Janet Ulman signed Lutron Electronics Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutron Electronics Co., Inc.'s EIN is 23-1599902.
Download the official 2024 Form 5500 (PDF) for Lutron Electronics Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutron Electronics Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $26K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $84.3M | 11.0% | |
| JPMCB LG CAP GROWTH CF 2 JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $82.7M | 10.8% | |
| TRP US MID-CAP GROWTH EQ TR-D T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $66.1M | 8.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $39.7M | 5.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $33.1M | 4.3% | |
| T. ROWE PRICE EQUITY INDEX TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $31.9M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $28.7M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $28.1M | 3.7% | |
| Dodge and Cox Income Fund, Class X | Mutual Funds | — | — | $25.4M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $24.2M | 3.2% | |
| Neuberger Berman Genesis Instl Fund | Other securities | — | — | $24.0M | 3.1% | |
| Vanguard Morgan Growth Fund | Mutual Funds | — | — | $22.2M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.7M | 2.8% | |
| Hartford Mutual Fund Inc. Total Bond R6 | Common Stocks | — | — | $20.6M | 2.7% | |
| Harbor Large Cap Value Fund | Other securities | — | — | $19.3M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.6M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $17.9M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $17.8M | 2.3% | |
| Dodge and Cox International Stock Fund | Mutual Funds | — | — | $12.9M | 1.7% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $12.3M | 1.6% | |
| T. ROWE PRICE EQUITY INCOME TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011 | Common Collective Trust | — | — | $12.0M | 1.6% | |
| Vanguard Ext Markets Index Fund Investor | Common Collective Trusts | — | — | $11.9M | 1.6% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $11.4M | 1.5% | |
| Goldman Sachs GQG Partners International | Other securities | — | — | $10.3M | 1.3% | |
| Vanguard Total Bond Index Fund | Common Collective Trusts | — | — | $9.6M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.9% | |
| Vanguard TTL Int Stock Index Admiral | Mutual Funds | — | — | $6.4M | 0.8% | |
| DWS RREEF Real Asset Fund, Class R6 | Other securities | — | — | $6.2M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.8% | |
| AMERICA REIT II RREEF · EIN 36-4215573 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.7% | |
| Participants 3.25% to 8.50%; maturing through 2034 | Bonds / Notes | — | — | $5.6M | 0.7% | |
| Templeton Inst Foreign Sm Co Ser Adv Fund | Mutual Funds | — | — | $5.1M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.6% | |
| Oppenheimer Developing Markets Fund | Mutual Funds | — | — | $4.9M | 0.6% | |
| Allspring Mid-Cap Value | Other securities | — | — | $3.3M | 0.4% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $2.1M | 0.3% | |
| T. Rowe Price International Stock Fund | Other securities | — | — | $1.6M | 0.2% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $851K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $457K | <0.1% | |
| Principal Diversified Real Asset Fund | Other securities | — | — | $357K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $176K | <0.1% | |
| U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $161K | <0.1% |
