IKEA Purchasing Services (US), Inc.'s EIN is 23-2486935.
Download the official 2023 Form 5500 (PDF) for IKEA Purchasing Services (US), Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IKEA Purchasing Services (US), Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $459K | 17.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $393K | 15.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $341K | 13.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $263K | 10.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $250K | 9.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $159K | 6.1% | |
| Company Mutual Funds * Fidelity Management Trust Fidelity 500 Index PR N/R | Common Collective Trusts | — | — | $95K | 3.7% | |
| Company * Fidelity Management Trust Fidelity Contrafund K N/R | Mutual Funds | — | — | $90K | 3.5% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $82K | 3.2% | |
| Company Vanguard Fiduciary Trust Vanguard Equity Inc Adm N/R | Mutual Funds | — | — | $67K | 2.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $62K | 2.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $58K | 2.2% | |
| Company Vanguard Fiduciary Trust Vanguard Total Bond Market Adm N/R | Mutual Funds | — | — | $24K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $19K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $17K | 0.7% | |
| Money Market Fund * Fidelity Management Trust Fidelity Government Money Market N/R | Mutual Funds | — | — | $15K | 0.6% | |
| BrokerageLink N/R | Other securities | — | — | $14K | 0.5% | |
| Company Vanguard Fiduciary Trust Vanguard Total International Stock N/R | Mutual Funds | — | — | $13K | 0.5% | |
| MANAGED INCOME PORTFOLIO II COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $11K | 0.4% | |
| R6 T Rowe Price TRP IS MID CP EQ GR N/R | Mutual Funds | — | — | $7K | 0.3% | |
| Great Gray Trust Company GG EUROPAC GROGGH CT N/R | Common Stocks | — | — | $7K | 0.3% | |
| Loomis Sayles Loomis Small Cap Growth N N/R | Other securities | — | — | $6K | 0.2% | |
| Fidelity Management Trust Fidelity Ext Mkt Idx Pr N/R | Common Collective Trusts | — | — | $6K | 0.2% | |
| Company Index PGIM Total Return Bond R6 N/R | Common Stocks | — | — | $3K | 0.1% | |
| Company MFS Investment MFS Mid Cap Value CT N/R | Mutual Funds | — | — | $3K | 0.1% | |
| American Beacon American Beacon Small Cap Value N/R | Other securities | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $710 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $320 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
