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Original filing (PDF)20251008163343NAL0003432819001
TAKEDA PHARMACEUTICAL U.S.A., INC.
Form 5500
FILING_RECEIVED
TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
23,331
Accounts w/ balance
38,538
Plan assets (EOY)
$6.2B
Net assets (EOY)
$6.2B
How this plan invests
This plan
1 pooled trust
Schedule D
26 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKEDA PHARMACEUTICAL U.S.A., INC..
Plan sponsor
Name
TAKEDA PHARMACEUTICAL U.S.A., INC.
EIN
13-4013710
Address
500 KENDALL STREET · CAMBRIDGE, MA · 02142
Phone
(847) 383-3000
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CO., INC. | 04-2647786 | — | NONE | $1.5M | — |
| STRATEGIC ADVISORS | 04-2654524 | — | NONE | $924K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $455K | — |
| MERCER | 30-0282430 | — | NONE | $115K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $63K | — |
Investments
25 direct securities · 1 pooled fund· $6.0B(97% 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
$5.8B
24 holdings
Common Collective Trust
$170.3M
1 holding
Common Stocks
$9.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust NT S&P 500 Index | — | — | — | $1.3B | 21.1% | |
| Fidelity Institutional Asset Management FIAM Index TD 2040 R | — | — | — | $528.3M | 8.5% | |
| Fidelity Institutional Asset Management FIAM Index TD 2035 R | — | — | — | $457.7M | 7.4% | |
| Fidelity Institutional Asset Management FIAM Index TD 2045 R | — | — | — | $435.3M | 7.0% | |
| Northern Trust NT Extended Equity MarketIndex Fund | — | — | — | $424.4M | 6.9% | |
| Fidelity Management Trust Company Self-directed brokerage accounts | — | — | — | $375.5M | 6.1% | |
| Fidelity Institutional Asset Management FIAM Index TD 2030 R | — | — | — | $355.5M | 5.8% | |
| Fidelity Institutional Asset Management FIAM Index TD 2050 R | — | — | — | $323.1M | 5.2% | |
| Columbia Contrarian Col Contr Large Cap Core | — | — | — | $285.1M | 4.6% | |
| Fidelity Institutional Asset Management FIAM Index TD 2055 R | — | — | — | $211.7M | 3.4% | |
| Northern Trust NT Collective All Country World ex-US Investable MFI | — | — | — | $181.4M | 2.9% | |
| Fidelity Institutional Asset Management FIAM Index TD 2025 R | — | — | — | $177.6M | 2.9% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $170.3M | 2.8% | |
| Atlanta Capital AC High Qual Smid | — | — | — | $123.6M | 2.0% | |
| Northern Trust NT Bond Index Fund | — | — | — | $108.8M | 1.8% | |
| MFS Investment MFS International Equity Fund Class 3A | — | — | — | $107.8M | 1.7% | |
| Fidelity Institutional Asset Management FIAM Index TD 2060 R | — | — | — | $105.6M | 1.7% | |
| Prudential Pru Core PL Bond Class 5 | — | — | — | $90.5M | 1.5% | |
| Fidelity Institutional Asset Management FIAM Index TD 2020 R | — | — | — | $80.6M | 1.3% | |
| Fidelity Institutional Asset Management FIAM Index TD 2065 R | — | — | — | $58.6M | 0.9% | |
| maturing through December 2034 -0- | — | — | — | $43.3M | 0.7% | |
| Registered investment companies * Fidelity Institutional Asset Management FIAM Index TD Income R | — | — | — | $16.9M | 0.3% | |
| Fidelity Institutional Asset Management FIAM Index TD 2015 R | — | — | — | $15.4M | 0.2% | |
| * Takeda Pharmaceutical Co Ltd Takeda Pharmaceutical Co Ltd | Common Stocks | — | — | $9.7M | 0.2% | |
| Fidelity Institutional Asset Management FIAM Index TD 2010 R | — | — | — | $7.7M | 0.1% | |
| Money market fund Vanguard Prime Money Market Fund | — | — | — | $1.4M | <0.1% |