JEFF Whitemore signed Dollar Tree, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dollar Tree, Inc.'s EIN is 26-2018846.
Download the official 2024 Form 5500 (PDF) for Dollar Tree, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dollar Tree, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $1.4M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | NONE | $86K | — |
| QDRO CONSULTANTS COMPANY, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $103.0M | 10.5% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $101.5M | 10.4% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $89.6M | 9.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $87.7M | 9.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $70.6M | 7.2% | |
| Fidelity 500 Index Fund Mutual Fund — | Common Collective Trusts | — | — | $67.9M | 6.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $66.3M | 6.8% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $62.2M | 6.4% | |
| WINSLOW CAPITAL U.S. LARGE CAP GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 852 | Pooled Separate Account | — | — | $53.3M | 5.4% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $44.3M | 4.5% | |
| MFS Value Fund Class R6 Mutual Fund — | Mutual Funds | — | — | $43.5M | 4.4% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund — | Mutual Funds | — | — | $36.4M | 3.7% | |
| Notes receivable from participants Participant loans, interest rates ranging from 4.25% to 9.50% — | Bonds / Notes | — | — | $26.1M | 2.7% | |
| METWEST CORE PLUS BOND FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $21.6M | 2.2% | |
| VICTORY INTEGRITY SMALL/MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $19.8M | 2.0% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $19.5M | 2.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $18.2M | 1.9% | |
| CAPITAL GROUP EUROPACIFIC GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $17.7M | 1.8% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $8.2M | 0.8% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund — | Common Collective Trusts | — | — | $7.5M | 0.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund — | Common Collective Trusts | — | — | $6.0M | 0.6% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund — | Common Collective Trusts | — | — | $4.9M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 34-1820650 |
| — |
| NONE |
| $2K |
| — |
