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Original filing (PDF)20251002073151NAL0000322384001
LEAR CORPORATION
Form 5500
FILING_RECEIVED
LEAR CORPORATION HOURLY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,562
Accounts w/ balance
4,760
Plan assets (EOY)
$179.1M
Net assets (EOY)
$179.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEAR CORPORATION.
Plan sponsor
Name
LEAR CORPORATION
EIN
13-3386776
Address
21557 TELEGRAPH ROAD · SOUTHFIELD, MI · 480334248
Phone
(248) 447-1500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $123K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $2K | — |
Investments
15 direct securities · 16 pooled funds· $197.5M(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.
Uncategorized
$120.1M
15 holdings
Common Collective Trust
$54.0M
13 holdings
Pooled Separate Account
$23.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Income Instl Mutual fund *** 646 Vanguard Balanced Index Fund – Inst'l Mutual fund | — | — | — | $40.9M | 22.8% | |
| VFTC INSTITUTIONAL 500 INDX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $23.9M | 13.4% | |
| Loans to participants** Participant loans with varying maturity dates, with interest rates ranging from 4.25% to 9.50% | — | — | — | $11.4M | 6.3% | |
| Vanguard Developed Mkts Indx Inst Plus Mutual fund | — | — | — | $10.8M | 6.0% | |
| New York Life Ins Co Anchor Account IV* Fully benefit-responsive investment contract | — | — | — | $10.1M | 5.6% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE CO · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $10.1M | 5.6% | |
| JP Morgan Large Cap Growth Fund (IS) Pooled separate account | — | — | — | $8.3M | 4.6% | |
| LRG CAP GRWTH JPMORGAN INV MNG FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.3M | 4.6% | |
| Dodge & Cox Income X Mutual fund *** $ | — | — | — | $8.2M | 4.6% | |
| Vanguard Long-Term Treasury Admiral Mutual fund | — | — | — | $8.1M | 4.5% | |
| JPMorgan Equity Income R6 Mutual fund | — | — | — | $6.6M | 3.7% | |
| Vanguard Mid Cap Index I Mutual fund | — | — | — | $5.4M | 3.0% | |
| VANGUARD TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.9% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $5.0M | 2.8% | |
| VANGUARD TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $4.8M | 2.7% | |
| Vanguard Small Cap Index I Mutual fund | — | — | — | $4.3M | 2.4% | |
| VANGUARD TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.3M | 2.4% | |
| VANGUARD TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.9% | |
| Vanguard Growth Index I Mutual fund | — | — | — | $3.1M | 1.8% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.5% | |
| VANGUARD TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.5% | |
| VANGUARD TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.1% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.9% | |
| Vanguard Value Index I Mutual fund | — | — | — | $1.5M | 0.8% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| VFTC INSTITUTIONAL TTL BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $997K | 0.6% | |
| VANGUARD TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $995K | 0.6% | |
| Fullerthaler Behavioral Smallcap EQ R6 Mutual fund | — | — | — | $771K | 0.4% | |
| Charles Schwab Bank Self-directed brokerage accounts | — | — | — | $730K | 0.4% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $196K | 0.1% | |
| Vanguard International Value Fund Mutual fund | — | — | — | $15K | <0.1% |
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