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Original filing (PDF)20251009141339NAL0007120913010
THE UNITED STATES PHARMACOPEIAL CONVENTION
Form 5500
FILING_RECEIVED
THE UNITED STATES PHARMACOPEIAL CONVENTION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
871
Accounts w/ balance
1,183
Plan assets (EOY)
$344.2M
Net assets (EOY)
$344.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
36 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNITED STATES PHARMACOPEIAL CONVENTION.
Plan sponsor
Name
THE UNITED STATES PHARMACOPEIAL CONVENTION
EIN
13-1656692
Address
12601 TWINBROOK PKWY · ROCKVILLE, MD · 20852
Phone
(301) 816-8539
Industry
Educational Servicessee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $201K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
29 direct securities · 18 pooled funds· $476.5M(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
$293.6M
29 holdings
Common Collective Trust
$182.9M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund NR | — | — | — | $45.2M | 13.1% | |
| Vanguard Institutional Target Retirement 2030 Trust II Collective Trust NR | — | — | — | $26.1M | 7.6% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $26.1M | 7.6% | |
| Vanguard Institutional Target Retirement 2035 Trust II Collective Trust NR | — | — | — | $23.6M | 6.9% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.6M | 6.9% | |
| WILMINGTON TRUST MFS GR EQ CIT CL S WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $22.2M | 6.5% | |
| BlackRock Equity Dividend K Mutual fund NR | — | — | — | $20.6M | 6.0% | |
| Vanguard Institutional Target Retirement 2025 Trust II Collective Trust NR | — | — | — | $19.0M | 5.5% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.0M | 5.5% | |
| Vanguard Institutional Target Retirement 2045 Trust II Collective Trust NR | — | — | — | $18.2M | 5.3% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $18.2M | 5.3% | |
| Vanguard Institutional Target Retirement 2040 Trust II Collective Trust NR | — | — | — | $17.9M | 5.2% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.9M | 5.2% | |
| PRUDENTIAL CORE PLUS BD I2 PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $13.2M | 3.8% | |
| Vanguard Institutional Target Retirement 2050 Trust II Collective Trust NR | — | — | — | $12.7M | 3.7% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $12.7M | 3.7% | |
| Vanguard Treasury Money Market Inv Mutual fund NR | — | — | — | $11.6M | 3.4% | |
| T. Rowe Price Mid Cap Value I Mutual fund NR | — | — | — | $9.9M | 2.9% | |
| Vanguard Mid Cap Index Institutional Mutual fund NR | — | — | — | $7.8M | 2.3% | |
| Nuveen Lage Cap Responsible Equity Mutual fund NR | — | — | — | $7.6M | 2.2% | |
| DFA Emerging Markets Core Equity I Mutual fund NR | — | — | — | $7.6M | 2.2% | |
| GOLDMAN SACHS STABLE VALUE INSTITUT GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7.3M | 2.1% | |
| Vanguard Small Cap Index Institutional Mutual fund NR | — | — | — | $7.3M | 2.1% | |
| American Funds Capital World Growth & Income Mutual fund NR | — | — | — | $7.1M | 2.1% | |
| PIMCO Real Return Institutional Mutual fund NR | — | — | — | $7.0M | 2.0% | |
| MFS New Discovery Value Mutual fund NR | — | — | — | $7.0M | 2.0% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.9% | |
| Vanguard Institutional Target Retirement 2020 Trust II Collective Trust NR | — | — | — | $6.4M | 1.9% | |
| American Funds EuroPacific Growth Mutual fund NR | — | — | — | $6.3M | 1.8% | |
| Vanguard International Value Mutual fund NR | — | — | — | $6.1M | 1.8% | |
| NYLI MacKay High Yield Corporate Bond Mutual fund NR | — | — | — | $5.5M | 1.6% | |
| Vanguard Institutional Target Retirement 2055 Trust II Collective Trust NR | — | — | — | $5.3M | 1.5% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.5% | |
| WASATCH CORE GROWTH CIT A SEI · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $4.3M | 1.2% | |
| EAGLE MID CAP GR CIT FOUNDERS CLASS ALTA · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.0% | |
| DFA Global Real Estate Mutual fund NR | — | — | — | $3.1M | 0.9% | |
| Vanguard Institutional Target Retirement 2060 Trust II Collective Trust NR | — | — | — | $1.5M | 0.4% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| Vanguard Institutional Target Retirement Income Trust II Collective Trust NR | — | — | — | $1.5M | 0.4% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| Participant loans Various, bearing interest from 4.25% to 9.50% - | — | — | — | $1.4M | 0.4% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $147K | <0.1% | |
| VANGUARD TARGET RETRMNT 2070 TR II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $110K | <0.1% | |
| John Hancock Alternative Asset Allocation Mutual fund NR | — | — | — | $56K | <0.1% | |
| Vanguard Institutional Target Retirement Income & Growth Trust II Collective Trust NR | — | — | — | $28K | <0.1% | |
| VANGUARD TGT RETRMNT INC & GR TR II VANGUARD · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $28K | <0.1% | |
| Transamerica Financial Life Insurance Company Stable Fund General account (at contract value) NR | — | — | — | $4K | <0.1% |