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Original filing (PDF)20251008112404NAL0005472193001
SCHNEIDER ELECTRIC HOLDINGS, INC.
Form 5500
FILING_RECEIVED
SCHNEIDER ELECTRIC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
20,597
Accounts w/ balance
29,031
Plan assets (EOY)
$5.1B
Net assets (EOY)
$5.1B
How this plan invests
This plan
31 pooled trusts
Schedule D
22 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 SCHNEIDER ELECTRIC HOLDINGS, INC..
Plan sponsor
Name
SCHNEIDER ELECTRIC HOLDINGS, INC.
EIN
36-4141566
Address
1111 PASQUINELLI DRIVE · WESTMONT, IL · 60559
Phone
(877) 248-2998
Industry
Manufacturingsee all
Plan administrator
Name
SCHNEIDER ELECTRIC BENEFITS COMMITTEE
EIN
36-4141566
City
WESTMONT, IL
Phone
(877) 248-2998
Plan characteristics
Plan number
301
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.8M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $629K | — |
| AON INVESTMENTS USA INC | — | CHICAGO, IL | NONE | $102K | — |
Investments
5 direct securities · 31 pooled funds· $5.5B(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
31 holdings
Uncategorized
$486.7M
4 holdings
Mutual Funds
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $704.0M | 13.9% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $561.6M | 11.1% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $524.4M | 10.4% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $445.2M | 8.8% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $378.3M | 7.5% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $326.9M | 6.5% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $237.3M | 4.7% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $235.1M | 4.6% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $230.6M | 4.6% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $206.7M | 4.1% | |
| Trust Company Securities Lending Series Fund - Class II State Street Global Advisors State Street US Bond Index Securities N/R | — | — | — | $191.1M | 3.8% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $191.1M | 3.8% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $185.3M | 3.7% | |
| Trust Company Securities Lending Series Fund - Class IV State Street Global Advisors State Street World Developed ex US Index N/R | — | — | — | $181.3M | 3.6% | |
| STT STRT WORLD DEV EX US IDX SL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 034 | Common Collective Trust | — | — | $181.3M | 3.6% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $163.9M | 3.2% | |
| AON DIVERSIFIED GROWTH CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 009 | Common Collective Trust | — | — | $137.9M | 2.7% | |
| AON INFLATION STRATEGY I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 011 | Common Collective Trust | — | — | $94.0M | 1.9% | |
| AON INCOME STRATEGY I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 010 | Common Collective Trust | — | — | $86.1M | 1.7% | |
| State Street Global Advisors State Street Emerging Markets Index N/R | — | — | — | $74.0M | 1.5% | |
| STATE ST EMG MKTS INDX SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $74.0M | 1.5% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $43.5M | 0.9% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $40.4M | 0.8% | |
| The Vanguard Group Vanguard Federal Money Market Fund | Mutual Funds | — | — | $4.5M | <0.1% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.5M | <0.1% | |
| AON INDEX 2015 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2020 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2025 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 027 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2030 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 028 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2035 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2040 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2045 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2050 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 032 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2055 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 033 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2060 RETIREMENT SOLUTION AON TRUST COMPANY LLC · EIN 37-6543784 / PN 035 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX RETIREMENT INCOME FUND CL AON TRUST COMPANY LLC · EIN 37-6543784 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% |