Nicole Hernandez signed Workday, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workday, Inc.'s EIN is 20-2480422.
Download the official 2024 Form 5500 (PDF) for Workday, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workday, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $478K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $449K | — |
| THE SEGAL COMPANY INC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional 500 Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $461.3M | 17.7% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $461.3M | 17.7% | |
| CG 2055 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $208.9M | 8.0% | |
| CG 2045 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $202.3M | 7.7% | |
| CG 2040 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $198.2M | 7.6% | |
| CG 2050 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $196.5M | 7.5% | |
| Vanguard Growth Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $172.4M | 6.6% | |
| CG 2035 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $169.3M | 6.5% | |
| CG 2030 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $108.2M | 4.1% | |
| Vanguard Institutional Extended Market Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $100.6M | 3.9% | |
| VG IS EXT MKT IDX C VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $100.6M | 3.9% | |
| CG 2060 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $99.4M | 3.8% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $83.0M | 3.2% | |
| Vanguard Institutional Total International Stock Market Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $76.4M | 2.9% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $76.4M | 2.9% | |
| Self-Directed Brokerage Accounts Common/Preferred Stocks | Self-Directed Brokerage | — | — | $55.6M | 2.1% | |
| CG 2025 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $52.8M | 2.0% | |
| Self-Directed Brokerage Accounts Unit Trusts/Exchange Traded Funds | Self-Directed Brokerage | — | — | $51.4M | 2.0% | |
| Calvert U.S. Large Cap Core Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $48.2M | 1.8% | |
| DFA U.S. Small Cap Portfolio Fund Mutual Fund | Mutual Funds | — | — | $40.8M | 1.6% | |
| Dodge & Cox Income Fund Class X Mutual Fund | Mutual Funds | — | — | $40.8M | 1.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $38.4M | 1.5% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $37.6M | 1.4% | |
| Vanguard Institutional Total Bond Market Index Trust Common/Collective Trust | Common Collective Trusts | — | — | $36.0M | 1.4% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $36.0M | 1.4% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $30.4M | 1.2% | |
| Self-Directed Brokerage Accounts Cash and Cash Equivalents | Self-Directed Brokerage | — | — | $22.8M | 0.9% | |
| American Funds Small Cap World Fund Mutual Fund | Mutual Funds | — | — | $21.8M | 0.8% | |
| maturing through December 2039 | Other securities | — | — | $16.1M | 0.6% | |
| CG 2065 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $13.8M | 0.5% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $10.8M | 0.4% | |
| Vanguard Retirement Savings Trust IV Common/Collective Trust | Common Collective Trusts | — | — | $10.8M | 0.4% | |
| CG 2020 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $9.6M | 0.4% | |
| CG 2010 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $3.4M | 0.1% | |
| CG 2015 TD TD3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $2.8M | 0.1% | |
| Self-Directed Brokerage Accounts Government Bond | Self-Directed Brokerage | — | — | $1.4M | <0.1% | |
| Self-Directed Brokerage Accounts Certificates of Deposit | Self-Directed Brokerage | — | — | $1.3M | <0.1% | |
| Self-Directed Brokerage Accounts Corporate Bonds | Self-Directed Brokerage | — | — | $206K | <0.1% | |
| Self-Directed Brokerage Accounts Rights/Warrants | Self-Directed Brokerage | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1503999 |
| — |
| CONSULTANT |
| $304K |
| — |
| ABD RETIREMENT SERVICES, INC. | 80-0833114 | — | CONSULTANT | $131K | — |
