Telephone and Data Systems, Inc.'s EIN is 36-2669023.
Download the official 2024 Form 5500 (PDF) for Telephone and Data Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Telephone and Data Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $1.7M | — |
| NORTHERN TRUST COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VFTC INSTITUTIONAL 500 INDEX TRUST · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $266.7M | 15.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $256.3M | 14.4% | |
| VANGUARD INSTL TOTAL INTERNATIONAL VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6548531 / PN 001 | Common Collective Trust | — | — | $160.0M | 9.0% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $111.5M | 6.3% | |
| BLACKROCK BOND FUND BLACKROCK · EIN 94-3272269 / PN 001 | Common Collective Trust | — | — | $111.1M | 6.2% | |
| VANGUARD TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $105.1M | 5.9% | |
| VANGUARD TARGET 2045 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $92.6M | 5.2% | |
| VANGUARD TARGET 2050 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $84.8M | 4.8% | |
| Vanguard Small Cap Value Index Fund | Mutual Funds | — | — | $84.5M | 4.7% | |
| VANGUARD TARGET 2035 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $82.4M | 4.6% | |
| VANGUARD TARGET 2040 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $80.7M | 4.5% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $74.3M | 4.2% | |
| VANGUARD TARGET 2030 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $66.8M | 3.8% | |
| VANGUARD TARGET 2055 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $51.1M | 2.9% | |
| VANGUARD TARGET 2025 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $43.2M | 2.4% | |
| VANGUARD TARGET 2060 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $22.1M | 1.2% | |
| Plan Sponsor and Subsidiary * Telephone and Data Systems, Inc. Common Stock Fund | Common Stocks | — | — | $17.8M | 1.0% | |
| December 2029 | Other securities | — | — | $14.9M | 0.8% | |
| VANGUARD TARGET RET INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $14.8M | 0.8% | |
| United States Cellular Corporation Common Stock Fund | Common Stocks | — | — | $12.8M | 0.7% | |
| VANGUARD TARGET 2020 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $12.4M | 0.7% | |
| VANGUARD TARGET 2065 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $7.5M | 0.4% | |
| VANGUARD TARGET 2070 RET TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.1% | |
| TARGET RETIREMENT INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-1561860 |
| — |
| NONE |
| $141K |
| — |
| AON INVESTMENTS | 36-3109431 | — | NONE | $22K | — |