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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 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
EMPOWER ADVISORY GROUP, LLCGREENWOOD VILLAGE, CONONE$123K
EMPOWER ANNUITY INS. CO. OF AMERICAGREENWOOD VILLAGE, CONONE$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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Pimco Income Instl Mutual fund *** 646 Vanguard Balanced Index Fund – Inst'l Mutual fund$40.9M22.8%
VFTC INSTITUTIONAL 500 INDX TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001
Common Collective Trust
$23.9M13.4%
Loans to participants** Participant loans with varying maturity dates, with interest rates ranging from 4.25% to 9.50%$11.4M6.3%
Vanguard Developed Mkts Indx Inst Plus Mutual fund$10.8M6.0%
New York Life Ins Co Anchor Account IV* Fully benefit-responsive investment contract$10.1M5.6%
PSA NO. 25 (STABLE VALUE ACCOUNT)
NEW YORK LIFE INSURANCE CO · EIN 13-5582869 / PN 125
Pooled Separate Account
$10.1M5.6%
JP Morgan Large Cap Growth Fund (IS) Pooled separate account$8.3M4.6%
LRG CAP GRWTH JPMORGAN INV MNG FUND
EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141
Pooled Separate Account
$8.3M4.6%
Dodge & Cox Income X Mutual fund *** $$8.2M4.6%
Vanguard Long-Term Treasury Admiral Mutual fund$8.1M4.5%
JPMorgan Equity Income R6 Mutual fund$6.6M3.7%
Vanguard Mid Cap Index I Mutual fund$5.4M3.0%
VANGUARD TARGET RET 2035 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001
Common Collective Trust
$5.2M2.9%
CAPITAL GROUP EUROPACIFIC GROWTH SA
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000
Pooled Separate Account
$5.0M2.8%
VANGUARD TARGET RET 2030 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001
Common Collective Trust
$4.8M2.7%
Vanguard Small Cap Index I Mutual fund$4.3M2.4%
VANGUARD TARGET RET 2040 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001
Common Collective Trust
$4.3M2.4%
VANGUARD TARGET RET 2045 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001
Common Collective Trust
$3.5M1.9%
Vanguard Growth Index I Mutual fund$3.1M1.8%
VANGUARD TARGET RET 2025 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001
Common Collective Trust
$2.7M1.5%
VANGUARD TARGET RET 2050 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001
Common Collective Trust
$2.7M1.5%
VANGUARD TARGET RET 2055 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001
Common Collective Trust
$2.0M1.1%
VANGUARD TARGET RET 2060 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001
Common Collective Trust
$1.6M0.9%
Vanguard Value Index I Mutual fund$1.5M0.8%
VANGUARD TARGET RET 2020 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001
Common Collective Trust
$1.1M0.6%
VFTC INSTITUTIONAL TTL BD MKT IDX
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001
Common Collective Trust
$997K0.6%
VANGUARD TARGET RET 2065 TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001
Common Collective Trust
$995K0.6%
Fullerthaler Behavioral Smallcap EQ R6 Mutual fund$771K0.4%
Charles Schwab Bank Self-directed brokerage accounts$730K0.4%
VANGUARD TARGET RET INCOME TRUST II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001
Common Collective Trust
$196K0.1%
Vanguard International Value Fund Mutual fund$15K<0.1%

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