Pentair Inc.'s EIN is 41-0907434.
Download the official 2024 Form 5500 (PDF) for Pentair Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pentair Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $194K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | FUND MANAGER | $0 | — |
| FIDELITY MANAGEMENT TRUST CO | 04-2647786 |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY GROWTH COMPANY | Mutual Funds | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $13.4M | 1.5% | |
| VANG INTL GROWTH ADM | Other securities | — | — | $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 | Other securities | — | — | $8.5M | 0.9% | |
| VANGAURD TR INCOME FUND | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $164K | <0.1% | |
| VANG VMMR-FED MMKT | Other securities | — | — | $23K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $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. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FUND MANAGER |
| $0 |
| — |
| VANGUARD | — | WAYNE, PA | FUND MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO NA | 47-1246942 | — | FUND MANAGER | $0 | — |
| VICTORY CAPITAL MANAGEMENT INC | — | BROOKLYN, OH | FUND MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | 39-0473800 | — | ATTORNEY/LEGAL | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 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 | — |
| DODGE & COX | — | NEW YORK, NY | FUND MANAGER | $0 | — |
| RELIANCE TRUST COMPANY | 35-7085469 | — | FUND MANAGER | $0 | — |
