BAE Systems, Inc.'s EIN is 22-3537950.
Download the official 2024 Form 5500 (PDF) for BAE Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BAE Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY EDGE CPA | 26-4527814 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP | 52-1219029 | — | NONE | $524K | — |
| THE NORTHERN TRUST COMPANY |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-1561860 |
| — |
| NONE |
| $312K |
| — |
| AON INVESTMENTS | 36-3109431 | — | NONE | $128K | — |
| DELOITE & TOUCHE LLP | 13-3891517 | — | NONE | $102K | — |
| WESTWOOD MANAGEMENT CORP | 13-3160186 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX PL VANGUARD FIDUCIARY TRUST CO · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.6B | 15.1% | |
| BLACKROCK RUSSELL 1000 GROWTH FUND BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3330725 / PN 001 | Common Collective Trust | — | — | $1.4B | 12.9% | |
| VANGUARD TARGET RETMNT 2025 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $719.3M | 6.8% | |
| VANGUARD TARGET RETMNT 2035 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $614.0M | 5.8% | |
| VANGUARD TARGET RETMNT 2030 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $569.5M | 5.4% | |
| VANGUARD TARGET RETMNT 2045 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $500.4M | 4.7% | |
| VANGUARD EXTENDED MARKET INDEX VANGUARD FIDUCIARY TRUST CO · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $392.6M | 3.7% | |
| Empower Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $367.3M | 3.5% | |
| VANGUARD TARGET RETMNT 2040 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $334.1M | 3.1% | |
| GALLIARD SHORT CORE FUND F SEI INSTITUTIONAL TRANSFER AGENT · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $308.1M | 2.9% | |
| VANGUARD TOTAL BOND MKT INDEX FUND VANGUARD FIDUCIARY TRUST CO · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $297.7M | 2.8% | |
| BLACKROCK RUSSELL 2500 GROWTH FUND BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 87-4773586 / PN 001 | Common Collective Trust | — | — | $290.4M | 2.7% | |
| ^ The Vanguard Group Vanguard Developed Market Index | Mutual Funds | — | — | $281.5M | 2.6% | |
| VANGUARD TARGET RETMNT 2050 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $250.0M | 2.4% | |
| VANGUARD TARGET RETMNT 2020 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $244.4M | 2.3% | |
| VANGUARD TARGET RETMNT 2055 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $212.2M | 2.0% | |
| VANGUARD TARGET RET INCOME FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $208.8M | 2.0% | |
| HARDING LOEVNER INTERNATIONAL FUND HARDING LOEVNER · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $143.9M | 1.4% | |
| ^ Westwood Quality Small Mid Cap Fund | Other securities | — | — | $121.2M | 1.1% | |
| ^ The Vanguard Group Vanguard Emerging Market Index | Mutual Funds | — | — | $117.2M | 1.1% | |
| VANGUARD TARGET RETMNT 2060 FUND VANGUARD FIDUCIARY TRUST CO · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $106.1M | 1.0% | |
| GALLIARD SA INTERMED CORE FUND Q SEI INSTITUTIONAL TRANSFER AGENT · EIN 45-6924923 / PN 001 | Common Collective Trust | — | — | $85.4M | 0.8% | |
| GALLIARD SA INTERMED CORE FUND C SEI INSTITUTIONAL TRANSFER AGENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $84.9M | 0.8% | |
| from 2021 to 2052 | Other securities | — | — | $80.8M | 0.8% | |
| ^ Touchtone Sands Capital Emerging Markets Growth Fund | Other securities | — | — | $50.5M | 0.5% | |
| VANGUARD TARGET RETMNT 2065 FUND VANGUARD FIDUCIARY TRUST CO · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $47.4M | 0.4% | |
| SHORT-TERM INVESTMENT FUND A SEI INSTITUTIONAL TRANSFER AGENT · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $31.7M | 0.3% | |
| ^ FISERV INC COM Common stock | Common Stocks | — | — | $22.1M | 0.2% | |
| ^ SCHWAB CHARLES CORP COM NEW Common stock | Mutual Funds | — | — | $21.7M | 0.2% | |
| ^ RTX CORPORATION COMSTK Common stock | Common Stocks | — | — | $18.4M | 0.2% | |
| ^ WELLS FARGO & CO NEW COM STK Common stock | Common Stocks | — | — | $17.5M | 0.2% | |
| ^ JOHNSON CTLS INTL PLC COM USD0.01 Common stock | Common Stocks | — | — | $17.3M | 0.2% | |
| ^ METLIFE INC COM STK USD0.01 Common stock | Common Stocks | — | — | $16.2M | 0.2% | |
| ^ SANOFI SPONSORED ADR Common stock | Common Stocks | — | — | $13.7M | 0.1% | |
| ^ MICROSOFT CORP COM Common stock | Common Stocks | — | — | $12.8M | 0.1% | |
| ^ CHARTER COMMUNICATIONS INC NEW CL A CL A Common stock | Common Stocks | — | — | $12.7M | 0.1% | |
| ^ FEDEX CORP COM Common stock | Common Stocks | — | — | $12.5M | 0.1% | |
| ^ AMAZON COM INC COM Common stock | Common Stocks | — | — | $12.2M | 0.1% | |
| ^ OCCIDENTAL PETROLEUM CORP Common stock | Common Stocks | — | — | $12.0M | 0.1% | |
| ^ BANK NEW YORK MELLON CORP COM STK Common stock | Common Stocks | — | — | $11.9M | 0.1% | |
| ^ GILEAD SCIENCES INC Common stock | Common Stocks | — | — | $11.0M | 0.1% | |
| ^ CAPITAL ONE FINL CORP COM Common stock | Common Stocks | — | — | $10.7M | 0.1% | |
| ^ Cash and short term investments Invested cash | Cash / Money Market | — | — | $10.2M | <0.1% | |
| ^ CVS HEALTH CORP COM Common stock | Common Stocks | — | — | $10.0M | <0.1% | |
| ^ BOOKING HLDGS INC COM Common stock | Common Stocks | — | — | $9.7M | <0.1% | |
| ^ Coltv short term investment fund Clearing Account | Common Collective Trusts | — | — | $9.7M | <0.1% | |
| ^ NORFOLK SOUTHN CORP COM Common stock | Common Stocks | — | — | $9.7M | <0.1% | |
| ^ COMCAST CORP NEW-CL A Common stock | Common Stocks | — | — | $9.5M | <0.1% | |
| ^ ALPHABET INC CAPITAL STOCK USD0.001 CL A Common stock | Common Stocks | — | — | $9.5M | <0.1% | |
| ^ FIDELITY NATL INFORMATION SVCS INC COM STK Common stock | Mutual Funds | — | — | $9.0M | <0.1% |
