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Original filing (PDF)20251014164454NAL0004556960001
2U, INC.
Form 5500
FILING_RECEIVED
2U, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,385
Accounts w/ balance
3,121
Plan assets (EOY)
$195.2M
Net assets (EOY)
$195.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 2U, INC..
Plan sponsor
Name
2U, INC.
EIN
26-2335939
Address
7900 HARKINS RD · LANHAM, MD · 20706
Phone
(301) 892-4379
Industry
Educational Servicessee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $179K | — |
Investments
13 direct securities · 18 pooled funds· $193.7M(99% 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
$155.8M
18 holdings
Mutual Funds
$23.1M
1 holding
Uncategorized
$14.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $44.2M | 22.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $34.6M | 17.7% | |
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $23.1M | 11.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.7M | 10.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.5M | 8.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $10.1M | 5.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $8.2M | 4.2% | |
| MFS GROWTH EQUITY S GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $8.1M | 4.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $4.3M | 2.2% | |
| Columbia Dividend Income Fund Institutional 3 Class | — | — | — | $2.8M | 1.5% | |
| MFS International Diversification Fund Class R6 | — | — | — | $1.8M | 0.9% | |
| Fidelity Total International Index Fund | — | — | — | $1.8M | 0.9% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| MFS MID CAP GROWTH S GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| New York Life New York Life MainStay MacKay High Yield Corporate Bond Fund Class R6 | — | — | — | $848K | 0.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $839K | 0.4% | |
| PIMCO Income Fund Institutional Class | — | — | — | $807K | 0.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $619K | 0.3% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $601K | 0.3% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $429K | 0.2% | |
| Victory Sycamore Small Company Opportunity Fund R6 | — | — | — | $407K | 0.2% | |
| Brandywine BrandywineGLOBAL - Global Opportunities Bond Fund | — | — | — | $328K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $251K | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $176K | <0.1% | |
| Parnassus Investments Parnassus Core Equity Fund Institutional Shares | — | — | — | $75K | <0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
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