Back to filter
Original filing (PDF)20251009075503NAL0003724867001
IQVIA INC.
Form 5500
FILING_RECEIVED
IQVIA 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
19,072
Accounts w/ balance
31,970
Plan assets (EOY)
$3.6B
Net assets (EOY)
$3.6B
How this plan invests
This plan
2 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)
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 IQVIA INC..
Plan sponsor
Name
IQVIA INC.
EIN
06-1506026
Address
2400 ELLIS ROAD · DURHAM, NC · 27703
Phone
(919) 998-2000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $839K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | CANONSBURG, PA | ADVISOR | $559K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | ARLINGTON, VA | CONSULTANT | $143K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | CHARLOTTE, NC | ACCOUNTANT/AUDITOR | $27K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERRILL DANA LLP | 01-0176171 | PORTLAND, ME | ATTORNEY/LEGAL | $60K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY & PULLEN | — | NEW BERN, NC | NONE | $128K | — |
Investments
29 direct securities · 2 pooled funds· $3.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.4B
28 holdings
Common Collective Trust
$396.4M
2 holdings
Mutual Funds
$89.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common Collective Trust Funds Spartan 500 Index Pool | — | — | — | $431.9M | 12.1% | |
| Vanguard Target Retirement 2035 Trust Plus | — | — | — | $323.1M | 9.1% | |
| Fidelity Contrafund Pool | — | — | — | $310.1M | 8.7% | |
| FID CONTRAPOOL FUND FIDELITY INVESTMENTS INSTITUTIONAL · EIN 04-2647786 / PN 001 | Common Collective Trust | — | — | $310.1M | 8.7% | |
| Vanguard Target Retirement 2040 Trust Plus | — | — | — | $308.8M | 8.7% | |
| Vanguard Target Retirement 2030 Trust Plus | — | — | — | $282.6M | 7.9% | |
| Vanguard Target Retirement 2045 Trust Plus | — | — | — | $263.8M | 7.4% | |
| Vanguard Target Retirement 2050 Trust Plus | — | — | — | $216.7M | 6.1% | |
| Harbor Trust Capital Appreciation CIT Class 4 | — | — | — | $196.3M | 5.5% | |
| Vanguard Target Retirement 2055 Trust Plus | — | — | — | $154.6M | 4.3% | |
| Vanguard Target Retirement 2025 Trust Plus | — | — | — | $144.7M | 4.1% | |
| Spartan Mid Cap Index | — | — | — | $94.6M | 2.7% | |
| s * Fidelity US Bond Index | Mutual Funds | — | — | $89.1M | 2.5% | |
| MELLON STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $86.3M | 2.4% | |
| Vanguard Target Retirement 2060 Trust Plus | — | — | — | $84.4M | 2.4% | |
| Vanguard Equity Income Admiral | — | — | — | $71.9M | 2.0% | |
| Spartan Intl Index D | — | — | — | $70.3M | 2.0% | |
| Fidelity Diversified International Commingled Pool Class A | — | — | — | $66.3M | 1.9% | |
| Spartan Small Cap Index | — | — | — | $57.5M | 1.6% | |
| Vanguard Target Retirement 2020 Trust Plus | — | — | — | $56.1M | 1.6% | |
| Fidelity Low Price Stock Pool Class A | — | — | — | $51.8M | 1.5% | |
| maturing through December 2039 | — | — | — | $34.6M | 1.0% | |
| Western Asset Core Plus Bond R4 | — | — | — | $33.4M | 0.9% | |
| American Beacon Small Cap Value Fund R6 | — | — | — | $28.1M | 0.8% | |
| Vanguard Target Retirement Income Trust Plus | — | — | — | $27.6M | 0.8% | |
| CIT Small Cap Growth Fund II R1 | — | — | — | $26.9M | 0.8% | |
| Wilmington Trust MFS Mid Cap Growth 2 | — | — | — | $25.0M | 0.7% | |
| Vanguard Target Retirement 2065 Trust Plus | — | — | — | $19.8M | 0.6% | |
| Vanguard Target Retirement 2070 Trust Plus | — | — | — | $2.9M | <0.1% | |
| Vanguard Federal Money Market Fund Investor | — | — | — | $1.9M | <0.1% | |
| Fidelity Brokerage Link Self-directed brokerage account | — | — | — | $783K | <0.1% |