Hillary Lankay signed KOCH Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KOCH Holdings Inc.'s EIN is 23-2771501.
Download the official 2024 Form 5500 (PDF) for KOCH Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KOCH Holdings Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $3.3M | 23.8% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.5M | 11.0% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.4M | 10.1% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.3M | 9.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $947K | 6.9% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $881K | 6.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $819K | 6.0% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $771K | 5.6% | |
| Fidelity 500 Index Adv | Common Collective Trusts | — | — | $460K | 3.3% | |
| Notes receivable from participants | Other securities | — | — | $380K | 2.8% | |
| Fidelity Freedom Inc K | Mutual Funds | — | — | $314K | 2.3% | |
| Fidelity Growth Discovery | Mutual Funds | — | — | $265K | 1.9% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $204K | 1.5% | |
| MSIF Mid Cap Growth | Other securities | — | — | $185K | 1.3% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $173K | 1.3% | |
| Fidelity Leveraged Company Stock | Mutual Funds | — | — | $163K | 1.2% | |
| Fidelity Value Fund | Mutual Funds | — | — | $159K | 1.2% | |
| MFS Value R3 | Mutual Funds | — | — | $115K | 0.8% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $88K | 0.6% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $58K | 0.4% | |
| VRTS NFJ SC VAL IS | Other securities | — | — | $43K | 0.3% | |
| Fidelity Fund | Mutual Funds | — | — | $42K | 0.3% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Canada | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity Focuses Stock | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $19K | 0.1% | |
| PIMCO Total Return | Mutual Funds | — | — | $19K | 0.1% | |
| Fidelity Float Rt Hi Inc | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity International Small Cap | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Discipnd Equity | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Balanced | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Sel Healthcare | Mutual Funds | — | — | $9K | <0.1% | |
| HNSY CS Large Growth Individual | Other securities | — | — | $6K | <0.1% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $6K | <0.1% | |
| AS Growth A | Other securities | — | — | $4K | <0.1% | |
| Oakmark International Investment | Other securities | — | — | $2K | <0.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1K | <0.1% | |
| Oakmark Equity & Income Investment | Other securities | — | — | $1K | <0.1% | |
| Fidelity Capital and Income | Mutual Funds | — | — | $515 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
