Sierra Montealegre signed Commvault Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commvault Systems, Inc.'s EIN is 22-3447504.
Download the official 2024 Form 5500 (PDF) for Commvault Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commvault Systems, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Contrafund K | Mutual Funds | — | — | $48.7M | 16.8% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $47.8M | 16.5% | |
| JP Morgan Smart Retirement Blend 2035 | Other securities | — | — | $22.6M | 7.8% | |
| JP Morgan Smart Retirement Blend 2040 | Other securities | — | — | $21.1M | 7.3% | |
| JP Morgan Smart Retirement Blend 2045 | Other securities | — | — | $18.6M | 6.4% | |
| JP Morgan Smart Retirement Blend 2050 | Other securities | — | — | $14.6M | 5.0% | |
| JP Morgan Smart Retirement Blend 2030 | Other securities | — | — | $11.3M | 3.9% | |
| The Vanguard Group Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $10.2M | 3.5% | |
| JP Morgan Smart Retirement Blend 2055 | Other securities | — | — | $10.1M | 3.5% | |
| Principal MidCap Fund Class R6 | Other securities | — | — | $9.0M | 3.1% | |
| The Vanguard Group Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $7.5M | 2.6% | |
| The Vanguard Group Wellington Fund Admiral Shares | Mutual Funds | — | — | $6.6M | 2.3% | |
| Fidelity Investments Government Money Market | Mutual Funds | — | — | $6.4M | 2.2% | |
| JP Morgan Smart Retirement Blend 2025 | Other securities | — | — | $5.6M | 1.9% | |
| Fidelity Investments Small Cap Growth K6 Fund | Mutual Funds | — | — | $5.4M | 1.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $5.0M | 1.7% | |
| The Vanguard Group Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.5M | 1.5% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $4.2M | 1.5% | |
| MFS Investment Mgmt Mid Cap Value R6 | Mutual Funds | — | — | $4.2M | 1.5% | |
| JP Morgan Smart Retirement Blend 2020 | Other securities | — | — | $4.1M | 1.4% | |
| JP Morgan Smart Retirement Blend 2060 | Other securities | — | — | $3.7M | 1.3% | |
| Columbia Small Cap Value I Inst3 | Other securities | — | — | $2.7M | 0.9% | |
| Fidelity Investments Managed Income Portfolio | Mutual Funds | — | — | $2.6M | 0.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.5M | 0.8% | |
| PGIM High Yield R6 | Other securities | — | — | $2.4M | 0.8% | |
| Fidelity Investments Select Energy Portfolio | Mutual Funds | — | — | $2.3M | 0.8% | |
| Invesco International Small Mid Cap Value R6 | Mutual Funds | — | — | $2.2M | 0.7% | |
| The Vanguard Group Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $1.7M | 0.6% | |
| Notes Receivable from Interest rates ranging from 3.25% to 8.50% with | Bonds / Notes | — | — | $1.6M | 0.6% | |
| JP Morgan Smart Retirement Blend Income | Other securities | — | — | $1.5M | 0.5% | |
| The Vanguard Group REIT Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.4M | 0.5% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $634K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
