Stephen Pennacchio signed Pfizer Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pfizer Inc.'s EIN is 13-5315170.
Download the official 2024 Form 5500 (PDF) for Pfizer Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pfizer Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $2.8M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | 04-2755549 | — | INV. MGMT | $1.4M |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | INV. MGMT | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN | 13-4064930 | — | INV. MGMT | $3.5M | — |
| T. ROWE PRICE ASSOCIATES INC. | 52-0556948 | — | INV. MGMT | $819K | — |
| SEI INVESTMENTS COMPANY | 23-1707341 | — | INV. MGMT | $475K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | INV. MGMT | $94K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX NL SER FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $3.6B | 16.5% | |
| FIDELITY LARGE CAP GROWTH FUND FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $1.7B | 7.9% | |
| VANGUARD TARGET RET 2030 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $1.5B | 6.8% | |
| VANGUARD TARGET RET 2040 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $1.4B | 6.5% | |
| VANGUARD TARGET RET 2035 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $1.2B | 5.4% | |
| SSGA RUSSELL SM-MID CAP INDEX NL SE STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $1.1B | 5.2% | |
| Similar Party Description of Investment Interest Date Cost**** Current Value * Pfizer Inc. Common stock | Common Stocks | — | — | $1.1B | 4.8% | |
| VANGUARD TARGET RET 2045 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $882.2M | 4.0% | |
| BOSTON PARTNERS LARGE CAP VAL EQ FD BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $768.7M | 3.5% | |
| VANGUARD TARGET RET 2025 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $649.6M | 3.0% | |
| VANGUARD TARGET RET 2050 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $557.1M | 2.5% | |
| SEI Diversified Bond Fund – Core Mutual fund | Other securities | — | — | $502.8M | 2.3% | |
| Self-Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $408.8M | 1.9% | |
| VANGUARD TARGET RET 2055 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $401.8M | 1.8% | |
| VANGUARD TARGET RET 2020 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $387.4M | 1.8% | |
| ACADIAN INTERNATIONAL EQUITY FUND, ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 017 | Common Collective Trust | — | — | $371.7M | 1.7% | |
| WTF-CTF INTL RESEARCH EQ PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-6657586 / PN 001 | Common Collective Trust | — | — | $371.3M | 1.7% | |
| Wellington International Equity Fund Collective trust fund | Common Collective Trusts | — | — | $371.3M | 1.7% | |
| VANGUARD TARGET RET INC TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $354.6M | 1.6% | |
| JENNISON SMALL-MID CAP EQUITY FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 232 | Common Collective Trust | — | — | $279.8M | 1.3% | |
| T. Rowe Price Small Cap Stock Fund Mutual fund | Other securities | — | — | $279.8M | 1.3% | |
| VANGUARD TARGET RET 2060 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $231.6M | 1.1% | |
| SSGA INTERNATIONAL INDEX NL SER FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 157 | Common Collective Trust | — | — | $179.3M | 0.8% | |
| State Street Bank and Trust Company ** Contract #96028 Synthetic investment contract 2.96 % | Bonds / Notes | — | — | $176.4M | 0.8% | |
| Nvidia Corp. Common stock | Common Stocks | — | — | $163.6M | 0.7% | |
| Metropolitan Tower Life Insurance Company ** Contract #38127 Synthetic investment contract 3.22 % | Bonds / Notes | — | — | $162.5M | 0.7% | |
| Amazon.com Inc. Common stock | Common Stocks | — | — | $156.0M | 0.7% | |
| The Prudential Insurance Company of ** America Contract #GA-63191 Synthetic investment contract 3.02 % | Bonds / Notes | — | — | $151.6M | 0.7% | |
| Microsoft Corp. Common stock | Common Stocks | — | — | $142.2M | 0.6% | |
| Massachusetts Mutual Life Insurance ** Company Contract #30011 Synthetic investment contract 2.82 % | Bonds / Notes | — | — | $130.1M | 0.6% | |
| New York Life Insurance and Annuity ** Corporation Contract #GA-29352 Synthetic investment contract 3.03 % | Bonds / Notes | — | — | $127.3M | 0.6% | |
| Meta Platforms Inc. - Class A Common stock | Common Stocks | — | — | $115.5M | 0.5% | |
| T. Rowe Price Stable Value Fund – *** American General Life Insurance Company ** Contract #GA-IM-266-1658155 Synthetic investment contract 3.26 % | Stable Value | — | — | $113.4M | 0.5% | |
| Citibank N.A. ** Contract #TR24-100 Synthetic investment contract 3.04 % | Bonds / Notes | — | — | $102.4M | 0.5% | |
| Pacific Life Insurance Company ** Contract #G-27852.01.001 Synthetic investment contract 3.07 % | Bonds / Notes | — | — | $101.0M | 0.5% | |
| Royal Bank of Canada Contract ** #TRPPFIZER01 Synthetic investment contract 3.08 % | Bonds / Notes | — | — | $99.9M | 0.5% | |
| SSGA US BOND INDEX NL SER FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 177 | Common Collective Trust | — | — | $98.3M | 0.4% | |
| Similar Party Description of Investment Interest Date Cost**** Current Value Separate Account – Alphabet Inc. - Class C Common stock | Pooled Separate Accounts | — | — | $96.1M | 0.4% | |
| Visa Inc. - Class A Shares Common stock | Common Stocks | — | — | $79.5M | 0.4% | |
| COLLECTIVE SHORT TERM INV FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 069 | Common Collective Trust | — | — | $76.3M | 0.3% | |
| Netflix Inc. Common stock | Common Stocks | — | — | $69.9M | 0.3% | |
| Costco Wholesale Corp. Common stock | Common Stocks | — | — | $53.5M | 0.2% | |
| Broadcom Inc. Common stock | Common Stocks | — | — | $49.3M | 0.2% | |
| Home Depot Inc. Common stock | Common Stocks | — | — | $46.9M | 0.2% | |
| Eli Lilly & Co. Common stock | Common Stocks | — | — | $44.0M | 0.2% | |
| Arista Networks Inc. Common stock | Common Stocks | — | — | $36.3M | 0.2% | |
| Monster Beverage Corp. Common stock | Common Stocks | — | — | $35.4M | 0.2% | |
| Copart Inc. Common stock | Common Stocks | — | — | $34.6M | 0.2% | |
| VANGUARD TARGET RET 2065 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $34.1M | 0.2% | |
| Texas Instruments Inc. Common stock | Common Stocks | — | — | $33.6M | 0.2% |
