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Original filing (PDF)20251010081808NAL0007796929001
UNION PACIFIC CORPORATION
Form 5500
FILING_RECEIVED
UNION PACIFIC CORPORATION THRIFT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
5,184
Accounts w/ balance
8,373
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VANGUARD INSTITUTIONAL 500 INDEX TR" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION PACIFIC CORPORATION.
Plan sponsor
Name
UNION PACIFIC CORPORATION
EIN
13-2626465
Address
1400 DOUGLAS STREET STOP 1620 · OMAHA, NE · 68179
Phone
(402) 544-5000
Industry
Transportation & Warehousingsee all
Plan administrator
Name
JOSHUA K PERKES
EIN
99-4556045
City
OMAHA, NE
Phone
(402) 544-5000
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | 23-2811930 | — | ADVISOR | $775K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | TRUSTEE | $234K | — |
Investments
18 direct securities · 1 pooled fund· $4.6B(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
$2.3B
1 holding
Uncategorized
$2.3B
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UNION PACIFIC CORP MASTER TRUST UNION PACIFIC CORPORATION · EIN 13-2626465 / PN 019 | Master Trust | — | — | $2.3B | 99.1% | |
| VANGUARD INSTITUTIONAL 500 INDEX TR | — | — | — | $614.8M | 26.7% | |
| VANGUARD TARGET RET. 2035 TR SELECT | — | — | — | $227.1M | 9.9% | |
| VANGUARD INS TOTAL BOND MRKT INDEX | — | — | — | $195.0M | 8.5% | |
| VANGUARD TARGET RET. 2040 TR SELECT | — | — | — | $176.1M | 7.6% | |
| VANGUARD TARGET RET. 2030 TR SELECT | — | — | — | $175.8M | 7.6% | |
| VANGUARD TARGET RET. 2045 TR SELECT | — | — | — | $137.9M | 6.0% | |
| VANGUARD INS TOTAL INT STOCK MRKT | — | — | — | $134.1M | 5.8% | |
| VANGUARD TARGET RET. 2025 TR SELECT | — | — | — | $114.8M | 5.0% | |
| T. ROWE PRICE BLUE CHIP GROWTH TRUS | — | — | — | $93.4M | 4.1% | |
| VANGUARD TARGET RET. INC TR SELECT | — | — | — | $92.8M | 4.0% | |
| VANGUARD TARGET RET. 2020 TR SELECT | — | — | — | $90.7M | 3.9% | |
| VANGUARD TARGET RET. 2050 TR SELECT | — | — | — | $85.3M | 3.7% | |
| VANGUARD INST EXTEND MRKT INDEX TR | — | — | — | $70.0M | 3.0% | |
| VANGUARD TARGET RET. 2055 TR SELECT | — | — | — | $46.6M | 2.0% | |
| VANGUARD TARGET RET. 2060 TR SELECT | — | — | — | $16.1M | 0.7% | |
| VANGUARD TARGET RET. 2065 TR SELECT | — | — | — | $6.8M | 0.3% | |
| EARNEST PARTNERS SMID CAP CORE CL | — | — | — | $6.7M | 0.3% | |
| VANGUARD TARGET RET. 2070 TR SELECT | — | — | — | $898K | <0.1% |