jennison VERTEX PHARMACEUTICALS INC COMMON STOCK | — | — | — | $4.2M | 0.1% | |
| Jennison NOVO-NORDISK AS COMMON STOCK - SPONSORED ADR | — | — | — | $3.8M | 0.1% | |
| Jennison SALESFORCE COM INC COMMON STOCK | — | — | — | $3.7M | <0.1% | |
| Jennison BOEING CO COMMON STOCK | — | — | — | $3.7M | <0.1% | |
| Jennison UBER TECHNOLOGIES INC COMMON STOCK | — | — | — | $3.4M | <0.1% | |
| Jennison CROWDSTRIKE HOLDINGS INC COMMON STOCK CL.A | — | — | — | $3.4M | <0.1% | |
| Jennison TRADE DESK INC/THE COMMON STOCK CL.A | — | — | — | $3.2M | <0.1% | |
| Jennison INTUITIVE SURGICAL INC COMMON STOCK | — | — | — | $3.1M | <0.1% | |
| Jennison MERCADOLIBRE INC COMMON STOCK | — | — | — | $3.0M | <0.1% | |
| Jennison HOME DEPOT INC COMMON STOCK | — | — | — | $3.0M | <0.1% | |
| Jennison AIRBNB INC COMMON STOCK | — | — | — | $2.9M | <0.1% | |
| Jennison MOODYS CORP COMMON STOCK | — | — | — | $2.8M | <0.1% | |
| Jennison EATON CORP PLC COMMON STOCK | — | — | — | $2.8M | <0.1% | |
| Jennison O REILLY AUTOMOTIVE INC COMMON STOCK | — | — | — | $2.7M | <0.1% | |
| Jennison ASTRAZENECA PLC COMMON STOCK | — | — | — | $2.7M | <0.1% | |
| Jennison FLUTTER ENTERTAINMENT PLC COMMON STOCK ** 870 Jennison GENERAL ELECTRIC CO COMMON STOCK | — | — | — | $2.6M | <0.1% | |
| Jennison DATADOG INC COMMON STOCK CL.A | — | — | — | $2.5M | <0.1% | |
| Jennison SNOWFLAKE INC COMMON STOCK | — | — | — | $2.3M | <0.1% | |
| Jennison VERTIV HOLDINGS CO COMMON STOCK | — | — | — | $2.3M | <0.1% | |
| Jennison KEYSIGHT TECHNOLOGIES INC COMMON STOCK | — | — | — | $2.3M | <0.1% | |
| Jennison SPOTIFY TECHNOLOGY SA COMMON STOCK | — | — | — | $2.3M | <0.1% | |
| Jennison FEDERATED GOVERNMENT OBLIGATIONS IS #5 | — | — | — | $2.3M | <0.1% | |
| Jennison HILTON WORLDWIDE HLDGS INC COMMON | — | — | — | $2.2M | <0.1% | |
| Jennison ADOBE INC COMMON STOCK | — | — | — | $2.1M | <0.1% | |
| Jennison TJX COMPANIES INC COMMON STOCK | — | — | — | $2.0M | <0.1% | |
| Jennison PALO ALTO NETWORKS INC COMMON STOCK | — | — | — | $1.9M | <0.1% | |
| Jennison MARRIOTT INTERNATIONAL INC COMMON STOCK | — | — | — | $1.7M | <0.1% | |
| Jennison ADVANCED MICRO DEVICES INC COMMON STOCK | — | — | — | $1.7M | <0.1% | |
| Jennison ADIDAS AG COMMON STOCK | — | — | — | $1.6M | <0.1% | |
| Jennison PROGRESSIVE CORP COMMON STOCK | — | — | — | $1.5M | <0.1% | |
| Jennison EDWARDS LIFESCIENCES CORP COMMON STOCK | — | — | — | $1.5M | <0.1% | |
| Jennison DEXCOM INC COMMON STOCK | — | — | — | $1.5M | <0.1% | |
| Jennison ANALOG DEVICES INC COMMON STOCK | — | — | — | $1.5M | <0.1% | |
| Jennison INDITEX COMMON STOCK | — | — | — | $1.3M | <0.1% | |
| Jennison APPLOVIN DEVICES INC COMMON STOCK | — | — | — | $1.2M | <0.1% | |
| VANGUARD TARGET RETIRE TR PLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $823K | <0.1% | |
| AMERICAN CENTURY US VAL YLD EQ TR 2 SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |