Back to filter
Original filing (PDF)20250730154837NAL0010840498001
CARDINAL HEALTH, INC.
Form 5500
FILING_RECEIVED
CARDINAL HEALTH 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
31,015
Accounts w/ balance
32,188
Plan assets (EOY)
$4.8B
Net assets (EOY)
$4.8B
How this plan invests
This plan
18 pooled trusts
Schedule D
20 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 CARDINAL HEALTH, INC..
Plan sponsor
Name
CARDINAL HEALTH, INC.
EIN
31-0958666
Address
7000 CARDINAL PLACE · DUBLIN, OH · 43017
Phone
(614) 757-5000
Industry
Wholesale Tradesee all
Plan administrator
Name
FINANCIAL BENEFIT PLANS COMMITTEE
EIN
31-0958666
City
DUBLIN, OH
Phone
(614) 757-5000
Plan characteristics
Plan number
055
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $965K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $150K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $444K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | AUDITOR | $169K | — |
| ARY ROEPCKE MULCHAEY, P.C. | 52-2370901 | — | ACCOUNTING | $122K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | ATTORNEY | $274K | — |
Investments
10 direct securities · 18 pooled funds· $5.8B(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
$3.5B
17 holdings
Uncategorized
$1.9B
10 holdings
Master Trust
$351.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $901.4M | 18.9% | |
| VANUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $683.2M | 14.3% | |
| Dodge & Cox Stock Fund | — | — | — | $472.7M | 9.9% | |
| CARDINAL HEALTH STABLE VALUE FUND CARDINAL HEALTH, INC. · EIN 04-3793339 / PN 002 | Master Trust | — | — | $351.7M | 7.4% | |
| Fidelity Institutional Asset Management Trust Co. Small Capitalization Core Commingled Pool | — | — | — | $333.1M | 7.0% | |
| FIAM GR TR FOR EMPL BEN PL SM CAP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $333.1M | 7.0% | |
| CORE PLUS COMMINGLED POOL FIAM TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $293.8M | 6.2% | |
| FIDELITY DIV INTL COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $258.4M | 5.4% | |
| Cardinal Health, Inc. Common shares | — | — | — | $256.6M | 5.4% | |
| Vanguard Fiduciary Trust Company Total Stock Market Index Trust | — | — | — | $249.0M | 5.2% | |
| VANGUARD INSTL TTL STK MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $249.0M | 5.2% | |
| Vanguard Fiduciary Trust Company Total International Stock Market Index Trust | — | — | — | $242.6M | 5.1% | |
| VANGUARD INSTL TTL INT STK MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $242.6M | 5.1% | |
| BLACKROCK GLOBAL ALLOC COLL FD M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-2234694 / PN 001 | Common Collective Trust | — | — | $115.0M | 2.4% | |
| BlackRock Institutional Trust Company U.S. TIPS Non-Lendable Fund | — | — | — | $87.6M | 1.8% | |
| US TREASURY INFLATION PROTECTED SEC BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-0535692 / PN 001 | Common Collective Trust | — | — | $87.6M | 1.8% | |
| Vanguard Fiduciary Trust Company Total Bond Market Index Trust | — | — | — | $78.5M | 1.6% | |
| VANGUARD INSTL TTL BND MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $78.5M | 1.6% | |
| COMMINGLED PEN TR DIV COM PROPERTY JPMORGAN CHASE BANK, N.A. · EIN 26-1397584 / PN 001 | Common Collective Trust | — | — | $76.8M | 1.6% | |
| Participant loans Various maturity dates, with interest rates ranging from 4.25% to 10.50% | — | — | — | $76.1M | 1.6% | |
| PIMCO All Asset Fund Institutional | — | — | — | $75.9M | 1.6% | |
| LOOMIS SAYLES HY CONSERVATIVE TRUST THE LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 001 | Common Collective Trust | — | — | $71.2M | 1.5% | |
| Vanguard Fiduciary Trust Company Extended Market Index Trust | — | — | — | $59.8M | 1.3% | |
| VANGUARD INSTL EXT MKT IDX TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $59.8M | 1.3% | |
| AXIOM EMERGING MARKETS TRUST SEI TRUST COMPANY · EIN 81-1085578 / PN 087 | Common Collective Trust | — | — | $42.1M | 0.9% | |
| CIF II OPPORTUNISTIC EMERGING MKTS THE WELLINGTON TRUST COMPANY, NATIONAL ASSOC · EIN 04-6913417 / PN 001 | Common Collective Trust | — | — | $32.1M | 0.7% | |
| SHORT-TERM INVESTMENT FUND SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $3.8M | <0.1% | |
| PIMCO COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $0 | <0.1% |