Original filing (PDF)20251015213826NAL0005899089001

PENSKE TRUCK LEASING CO., L.P.

Name: PENSKE TRUCK LEASING CO., L.P. — PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN, Form 5500 (2024)
Creator: PENSKE TRUCK LEASING CO., L.P.

Form 5500

FILING_RECEIVED

PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

16,969

Accounts w/ balance

13,540

Plan assets (EOY)

$1.3B

Net assets (EOY)

$1.3B

How this plan invests

This plan

38 pooled trusts

Schedule D

11 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENSKE TRUCK LEASING CO., L.P..

Plan sponsor

Name

PENSKE TRUCK LEASING CO., L.P.

EIN

23-2518618

Address

P.O. BOX 563 · ROUTE 10 GREEN HILLS · READING, PA · 196030563

Phone

(610) 775-6000

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	13-2834414	—	INVESTMENT ADVISORY	$56K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$590K	—

Accountant / Auditor

Investments

11 direct securities · 38 pooled funds· $1.6B(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

$1.2B

38 holdings

Common Collective Trusts

$208.3M

4 holdings

Other securities

$150.6M

2 holdings

Bonds / Notes

$22.3M

1 holding

Stable Value

$9.1M

4 holdings

					% of plan
T ROWE PRICE LG CP GR TR D CIT T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001	Common Collective Trust	—	—	$187.5M	13.9%
NT Collective S&P 500 Index Fund Collective Trust	Common Collective Trusts	—	—	$170.8M	12.7%
NT COLL S&P 500 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$170.8M	12.7%
Dodge & Cox Stock Fund Registered Investment Company	Other securities	—	—	$100.4M	7.5%
VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001	Common Collective Trust	—	—	$75.0M	5.6%
GALLIARD SHORT CORE FD F SEI TRUST COMPANY · EIN 52-2252204 / PN 001	Common Collective Trust	—	—	$71.7M	5.3%
VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001	Common Collective Trust	—	—	$67.6M	5.0%
VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001	Common Collective Trust	—	—	$65.6M	4.9%
VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001	Common Collective Trust	—	—	$57.3M	4.3%
VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001	Common Collective Trust	—	—	$54.6M	4.1%
FRONTIER SMCP GROWTH CIT CL C COMERICA BANK & TRUST, NAT ASSN · EIN 93-6850760 / PN 001	Common Collective Trust	—	—	$54.3M	4.0%
American Funds EuroPacific Growth A Fund Registered Investment Company	Other securities	—	—	$50.2M	3.7%
VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001	Common Collective Trust	—	—	$49.0M	3.6%
GALLIARD INTERMEDIATE CORE FD L SEI TRUST COMPANY · EIN 27-6635237 / PN 001	Common Collective Trust	—	—	$44.0M	3.3%
VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001	Common Collective Trust	—	—	$39.4M	2.9%
VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001	Common Collective Trust	—	—	$36.4M	2.7%
JOHN HANCOCK DISC VL MDCP B3 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 038	Common Collective Trust	—	—	$32.4M	2.4%
PIMCO TOTAL RET COLL TR CL M SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	—	—	$28.0M	2.1%
Maturing 2025 – 2050 *Notes receivable from participants Interest rates from 3.25% to 9.50%	Bonds / Notes	—	—	$22.3M	1.7%
VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001	Common Collective Trust	—	—	$18.1M	1.3%
GALLIARD SA INTERM CORE FUND E SEI TRUST COMPANY · EIN 94-6751921 / PN 001	Common Collective Trust	—	—	$16.9M	1.3%
GALLIARD SA INTERM CORE FUND J SEI TRUST COMPANY · EIN 26-0232928 / PN 001	Common Collective Trust	—	—	$16.6M	1.2%
GALLIARD SA INTERMEDIATE CORE FD C SEI TRUST COMPANY · EIN 52-2250965 / PN 001	Common Collective Trust	—	—	$16.5M	1.2%
Northern Trust Collective Ex Equity Market Index Fund Collective Trust	Common Collective Trusts	—	—	$16.2M	1.2%
NT COLL EXT EQY MKT IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110	Common Collective Trust	—	—	$16.2M	1.2%
Northern Trust Collective Aggregate Bond Index Fund Collective Trust	Common Collective Trusts	—	—	$12.0M	0.9%
NT COLL AGGREGT BD IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088	Common Collective Trust	—	—	$12.0M	0.9%
VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001	Common Collective Trust	—	—	$10.3M	0.8%
Vanguard Target Retirement Income Trust I Collective Trust	Common Collective Trusts	—	—	$9.3M	0.7%
VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001	Common Collective Trust	—	—	$9.3M	0.7%
NT COL ACWI EXUS IV MKT IX T3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223	Common Collective Trust	—	—	$8.3M	0.6%
SHORT-TERM INVESTMENT FUND SEI TRUST COMPANY · EIN 41-6292499 / PN 001	Common Collective Trust	—	—	$3.7M	0.3%
Metropolitan Tower Life Ins. Co. Wrapper Contract	Stable Value	—	—	$2.3M	0.2%
Prudential Ins. Co. of America Wrapper Contract	Stable Value	—	—	$2.3M	0.2%
American General Life Ins. Co. Wrapper Contract	Stable Value	—	—	$2.3M	0.2%
Transamerica Premier Life Ins. Co. Wrapper Contract	Stable Value	—	—	$2.2M	0.2%
VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001	Common Collective Trust	—	—	$948K	<0.1%
VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$0	<0.1%
MFS GLOBAL EQTY CLASS 3A FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$0	<0.1%