Original filing (PDF)20250701111210NAL0012081137001

FIDELITY NATIONAL FINANCIAL, INC.

Name: FIDELITY NATIONAL FINANCIAL, INC. — THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FIDELITY NATIONAL FINANCIAL, INC.

Form 5500

FILING_RECEIVED

THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

18,305

Accounts w/ balance

22,798

Plan assets (EOY)

$3.0B

Net assets (EOY)

$3.0B

How this plan invests

This plan

29 pooled trusts

Schedule D

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDELITY NATIONAL FINANCIAL, INC..

Plan sponsor

Name

FIDELITY NATIONAL FINANCIAL, INC.

EIN

16-1725106

Address

601 RIVERSIDE AVENUE · BLDG 5, FL 6 · JACKSONVILLE, FL · 32204

Phone

(904) 854-8690

Industry

Finance & Insurancesee 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total 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

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MGMT LLC	36-4317381	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$1.6M	—

Investments

14 direct securities · 29 pooled funds· $3.1B(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

$1.8B

29 holdings

Other securities

$986.0M

8 holdings

Common Stock

$207.1M

3 holdings

Participant loans

$48.4M

1 holding

U.S. Treasuries

$28.5M

1 holding

Common Collective Trusts

$9.6M

1 holding

					% of plan
Vanguard Wellington Fund	Other securities	5,664,896	—	$418.9M	13.9%
BLACKROCK EQUITY INDEX GG FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1908083 / PN 001	Common Collective Trust	20,362,826	—	$281.4M	9.4%
Harbor Capital Appreciation Institutional Fund	Other securities	15,538,548	—	$276.6M	9.2%
GALLIARD STABLE RETURN X SEI TRUST COMPANY · EIN 82-6843145 / PN 001	Common Collective Trust	1,804,239	—	$210.6M	7.0%
Fidelity National Financial, Inc.	Common Stock	5,478,995	—	$188.1M	6.3%
BLACKROCK LIFEPATH IDX 2035 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1513534 / PN 001	Common Collective Trust	9,871,099	—	$168.9M	5.6%
BLACKROCK LIFEPATH IDX RETIR N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1458076 / PN 001	Common Collective Trust	11,749,365	—	$166.4M	5.5%
BLACKROCK LIFEPATH IDX 2030 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2849592 / PN 001	Common Collective Trust	9,435,627	—	$150.8M	5.0%
BLACKROCK LIFEPATH IDX 2040 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1532549 / PN 001	Common Collective Trust	8,124,575	—	$147.8M	4.9%
BLACKROCK LIFEPATH IDX 2045 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1546505 / PN 001	Common Collective Trust	7,039,161	—	$135.0M	4.5%
BLACKROCK MID CAP EQU IDX J FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-3130183 / PN 001	Common Collective Trust	9,502,665	—	$114.4M	3.8%
Vanguard Equity Income Fund Admiral	Other securities	1,207,906	—	$106.5M	3.5%
BLACKROCK RUSSELL 2000 IDX J FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-4239791 / PN 001	Common Collective Trust	8,723,025	—	$102.7M	3.4%
BLACKROCK LIFEPATH IDX 2050 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1562543 / PN 001	Common Collective Trust	3,934,580	—	$77.8M	2.6%
Fidelity Advisor International Capital Appreciation Fund Z	Other securities	6,075,586	—	$74.6M	2.5%
FIAM INTL CAP APPR COMM CL D FIDELITY INVESTMENTS · EIN 20-4659714 / PN 194	Common Collective Trust	—	—	$74.6M	2.5%
Baird Core Plus Bond Fund Class Institutional	Other securities	6,702,856	—	$67.1M	2.2%
BLACKROCK MSCI EAFE EQTY IDX M FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352742 / PN 001	Common Collective Trust	2,627,535	—	$55.3M	1.8%
BLACKROCK LIFEPATH IDX 2055 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1578259 / PN 001	Common Collective Trust	2,690,772	—	$53.7M	1.8%
Participant loans	Participant loans	6,019	—	$48.4M	1.6%
BLACKROCK US DEBT IDX M FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001	Common Collective Trust	2,823,430	—	$33.9M	1.1%
BlackRock US Treasury Inflation Protected Securities Fund	U.S. Treasuries	2,370,319	—	$28.5M	0.9%
BLACKROCK US TREAS INFL PROT SEC M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4543968 / PN 001	Common Collective Trust	—	—	$28.5M	0.9%
BLACKROCK LIFEPATH IDX 2060 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1592041 / PN 001	Common Collective Trust	1,310,195	—	$26.2M	0.9%
Vanguard ST Inv-Grade Adm Fd	Other securities	1,742,417	—	$18.0M	0.6%
Vanguard Treasury MM Inv Fd	Other securities	14,411,100	—	$14.4M	0.5%
Cannae Holdings, Inc. Frozen Stock Fund	Common Stock	1,240,948	—	$10.8M	0.4%
PGIM Global Total Return Fund	Other securities	1,963,289	—	$10.0M	0.3%
Principal Global Investors CIT Real Estate Securities Fund	Common Collective Trusts	45,714	—	$9.6M	0.3%
PRIN GLOBAL REIT FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 27-5279909 / PN 001	Common Collective Trust	—	—	$9.6M	0.3%
F&G Annuities & Life, Inc Frozen Stock Fund	Common Stock	375,847	—	$8.1M	0.3%
BLACKROCK LIFEPATH IDX 2065 N FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1845096 / PN 001	Common Collective Trust	260,593	—	$4.3M	0.1%
BLACKROCK LIFEPATH IDX 2030 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035932 / PN 001	Common Collective Trust	—	—	$0	<0.1%
GALLIARD STABLE RETURN PL SEI TRUST COMPANY · EIN 82-6652363 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2065 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1130439 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2060 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102365 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2055 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102204 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2050 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081397 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2045 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081115 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2040 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1054299 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2035 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1053383 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX 2025 W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035812 / PN 001	Common Collective Trust	—	—	$0	<0.1%
BLACKROCK LIFEPATH IDX RETIR W FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1130620 / PN 001	Common Collective Trust	—	—	$0	<0.1%