YEN H. LY signed XCEL Energy Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XCEL Energy Inc.'s EIN is 41-0448030.
Download the official 2024 Form 5500 (PDF) for XCEL Energy Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XCEL Energy Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.4M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $468K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $596.8M | 19.3% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares | Common Collective Trusts | — | — | $229.1M | 7.4% | |
| Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $228.7M | 7.4% | |
| XCEL ENERGY INC. MASTER TRUST XCEL ENERGY INC. · EIN 41-0448030 / PN 013 | Master Trust | — | — | $200.7M | 6.5% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $180.8M | 5.8% | |
| Vanguard Developed Market Index Institutional Plus | Mutual Funds | — | — | $164.7M | 5.3% | |
| Vanguard Small Cap Index Fund Institutional Plus Shares | Common Collective Trusts | — | — | $123.1M | 4.0% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $118.2M | 3.8% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $114.7M | 3.7% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $112.9M | 3.6% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $111.9M | 3.6% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $109.3M | 3.5% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $102.2M | 3.3% | |
| Vanguard Value Index Fund Institutional Shares | Common Collective Trusts | — | — | $91.6M | 3.0% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $91.3M | 3.0% | |
| Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $89.9M | 2.9% | |
| BLACKROCK TOTAL RETURN BOND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $85.6M | 2.8% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $64.8M | 2.1% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares | Common Collective Trusts | — | — | $55.9M | 1.8% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $44.8M | 1.4% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $36.6M | 1.2% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $34.7M | 1.1% | |
| Vanguard Inflation Protected Securities Fund Institutional Shares | Mutual Funds | — | — | $31.3M | 1.0% | |
| from 2025 - 2039 | Other securities | — | — | $17.7M | 0.6% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $12.0M | 0.4% | |
| Party in Interest ** Historical cost is not required for participant-directed funds. | Other securities | — | — | $7.8M | 0.3% | |
| Vanguard Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $4.6M | 0.1% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.1% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.7M | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $263K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
