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Original filing (PDF)20251010134318NAL0013223360001
ABB INC.
Form 5500
FILING_RECEIVED
ABB INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
14,095
Accounts w/ balance
20,515
Plan assets (EOY)
$3.3B
Net assets (EOY)
$3.3B
How this plan invests
This plan
16 pooled trusts
Schedule D
48 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABB INC..
Plan sponsor
Name
ABB INC.
EIN
36-3100018
Address
305 GREGSON DRIVE · CARY, NC · 27511
Phone
(919) 856-2360
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
302
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB | 36-4171366 | — | INVESTMENT ADVISORY | $233K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $819K | — |
| WILLIS TOWERS WATSON US | 53-0181291 | — | CONTRACT ADMINISTRATOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT | $88K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE | 41-0244008 | — | LEGAL | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
33 direct securities · 16 pooled funds· $4.1B(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
$1.9B
16 holdings
Uncategorized
$1.6B
32 holdings
Mutual Funds
$528.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard US Growth Admiral Fd | Mutual Funds | — | — | $528.9M | 16.0% | |
| BLACKROCK EQTY IDX NON-LEND M BLACKROCK INST TRUST CO · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $362.4M | 11.0% | |
| ABB Inc. Stable Value Fund Synthetic Guaranteed Investment Contracts | — | — | — | $325.3M | 9.9% | |
| VANGUARD TRGT RTMT 2030 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $211.8M | 6.4% | |
| VANGUARD TRGT RTMT 2035 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $203.6M | 6.2% | |
| Vanguard Equity Income Adm | — | — | — | $201.0M | 6.1% | |
| State Street Global Advisors State Street Russell Sml/Mid C Idx non lending K Fund | — | — | — | $192.3M | 5.8% | |
| SSGA RUSSELL SM/MD CAP IN NL K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $192.3M | 5.8% | |
| VANGUARD TRGT RTMT 2040 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $160.6M | 4.9% | |
| VANGUARD TRGT RTMT 2025 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $154.8M | 4.7% | |
| VANGUARD TRGT RTMT 2045 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $140.8M | 4.3% | |
| VANGUARD TRGT RTMT 2050 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $121.3M | 3.7% | |
| Prudential Synthetic Guaranteed Investment Contract | — | — | — | $109.4M | 3.3% | |
| State Street Synthetic Guaranteed Investment Contract | — | — | — | $109.1M | 3.3% | |
| Transamerica Synthetic Guaranteed Investment Contract | — | — | — | $106.8M | 3.2% | |
| MFS International Diversification Fund | — | — | — | $92.4M | 2.8% | |
| Hartford Mutual Funds Hartford Smallcap Growth Ia | — | — | — | $89.8M | 2.7% | |
| BLKRK US DEBT IDX NON-LND M BLACKROCK INST TRUST CO · EIN 45-4395662 / PN 001 | Common Collective Trust | — | — | $88.0M | 2.7% | |
| VANGUARD TRGT RTMT 2055 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $83.0M | 2.5% | |
| Collective trust PGIM Core Conservative Int. Bond Fund | — | — | — | $65.7M | 2.0% | |
| VANGUARD TRGT RTMT 2020 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $64.8M | 2.0% | |
| Collective trust Loomis Sayles Intermediate Gov/Credit Fund | — | — | — | $53.1M | 1.6% | |
| Alliance Bernstein Ab Global Bond Fund I | — | — | — | $52.7M | 1.6% | |
| VANGUARD TRGT RTMT 2060 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $49.0M | 1.5% | |
| BLACKROCK MSCIACWI XUS IX NL R BLACKROCK INST TRUST CO · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $43.7M | 1.3% | |
| VANGUARD TRGT RTMT INC TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $40.8M | 1.2% | |
| Participant loans * Participant loans, with varying maturity dates through July 2049, and interest rates ranging from 3.25% to 10.50% | — | — | — | $38.3M | 1.2% | |
| Collective trust Goldman Sachs Intermediate Core Fund | — | — | — | $35.0M | 1.1% | |
| Limited liability company Goldman Sachs Term Fund 2026 | — | — | — | $17.0M | 0.5% | |
| Limited liability company Goldman Sachs Term Fund 2028 | — | — | — | $16.8M | 0.5% | |
| Limited liability company Goldman Sachs Term Fund 2025 | — | — | — | $16.2M | 0.5% | |
| VANGUARD TRGT RTMT 2065 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $16.2M | 0.5% | |
| Limited liability company Goldman Sachs Term Fund 2027 | — | — | — | $15.1M | 0.5% | |
| Limited liability company Goldman Sachs Term Fund 2026 | — | — | — | $13.1M | 0.4% | |
| Limited liability company Goldman Sachs Term Fund 2028 | — | — | — | $13.0M | 0.4% | |
| Limited liability company Goldman Sachs Term Fund 2025 | — | — | — | $12.5M | 0.4% | |
| Limited liability company Goldman Sachs Term Fund 2027 | — | — | — | $12.0M | 0.4% | |
| Limited liability company Goldman Sachs Term Fund 2026 | — | — | — | $9.3M | 0.3% | |
| Limited liability company Goldman Sachs Term Fund 2028 | — | — | — | $9.2M | 0.3% | |
| Limited liability company Goldman Sachs Term Fund 2025 | — | — | — | $8.7M | 0.3% | |
| Limited liability company Goldman Sachs Term Fund 2027 | — | — | — | $8.4M | 0.3% | |
| Prudential Synthetic Wrapper Contract - 2.57% | — | — | — | $7.1M | 0.2% | |
| Money Market Fund Vanguard Federal Money Market Investor Fund - 4.40% | — | — | — | $6.0M | 0.2% | |
| VANGUARD TAR RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.1% | |
| Transamerica Synthetic Wrapper Contract - 2.80% | — | — | — | $4.9M | 0.1% | |
| ABB Inc. Stable Value Fund State Street Synthetic Wrapper Contract - 3.06% | — | — | — | $4.0M | 0.1% | |
| Limited liability company Goldman Sachs Term Fund 2024 | — | — | — | $1.7M | <0.1% | |
| Limited liability company Goldman Sachs Term Fund 2024 | — | — | — | $1.3M | <0.1% | |
| Limited liability company Goldman Sachs Term Fund 2024 | — | — | — | $947K | <0.1% |
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