Original filing (PDF)20250930142049NAL0012392753001

GENERAL DYNAMICS CORPORATION

Name: GENERAL DYNAMICS CORPORATION — GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES, Form 5500 (2024)
Creator: GENERAL DYNAMICS CORPORATION

Form 5500

FILING_RECEIVED

GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES

401(k) retirement plan

Signals · 2

28% in single holding9 service providers

Active participants

18,408

Accounts w/ balance

21,854

Plan assets (EOY)

$2.1B

Net assets (EOY)

$2.1B

How this plan invests

This plan

1 pooled trust

Schedule D

865 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "NT S&P 500 INDEX -NL FD" is 28% of plan.
8 bps in Schedule C fees — 56% above peer band of 5 bps.
Highly fragmented vendor stack (9 disclosed providers, 5 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

013

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2I · Stock bonus

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

KPMG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV. INST. OPS. CO. LLC	04-2647786	—	RECORDKEEPER & TRUSTEE	$996K	—
FIDELITY INV. INST. OPS. CO. LLC	04-2647786	—	RECORDKEEPER AND TRUSTEE	$0	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT TRUST COMPANY	27-4411131	—	TRUSTEE FOR GD STOCK FUN	$82K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
KPMG LLP	13-5565207	—	PLAN AUDITOR	$111K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
JENNER & BLOCK LLP	36-2192554	—	LEGAL	$98K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	INV ADV TO PARTICIPANTS	$267K	—
AON CONSULTING, INC.	22-2232264	—	CONSULTING (PENSION)	$58K	—
CROWE LLP	35-0921680	—	FINANCIAL STATEMENT PREP	$17K	—
WEALTH MANAGEMENT SYSTEMS, INC.	22-3734996	—	AUTOMATIC ROLLOVER PROG	$0	—

Investments

861 direct securities · 1 pooled fund· $4.0B(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.

Master Trust

$2.0B

1 holding

Uncategorized

$2.0B

861 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
GDC 401(K) PLAN MASTER TRUST GENERAL DYNAMICS CORPORATION · EIN 52-2456916 / PN 223	Master Trust	—	—	$2.0B	96.7%
NT S&P 500 INDEX -NL FD	—	24,509.551	—	$556.3M	26.7%
NT EXTENDED MARKET INDEX FD	—	120,614.608	—	$157.2M	7.5%
VANGUARD TARGET RET 2030 FLEX	—	3,076,492.632	—	$129.5M	6.2%
VANGUARD TARGET RET 2035 FLEX	—	2,577,864.516	—	$112.8M	5.4%
VANGUARD TARGET RET 2025 FLEX	—	2,573,983.292	—	$104.3M	5.0%
VANGUARD TARGET RET 2040 FLEX	—	2,018,864.945	—	$91.7M	4.4%
VANGUARD TARGET RET 2045 FLEX	—	1,662,760.234	—	$78.3M	3.8%
VANGUARD TARGET RETIREMENT INCOME & GROWTH TR	—	580,391.155	—	$72.1M	3.5%
VANGUARD TARGET RET 2050 FLEX	—	1,378,088.376	—	$65.9M	3.2%
NT COMSCI ACWI EXUS INDX	—	311,697.68	—	$59.5M	2.9%
U.S. Debt Index Non-Lendable Fund F	—	3,882,478.133	—	$59.2M	2.8%
VANGUARD TARGET RET 2055 FLEX	—	1,145,598.499	—	$54.8M	2.6%
VANGUARD TARGET RET 2060 FLEX	—	904,895.236	—	$43.3M	2.1%
VANGUARD TARGET RET 2065 FLEX	—	360,971.687	—	$17.3M	0.8%
F/M 2-Yr Invmt Grd Corp Bd ETF	—	319,005.306	—	$16.0M	0.8%
F/M 3-Yr Invmt Grd Corp Bd ETF	—	279,652.425	—	$14.0M	0.7%
APPLE INC	—	34,075.024	—	$8.5M	0.4%
NVIDIA CORP	—	55,455.561	—	$7.4M	0.4%
AMAZON.COM INC	—	31,759.277	—	$7.0M	0.3%
MICROSOFT CORP	—	16,122.101	—	$6.8M	0.3%
BROWN BROTHERS HARRIMAN OVERNIGHT DEPOSIT ACCOUNTS	—	5,804,515.913	—	$5.8M	0.3%
UST NOTES 2.875% 05/15/2032	—	5,955,661.037	—	$5.3M	0.3%
UST NOTES 0.625% 08/15/2030	—	6,188,109.643	—	$5.0M	0.2%
UST NOTES 2.75% 02/15/2028	—	5,255,887.555	—	$5.0M	0.2%
UST NOTES 3.5% 02/15/2033	—	5,237,680.092	—	$4.9M	0.2%
NT COLL S&P 500 INDEX FD-DC-NL	—	198.219	—	$4.5M	0.2%
AMAZON.COM INC	—	20,452.321	—	$4.5M	0.2%
MICROSOFT CORP	—	10,198.85	—	$4.3M	0.2%
F/M 10-Yr Invmt Grd Corp Bd ETF	—	83,685.14	—	$4.1M	0.2%
UST NOTES 3.125% 11/15/2028	—	3,903,679.995	—	$3.7M	0.2%
ALPHABET INC CL C	—	19,231.329	—	$3.7M	0.2%
UST NOTES 1% 07/31/2028	—	3,875,761.885	—	$3.5M	0.2%
VISA INC CL A	—	10,394.276	—	$3.3M	0.2%
UST NOTES 1.875% 07/31/2026	—	3,398,726.364	—	$3.3M	0.2%
ORACLE CORP	—	18,144.586	—	$3.0M	0.1%
BROADCOM INC	—	12,680.527	—	$2.9M	0.1%
MASTERCARD INC CL A	—	5,459.204	—	$2.9M	0.1%
SERVICENOW INC	—	2,671.763	—	$2.8M	0.1%
META PLATFORMS INC CL A	—	4,837.116	—	$2.8M	0.1%
SHOPIFY INC CL A	—	25,949.154	—	$2.8M	0.1%
APPLE INC	—	10,804.43	—	$2.7M	0.1%
NETFLIX INC	—	3,030.329	—	$2.7M	0.1%
UST BILLS 0% 05/01/2025	—	2,653,434.225	—	$2.6M	0.1%
ALPHABET INC CL C	—	13,489.302	—	$2.6M	0.1%
TESLA INC	—	6,020.115	—	$2.4M	0.1%
UST NOTES 4% 01/15/2027	—	2,360,294.076	—	$2.3M	0.1%
UST NOTES 3.125% 08/31/2027	—	2,406,419.649	—	$2.3M	0.1%
VANGUARD TARGET RETIREMENT 2070 TR	—	16,773.079	—	$2.3M	0.1%
ABBOTT LABORATORIES	—	19,462.442	—	$2.2M	0.1%
THERMO FISHER SCIENTIFIC INC	—	4,192.815	—	$2.2M	0.1%
FISERV INC	—	10,536.052	—	$2.2M	0.1%
SCHWAB CHARLES CORP	—	29,156.217	—	$2.2M	0.1%
ADOBE INC	—	4,729.935	—	$2.1M	0.1%
ZOETIS INC CL A	—	12,588.397	—	$2.1M	<0.1%
ELI LILLY & CO	—	2,624.909	—	$2.0M	<0.1%
MSCI INC	—	3,351.63	—	$2.0M	<0.1%
ACCENTURE PLC CL A	—	5,428.98	—	$1.9M	<0.1%
RTX CORP	—	16,083.259	—	$1.9M	<0.1%
AIRBNB INC CLASS A	—	13,501.562	—	$1.8M	<0.1%
ELI LILLY & CO	—	2,286.372	—	$1.8M	<0.1%
UST NOTES 2.375% 05/15/2027	—	1,820,746.266	—	$1.7M	<0.1%
JOHNSON CONTROLS INTERNATIONAL PLC	—	21,976.65	—	$1.7M	<0.1%
WELLS FARGO & CO	—	24,689.319	—	$1.7M	<0.1%
UST NOTES 3.625% 03/31/2030	—	1,791,007.411	—	$1.7M	<0.1%
ALPHABET INC CL A	—	9,098.755	—	$1.7M	<0.1%
UST NOTES 2.625% 02/15/2029	—	1,797,076.565	—	$1.7M	<0.1%
UST NOTES 2.875% 08/15/2028	—	1,759,447.809	—	$1.7M	<0.1%
WORKDAY INC CL A	—	6,418.98	—	$1.7M	<0.1%
UST NOTES 4.5% 05/15/2027	—	1,571,304.028	—	$1.6M	<0.1%
UST NOTES 4.125% 03/31/2029	—	1,591,696.386	—	$1.6M	<0.1%
METLIFE INC	—	19,081.421	—	$1.6M	<0.1%
UST NOTES 3.875% 10/15/2027	—	1,514,132.595	—	$1.5M	<0.1%
JPMORGAN CHASE & CO	—	5,811.822	—	$1.4M	<0.1%
UST NOTES 4.125% 11/30/2029	—	1,405,980.267	—	$1.4M	<0.1%
SANOFI SPON ADR	—	28,124.461	—	$1.4M	<0.1%
UST NOTES 4.625% 06/30/2026	—	1,329,144.774	—	$1.3M	<0.1%
UNITED STATES TREASURY BOND 4.25% 08/15/2054	—	1,449,920.943	—	$1.3M	<0.1%
VISA INC CL A	—	4,179.948	—	$1.3M	<0.1%
FEDEX CORP	—	4,458.158	—	$1.3M	<0.1%
CHARTER COMMUNICATIONS INC A	—	3,617.216	—	$1.2M	<0.1%
BERKSHIRE HATHAWAY INC CL B	—	2,732.94	—	$1.2M	<0.1%
MICROSOFT CORP	—	2,888.917	—	$1.2M	<0.1%
AMAZON.COM INC	—	5,547.207	—	$1.2M	<0.1%
UST NOTES 3.75% 08/31/2026	—	1,213,830.844	—	$1.2M	<0.1%
UST NOTES 1.375% 11/15/2031	—	1,456,597.013	—	$1.2M	<0.1%
BANK OF NEW YORK MELLON CORP	—	15,336.146	—	$1.2M	<0.1%
UST NOTES 4.5% 04/15/2027	—	1,168,312.187	—	$1.2M	<0.1%
OCCIDENTAL PETROLEUM CORP	—	23,669.701	—	$1.2M	<0.1%
METROPOLITAN LIFE INSURANCE COMPANY SYNTHETIC GUARANTEED INVESTMENT CONTRACT WRAPPER (CONTRACT #25154)	—	—	—	$1.1M	<0.1%
UST NOTES 3.5% 09/30/2029	—	1,160,422.287	—	$1.1M	<0.1%
GILEAD SCIENCES INC	—	11,774.159	—	$1.1M	<0.1%
UST NOTES 4.625% 04/30/2031	—	1,072,540.934	—	$1.1M	<0.1%
METROPOLITAN LIFE INSURANCE COMPANY SYNTHETIC GUARANTEED INVESTMENT CONTRACT WRAPPER (CONTRACT #25155)	—	—	—	$1.1M	<0.1%
UST NOTES 3.625% 05/31/2028	—	1,102,765.322	—	$1.1M	<0.1%
CAPITAL ONE FINANCIAL CORP	—	5,947.771	—	$1.1M	<0.1%
UNITEDHEALTH GROUP INC	—	2,075.408	—	$1.0M	<0.1%
NETFLIX INC	—	1,153.868	—	$1.0M	<0.1%
EXXON MOBIL CORP	—	9,440.812	—	$1.0M	<0.1%
PAYCOM SOFTWARE INC	—	4,933.009	—	$1.0M	<0.1%
UST NOTES 4.375% 11/30/2028	—	1,008,693.431	—	$1.0M	<0.1%
ENCOMPASS HEALTH CORP	—	10,814.869	—	$999K	<0.1%
JPMORGAN CHASE & CO 5.012%/VAR 01/23/2030	—	997,283.422	—	$996K	<0.1%
MASTERCARD INC CL A	—	1,886.779	—	$994K	<0.1%
UST NOTES 4.125% 10/31/2026	—	995,341.292	—	$993K	<0.1%
UNITEDHEALTH GROUP INC	—	1,959.609	—	$991K	<0.1%
CVS HEALTH CORP	—	21,824.679	—	$980K	<0.1%
COHEN & STEERS INC	—	10,458.002	—	$966K	<0.1%
ENSIGN GROUP INC	—	7,263.928	—	$965K	<0.1%
THE BOOKING HOLDINGS INC	—	194.213	—	$965K	<0.1%
UST NOTES 2.375% 03/31/2029	—	1,044,015.909	—	$964K	<0.1%
SALESFORCE INC	—	2,860.028	—	$956K	<0.1%
NORFOLK SOUTHERN CORP	—	4,017.78	—	$943K	<0.1%
UST NOTES 1.875% 02/28/2029	—	1,034,669.412	—	$937K	<0.1%
UST NOTES 4.375% 08/31/2028	—	930,401.342	—	$931K	<0.1%
UNITED STATES TREASURY BOND 4.75% 11/15/2043	—	941,932.735	—	$930K	<0.1%
HAMILTON LANE INC - A	—	6,251.957	—	$926K	<0.1%
FIDELITY NATL INFORM SVCS INC	—	11,203.659	—	$905K	<0.1%
LEMAITRE VASCULAR INC	—	9,805.204	—	$903K	<0.1%
ALPHABET INC CL C	—	4,741.223	—	$903K	<0.1%
HOME DEPOT INC	—	2,318.66	—	$902K	<0.1%
COMCAST CORP CL A	—	23,958.472	—	$899K	<0.1%
KINSALE CAPITAL GROUP INC	—	1,895.275	—	$882K	<0.1%
GFL ENVIRONMENTAL INC	—	19,587.952	—	$872K	<0.1%
ALPHABET INC CL A	—	4,600.419	—	$871K	<0.1%
WALMART INC	—	9,592.177	—	$867K	<0.1%
GE AEROSPACE	—	5,183.058	—	$864K	<0.1%
UST NOTES 4.125% 10/31/2026	—	855,750.745	—	$854K	<0.1%
UST NOTES 3.875% 08/15/2034	—	889,131.093	—	$841K	<0.1%
BANK OF AMERICA CORPORATION	—	19,065.277	—	$838K	<0.1%
NOVO-NORDISK AS CL B ADR	—	9,684.428	—	$833K	<0.1%
STANDEX INTL CORP	—	4,452.817	—	$833K	<0.1%
COSTCO WHOLESALE CORP	—	908.188	—	$832K	<0.1%
RELIANCE INC	—	3,058.49	—	$824K	<0.1%
COSTAR GROUP INC	—	11,458.199	—	$820K	<0.1%
CASEY GENERAL STORES	—	2,068.975	—	$820K	<0.1%
GSK PLC SPONS ADR	—	24,186.793	—	$818K	<0.1%
UST NOTES 4.375% 05/15/2034	—	827,832.636	—	$815K	<0.1%
HUMANA INC	—	3,204.513	—	$813K	<0.1%
GARTNER INC	—	1,672.416	—	$810K	<0.1%
UST NOTES 3.375% 09/15/2027	—	821,763.481	—	$803K	<0.1%
CIGNA GROUP (THE)	—	2,876.779	—	$794K	<0.1%
MATADOR RESOURCES COMPANY	—	13,965.731	—	$786K	<0.1%
DICKS SPORTING GOODS INC	—	3,420.333	—	$783K	<0.1%
WESCO INTERNATIONAL INC	—	4,318.567	—	$781K	<0.1%
RYMAN HOSPITALITY PPTYS INC	—	7,488.851	—	$781K	<0.1%
HOME BANCSHARES INC	—	27,488.049	—	$778K	<0.1%
GOLDMAN SACHS GROUP INC	—	1,335.214	—	$765K	<0.1%
AIR LEASE CORP CL A	—	15,854.816	—	$764K	<0.1%
T-MOBILE US INC	—	3,423.003	—	$756K	<0.1%
MORNINGSTAR INC	—	2,226.409	—	$750K	<0.1%
HENRY (JACK) & ASSOCIATES INC	—	4,270.257	—	$749K	<0.1%
PROCTER & GAMBLE CO	—	4,407.541	—	$739K	<0.1%
PROSPERITY BANCSHARES INC	—	9,782.748	—	$737K	<0.1%
BROOKFIELD INFRASTRUCTURE CORP	—	18,418.548	—	$737K	<0.1%
BROADRIDGE FINANCIAL SOL	—	3,215.923	—	$727K	<0.1%
ANHEUSER-BUSCH INBEV SPN ADR	—	14,432.449	—	$723K	<0.1%
CHURCHILL DOWNS INC	—	5,398.513	—	$721K	<0.1%
UST BILLS 0% 04/03/2025	—	728,298.506	—	$721K	<0.1%
T-MOBILE US INC	—	3,253.552	—	$718K	<0.1%
VALMONT INDUSTRIES INC	—	2,330.191	—	$715K	<0.1%
META PLATFORMS INC CL A	—	1,213.831	—	$711K	<0.1%
TERRENO REALTY CORP	—	11,919.212	—	$705K	<0.1%
MORGAN STANLEY 2.475%/VAR 01/21/2028	—	737,766.387	—	$703K	<0.1%
WINGSTOP INC	—	2,451.21	—	$697K	<0.1%
UST NOTES 4.625% 09/15/2026	—	691,276.666	—	$695K	<0.1%
CHESAPEAKE UTILITIES CORP	—	5,712.167	—	$693K	<0.1%
TRAVEL+LEISURE CO	—	13,718.352	—	$692K	<0.1%
POWER INTEGRATIONS INC	—	11,109.587	—	$685K	<0.1%
POOL CORP	—	2,001.486	—	$682K	<0.1%
AVANTOR INC	—	32,263.624	—	$680K	<0.1%
STERIS PLC	—	3,305.868	—	$680K	<0.1%
WILLIAMS COMPANIES INC	—	12,522.971	—	$678K	<0.1%
UNITEDHEALTH GROUP INC	—	1,335.214	—	$675K	<0.1%
DOMINOS PIZZA INC	—	1,596.673	—	$670K	<0.1%
KULICKE & SOFFA INDUSTRIES INC	—	14,328.545	—	$669K	<0.1%
CHEMED CORP	—	1,259.35	—	$667K	<0.1%
BAKER HUGHES CO	—	16,204.642	—	$665K	<0.1%
COCA COLA CO	—	10,632.915	—	$662K	<0.1%
INTERNATIONAL FLAVORS & FRAGRA	—	7,780.656	—	$658K	<0.1%
UST NOTES 3.875% 08/15/2034	—	689,334.536	—	$652K	<0.1%
BENTLEY SYS INC CL B	—	13,965.731	—	$652K	<0.1%
UST NOTES 4.25% 06/30/2031	—	658,867.382	—	$651K	<0.1%
FACTSET RESEARCH SYSTEMS INC	—	1,350.63	—	$649K	<0.1%
UST NOTES 4% 01/31/2031	—	663,358.556	—	$647K	<0.1%
AIR PRODUCTS & CHEMICALS INC	—	2,221.31	—	$644K	<0.1%
UST NOTES 3.625% 08/31/2029	—	663,965.472	—	$643K	<0.1%
ACCENTURE PLC CL A	—	1,824.509	—	$642K	<0.1%
ZIMMER BIOMET HLDGS INC	—	6,032.739	—	$637K	<0.1%
TRANSUNION	—	6,859.844	—	$636K	<0.1%
NEXSTAR MEDIA GROUP INC	—	4,025.549	—	$636K	<0.1%
UST NOTES 4.5% 11/15/2033	—	627,550.546	—	$625K	<0.1%
BWX TECHNOLOGIES INC	—	5,605.228	—	$624K	<0.1%
HEXCEL CORPORATION	—	9,940.182	—	$623K	<0.1%
UST NOTES 4.5% 11/15/2033	—	622,937.989	—	$620K	<0.1%
LINDE PLC	—	1,470.677	—	$616K	<0.1%
THERMO FISHER SCIENTIFIC INC	—	1,171.59	—	$609K	<0.1%
NVENT ELECTRIC PLC	—	8,926.876	—	$608K	<0.1%
QUEST DIAGNOSTICS INC	—	4,026.034	—	$607K	<0.1%
CARLISLE COS INC	—	1,641.706	—	$606K	<0.1%

Showing top 200 of 862 investments by value.