STRYKER CORPORATION
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Service providers (Schedule C)
6 rows| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 13-2631108 | — | NONE | $737K | — |
| FIDUCIARY MANAGEMENT INC | 39-1346018 | — | NONE | $652K | — |
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $119K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $75K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $60K | — |
| FUND EVALUATIONS GROUP | 01-0694771 | — | NONE | $6K | — |
Investments
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst 500 Index Trust* Common/collective trust | — | — | — | $1.0B | 86.9% | |
| Vanguard Tgt Retire 2045 Tr Sel* Common/collective trust | — | — | — | $776.8M | 64.8% | |
| Vanguard Tgt Retire 2050 Tr Sel* Common/collective trust | — | — | — | $503.6M | 42.0% | |
| Vanguard Tgt Retire 2035 Tr Sel* Common/collective trust | — | — | — | $444.9M | 37.1% | |
| Vanguard Tgt Retire 2055 Tr Sel* Common/collective trust | — | — | — | $442.4M | 36.9% | |
| Fidelity Contrafund Commingled Pool Common/collective trust | — | — | — | $415.9M | 34.7% | |
| Vanguard Tgt Retire 2040 Tr Sel* Common/collective trust | — | — | — | $325.5M | 27.2% | |
| Vanguard Small-Cap Index InstP* Registered investment company | — | — | — | $314.9M | 26.3% | |
| Vanguard Inst Total Int’l Stk Mkt Index* Common/collective trust | — | — | — | $272.9M | 22.8% | |
| Vanguard Total Bond Mkt InstP* Common/collective trust | — | — | — | $256.1M | 21.4% | |
| Vanguard Tgt Retire 2060 Tr Sel* Common/collective trust | — | — | — | $242.5M | 20.2% | |
| Vanguard Tgt Retire 2030 Tr Sel* Common/collective trust | — | — | — | $226.9M | 18.9% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares* Registered investment company | — | — | — | $211.7M | 17.7% | |
| Vanguard Mid-Cap Index Fund Ins* Registered investment company | — | — | — | $211.3M | 17.6% | |
| Vanguard Tgt Retire 2025 Tr Sel* Common/collective trust | — | — | — | $179.2M | 15.0% | |
| Vanguard Balanced Index Fund Inst* Registered investment company | — | — | — | $150.9M | 12.6% | |
| American Funds EuroPacific Growth Fund; Class R-6 Registered investment company | — | — | — | $120.0M | 10.0% | |
| Vanguard Tgt Retire 2065 Tr Sel* Common/collective trust | — | — | — | $55.8M | 4.7% | |
| Vanguard Tgt Retire 2020 Tr Sel* Common/collective trust | — | — | — | $49.3M | 4.1% | |
| Vanguard Short-Term Invest-Gr Inst* Registered investment company | — | — | — | $48.7M | 4.1% | |
| Vanguard Tgt Retire Income Tr Sel* Common/collective trust | — | — | — | $34.1M | 2.8% | |
| Vanguard Infla-Prot Sec Instl* Registered investment company | — | — | — | $30.8M | 2.6% | |
| Vanguard FTSE Social Index Ins* Registered investment company | — | — | — | $26.4M | 2.2% | |
| account balance, payable through 2033, interest rates Plan participants* from 4.25% to 9.50% | — | — | — | $12.6M | 1.1% | |
| NT COLLECTIVE SHORT TERM INV FUND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $6.6M | 0.5% | |
| Vanguard Tgt Retire 2070 Tr Sel* Common/collective trust | — | — | — | $2.6M | 0.2% | |
| Schedule I | — | — | $5.3M | $1.4M | 0.1% | |
| Vanguard Tgt Retire Income & Gr Tr Sel* Common/collective trust | — | — | — | $936K | <0.1% |