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Original filing (PDF)20251002084241NAL0000160195001
PFIZER INC
Form 5500
FILING_RECEIVED
PFIZER SAVINGS PLAN
401(k) retirement plan
Signals · 2
13% employer stock7 service providers
Active participants
29,469
Accounts w/ balance
57,024
Plan assets (EOY)
$22.0B
Net assets (EOY)
$22.0B
How this plan invests
This plan
22 pooled trusts
Schedule D
90 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 13% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PFIZER INC.
Plan sponsor
Name
PFIZER INC
EIN
13-5315170
Address
ATTENTION US BENEFITS · 66 HUDSON BOULEVARD EAST · NEW YORK, NY · 100012192
Phone
(212) 733-2323
Industry
Manufacturingsee all
Plan administrator
Name
THE SAVINGS PLAN COMMITTEE
EIN
13-2875255
City
NEW YORK, NY
Phone
(212) 733-2323
Plan characteristics
Plan number
002
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)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $2.8M | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN | 13-4064930 | — | INV. MGMT | $3.5M | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | INV. MGMT | $1.4M | — |
| T. ROWE PRICE ASSOCIATES INC. | 52-0556948 | — | INV. MGMT | $819K | — |
| SEI INVESTMENTS COMPANY | 23-1707341 | — | INV. MGMT | $475K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | INV. MGMT | $180K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | INV. MGMT | $94K | — |
Investments
69 direct securities · 22 pooled funds· $21.8B(99% 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.
Common Collective Trust
$16.3B
22 holdings
Uncategorized
$5.6B
69 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $502.8M | 2.3% | |
| Self-Directed Brokerage Account Self-directed brokerage account | — | — | — | $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 | — | — | — | $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% | |
| Jennison Small-Mid Cap Equity Fund Collective trust fund | — | — | — | $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 % | — | — | — | $176.4M | 0.8% | |
| Nvidia Corp. Common stock | — | — | — | $163.6M | 0.7% | |
| Metropolitan Tower Life Insurance Company ** Contract #38127 Synthetic investment contract 3.22 % | — | — | — | $162.5M | 0.7% | |
| Amazon.com Inc. Common stock | — | — | — | $156.0M | 0.7% | |
| The Prudential Insurance Company of ** America Contract #GA-63191 Synthetic investment contract 3.02 % | — | — | — | $151.6M | 0.7% | |
| Microsoft Corp. Common stock | — | — | — | $142.2M | 0.6% | |
| Massachusetts Mutual Life Insurance ** Company Contract #30011 Synthetic investment contract 2.82 % | — | — | — | $130.1M | 0.6% | |
| New York Life Insurance and Annuity ** Corporation Contract #GA-29352 Synthetic investment contract 3.03 % | — | — | — | $127.3M | 0.6% | |
| Meta Platforms Inc. - Class A Common stock | — | — | — | $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 % | — | — | — | $113.4M | 0.5% | |
| Citibank N.A. ** Contract #TR24-100 Synthetic investment contract 3.04 % | — | — | — | $102.4M | 0.5% | |
| Pacific Life Insurance Company ** Contract #G-27852.01.001 Synthetic investment contract 3.07 % | — | — | — | $101.0M | 0.5% | |
| Royal Bank of Canada Contract ** #TRPPFIZER01 Synthetic investment contract 3.08 % | — | — | — | $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 | — | — | — | $96.1M | 0.4% | |
| Visa Inc. - Class A Shares Common stock | — | — | — | $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 | — | — | — | $69.9M | 0.3% | |
| Costco Wholesale Corp. Common stock | — | — | — | $53.5M | 0.2% | |
| Broadcom Inc. Common stock | — | — | — | $49.3M | 0.2% | |
| Home Depot Inc. Common stock | — | — | — | $46.9M | 0.2% | |
| Eli Lilly & Co. Common stock | — | — | — | $44.0M | 0.2% | |
| Arista Networks Inc. Common stock | — | — | — | $36.3M | 0.2% | |
| Monster Beverage Corp. Common stock | — | — | — | $35.4M | 0.2% | |
| Copart Inc. Common stock | — | — | — | $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 | — | — | — | $33.6M | 0.2% | |
| Intuitive Surgical Inc. Common stock | — | — | — | $31.9M | 0.1% | |
| Chipotle Mexican Grill Inc. Common stock | — | — | — | $29.5M | 0.1% | |
| SEI Diversified Bond Fund - Emerging Markets Mutual fund | — | — | — | $27.9M | 0.1% | |
| NTGI Collective Government Short-Term Investment Fund Collective trust fund | — | — | — | $24.7M | 0.1% | |
| Lululemon Athletica Inc. Common stock | — | — | — | $23.6M | 0.1% | |
| Unitedhealth Group Inc. Common stock | — | — | — | $23.1M | 0.1% | |
| Verisk Analytics Inc. Common stock | — | — | — | $21.6M | <0.1% | |
| Tractor Supply Co. Common stock | — | — | — | $21.0M | <0.1% | |
| Sherwin-Williams Co. / The Common stock | — | — | — | $20.4M | <0.1% | |
| CBOE Global Markets Inc. Common stock | — | — | — | $20.4M | <0.1% | |
| Qualcomm Inc. Common stock | — | — | — | $19.5M | <0.1% | |
| Otis Worldwide Corp. Common stock | — | — | — | $19.5M | <0.1% | |
| Taiwan Semiconductor - SP ADR American depositary receipt | — | — | — | $18.2M | <0.1% | |
| Servicenow Inc. Common stock | — | — | — | $18.2M | <0.1% | |
| Motorola Solutions Inc. Common stock | — | — | — | $17.7M | <0.1% | |
| Applied Materials Inc. Common stock | — | — | — | $17.3M | <0.1% | |
| Zoetis Inc. Common stock | — | — | — | $17.1M | <0.1% | |
| Vertex Pharmaceuticals Inc. Common stock | — | — | — | $16.7M | <0.1% | |
| Cadence Design Sys Inc. Common stock | — | — | — | $16.2M | <0.1% | |
| Applovin Corp. - Class A Common stock | — | — | — | $16.0M | <0.1% | |
| Party Description of Investment Interest Date Cost**** Current Value Veeva Sys Inc. - Class A Common stock | — | — | — | $14.6M | <0.1% | |
| SEI Diversified Bond Fund – High Yield Mutual fund | — | — | — | $14.0M | <0.1% | |
| SAIA Inc. Common stock | — | — | — | $13.9M | <0.1% | |
| Manhattan Associates Inc. Common stock | — | — | — | $13.8M | <0.1% | |
| United Rentals Inc. Common stock | — | — | — | $13.7M | <0.1% | |
| West Pharmaceutical Services Inc. Common stock | — | — | — | $13.6M | <0.1% | |
| Waters Corp. Common stock | — | — | — | $12.4M | <0.1% | |
| Ferrari NV Common stock | — | — | — | $12.1M | <0.1% | |
| Trex Co Inc. Common stock | — | — | — | $11.6M | <0.1% | |
| On Holding AG - Class A Common stock | — | — | — | $11.0M | <0.1% | |
| Mettler-Toledo International Inc. Common stock | — | — | — | $10.4M | <0.1% | |
| Synopsys Inc. Common stock | — | — | — | $9.5M | <0.1% | |
| Axon Enterprise Inc. Common stock | — | — | — | $9.4M | <0.1% | |
| ASML Holding NV - NY Reg Shs New York registry shares | — | — | — | $8.1M | <0.1% | |
| Astera Labs Inc. Common stock | — | — | — | $7.7M | <0.1% | |
| Reddit Inc. - Class A Common stock | — | — | — | $7.4M | <0.1% | |
| Shopify Inc. - Class A Common stock | — | — | — | $6.9M | <0.1% | |
| Idexx Labs Inc. Common stock | — | — | — | $6.4M | <0.1% | |
| Celsius Holdings Inc. Common stock | — | — | — | $5.9M | <0.1% | |
| Genmab A/S - SP ADR American depositary receipt | — | — | — | $5.5M | <0.1% | |
| VANGUARD TARGET RET 2070 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6216430 / PN 001 | Common Collective Trust | — | — | $586K | <0.1% |