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Original filing (PDF)20251009153302NAL0004044595001
TEGNA INC.
Form 5500
FILING_RECEIVED
TEGNA 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
11% employer stock
Active participants
5,976
Accounts w/ balance
9,673
Plan assets (EOY)
$995.4M
Net assets (EOY)
$995.3M
How this plan invests
This plan
14 pooled trusts
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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 11% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEGNA INC..
Plan sponsor
Name
TEGNA INC.
EIN
16-0442930
Address
8350 BROAD STREET · SUITE 2000 · TYSONS, VA · 22102
Phone
(703) 873-6677
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $344K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | INVESTMENT ADVISOR | $75K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTANT/AUDITOR | $200K | — |
Investments
13 direct securities · 14 pooled funds· $1.0B(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.
Common Collective Trust
$553.8M
14 holdings
Uncategorized
$478.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 Index Mutual Fund | — | — | — | $170.7M | 17.2% | |
| party value Cost Current Value *TEGNA Inc. Common Stock Employer Common Stock | — | — | — | $112.7M | 11.3% | |
| TRP BLUE CHIP GR T2 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $104.4M | 10.5% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $73.2M | 7.4% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $64.8M | 6.5% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $55.8M | 5.6% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $50.9M | 5.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $50.3M | 5.1% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $41.2M | 4.1% | |
| Goldman Sachs Stable Value Collective Trust Commingled Fund | — | — | — | $38.8M | 3.9% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $38.8M | 3.9% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $32.9M | 3.3% | |
| Dodge & Cox Inc Fund Mutual Fund | — | — | — | $25.6M | 2.6% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $23.9M | 2.4% | |
| FID Extended Market Index Mutual Fund | — | — | — | $21.1M | 2.1% | |
| American Europacific Growth Fund Mutual Fund | — | — | — | $20.7M | 2.1% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $19.8M | 2.0% | |
| Blackrock Advantage SMID Cap K Mutual Fund | — | — | — | $17.5M | 1.8% | |
| Self Directed Brokerage Accounts Mutual Funds | — | — | — | $14.2M | 1.4% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $13.4M | 1.3% | |
| FID US Bond Index Mutual Fund | — | — | — | $10.4M | 1.0% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $9.0M | 0.9% | |
| FID Global Ex US Index Mutual Fund | — | — | — | $8.3M | 0.8% | |
| Participant loans, interest rates on *Loans to participants loans are 3.5% - 9.5% | — | — | — | $4.8M | 0.5% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $4.1M | 0.4% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $4.1M | 0.4% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $474K | <0.1% |
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