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Original filing (PDF)20260212120237NAL0000146496001
MEDTRONIC, INC.
Form 5500
FILING_RECEIVED
MEDTRONIC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
38,035
Accounts w/ balance
55,071
Plan assets (EOY)
$13.7B
Net assets (EOY)
$13.7B
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest Held in Master Trust Various (includes" is 99% of plan.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDTRONIC, INC..
Plan sponsor
Name
MEDTRONIC, INC.
EIN
41-0793183
Address
710 MEDTRONIC PARKWAY NE · MS LC245 · MINNEAPOLIS, MN · 55432
Phone
(763) 514-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $609K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $2.7M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTANT/AUDITOR | $188K | — |
Investments
3 direct securities · 1 pooled fund· $13.5B(98% 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.
Master Trust
$13.4B
1 holding
Uncategorized
$110.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MEDTRONIC, INC. MASTER TRUST FUND MEDTRONIC, INC. · EIN 41-0793183 / PN 006 | Master Trust | — | — | $13.4B | 97.6% | |
| value * Participant Loans Participant Loans | — | — | — | $97.4M | 0.7% | |
| Plan's interest in Medtronic, Inc. Master Trust Fund | — | — | — | $13.4M | <0.1% | |
| Notes receivable from participants Interest at 3.25% to 9.50% $— | — | — | — | $97K | <0.1% |