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Original filing (PDF)20251003101622NAL0000749315001
GENERAL DYNAMICS CORPORATION
Form 5500
FILING_RECEIVED
GENERAL DYNAMICS RETIREMENT PLAN (GOVERNMENT)
Defined-benefit pension plan
Signals · 2
29% in single holding12 service providers
Active participants
2,746
Accounts w/ balance
—
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
20 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
- Top holding "Northern Trust Investments, Inc. Russell 10000 Index Fund - Lending" is 29% of plan.
- 28 bps in Schedule C fees — 461% above peer band of 5 bps.
- Highly fragmented vendor stack (12 disclosed providers, 7 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL DYNAMICS CORPORATION.
Plan sponsor
Name
GENERAL DYNAMICS CORPORATION
EIN
13-1673581
Address
11011 SUNSET HILLS RD · RESTON, VA · 201905311
Phone
(703) 876-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1E · Section 401(h) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | PLAN RECORDKEEPER | $1.1M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | INVESTMENT MANAGER | $1.7M | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | — | INVESTMENT MANAGER | $825K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGER | $30K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | PLAN TRUSTEE | $308K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN AUDITOR | $128K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY & FORM 5500 PRE | $3.2M | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNER & BLOCK LLP | 36-2192554 | — | LEGAL | $167K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 36-2235791 | — | HRA ADMINISTRATION | $27K | — |
| GENERAL DYNAMICS INF TECHNOLOGY INC | 54-1194322 | — | OBIEE COST ALLOCATION | $18K | — |
| CROWE LLP | 35-0921680 | — | FINANCIAL STATEMENT PREP | $12K | — |
| ANTHEM HEALTH PLANS OF VIRGINIA INC | 54-0357120 | — | THIRD-PARTY ADMINISTRATO | $11K | — |
Investments
5 direct securities · 20 pooled funds· $3.0B(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
$2.2B
16 holdings
Uncategorized
$748.6M
5 holdings
Master Trust
$96.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTC RUSSELL 1000 IND FD - LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 006 | Common Collective Trust | — | $677.5M | $721.1M | 26.9% | |
| Northern Trust Investments, Inc. World ex-US Investable market Index Fund - Lending | — | — | $405.8M | $416.0M | 15.5% | |
| NTC WORLD EX US INV MKT IND FD-LEND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 126 | Common Collective Trust | — | — | $416.0M | 15.5% | |
| PIMCO LONG-TERM CREDIT BD CIT CL GD GREAT GRAY TRUST COMPANY, LLC · EIN 88-2384525 / PN 795 | Common Collective Trust | — | $210.3M | $207.7M | 7.7% | |
| Dimensional Fund Advisors Emerging Markets ex-China Equity Portfolio Institutional Class | — | — | $170.5M | $165.6M | 6.2% | |
| DEVELOPED REAL ESTATE IDX N-L FD F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4102422 / PN 001 | Common Collective Trust | — | $151.5M | $144.0M | 5.4% | |
| GDC GRP RET TRUST-DIVERSIFYING POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 004 | Master Trust | — | — | $93.7M | 3.5% | |
| TREAS US 5 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $99.3M | $92.6M | 3.5% | |
| TREAS US 10 YEAR KEY RATE DUR N-L A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $111.4M | $92.6M | 3.4% | |
| US LONG CREDIT BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3263177 / PN 001 | Common Collective Trust | — | $90.0M | $86.8M | 3.2% | |
| Dimensional Fund Advisors U.S. Small Cap Portfolio Institutional Class | — | — | $75.1M | $73.8M | 2.7% | |
| American Century Corporate High Yield Bond Trust Class K | — | — | $68.5M | $73.3M | 2.7% | |
| AMER CENT HIGH YIELD CORP BD TR K GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 025 | Common Collective Trust | — | $73.1M | $73.3M | 2.7% | |
| TRES US 15 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $102.5M | $69.5M | 2.6% | |
| INTERMEDIATE GOV BD INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $67.4M | $68.4M | 2.6% | |
| TRES US 25+ YEAR KEY RATE DUR N-L F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $82.9M | $63.6M | 2.4% | |
| TRES US 20 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $67.9M | $52.1M | 1.9% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4859555 / PN 001 | Common Collective Trust | — | $46.1M | $49.0M | 1.8% | |
| Northern Trust Investments, Inc. Government Short-Term Investment Fund | — | — | $20.0M | $20.0M | 0.7% | |
| NT COLL GOVERNMENT STIF NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $20.0M | 0.7% | |
| LONG TERM GOV BOND INDEX N-L FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3774476 / PN 001 | Common Collective Trust | — | $10.0M | $9.7M | 0.4% | |
| GDC GROUP RET TRUST- CSRA POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 006 | Master Trust | — | — | $2.5M | <0.1% | |
| GDC GRP RET TRUST- NOMURA POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 005 | Master Trust | — | — | $5K | <0.1% | |
| GDC GRP RETTRUST-LIABILITY AWARE PL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 001 | Master Trust | — | — | $3K | <0.1% | |
| NTC EMER MKT EX CHINA INV MKT ID NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 249 | Common Collective Trust | — | — | $0 | <0.1% |