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Original filing (PDF)20251015103611NAL0004313265001
TELEDYNE TECHNOLOGIES INCORPORATED
Form 5500
FILING_RECEIVED
TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN FOR DEFINED ACTIVE PARTICIPANTS
Defined-benefit pension plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
486
Accounts w/ balance
—
Plan assets (EOY)
$180.3M
Net assets (EOY)
$180.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "ADAGE CAPITAL PARTNERS LP PARTNERSHIP/JOINT VENTURE INTEREST" is 25% of plan.
- 45 bps in Schedule C fees — 346% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELEDYNE TECHNOLOGIES INCORPORATED.
Plan sponsor
Name
TELEDYNE TECHNOLOGIES INCORPORATED
EIN
25-1843385
Address
1049 CAMINO DOS RIOS · THOUSAND OAKS, CA · 91360
Phone
(805) 373-4545
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC INVESTMENT GROUP | 52-1540171 | — | INVESTMENT MANAGER | $451K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $306K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $40K | — |
| FIDELITY INSTL ASSET MANAGEMENT LLC | 20-1733361 | — | NONE | $6K | — |
Investments
32 direct securities · 2 pooled funds· $189.5M(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.
Uncategorized
$178.8M
32 holdings
Common Collective Trust
$10.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS LP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $17.5M | $45.4M | 25.2% | |
| STRATEGIC DEV.MKTS EX-US EQUITY TRUST PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $22.7M | $31.9M | 17.7% | |
| STRATEGIC PORTFOLIOS RESTRICTED LTD. SPC PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $13.6M | $23.4M | 13.0% | |
| U S TREASURY NOTE U S TREASURY BOND 4.250% 02/15/2054 DD 02/15/24 | — | — | $19.3M | $18.3M | 10.1% | |
| STRATEGIC EMERGING MARKETS TRUST PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $6.5M | $7.3M | 4.0% | |
| U S TREASURY BOND U S TREASURY BOND 4.000% 11/15/2052 DD 11/15/22 | — | — | $7.0M | $6.3M | 3.5% | |
| METLIFE LONG CREDIT CIT CL E COMMON/COLLECTIVE TRUST | — | — | $5.6M | $5.6M | 3.1% | |
| METLIFE INV MASTER COLLECTV INV TR SEI TRUST COMPANY · EIN 46-2596644 / PN 062 | Common Collective Trust | — | — | $5.6M | 3.1% | |
| FIDELITY INVESTMENT FUND PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $5.6M | $5.6M | 3.1% | |
| EB TEMP INV FD 1.147% 12/31/2049 DD 11/01/01 COMMON/COLLECTIVE TRUST | — | — | $5.1M | $5.1M | 2.8% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $5.1M | 2.8% | |
| U S TREASURY BOND U S TREASURY BOND 3.000% 08/15/2052 DD 08/15/22 | — | — | $5.8M | $5.0M | 2.8% | |
| KKR GLOBAL CREDIT OPP FUND LP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $3.3M | $4.1M | 2.3% | |
| ISHARES RUSSELL 2000 ETF REGISTERED INVESTMENT COMPANIES | — | — | $2.1M | $2.5M | 1.4% | |
| TCW DIRECT LENDING VII LLC PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $1.6M | $2.3M | 1.3% | |
| ITALIAN REAL ESTATE SPECIAL SITUATIONS II FEEDER LTD PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $1.3M | $1.8M | 1.0% | |
| ISHARES CORE MSCI EMERGING REGISTERED INVESTMENT COMPANIES | — | — | $1.4M | $1.5M | 0.8% | |
| STRATEGIC GLOBAL EQUITY TRUST PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $792K | $1.5M | 0.8% | |
| BAYVIEW OPPORTUNITY FUND VII LP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $1.1M | $1.4M | 0.8% | |
| BAYVIEW MSR OPPORTUNITY OFFSHORE L.P PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $1.0M | $1.3M | 0.7% | |
| ARCM FEEDER FUND IV LTD PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $497K | $943K | 0.5% | |
| HILDENE OPPORTUNITIES OFFSHORE FUND LTD. OTHER INVESTMENTS | — | — | $900K | $900K | 0.5% | |
| KKR ENHANCED US DIRECT LENDING FEEDER SCSP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $841K | $893K | 0.5% | |
| STRATEGIC U.S. EQUITY TRUST PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $652K | $878K | 0.5% | |
| DEERFIELD PARTNERS LP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $752K | $798K | 0.4% | |
| BAYVIEW OPPORTUNITY FUND VI LP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $594K | $786K | 0.4% | |
| U S TREASURY BOND U S TREASURY BOND 2.875% 05/15/2049 DD 05/15/19 | — | — | $798K | $710K | 0.4% | |
| ISHARES CORE MSCI EAFE ETF REGISTERED INVESTMENT COMPANIES | — | — | $605K | $649K | 0.4% | |
| TCW DIRECT LENDING VIII LLC PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $518K | $640K | 0.4% | |
| U S TREASURY BOND U S TREASURY BOND 1.875% 02/15/2051 DD 02/15/21 | — | — | $638K | $557K | 0.3% | |
| MGG SF EVERGREEN FUND (CAYMAN) LP PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $508K | $510K | 0.3% | |
| NON-INTEREST BEARING CASH OTHER INVESTMENTS 1 INTEREST BEARING CASH OTHER INVESTMENTS | — | — | $281K | $281K | 0.2% | |
| ARCM FEEDER FUND CLASS S1 SERIES 23 PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $41K | $75K | <0.1% | |
| DEERFIELD HEALTHCARE INNOVATIONS FUND PARTNERSHIP/JOINT VENTURE INTEREST | — | — | $18K | $17K | <0.1% |