Back to filter
Original filing (PDF)20250814162157NAL0005503347001
SCHOLASTIC CORPORATION
Form 5500
FILING_RECEIVED
SCHOLASTIC CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
5,007
Accounts w/ balance
6,699
Plan assets (EOY)
$626.6M
Net assets (EOY)
$626.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
23 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOLASTIC CORPORATION.
Plan sponsor
Name
SCHOLASTIC CORPORATION
EIN
13-3385513
Address
557 BROADWAY · NEW YORK, NY · 10012
Phone
(212) 343-6379
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2F · ERISA section 404(c)
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
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $351K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $69K | — |
Investments
12 direct securities · 12 pooled funds· $653.2M(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.
Common Collective Trust
$368.4M
12 holdings
Uncategorized
$284.9M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund 193.2 | — | — | — | $92.5M | 14.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $59.9M | 9.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $58.1M | 9.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $57.8M | 9.2% | |
| J.P. Morgan LG CAP GROWTH R6 J.P. Morgan 574.6 | — | — | — | $48.1M | 7.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $43.9M | 7.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $36.1M | 5.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $30.4M | 4.8% | |
| American Funds American Funds Washington Mutual Investors Fund R6 450.2 | — | — | — | $27.7M | 4.4% | |
| Vanguard Mid-Cap Growth Index Admiral 250.6 | — | — | — | $27.4M | 4.4% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $26.8M | 4.3% | |
| Fidelity* Fidelity Management Income Portfolio Fund II 26,755.0 | — | — | — | $26.8M | 4.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.7M | 2.7% | |
| Vanguard Total Bond Market Index Fund Institutional 1,674.8 | — | — | — | $15.9M | 2.5% | |
| Vanguard Total International Stock Index Fund Institutional 113.1 | — | — | — | $14.3M | 2.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.7M | 2.2% | |
| Vanguard Small-Cap Growth Index Fund Institutional 152.3 | — | — | — | $12.0M | 1.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.6M | 1.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.7M | 1.5% | |
| Participant loans* Prime + 0.5% Interest Rate; Repayment Terms: one to ten years n/a | — | — | — | $7.2M | 1.2% | |
| American Beacon American Beacon Small Capital Value Fund Institutional 220.1 | — | — | — | $5.4M | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral 57.6 | — | — | — | $4.8M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.6% | |
| Scholastic Corporation* Company Stock 127.7 | — | — | — | $2.7M | 0.4% |