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 ERISA 404(c) participant direction, a 401(k) feature, 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 | $134K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Brokera ge l i nk a ccounts Brokera ge a ccount | Other securities | — | — | $405.2M | 27.0% | |
| Fi del i ty Contra fund Comi ngl ed Pool Fund | Other securities | — | — | $215.8M | 14.4% | |
| CONTRAFUND COMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $215.8M | 14.4% | |
| Spa rta n 500 Index Pool Cl a s D Fund | Common Collective Trusts | — | — | $167.2M | 11.1% | |
| SPARTAN 500INDEX POOL CLASS D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $167.2M | 11.1% | |
| Spa rta n Interna ti ona l Index D Fund | Common Stocks | — | — | $81.5M | 5.4% | |
| SPARTAN INTERNATIONAL INDEX D FUND GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $81.5M | 5.4% | |
| Fi del i ty Inves tments Trea s ury Onl y Ins ti tuti ona l Fund | Other securities | — | — | $76.1M | 5.1% | |
| Fi del i ty U.S. Bond Index Ins ti tuti ona l Premi um Fund | Other securities | — | — | $62.3M | 4.2% | |
| OTC COMMINGLED POOL FUND FIDELITY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $61.5M | 4.1% | |
| Va ngua rd Va l ue Index Ins ti tuti ona l Fund | Other securities | — | — | $51.3M | 3.4% | |
| T ROWE PRICE RET 2030 FUND T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $48.8M | 3.2% | |
| Fi del i ty Emergi ng Ma rkets Col l ecti ve Inves tment Trus t Fund | Other securities | — | — | $31.4M | 2.1% | |
| EMERGING MARKETS COLLECTIVE INV TR FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 022 | Common Collective Trust | — | — | $31.4M | 2.1% | |
| JP Morga n Core Bond Fund | Other securities | — | — | $30.5M | 2.0% | |
| T ROWE PRICE RET 2040 FUND T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $28.9M | 1.9% | |
| T ROWE PRICE RET 2035 FUND T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $27.6M | 1.8% | |
| SPARTANEXTENDED MARKET INDEX POOL C GEODE CAPITAL MANAGEMENT TRUST COMPANY · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $26.1M | 1.7% | |
| Fi del i ty Puri ta n K Fund | Other securities | — | — | $22.1M | 1.5% | |
| Va ngua rd Sma l Ca p Index Ins ti tuti ona l Pl us Fund | Other securities | — | — | $17.2M | 1.1% | |
| T ROWE PRICE RET 2025 FUND T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $16.7M | 1.1% | |
| Sega l Brya nt & Ha mi l Sma l Ca p Va l ue Fund | Other securities | — | — | $15.7M | 1.0% | |
| Ja nus Enterpri s e N Fund | Other securities | — | — | $15.5M | 1.0% | |
| T ROWE PRICE RET 2045 FUND T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $14.6M | 1.0% | |
| T. Rowe Pri ce Interna ti ona l Di s covery Fund | Other securities | — | — | $13.6M | 0.9% | |
| ma turi ti es through 2054 | Other securities | — | — | $9.4M | 0.6% | |
| Va ngua rd Infl a ti on Protected Ins ti tuti ona l Fund | Other securities | — | — | $9.2M | 0.6% | |
| Va ngua rd Mi d Ca p Va l ue Index l Admi ra l Sha res Fund | Other securities | — | — | $8.7M | 0.6% | |
| T ROWE PRICE RET 2050 FUND T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.5% | |
| PIMCO Income Ins ti tuti ona l Fund | Mutual Funds | — | — | $7.1M | 0.5% | |
| Cohen & Steers Ins ti tuti ona l Rea l ty Sha res Fund | Other securities | — | — | $5.9M | 0.4% | |
| Va ngua rd Sma l Ca p Va l ue Index Ins ti tuti ona l Fund | Other securities | — | — | $5.4M | 0.4% | |
| T ROWE PRICE RET 2020 FUND T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| Cl ea rBri dge CB Sma l Ca p GR R2 Fund | Other securities | — | — | $4.0M | 0.3% | |
| CB SMALL CAP GR R2 FUND WILMINGTON TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $4.0M | 0.3% | |
| T. Rowe Pri ce New As i a Fund | Other securities | — | — | $3.9M | 0.3% | |
| T ROWE PRICE RET 2060 FUND T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% | |
| T ROWE PRICE RET 2055 FUND T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.4M | <0.1% | |
| T ROWE PRICE RET 2065 FUND T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $650K | <0.1% | |
| T. Rowe Pri ce Reti rement Ba l a nce fund | Other securities | — | — | $601K | <0.1% | |
| T ROWE PRICE RET BALANCED FUND T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $601K | <0.1% | |
| T ROWE PRICE RET 2015 FUND T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $163K | <0.1% | |
| T ROWE PRICE RET 2005 FUND T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $89K | <0.1% | |
| T ROWE PRICE RET 2010 FUND T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $87K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
