Back to filter
Original filing (PDF)20251008132815NAL0005911969001
GLOBALFOUNDRIES U.S. INC.
Form 5500
FILING_RECEIVED
GLOBALFOUNDRIES U.S. INC. 401(K) PLAN
401(k) retirement plan
Active participants
4,786
Accounts w/ balance
8,162
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
21 pooled trusts
Schedule D
30 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 GLOBALFOUNDRIES U.S. INC..
Plan sponsor
Name
GLOBALFOUNDRIES U.S. INC.
EIN
26-3122131
Address
2600 GREAT AMERICA WAY · SANTA CLARA, CA · 95054
Phone
(518) 443-9384
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
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $331K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $110K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $65K | — |
Investments
11 direct securities · 21 pooled funds· $1.3B(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.
Common Collective Trust
$745.4M
19 holdings
Uncategorized
$499.5M
11 holdings
Pooled Separate Account
$9.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $255.3M | 20.4% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $122.3M | 9.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $86.7M | 6.9% | |
| PGIM TARGET DATE 2035 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $80.6M | 6.5% | |
| PGIM TARGET DATE 2025 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $77.2M | 6.2% | |
| PGIM TARGET DATE 2030 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $73.3M | 5.9% | |
| GALLIARD MANAGED INCOME FUND D WELLS FARGO MUTUAL FUNDS · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $66.7M | 5.3% | |
| PGIM TARGET DATE 2040 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $59.1M | 4.7% | |
| PGIM TARGET DATE 2045 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $58.2M | 4.7% | |
| PGIM TARGET DATE 2050 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $45.0M | 3.6% | |
| Vanguard Equity-Income Admiral Mutual Fund | — | — | — | $44.0M | 3.5% | |
| PGIM TARGET DATE 2055 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $39.1M | 3.1% | |
| WT EUROPAC GRO TR CL R1 GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $33.7M | 2.7% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $26.1M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $24.8M | 2.0% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $24.6M | 2.0% | |
| Allspring Core Plus Bond A Mutual Fund | — | — | — | $24.5M | 2.0% | |
| PGIM TARGET DATE 2020 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $20.5M | 1.6% | |
| PGIM TARGET DATE 2060 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $17.3M | 1.4% | |
| Allspring Special Small Cap Value Fund Mutual Fund | — | — | — | $14.9M | 1.2% | |
| maturing through December 2034 | — | — | — | $12.8M | 1.0% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $8.1M | 0.6% | |
| PGIM TARGET DATE 2015 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| Midcap Value Fund Fee Class R1 Common/Collective Trust | — | — | — | $6.0M | 0.5% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $6.0M | 0.5% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $5.7M | 0.5% | |
| PGIM TARGET DATE 2065 INSTITUTIONAL GREAT GRAY · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $5.0M | 0.4% | |
| PGIM TARGET DATE INCOM INSTITUTIONA GREAT GRAY · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $4.3M | 0.3% | |
| Parnassus Core Equity - Inst Mutual Fund | — | — | — | $3.3M | 0.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.4M | 0.1% | |
| DWS RREEF Real Assets Fund Mutual Fund | — | — | — | $968K | <0.1% | |
| WESTERN ASSET CORE BOND CIT G1 GREAT GRAY · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $0 | <0.1% |