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Original filing (PDF)20251007084559NAL0002320083001
THOMSON REUTERS HOLDINGS INC.
Form 5500
FILING_RECEIVED
THOMSON REUTERS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
8,130
Accounts w/ balance
19,924
Plan assets (EOY)
$4.5B
Net assets (EOY)
$4.5B
How this plan invests
This plan
27 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMSON REUTERS HOLDINGS INC..
Plan sponsor
Name
THOMSON REUTERS HOLDINGS INC.
EIN
06-1497995
Address
2900 AMES CROSSING ROAD · SUITE 100 · EAGAN, MN · 55121
Phone
(651) 687-7000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
PRICEWATERHOUSECOOPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER/TRUSTEE | $612K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVESTMENT ADVISOR | $1.5M | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT | 36-4001764 | — | NONE | $143K | — |
| PRICEWATERHOUSECOOPERS LLC | 13-4008324 | — | NONE | $116K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $106K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $38K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $5K | — |
Investments
6 direct securities · 27 pooled funds· $5.1B(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
$3.5B
26 holdings
Uncategorized
$878.2M
6 holdings
Master Trust
$648.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INSTITUTIONAL INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $696.0M | 15.6% | |
| THOMSON REUTERS MASTER INVEST.TRUST THOMSON REUTERS HOLDINGS INC. · EIN 06-1497995 / PN 012 | Master Trust | — | — | $648.7M | 14.5% | |
| LIFEPATH INDEX 2030 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3840961 / PN 001 | Common Collective Trust | — | — | $480.8M | 10.7% | |
| LIFEPATH INDEX RET NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3898456 / PN 001 | Common Collective Trust | — | — | $435.0M | 9.7% | |
| LIFEPATH INDEX 2040 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-3857000 / PN 001 | Common Collective Trust | — | — | $363.9M | 8.1% | |
| Vanguard Institutional Extended Market Index Trust Common/collective trust | — | — | — | $291.9M | 6.5% | |
| INSTITUTIONAL EX MKT INDX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $291.9M | 6.5% | |
| Vanguard Institutional Total International Stock Market Index Trust Common/collective trust | — | — | — | $279.8M | 6.3% | |
| INSTITUTIONAL TOT INTL STK MKT IND VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $279.8M | 6.3% | |
| INSTITUTIONAL BOND MKT INDX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $218.4M | 4.9% | |
| LIFEPATH INDEX 2035 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3856926 / PN 001 | Common Collective Trust | — | — | $188.9M | 4.2% | |
| LIFEPATH INDEX 2045 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3864341 / PN 001 | Common Collective Trust | — | — | $165.7M | 3.7% | |
| LIFEPATH INDEX 2050 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3864657 / PN 001 | Common Collective Trust | — | — | $158.1M | 3.5% | |
| Vanguard Federal Money Market Fund Registered investment company | — | — | — | $147.6M | 3.3% | |
| LIFEPATH INDEX 2055 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3892990 / PN 001 | Common Collective Trust | — | — | $95.0M | 2.1% | |
| Dodge & Cox Income X Fund Registered investment company | — | — | — | $81.5M | 1.8% | |
| CAPITAL GROUP EUPAC TRUST (US) CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $59.9M | 1.3% | |
| Wellington SMID Research Equity Fund Common/collective trust | — | — | — | $40.7M | 0.9% | |
| WTC CIF II SMID CAP RES EQ III WELLINGTON TRUST COMPANY, N.A · EIN 04-6913417 / PN 129 | Common Collective Trust | — | — | $40.7M | 0.9% | |
| LIFEPATH INDEX 2060 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3893052 / PN 001 | Common Collective Trust | — | — | $38.8M | 0.9% | |
| Vanguard Short-Term Bond Index Fund Institutional Shares Registered investment company | — | — | — | $36.5M | 0.8% | |
| STATE STREET REAL ASSET NL FD CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 374 | Common Collective Trust | — | — | $13.6M | 0.3% | |
| LIFEPATH INDEX 2065 NL FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3898297 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.3% | |
| LIFEPATH INDEX 2030 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4462201 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2040 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4496468 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX RET NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4590893 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2065 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1944762 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2060 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4575448 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2055 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4552063 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2050 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4532215 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2045 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4514357 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2035 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4480429 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2025 NL FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4453340 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |