Carol Shields signed Catalent Pharma Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catalent Pharma Solutions, Inc.'s EIN is 13-3523163.
Download the official 2024 Form 5500 (PDF) for Catalent Pharma Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catalent Pharma Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$336K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $348K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Trust Funds * Fidelity Management Trust Company Fidelity Growth Company Fund | Common Collective Trusts | — | — | $128.5M | 14.8% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $128.5M | 14.8% | |
| Fidelity Investments Fidelity Spartan 500 Index | Common Collective Trusts | — | — | $101.8M | 11.7% | |
| Fidelity Investments Fidelity Freedom Fund 2040 | Mutual Funds | — | — | $64.9M | 7.4% | |
| Fidelity Investments Fidelity Freedom Fund 2035 | Mutual Funds | — | — | $59.1M | 6.8% | |
| Fidelity Investments Fidelity Freedom Fund 2045 | Mutual Funds | — | — | $58.3M | 6.7% | |
| Fidelity Investments Fidelity Freedom Fund 2055 | Mutual Funds | — | — | $55.6M | 6.4% | |
| Fidelity Investments Fidelity Freedom Fund 2050 | Mutual Funds | — | — | $52.5M | 6.0% | |
| Fidelity Investments Fidelity Freedom Fund 2030 | Mutual Funds | — | — | $43.6M | 5.0% | |
| Fidelity Investments Fidelity Freedom Fund 2060 | Mutual Funds | — | — | $41.3M | 4.7% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $40.3M | 4.6% | |
| Pacific Investment Management PIMCO Total Return Fund Institutional | Mutual Funds | — | — | $25.1M | 2.9% | |
| Fidelity Investments Fidelity Freedom Fund 2025 | Mutual Funds | — | — | $24.6M | 2.8% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $22.9M | 2.6% | |
| Notes Receivable from Participants * Notes receivable from participants Loans outstanding with interest rates ranging from 3.25% to 10.50% | Bonds / Notes | — | — | $19.9M | 2.3% | |
| Fidelity Investments Fidelity Diversified International Fund | Mutual Funds | — | — | $19.0M | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $18.9M | 2.2% | |
| Fidelity Management Trust Company Managed Income Portfolio II | Mutual Funds | — | — | $16.2M | 1.9% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $16.1M | 1.8% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $16.0M | 1.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15.2M | 1.7% | |
| Fidelity Investments Fidelity Freedom Fund 2065 | Mutual Funds | — | — | $13.2M | 1.5% | |
| Vanguard Explorer ADM | Mutual Funds | — | — | $8.3M | 1.0% | |
| PIMCO RAE US Small Fund INST | Mutual Funds | — | — | $8.0M | 0.9% | |
| Fidelity Investments Fidelity Freedom Fund 2020 | Mutual Funds | — | — | $5.6M | 0.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $5.2M | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| Fidelity Investments Fidelity Freedom Fund 2015 | Mutual Funds | — | — | $1.3M | 0.2% | |
| Fidelity Investments Fidelity Freedom Income Fund | Mutual Funds | — | — | $1.1M | 0.1% | |
| Fidelity Investments Fidelity Freedom Fund 2010 | Mutual Funds | — | — | $652K | <0.1% | |
| Mass Mutual Mid Cap Growth I | Mutual Funds | — | — | $57K | <0.1% | |
| Fidelity Investments Fidelity Freedom Fund 2070 | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
