April Christenson signed Thomson Reuters Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomson Reuters Holdings Inc.'s EIN is 06-1497995.
Download the official 2024 Form 5500 (PDF) for Thomson Reuters Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomson Reuters Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER/TRUSTEE | $612K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVESTMENT ADVISOR |
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 | % 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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $1.5M |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLC | 13-4008324 | — | NONE | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT | 36-4001764 | — | NONE | $143K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $106K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $38K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $5K | — |
