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Original filing (PDF)20250826160622NAL0004540771001
PENTAIR INC
Form 5500
FILING_RECEIVED
PENTAIR INC RETIREMENT SAVINGS AND STOCK
401(k) retirement plan
Signals · 1
12 service providers
Active participants
4,636
Accounts w/ balance
6,900
Plan assets (EOY)
$909.7M
Net assets (EOY)
$909.7M
How this plan invests
This plan
19 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENTAIR INC.
Plan sponsor
Name
PENTAIR INC
EIN
41-0907434
Address
5500 WAYZATA BOULEVARD, SUITE 900 · GOLDEN VALLEY, MN · 554161261
Phone
(763) 545-1730
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $194K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | 39-0473800 | — | ATTORNEY/LEGAL | $2K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO NA | 47-1246942 | — | FUND MANAGER | $0 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | FUND MANAGER | $0 | — |
| FIDELITY MANAGEMENT TRUST CO | 04-2647786 | — | FUND MANAGER | $0 | — |
| LOOMIS SAYLES TRUST COMPANY, LLC | 20-8080381 | — | FUND MANAGER | $0 | — |
| STATE STREET BANK & TRUST CO | 81-4017137 | — | FUND MANAGER | $0 | — |
| OAKMARK | — | NEW YORK, NY | FUND MANAGER | $0 | — |
| VICTORY CAPITAL MANAGEMENT INC | — | BROOKLYN, OH | FUND MANAGER | $0 | — |
| DODGE & COX | — | NEW YORK, NY | FUND MANAGER | $0 | — |
| RELIANCE TRUST COMPANY | 35-7085469 | — | FUND MANAGER | $0 | — |
| VANGUARD | — | WAYNE, PA | FUND MANAGER | $0 | — |
Investments
15 direct securities · 19 pooled funds· $1.1B(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
$756.4M
19 holdings
Uncategorized
$362.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH COMPANY | — | — | — | $176.2M | 19.4% | |
| FID GROWTH CO POOL FIDELITY MANGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $176.2M | 19.4% | |
| RT L&G RUSSELL 3000 LEGAL & GENERAL COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $105.1M | 11.6% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $74.6M | 8.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $72.8M | 8.0% | |
| PENTAIR PLC COMMON STOCK | — | — | — | $54.1M | 5.9% | |
| FID MIP II, CL4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $48.9M | 5.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $44.3M | 4.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $44.1M | 4.8% | |
| OAKMARK FUND | — | — | — | $43.2M | 4.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $40.6M | 4.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $36.9M | 4.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $27.7M | 3.0% | |
| LOOMIS SM CP GRTH | — | — | — | $25.0M | 2.8% | |
| LS SMALL CAP GR TR C LOOMIS SAYLES TRUST COMPANY LLC · EIN 20-8080381 / PN 001 | Common Collective Trust | — | — | $25.0M | 2.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $18.0M | 2.0% | |
| DODGE & COX INTL STK | — | — | — | $17.0M | 1.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.7% | |
| VI SM-CAP VAL R6B | — | — | — | $13.4M | 1.5% | |
| VANG INTL GROWTH ADM | — | — | — | $10.2M | 1.1% | |
| BTC TOTAL RETURN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.0% | |
| PARTICIPANT PROMISSORY NOTE LOANS | — | — | — | $8.5M | 0.9% | |
| VANGAURD TR INCOME FUND | — | — | — | $8.1M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.9% | |
| FID US BOND IDX PR | — | — | — | $6.7M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.5% | |
| RT L&G MSCI EAFE A LEGAL & GENERAL COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $813K | <0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 81-4017137 / PN 280 | Common Collective Trust | — | — | $278K | <0.1% | |
| VANG CR FED MM ADM | — | — | — | $164K | <0.1% | |
| VANG VMMR-FED MMKT | — | — | — | $23K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |