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Original filing (PDF)20250701061851NAL0018200928001
GLAXOSMITHKLINE LLC
Form 5500
FILING_RECEIVED
GSK 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
12,254
Accounts w/ balance
21,718
Plan assets (EOY)
$8.8B
Net assets (EOY)
$8.8B
How this plan invests
This plan
37 pooled trusts
Schedule D
120 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "State Street S&P 500 Index Non-Lending Series Fund (Class A) Common collective trust" is 30% of plan.
- 9 bps in Schedule C fees — 73% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLAXOSMITHKLINE LLC.
Plan sponsor
Name
GLAXOSMITHKLINE LLC
EIN
23-1099050
Address
FMC TOWER AT CIRA CENTRE SOUTH · 2929 WALNUT STREET, SUITE 1700 · PHILADELPHIA, PA · 19104
Phone
(215) 751-4908
Industry
Manufacturingsee all
Plan administrator
Name
GLAXOSMITHKLINE LLC
EIN
23-1099050
City
DURHAM, NC
Phone
(215) 751-4908
Plan characteristics
Plan number
002
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
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | TRUSTEE | $587K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS LLC | 82-1061233 | — | NONE | $3.3M | — |
| DODGE & COX | 94-1441976 | — | NONE | $2.2M | — |
| BLACKROCK | 94-3112180 | — | NONE | $1.2M | — |
| GSAM STABLE VALUE, LLC | 13-3575636 | — | NONE | $360K | — |
Investments
99 direct securities · 37 pooled funds· $9.9B(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.
Common Collective Trust
$7.6B
31 holdings
Uncategorized
$2.2B
99 holdings
103-12 Investment Entity
$79.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 IND NL SF CL A STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $2.7B | 30.8% | |
| SSGA GLOBAL ALL CAP EQ EX-US INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 299 | Common Collective Trust | — | — | $763.6M | 8.7% | |
| State Street US Extended Market Index Non-Lending Series Fund (Class C) Common collective trust | — | — | — | $681.3M | 7.7% | |
| STATE ST US EXT MKT IND NL SF CL C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 330 | Common Collective Trust | — | — | $681.3M | 7.7% | |
| STATE STREET US BOND IND NL SF CL A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 177 | Common Collective Trust | — | — | $484.4M | 5.5% | |
| RUSSELL 2500 ALPHA TILTS- FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-4531539 / PN 001 | Common Collective Trust | — | — | $383.6M | 4.4% | |
| VANGUARD TARGET RET 2040 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $349.9M | 4.0% | |
| VANGUARD TARGET RET 2030 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $335.1M | 3.8% | |
| VANGUARD TARGET RET 2035 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $284.7M | 3.2% | |
| Synthetic GICs Total | — | — | — | $276.0M | 3.1% | |
| VANGUARD TARGET RET 2045 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $273.2M | 3.1% | |
| GSK PLC SPON ADR Common stock | — | — | — | $239.5M | 2.7% | |
| GOVT SHORT-TERM INVESTMENT FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 81-3502160 / PN 001 | Common Collective Trust | — | — | $226.6M | 2.6% | |
| VANGUARD TARGET RET 2050 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $207.1M | 2.4% | |
| VANGUARD TARGET RET 2025 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $197.9M | 2.3% | |
| GSAM STABLE VAL INT CORE FUND CL B THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 20-4742534 / PN 012 | Common Collective Trust | — | — | $172.8M | 2.0% | |
| VANGUARD TARGET RET 2055 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $149.8M | 1.7% | |
| T Rowe Price Blue Chip Growth Fund I Mutual fund | — | — | — | $148.4M | 1.7% | |
| VANGUARD TARGET RET 2060 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $114.2M | 1.3% | |
| VANGUARD TARGET RET 2020 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $105.2M | 1.2% | |
| VANGUARD TARGET RET INC TRUST SELCT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $83.3M | 0.9% | |
| MetWest Total Return Bond Fund (CIT) Class C Collective investment trust | — | — | — | $79.6M | 0.9% | |
| TWC MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $79.6M | 0.9% | |
| American Funds Europacific Growth– Class R6 Mutual fund | — | — | — | $62.8M | 0.7% | |
| Synthetic GICs * Prudential GSAM Stable Value Intermediate Core Fund (Class B Shares) Common collective trust | — | — | — | $58.2M | 0.7% | |
| State Street Bank GSAM Stable Value Intermediate Core Fund (Class B Shares) Common collective trust | — | — | — | $57.9M | 0.7% | |
| VANGUARD TARGET RET 2065 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $34.8M | 0.4% | |
| SCHWAB (CHARLES) CORP Common stock | — | — | — | $22.0M | 0.3% | |
| FISERV INC Common stock | — | — | — | $21.7M | 0.2% | |
| TERM FUND 2025 THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 85-3895732 / PN 001 | 103-12 Investment Entity | — | — | $19.8M | 0.2% | |
| TERM FUND 2026 THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 87-3738069 / PN 001 | 103-12 Investment Entity | — | — | $19.8M | 0.2% | |
| TERM FUND 2027 THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 88-4279844 / PN 001 | 103-12 Investment Entity | — | — | $19.8M | 0.2% | |
| RTX CORP Common stock | — | — | — | $18.5M | 0.2% | |
| TERM FUND 2028 THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 93-4136622 / PN 001 | 103-12 Investment Entity | — | — | $18.0M | 0.2% | |
| WELLS FARGO + CO Common stock | — | — | — | $17.4M | 0.2% | |
| JOHNSON CONTROLS INTERNATION Common stock | — | — | — | $17.2M | 0.2% | |
| METLIFE INC Common stock | — | — | — | $15.7M | 0.2% | |
| State Street Institutional Treasury Money Market Fund (Premier Share Class) Money market fund | — | — | — | $15.2M | 0.2% | |
| SANOFI ADR Common stock | — | — | — | $13.5M | 0.2% | |
| OCCIDENTAL PETROLEUM CORP Common stock | — | — | — | $12.9M | 0.1% | |
| FEDEX CORP Common stock | — | — | — | $12.7M | 0.1% | |
| CHARTER COMMUNICATIONS INC A Common stock | — | — | — | $12.5M | 0.1% | |
| AMAZON.COM INC Common stock | — | — | — | $12.0M | 0.1% | |
| BANK OF NEW YORK MELLON CORP Common stock | — | — | — | $11.8M | 0.1% | |
| GILEAD SCIENCES INC Common stock | — | — | — | $11.0M | 0.1% | |
| CAPITAL ONE FINANCIAL CORP Common stock | — | — | — | $10.6M | 0.1% | |
| CVS HEALTH CORP Common stock | — | — | — | $9.9M | 0.1% | |
| NORFOLK SOUTHERN CORP Common stock | — | — | — | $9.6M | 0.1% | |
| BOOKING HOLDINGS INC Common stock | — | — | — | $9.6M | 0.1% | |
| COMCAST CORP CLASS A Common stock | — | — | — | $9.1M | 0.1% | |
| ALPHABET INC CL C Common stock | — | — | — | $8.9M | 0.1% | |
| ALPHABET INC CL A Common stock | — | — | — | $8.9M | 0.1% | |
| FIDELITY NATIONAL INFO SERV Common stock | — | — | — | $8.9M | 0.1% | |
| GENERAL ELECTRIC Common stock | — | — | — | $8.8M | <0.1% | |
| HUMANA INC Common stock | — | — | — | $8.3M | <0.1% | |
| State Street Bank Wrapper Contract Wrapper Contract | — | — | — | $8.1M | <0.1% | |
| THE CIGNA GROUP Common stock | — | — | — | $8.0M | <0.1% | |
| Prudential Wrapper Contract Wrapper Contract | — | — | — | $8.0M | <0.1% | |
| Transamerica Premier Wrapper Contract Wrapper Contract | — | — | — | $7.9M | <0.1% | |
| GOLDMAN SACHS GROUP INC Common stock | — | — | — | $7.6M | <0.1% | |
| ANHEUSER BUSCH INBEV SPN ADR Common stock | — | — | — | $7.3M | <0.1% | |
| META PLATFORMS INC CLASS A Common stock | — | — | — | $7.1M | <0.1% | |
| WILLIAMS COS INC Common stock | — | — | — | $6.9M | <0.1% | |
| AVANTOR INC Common stock | — | — | — | $6.7M | <0.1% | |
| Term Fund 2027 Limited Partnership Fund | — | — | — | $6.7M | <0.1% | |
| BAKER HUGHES CO Common stock | — | — | — | $6.7M | <0.1% | |
| Term Fund 2025 Limited Partnership Fund | — | — | — | $6.7M | <0.1% | |
| Term Fund 2026 Limited Partnership Fund | — | — | — | $6.6M | <0.1% | |
| Term Fund 2027 Limited Partnership Fund | — | — | — | $6.6M | <0.1% | |
| Term Fund 2027 Limited Partnership Fund | — | — | — | $6.6M | <0.1% | |
| Term Fund 2025 Limited Partnership Fund | — | — | — | $6.5M | <0.1% | |
| UNITEDHEALTH GROUP INC Common stock | — | — | — | $6.5M | <0.1% | |
| Term Fund 2026 Limited Partnership Fund | — | — | — | $6.5M | <0.1% | |
| INTL FLAVORS + FRAGRANCES Common stock | — | — | — | $6.5M | <0.1% | |
| ZIMMER BIOMET HOLDINGS INC Common stock | — | — | — | $6.4M | <0.1% | |
| AIR PRODUCTS + CHEMICALS INC Common stock | — | — | — | $6.3M | <0.1% | |
| HALEON PLC ADR Common stock | — | — | — | $6.1M | <0.1% | |
| Term Fund 2028 Limited Partnership Fund | — | — | — | $6.1M | <0.1% | |
| Term Fund 2028 Limited Partnership Fund | — | — | — | $6.0M | <0.1% | |
| Term Fund 2028 Limited Partnership Fund | — | — | — | $5.9M | <0.1% | |
| TE CONNECTIVITY PLC Common stock | — | — | — | $5.6M | <0.1% | |
| COGNIZANT TECH SOLUTIONS A Common stock | — | — | — | $5.5M | <0.1% | |
| REGENERON PHARMACEUTICALS Common stock | — | — | — | $5.3M | <0.1% | |
| CISCO SYSTEMS INC Common stock | — | — | — | $5.1M | <0.1% | |
| BAXTER INTERNATIONAL INC Common stock | — | — | — | $4.9M | <0.1% | |
| SBA COMMUNICATIONS CORP Common stock | — | — | — | $4.9M | <0.1% | |
| BANK OF AMERICA CORP Common stock | — | — | — | $4.6M | <0.1% | |
| DOMINION ENERGY INC Common stock | — | — | — | $4.6M | <0.1% | |
| NOVARTIS AG SPONSORED ADR Common stock | — | — | — | $4.3M | <0.1% | |
| SUN COMMUNITIES INC Common stock | — | — | — | $4.3M | <0.1% | |
| GE HEALTHCARE TECHNOLOGY Common stock | — | — | — | $4.1M | <0.1% | |
| LYONDELLBASELL INDU CL A Common stock | — | — | — | $4.1M | <0.1% | |
| HP INC Common stock | — | — | — | $4.0M | <0.1% | |
| CONOCOPHILLIPS Common stock | — | — | — | $3.9M | <0.1% | |
| ROCHE HOLDINGS LTD SPONS ADR Common stock | — | — | — | $3.8M | <0.1% | |
| ELANCO ANIMAL HEALTH INC Common stock | — | — | — | $3.6M | <0.1% | |
| CARRIER GLOBAL CORP Common stock | — | — | — | $3.5M | <0.1% | |
| FOX CORP CLASS A Common stock | — | — | — | $3.4M | <0.1% | |
| AMERICAN ELECTRIC POWER Common stock | — | — | — | $3.4M | <0.1% | |
| INCYTE CORP Common stock | — | — | — | $3.3M | <0.1% | |
| BIOMARIN PHARMACEUTICAL INC Common stock | — | — | — | $3.2M | <0.1% | |
| BRISTOL MYERS SQUIBB CO Common stock | — | — | — | $3.1M | <0.1% | |
| VANGUARD TARGET RET 2070 TRUST SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $3.1M | <0.1% | |
| CELANESE CORP Common stock | — | — | — | $3.1M | <0.1% | |
| MOLSON COORS BEVERAGE CO B Common stock | — | — | — | $3.1M | <0.1% | |
| VF CORP Common stock | — | — | — | $2.9M | <0.1% | |
| ALNYLAM PHARMACEUTICALS INC Common stock | — | — | — | $2.7M | <0.1% | |
| COHERENT CORP Common stock | — | — | — | $2.7M | <0.1% | |
| STATE STREET CORP Common stock | — | — | — | $2.7M | <0.1% | |
| GAP INC/THE Common stock | — | — | — | $2.5M | <0.1% | |
| HONDA MOTOR CO LTD SPONS ADR Common stock | — | — | — | $2.4M | <0.1% | |
| UBS GROUP AG REG Common stock | — | — | — | $2.3M | <0.1% | |
| FOX CORP CLASS B Common stock | — | — | — | $2.3M | <0.1% | |
| MEDTRONIC PLC Common stock | — | — | — | $2.2M | <0.1% | |
| GAMING AND LEISURE PROPERTIE Common stock | — | — | — | $2.2M | <0.1% | |
| TERM FUND 2024 THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 84-3842960 / PN 001 | 103-12 Investment Entity | — | — | $1.7M | <0.1% | |
| BRIGHTHOUSE FINANCIAL INC Common stock | — | — | — | $1.3M | <0.1% | |
| NEUROCRINE BIOSCIENCES INC Common stock | — | — | — | $1.2M | <0.1% | |
| ECHOSTAR CORP A Common stock | — | — | — | $1.1M | <0.1% | |
| NEWS CORP CLASS A Common stock | — | — | — | $1.0M | <0.1% | |
| Term Fund 2024 Limited Partnership Fund | — | — | — | $584K | <0.1% | |
| Term Fund 2024 Limited Partnership Fund | — | — | — | $581K | <0.1% | |
| Term Fund 2024 Limited Partnership Fund | — | — | — | $567K | <0.1% | |
| LPL FINANCIAL HOLDINGS INC Common stock | — | — | — | $424K | <0.1% | |
| VANGUARD TARGET RET 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TERM FUND 2023 THE GOLDMAN SACHS TRUST COMPANY, NA · EIN 83-2733840 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TRGT RET INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |