Original filing (PDF)20251003100000NAL0000740179001

MURATA MACHINERY USA, INC.

Name: MURATA MACHINERY USA, INC. — MURATA MACHINERY USA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MURATA MACHINERY USA, INC.

Form 5500

FILING_RECEIVED

MURATA MACHINERY USA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

440

Accounts w/ balance

495

Plan assets (EOY)

$41.8M

Net assets (EOY)

$41.8M

How this plan invests

This plan

12 pooled trusts

Schedule D

38 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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 MURATA MACHINERY USA, INC..

Plan sponsor

Name

MURATA MACHINERY USA, INC.

EIN

23-2575678

Address

2120 QUEEN CITY DRIVE · CHARLOTTE, NC · 28208

Phone

(704) 972-4462

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING	43-1270780	—	INVESTMENT ADVISORY	$30K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$67K	—

Investments

38 direct securities · 12 pooled funds· $54.5M(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.

Other securities

$30.6M

29 holdings

Common Collective Trust

$14.2M

12 holdings

Common Collective Trusts

$9.4M

7 holdings

Common Stock

$242K

1 holding

Participant loans

$77K

1 holding

					% of plan
PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	—	—	$3.4M	8.1%
JP Morgan Core Bond R6 Fund	Other securities	—	$0	$3.4M	8.1%
Vgd Ttl Intl Stk Idx Adm Fd	Other securities	—	$0	$3.1M	7.4%
Allspring Core Bd CIT TR	Common Collective Trusts	—	$0	$3.1M	7.4%
American Funds EuroPacific Gr	Other securities	—	$0	$3.0M	7.1%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	—	—	$3.0M	7.1%
Prin/T.Rowe I LgC Gr CIT TR	Common Collective Trusts	—	$0	$2.4M	5.6%
PIMCO High Yield I - TR	Other securities	—	$0	$2.2M	5.3%
PIMCO Income Institutional Fd	Other securities	—	$0	$2.2M	5.2%
JanusHenderson Triton N	Other securities	—	$0	$1.8M	4.3%
PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	—	—	$1.8M	4.3%
PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001	Common Collective Trust	—	—	$1.8M	4.3%
Galliard Stable Return PN	Other securities	—	$0	$1.8M	4.3%
ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001	Common Collective Trust	—	—	$1.6M	3.9%
Acadian Emerging Markets I	Other securities	—	$0	$1.6M	3.9%
Fidelity Contrafund K6 Fund	Other securities	—	$0	$1.3M	3.2%
Prin/Multi Sm Cap CIT TR	Common Collective Trusts	—	$0	$1.2M	2.8%
Prin/MFS Value CIT TR	Common Collective Trusts	—	$0	$1.1M	2.6%
Vanguard Tgt Rmt 2045 Inv Fund	Other securities	—	$0	$1.1M	2.6%
PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	—	$0	$944K	2.3%
Vanguard Tgt Rmt 2050 Inv Fund	Other securities	—	$0	$911K	2.2%
Prin/BR Agg Bd Index CIT TR	Common Collective Trusts	—	$0	$879K	2.1%
Vanguard Tgt Rmt 2025 Inv Fund	Other securities	—	$0	$788K	1.9%
Vanguard 500 Index Admiral Fd	Other securities	—	$0	$753K	1.8%
Vanguard Tgt Rmt 2040 Inv Fund	Other securities	—	$0	$713K	1.7%
Prin/BR Russ 2000 I CIT TR	Common Collective Trusts	—	$0	$689K	1.6%
Vanguard Tgt Rmt 2055 Inv Fund	Other securities	—	$0	$687K	1.6%
Vanguard Tgt Rmt 2060 Inv Fund	Other securities	—	$0	$671K	1.6%
JP Morgan Equity Income R6 Fd	Other securities	—	$0	$623K	1.5%
PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001	Common Collective Trust	—	$0	$583K	1.4%
MFS INTL DIVERSIFICATION R6 FD	Other securities	—	$0	$567K	1.4%
Vanguard Tgt Rmt 2030 Inv Fund	Other securities	—	$0	$523K	1.3%
PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001	Common Collective Trust	—	—	$471K	1.1%
Vanguard Mid Cap Index Adm Fd	Other securities	—	$0	$471K	1.1%
Vanguard Tgt Rmt 2070 Inv Fund	Other securities	—	$0	$469K	1.1%
Vanguard Sm Cap Index Adm Fund	Other securities	—	$0	$432K	1.0%
PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001	Common Collective Trust	—	—	$432K	1.0%
Vanguard Tgt Rmt 2035 Inv Fund	Other securities	—	$0	$355K	0.8%
Vanguard Tgt Rmt 2065 Inv Fund	Other securities	—	$0	$296K	0.7%
Vanguard Ttl Bd Mkt Idx Adm Fd	Other securities	—	$0	$252K	0.6%
Vanguard Tgt Rmt Inc Inv Fund	Common Stock	—	$0	$242K	0.6%
PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001	Common Collective Trust	—	—	$227K	0.5%
Royce SC Opp instl	Other securities	—	$0	$227K	0.5%
Vanguard Tgt Rmt 2020 Inv Fund	Other securities	—	$0	$205K	0.5%
Northern Global Real Estate Ix	Other securities	—	$0	$139K	0.3%
Prin/BR Intl Eq Indx CIT TR	Common Collective Trusts	—	$0	$115K	0.3%
Participant Loans	Participant loans	—	$0	$77K	0.2%
PIMCO Real Return/Inst	Other securities	—	$0	$22K	<0.1%
GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001	Common Collective Trust	—	—	$0	<0.1%
PRIN/D&C INT BOND CIT TR SEI TRUST COMPANY · EIN 47-6566265 / PN 001	Common Collective Trust	—	—	$0	<0.1%