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Original filing (PDF)20251015094853NAL0004499665001
LEONARDO DRS, INC.
Form 5500
FILING_RECEIVED
LEONARDO DRS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6,516
Accounts w/ balance
7,662
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
15 pooled trusts
Schedule D
138 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEONARDO DRS, INC..
Plan sponsor
Name
LEONARDO DRS, INC.
EIN
13-2632319
Address
2345 CRYSTAL DRIVE · SUITE 1000 · ARLINGTON, VA · 22202
Phone
(571) 447-4645
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $308K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLC | 43-0765316 | — | ACCOUNTANT/AUDITOR | $23K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON LEWIS P C | 46-3862389 | — | ATTORNEY/LEGAL | $8K | — |
Investments
124 direct securities · 15 pooled funds· $1.3B(98% 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.
Uncategorized
$656.8M
119 holdings
Common Collective Trust
$575.5M
15 holdings
Mutual Funds
$52.8M
1 holding
Common Stocks
$3.4M
3 holdings
Preferred Stocks
$70K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | — | — | — | $191.9M | 14.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $98.9M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $81.3M | 6.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $77.3M | 5.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $64.0M | 4.9% | |
| Prudential Trust Company Prudential Core Conservative Bond Fund | — | — | — | $61.3M | 4.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $52.9M | 4.0% | |
| Dodge & Cox Large Value Equity | Mutual Funds | — | — | $52.8M | 4.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $45.4M | 3.5% | |
| Fidelity Investments Diversified International | — | — | — | $41.4M | 3.2% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $39.6M | 3.0% | |
| Fidelity Investments U.S. Bond Index | — | — | — | $35.0M | 2.7% | |
| Westwood Funds Small Cap Value | — | — | — | $32.0M | 2.4% | |
| TS&W MID CAP VALUE A GLOBAL TRUST COMPANY - TS&W · EIN 26-6773274 / PN 001 | Common Collective Trust | — | — | $31.2M | 2.4% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $30.8M | 2.4% | |
| Fidelity Investments Extended Markets Index | — | — | — | $23.7M | 1.8% | |
| MICROSOFT CORP | — | — | — | $22.8M | 1.7% | |
| APPLE INC | — | — | — | $18.8M | 1.4% | |
| NVIDIA CORP | — | — | — | $18.5M | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $17.6M | 1.3% | |
| AMAZON.COM INC | — | — | — | $16.4M | 1.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $16.2M | 1.2% | |
| ALPHABET INC CL A | — | — | — | $14.2M | 1.1% | |
| Fidelity Investments International Index | — | — | — | $10.3M | 0.8% | |
| META PLATFORMS INC CL A | — | — | — | $10.3M | 0.8% | |
| PRU CORE PLUS BD 16 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $9.8M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $8.0M | 0.6% | |
| MASTERCARD INC CL A | — | — | — | $6.8M | 0.5% | |
| INTUIT INC | — | — | — | $6.0M | 0.5% | |
| FISERV INC | — | — | — | $5.8M | 0.4% | |
| Fidelity Investments Emerging Markets Index | — | — | — | $5.6M | 0.4% | |
| ARGENX SE SPONSORED ADR | — | — | — | $4.7M | 0.4% | |
| VISA INC CL A | — | — | — | $4.5M | 0.3% | |
| UNITEDHEALTH GROUP INC | — | — | — | $4.5M | 0.3% | |
| INTUITIVE SURGICAL INC | — | — | — | $4.2M | 0.3% | |
| ELI LILLY & CO | — | — | — | $3.9M | 0.3% | |
| SERVICENOW INC | — | — | — | $3.6M | 0.3% | |
| SHOPIFY INC CL A BXDZ9Z0 | — | — | — | $3.5M | 0.3% | |
| ATLASSIAN CORP PLC CLS A | — | — | — | $3.4M | 0.3% | |
| AMPHENOL CORPORATION CL A | — | — | — | $3.3M | 0.3% | |
| NETFLIX INC | — | — | — | $3.3M | 0.2% | |
| THE BOOKING HOLDINGS INC | — | — | — | $3.1M | 0.2% | |
| SPOTIFY TECHNOLOGY SA | — | — | — | $2.8M | 0.2% | |
| HUBSPOT INC | — | — | — | $2.8M | 0.2% | |
| STRYKER CORP | — | — | — | $2.7M | 0.2% | |
| CHIPOTLE MEXICAN GRILL INC | — | — | — | $2.6M | 0.2% | |
| WEST PHARMACEUTICAL SVCS INC | — | — | — | $2.6M | 0.2% | |
| CIGNA CORP | — | — | — | $2.5M | 0.2% | |
| TYLER TECHNOLOGIES INC | — | — | — | $2.4M | 0.2% | |
| EQUIFAX INC | — | — | — | $2.4M | 0.2% | |
| TRADEWEB MARKETS INC A | — | — | — | $2.1M | 0.2% | |
| INGERSOLL RAND INC | — | — | — | $2.1M | 0.2% | |
| ASCENDIS PHARMA AS SPON ADR | — | — | — | $2.1M | 0.2% | |
| Money Market Funds JP Morgan U.S. Government Money Market Fund | — | — | — | $1.8M | 0.1% | |
| ROSS STORES INC | — | — | — | $1.7M | 0.1% | |
| LATTICE SEMICONDUCTOR CORP | — | — | — | $1.7M | 0.1% | |
| HOWMET AEROSPACE INC | — | — | — | $1.6M | 0.1% | |
| COUPANG INC A | — | — | — | $1.5M | 0.1% | |
| LIVE NATION ENTERTAINMENT | — | — | — | $1.5M | 0.1% | |
| Collective Trust Funds BlackRock Strategic Completion Non-Lendable | — | — | — | $1.5M | 0.1% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.1% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE C | — | — | — | $1.5M | 0.1% | |
| ADOBE INC | Common Stocks | — | — | $1.4M | 0.1% | |
| T. Rowe Price Government Money Fund | — | — | — | $1.4M | 0.1% | |
| FAIR ISAAC CORP | — | — | — | $1.4M | 0.1% | |
| QUANTA SVCS INC | — | — | — | $1.3M | <0.1% | |
| BOEING CO | — | — | — | $1.3M | <0.1% | |
| DANAHER CORP | — | — | — | $1.3M | <0.1% | |
| SAIA INC | Common Stocks | — | — | $1.2M | <0.1% | |
| BECTON DICKINSON & CO | — | — | — | $1.2M | <0.1% | |
| ENTEGRIS INC | — | — | — | $1.2M | <0.1% | |
| DATADOG INC CL A | — | — | — | $1.2M | <0.1% | |
| ASML HLDG NV (NY REG SHS) NEW YORK REGIS | — | — | — | $1.2M | <0.1% | |
| SCHWAB CHARLES CORP | — | — | — | $1.2M | <0.1% | |
| DECKERS OUTDOOR CORP | — | — | — | $1.1M | <0.1% | |
| MARVELL TECHNOLOGY INC | — | — | — | $1.1M | <0.1% | |
| SONOVA HLG AG UNSPON ADR | — | — | — | $1.1M | <0.1% | |
| HUBBELL INC | — | — | — | $1.1M | <0.1% | |
| DOORDASH INC | — | — | — | $1.0M | <0.1% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS | — | — | — | $1.0M | <0.1% | |
| SYNOPSYS INC | — | — | — | $1.0M | <0.1% | |
| XYLEM INC | — | — | — | $1.0M | <0.1% | |
| MERCADOLIBRE INC | — | — | — | $998K | <0.1% | |
| PURE STORAGE INC CL A | — | — | — | $994K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $987K | <0.1% | |
| ARISTA NETWORKS INC | — | — | — | $985K | <0.1% | |
| MONOLITHIC POWER SYS INC | — | — | — | $963K | <0.1% | |
| LULULEMON ATHLETICA INC | — | — | — | $956K | <0.1% | |
| CBRE GROUP INC-CL A | — | — | — | $931K | <0.1% | |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | — | — | — | $925K | <0.1% | |
| ONTO INNOVATION INC | — | — | — | $923K | <0.1% | |
| IRHYTHM TECHNOLOGIES INC | — | — | — | $903K | <0.1% | |
| SCHLUMBERGER LTD | — | — | — | $903K | <0.1% | |
| AUTOZONE INC | — | — | — | $874K | <0.1% | |
| DYNATRACE INC | — | — | — | $848K | <0.1% | |
| INSMED INC | — | — | — | $847K | <0.1% | |
| ADVANCED MICRO DEVICES INC | — | — | — | $833K | <0.1% | |
| ZSCALER INC | — | — | — | $809K | <0.1% | |
| TWIST BIOSCIENCE CORP | — | — | — | $789K | <0.1% | |
| ROBINHOOD MARKETS INC | — | — | — | $788K | <0.1% | |
| GITLAB INC CL A | Common Stocks | — | — | $779K | <0.1% | |
| VEEVA SYS INC CL A | — | — | — | $776K | <0.1% | |
| US FOODS HOLDING CORP | — | — | — | $774K | <0.1% | |
| PARSONS CORP | — | — | — | $743K | <0.1% | |
| DEXCOM INC | — | — | — | $742K | <0.1% | |
| ARES MANAGEMENT CORP CL A | — | — | — | $700K | <0.1% | |
| INSULET CORP | — | — | — | $687K | <0.1% | |
| VERISK ANALYTICS INC | — | — | — | $681K | <0.1% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | — | — | — | $672K | <0.1% | |
| ILLUMINA INC | — | — | — | $651K | <0.1% | |
| GODADDY INC CL A | — | — | — | $634K | <0.1% | |
| NATERA INC | — | — | — | $633K | <0.1% | |
| LPL FINL GLDGS INC | — | — | — | $630K | <0.1% | |
| COHERENT CORP | — | — | — | $624K | <0.1% | |
| FORTIVE CORP | — | — | — | $623K | <0.1% | |
| VERACYTE INC | — | — | — | $612K | <0.1% | |
| API GROUP CORP | — | — | — | $560K | <0.1% | |
| TAKE-TWO INTERACTV SOFTWR INC | — | — | — | $549K | <0.1% | |
| ARTHUR J GALLAGHAR AND CO | — | — | — | $489K | <0.1% | |
| DICKS SPORTING GOODS INC | — | — | — | $479K | <0.1% | |
| NUTANIX INC CL A | — | — | — | $471K | <0.1% | |
| EXACT SCIENCES CORP | — | — | — | $439K | <0.1% | |
| FERGUSON ENTERPRISES INC | — | — | — | $421K | <0.1% | |
| SAMSARA INC | — | — | — | $398K | <0.1% | |
| LEGEND BIOTECH CORP SPON ADR | — | — | — | $395K | <0.1% | |
| NVR INC | — | — | — | $393K | <0.1% | |
| WINGSTOP INC | — | — | — | $392K | <0.1% | |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | — | — | — | $342K | <0.1% | |
| VERTIV HOLDINGS CO | — | — | — | $338K | <0.1% | |
| AURORA INNOVATION INC | — | — | — | $332K | <0.1% | |
| GUIDEWIRE SOFTWARE INC | — | — | — | $329K | <0.1% | |
| BEST BUY CO INC | — | — | — | $305K | <0.1% | |
| NU HOLDINGS LTD/CAYMEN ISLANDS BN6NP19 | — | — | — | $231K | <0.1% | |
| AFFIRM HOLDINGS INC | — | — | — | $204K | <0.1% | |
| Waymo LLC Series A2 0% PFD PERP P/P | — | — | — | $96K | <0.1% | |
| STRIPE INC CLASS B PP | — | — | — | $91K | <0.1% | |
| Rappi Inc Series E PFD PERP PP | Preferred Stocks | — | — | $70K | <0.1% | |
| SILA NANTECHNOLOGIES INC SER F 0 PC P | — | — | — | $64K | <0.1% | |
| NURO INC/CA SER C PC PP | — | — | — | $37K | <0.1% |
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