Pultegroup, Inc.'s EIN is 38-2766606.
Download the official 2024 Form 5500 (PDF) for Pultegroup, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pultegroup, 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 |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO., INC. | 04-2647786 | — | RECORDKEEPER | $306K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $261K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group of Vanguard Institutional Index Fund Institutional Plus Shares 486,430 | Common Collective Trusts | — | — | $232.9M | 18.3% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund Class R6 1,358,375 | Other securities | — | — | $113.8M | 8.9% | |
| Company Stock Fund PulteGroup, Inc. Company Stock 804,268 | Common Stocks | — | — | $87.6M | 6.9% | |
| VANGUARD TARGET 2045 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $68.8M | 5.4% | |
| VANGUARD TARGET 2040 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $67.2M | 5.3% | |
| VANGUARD TARGET 2035 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $64.7M | 5.1% | |
| VANGUARD TARGET 2050 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $55.1M | 4.3% | |
| Victory Sycamore Established Value Fund Class R6 1,188,748 | Other securities | — | — | $54.7M | 4.3% | |
| Fidelity Investments Fidelity Balanced Fund Class K 1,781,254 | Mutual Funds | — | — | $52.7M | 4.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $52.4M | 4.1% | |
| VANGUARD TARGET 2030 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $51.9M | 4.1% | |
| Vanguard Target Retirement 2055 Trust I 396,011 | Mutual Funds | — | — | $49.2M | 3.9% | |
| THE VANGUARD GROUP OF INVESTMENT CO VANGUARD TARGET 2055 · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $49.2M | 3.9% | |
| Fidelity U.S. Bond Index Fund 4,677,830 | Common Collective Trusts | — | — | $47.8M | 3.8% | |
| American Funds American Funds Washington Mutual Investors Fund 683,915 | Mutual Funds | — | — | $42.1M | 3.3% | |
| Investment Companies Vanguard Total International Stock Index Fund 316,338 | Common Collective Trusts | — | — | $40.1M | 3.2% | |
| VANGUARD TARGET 2025 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $33.6M | 2.6% | |
| VANGUARD TARGET 2060 THE VANGUARD GROUP OF INVESTMENT CO · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $26.6M | 2.1% | |
| Class R6 American Funds EuroPacific Growth Fund Class R6 454,178 | Mutual Funds | — | — | $24.4M | 1.9% | |
| Fidelity Extended Market Index Fund 247,021 | Common Collective Trusts | — | — | $22.4M | 1.8% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE GENEVA · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $20.8M | 1.6% | |
| Fidelity Small Cap Index Fund 710,191 | Common Collective Trusts | — | — | $19.7M | 1.5% | |
| Portfolio - Class I * Participant Loans Individual participant loans with varying maturity | Participant loans | — | — | $12.3M | 1.0% | |
| VANGUARD TARGET 2020 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.8% | |
| VANGUARD TARGET 2065 THE VANGUARD GROUP OF INVESTMENT CO · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.6% | |
| VANGUARD TARGET RETIREMENT INCOME & THE VANGUARD GROUP OF INVESTMENT CO · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.6% | |
| Fidelity Investments Money Market Government | Mutual Funds | — | — | $3.4M | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME T THE VANGUARD GROUP OF INVESTMENT CO · EIN 51-6590135 / PN 001 | Common Collective Trust | — | — | $830K | <0.1% | |
| VANGUARD TARGET 2070 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $768K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund 267,733 | Mutual Funds | — | — | $268K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
