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Original filing (PDF)20251014085009NAL0003455792001
XYLEM INC.
Form 5500
FILING_RECEIVED
XYLEM RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
8,288
Accounts w/ balance
11,088
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
11 pooled trusts
Schedule D
35 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XYLEM INC..
Plan sponsor
Name
XYLEM INC.
EIN
45-2080495
Address
10 BANK STREET · SUITE 1202 · WHITE PLAINS, NY · 10606
Phone
(914) 323-5805
Industry
Manufacturingsee all
Plan administrator
Name
XYLEM NORTH AMERICA PENSION FUND TRUST AND INVESTMENT COMMITTEE
EIN
45-2080495
City
WHITE PLAINS, NY
Phone
(914) 323-5700
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $383K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $424K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $155K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | CONSULTANT | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $145K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON LEWIS P.C. | 46-3862389 | — | ATTORNEY/LEGAL | $23K | — |
Investments
34 direct securities · 11 pooled funds· $3.5B(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.
Uncategorized
$1.7B
34 holdings
Master Trust
$1.7B
1 holding
Common Collective Trust
$0
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| XYLEM INC. RET. SAV. MASTER TRUST XYLEM, INC. · EIN 45-3304527 / PN 301 | Master Trust | — | — | $1.7B | 98.2% | |
| JP Morgan JP Morgan Large Cap Growth | — | — | — | $186.2M | 10.6% | |
| Geode Capital Management Spartan 500 Index Pool | — | — | — | $183.2M | 10.5% | |
| Vanguard Inst Target Retirement 2030 Fund | — | — | — | $146.9M | 8.4% | |
| Vanguard Inst Target Retirement 2040 Fund | — | — | — | $135.9M | 7.8% | |
| New York Life Anchor Account Stable Value (Collective Trust) | — | — | — | $90.3M | 5.2% | |
| Vanguard Inst Target Retirement 2050 Fund | — | — | — | $81.0M | 4.6% | |
| JP Morgan JPM US Research Enhanced Equity Fund | — | — | — | $78.3M | 4.5% | |
| Vanguard Inst Target Retirement 2035 Fund | — | — | — | $73.9M | 4.2% | |
| JP Morgan JP Morgan CB Core Plus Bond | — | — | — | $70.9M | 4.0% | |
| Geode Capital Management Spartan Extended Market Index Pool | — | — | — | $70.3M | 4.0% | |
| Vanguard Inst Target Retirement 2025 Fund | — | — | — | $66.5M | 3.8% | |
| Vanguard Inst Target Retirement 2045 Fund | — | — | — | $62.7M | 3.6% | |
| Principal Funds Principal MidCap Fund | — | — | — | $54.3M | 3.1% | |
| Geode Capital Management Spartan Total International Index Pool | — | — | — | $41.7M | 2.4% | |
| Vanguard Inst Target Retirement 2020 Fund | — | — | — | $40.8M | 2.3% | |
| MFS Investment Management MFS LRG Cap Value CT | — | — | — | $40.4M | 2.3% | |
| Vanguard Inst Target Retirement 2055 Fund | — | — | — | $40.3M | 2.3% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $32.6M | 1.9% | |
| Vanguard Inst Target Retirement 2060 Fund | — | — | — | $30.6M | 1.7% | |
| American Funds American Funds New Perspective Fund | — | — | — | $29.4M | 1.7% | |
| Fidelity Retirement Investment Money Market Government Portfolio - Institutional Class | — | — | — | $23.0M | 1.3% | |
| interest Collateral, and Par or Maturity Value (c) Description of Asset (d) Cost** (e) Current Value * Xylem Inc. Xylem Inc. Common Stock | — | — | — | $22.3M | 1.3% | |
| Vanguard Inst Target Retirement Income Fund | — | — | — | $20.8M | 1.2% | |
| Various Participant Loans | — | — | — | $20.1M | 1.1% | |
| Fidelity Retirement US Bond Index Fund | — | — | — | $18.5M | 1.1% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $18.2M | 1.0% | |
| MFS Investment Management MFS Mid Cap Value CT | — | — | — | $14.0M | 0.8% | |
| Victory Capital Victory Sycamore Small Company Opp R6 | — | — | — | $13.0M | 0.7% | |
| Fidelity BrokerageLink Member-Directed Brokerage Securities | — | — | — | $13.0M | 0.7% | |
| Vanguard FTSE Social Index I | — | — | — | $12.4M | 0.7% | |
| Vanguard Inst Target Retirement 2065 Fund | — | — | — | $6.8M | 0.4% | |
| Vanguard Inst Target Retirement 2070 Fund | — | — | — | $1.7M | <0.1% | |
| Invesco Stable Val I | — | — | — | $89K | <0.1% | |
| Fidelity Retirement Government Money Market Fund K6 | — | — | — | $79K | <0.1% | |
| JPMCB SMART RET PB 2035 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2055 C JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB INCOME C JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2025 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2030 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2050 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2040 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2045 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMART RET PB 2020 C JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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