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Original filing (PDF)20250717123900NAL0000292305001
SAP AMERICA, INC.
Form 5500
FILING_RECEIVED
SAP AMERICA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
16,587
Accounts w/ balance
25,371
Plan assets (EOY)
$8.1B
Net assets (EOY)
$8.1B
How this plan invests
This plan
21 pooled trusts
Schedule D
36 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 SAP AMERICA, INC..
Plan sponsor
Name
SAP AMERICA, INC.
EIN
36-3556041
Address
3999 WEST CHESTER PIKE · NEWTOWN SQUARE, PA · 19073
Phone
(610) 661-1000
Industry
Retail Tradesee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $3.5M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $817K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $76K | — |
Investments
20 direct securities · 21 pooled funds· $9.3B(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
$5.0B
21 holdings
Uncategorized
$4.3B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wellington | — | — | — | $1.6B | 20.0% | |
| VANGUARD INSTITUTIONAL 500 IDX TRST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.5B | 19.0% | |
| JPMCB LARGE CAP GROWTH FUND; CF-A C JPMORGAN ASSET MANAGEMENT · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $457.0M | 5.6% | |
| Vanguard Institutional Total International Stock Market Index Trust | — | — | — | $450.6M | 5.5% | |
| VFTC INST TTL INT ST MRKT IND TRST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $450.6M | 5.5% | |
| VANGUARD INST. TTL BND IDX TRST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6320144 / PN 001 | Common Collective Trust | — | — | $396.4M | 4.9% | |
| Vanguard Institutional Total Bond Market Index Trust | — | — | — | $396.4M | 4.9% | |
| Vanguard Institutional Extended Market Index Trust | — | — | — | $376.0M | 4.6% | |
| VFTC INST EXT MRKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $376.0M | 4.6% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $303.4M | 3.7% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $244.5M | 3.0% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $227.2M | 2.8% | |
| Windsor II | — | — | — | $221.8M | 2.7% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $216.7M | 2.7% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $202.7M | 2.5% | |
| Vanguard Brokerage Option | — | — | — | $177.4M | 2.2% | |
| International Growth | — | — | — | $172.3M | 2.1% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $164.7M | 2.0% | |
| Global Equity | — | — | — | $147.6M | 1.8% | |
| Explorer | — | — | — | $140.4M | 1.7% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $129.6M | 1.6% | |
| Small-Cap Index | — | — | — | $123.0M | 1.5% | |
| SAP ADR Stock Fund | — | — | — | $121.7M | 1.5% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $120.4M | 1.5% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $67.6M | 0.8% | |
| PIMCO Income Fund | — | — | — | $54.7M | 0.7% | |
| Emerging Markets Stock Index | — | — | — | $53.5M | 0.7% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $47.6M | 0.6% | |
| Allspring Special Mid Cap Value Fund; Class R6 | — | — | — | $43.8M | 0.5% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $43.3M | 0.5% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $38.6M | 0.5% | |
| Notes receivable from participants | — | — | — | $37.4M | 0.5% | |
| JPMorgan Mid Cap Growth Fund; Class R6 | — | — | — | $37.2M | 0.5% | |
| Federated Inst. High Yield Bond Fund | — | — | — | $34.8M | 0.4% | |
| Fidelity Total Bond K6 Fund | — | — | — | $29.0M | 0.4% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $24.6M | 0.3% | |
| ALLSPRING SPECIAL SMALL CAP VALUE E ALLSPRING GLOBAL INVESTMENTS · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $18.8M | 0.2% | |
| PGIM Global Total Return; Class R6 | — | — | — | $12.3M | 0.2% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $5.4M | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MIDCAP GROWTH EQUITY T BLACKROCK INSTITUIONAL TRUST CO · EIN 86-1246908 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |