United Parcel Service Company's EIN is 13-1686691.
Download the official 2024 Form 5500 (PDF) for United Parcel Service Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Parcel Service Company's plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INS. OPS. CO. INC. | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $239K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Brokerage link accounts Brokerage account | Self-Directed Brokerage | — | — | $645.4M | 26.3% | |
| CONTRAFUND COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $338.3M | 13.8% | |
| SPARTAN 500 INDEX POOL CLASS D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $269.2M | 11.0% | |
| SPARTAN INTERNATIONAL INDEX D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $141.8M | 5.8% | |
| Fidelity investments Treasury Only Institutional Fund | Mutual Funds | — | — | $135.1M | 5.5% | |
| Fidelity U.S. Bond Index Institutional Premium Fund** | Mutual Funds | — | — | $112.6M | 4.6% | |
| OTC COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $95.5M | 3.9% | |
| Vanguard Value Index Institutional Fund | Mutual Funds | — | — | $93.2M | 3.8% | |
| T ROWE PRICE RET 2030 FUND T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $68.4M | 2.8% | |
| J.P. Morgan Core Bond Fund | Other securities | — | — | $54.5M | 2.2% | |
| EMERGING MARKETS COLLECTIVE INV TR FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $53.7M | 2.2% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $47.3M | 1.9% | |
| T ROWE PRICE RET 2035 FUND T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $46.1M | 1.9% | |
| T ROWE PRICE RET FUND 2040 T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $42.2M | 1.7% | |
| Fidelity Puritan K Fund | Mutual Funds | — | — | $36.6M | 1.5% | |
| T ROWE PRICE RET 2025 FUND T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $33.2M | 1.4% | |
| Vanguard Small Cap Index Institutional Plus Fund | Mutual Funds | — | — | $28.3M | 1.2% | |
| Segall Bryant & Hamill Small Cap Value Institutional Fund | Other securities | — | — | $27.3M | 1.1% | |
| Janus Enterprise N Fund | Mutual Funds | — | — | $25.2M | 1.0% | |
| T ROWE PRICE RET FUND 2045 T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $24.3M | 1.0% | |
| T. Rowe Price International Discovery Fund | Other securities | — | — | $23.4M | 1.0% | |
| Vanguard Inflation Protected Institutional Fund | Mutual Funds | — | — | $16.3M | 0.7% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $14.0M | 0.6% | |
| Vanguard Mid Cap Value Index l Admiral Shares Fund | Mutual Funds | — | — | $13.7M | 0.6% | |
| T ROWE PRICE RET 2020 FUND T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11.8M | 0.5% | |
| T ROWE PRICE RET FUND 2050 T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.2M | 0.5% | |
| Cohen & Steers Institutional Realty Shares Fund | Other securities | — | — | $10.3M | 0.4% | |
| and maturities through 2053 | Other securities | — | — | $8.5M | 0.3% | |
| Vanguard Small Cap Value Index Institutional Fund | Mutual Funds | — | — | $7.9M | 0.3% | |
| CB SMALL CAP GR R2 FUND WILMINGTON TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $7.2M | 0.3% | |
| T. Rowe Price New Asia Fund | Other securities | — | — | $7.0M | 0.3% | |
| T ROWE PRICE RET FUND 2060 T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.2% | |
| T ROWE PRICE RET FUND 2055 T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| T ROWE PRICE RET 2015 FUND T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $960K | <0.1% | |
| T ROWE PRICE RET BALANCED FUND T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $808K | <0.1% | |
| T ROWE PRICE RET FUND 2065 T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $418K | <0.1% | |
| T ROWE PRICE RET 2005 FUND T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $54K | <0.1% | |
| T ROWE PRICE RET 2010 FUND T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
