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Original filing (PDF)20251015170746NAL0010779746001
XEROX CORPORATION
Form 5500
FILING_RECEIVED
XEROX CORPORATION SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holding10 service providers
Active participants
8,279
Accounts w/ balance
18,748
Plan assets (EOY)
$4.0B
Net assets (EOY)
$4.0B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Investment interest in Master Trust Refer to Note 4 - Master Trust N/A (1)" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XEROX CORPORATION.
Plan sponsor
Name
XEROX CORPORATION
EIN
16-0468020
Address
401 MERRITT 7 · NORWALK, CT · 06851
Phone
(585) 427-3941
Industry
Manufacturingsee all
Plan administrator
Name
PLAN ADMINISTRATOR COMMITTEE
EIN
16-0468020
City
NORWALK, CT
Phone
(585) 427-3941
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 71-0294708 | — | RECORDKEEPER | $908K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-6028663 | — | TRUSTEE | $367K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| XEROX CORPORATION | 16-0468020 | — | EMPLOYER | $377K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $279K | — |
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | NONE | $235K | — |
| AON CONSULTING, INC | 22-2232264 | — | NONE | $39K | — |
| EVESTMENT ALLIANCE, LLC | 58-2540972 | — | NONE | $20K | — |
| MORGAN, LEWIS & BOCKIUS, LLP | 23-0891050 | — | NONE | $12K | — |
| COMMITTEE ON INVESTMENT OF EMPLOYEE | 47-5104757 | — | EMPLOYER | $8K | — |
| COVINGTON & BURLING | 53-0188411 | — | NONE | $5K | — |
Investments
2 direct securities · 1 pooled fund· $7.9B(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.
Uncategorized
$4.0B
2 holdings
Master Trust
$3.9B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment interest in Master Trust Refer to Note 4 - Master Trust N/A (1) | — | — | — | $3.9B | 99.1% | |
| XEROX DEFINED CONTRIBUTION PLAN TRU XEROX CORPORATION · EIN 93-3664702 / PN 016 | Master Trust | — | — | $3.9B | 99.1% | |
| Loans to plan participants with maturity dates from 2025 through 2043 and interest rates on outstanding * Participant loans from 4.25% to 9.50% per annum N/A (1) | — | — | — | $17.8M | 0.4% |