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Original filing (PDF)20250904124538NAL0010043731001
OCLC, INC.
Form 5500
FILING_RECEIVED
OCLC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
920
Accounts w/ balance
1,096
Plan assets (EOY)
$120.3M
Net assets (EOY)
$120.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCLC, INC..
Plan sponsor
Name
OCLC, INC.
EIN
31-0734115
Address
6565 KILGOUR PLACE · DUBLIN, OH · 430173395
Phone
(614) 764-6000
Industry
Information / Tech / Mediasee 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
2025-09-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $72K | — |
Investments
29 direct securities· $120.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom Blend 2035 Fund Class K6 | — | — | — | $16.5M | 13.7% | |
| Fidelity Investments Freedom Blend 2030 Fund Class K6 | — | — | — | $12.8M | 10.6% | |
| Fidelity Investments Freedom Blend 2025 Fund Class K6 | — | — | — | $11.6M | 9.6% | |
| Fidelity Investments Freedom Blend 2020 Fund Class K6 | — | — | — | $11.0M | 9.1% | |
| Fidelity Investments 500 Index Fund | — | — | — | $10.1M | 8.4% | |
| Fidelity Investments Freedom Blend 2040 Fund Class K6 | — | — | — | $7.5M | 6.2% | |
| Lincoln Financial Stable Value Account -Z368 | — | — | — | $6.9M | 5.7% | |
| Fidelity Investments Freedom Blend 2045 Fund Class K6 | — | — | — | $6.4M | 5.3% | |
| Harbor Capital Appreciation Fund Institutional Class | — | — | — | $6.0M | 5.0% | |
| Dodge & Cox Stock Fund | — | — | — | $5.0M | 4.2% | |
| TCW Group Metropolitan West Total Return Bond Fund Class I | — | — | — | $3.9M | 3.2% | |
| Vanguard Institutional Wellington Fund Admiral Shares | — | — | — | $3.3M | 2.8% | |
| Fidelity Investments Freedom Blend 2050 Fund Class K6 | — | — | — | $3.1M | 2.6% | |
| Dimensional Fund Advisors Us Targeted Value Fund Institutional Class | — | — | — | $2.2M | 1.9% | |
| Fidelity Investments Freedom Blend Income Fund Class K6 | — | — | — | $2.2M | 1.8% | |
| Fidelity Investments Freedom Blend 2055 Fund Class K6 | — | — | — | $2.1M | 1.8% | |
| Vanguard Fixed Income Group Treasury Money Market Investor Shares | — | — | — | $1.7M | 1.4% | |
| Dodge & Cox International Stock Fund | — | — | — | $1.5M | 1.3% | |
| Harbor Small Cap Growth Retirement Fund | — | — | — | $1.5M | 1.2% | |
| William Blair International Growth Fund Class I | — | — | — | $1.4M | 1.1% | |
| Cohen & Steers Realty Shares | — | — | — | $1.1M | 0.9% | |
| Calvert Research and Management Equity Fund Class I | — | — | — | $964K | 0.8% | |
| Fidelity Investments Freedom Blend 2060 Fund Class K6 | — | — | — | $598K | 0.5% | |
| Dimensional Fund Advisors Emerging Markets Fund Institutional Class | — | — | — | $573K | 0.5% | |
| PIMCO Income Fund Institutional Class | — | — | — | $171K | 0.1% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $122K | 0.1% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $110K | <0.1% | |
| Fidelity Investments Global Ex US Index Fund | — | — | — | $60K | <0.1% | |
| Fidelity Investments Freedom Blend 2065 Fund Class K6 | — | — | — | $54K | <0.1% |
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