Christopher Logan signed Xylem Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xylem Inc.'s EIN is 45-2080495.
Download the official 2024 Form 5500 (PDF) for Xylem Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xylem 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $383K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $424K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $155K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | CONSULTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON LEWIS P.C. | 46-3862389 | — | ATTORNEY/LEGAL | $23K | — |
| PI | % 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 | Other securities | — | — | $186.2M | 10.6% | |
| Geode Capital Management Spartan 500 Index Pool | Common Collective Trusts | — | — | $183.2M | 10.5% | |
| Vanguard Inst Target Retirement 2030 Fund | Mutual Funds | — | — | $146.9M | 8.4% | |
| Vanguard Inst Target Retirement 2040 Fund | Mutual Funds | — | — | $135.9M | 7.8% | |
| New York Life Anchor Account Stable Value (Collective Trust) | Stable Value | — | — | $90.3M | 5.2% | |
| Vanguard Inst Target Retirement 2050 Fund | Mutual Funds | — | — | $81.0M | 4.6% | |
| JP Morgan JPM US Research Enhanced Equity Fund | Other securities | — | — | $78.3M | 4.5% | |
| Vanguard Inst Target Retirement 2035 Fund | Mutual Funds | — | — | $73.9M | 4.2% | |
| JP Morgan JP Morgan CB Core Plus Bond | Other securities | — | — | $70.9M | 4.0% | |
| Geode Capital Management Spartan Extended Market Index Pool | Other securities | — | — | $70.3M | 4.0% | |
| Vanguard Inst Target Retirement 2025 Fund | Mutual Funds | — | — | $66.5M | 3.8% | |
| Vanguard Inst Target Retirement 2045 Fund | Mutual Funds | — | — | $62.7M | 3.6% | |
| Principal Funds Principal MidCap Fund | Other securities | — | — | $54.3M | 3.1% | |
| Geode Capital Management Spartan Total International Index Pool | Other securities | — | — | $41.7M | 2.4% | |
| Vanguard Inst Target Retirement 2020 Fund | Mutual Funds | — | — | $40.8M | 2.3% | |
| MFS Investment Management MFS LRG Cap Value CT | Mutual Funds | — | — | $40.4M | 2.3% | |
| Vanguard Inst Target Retirement 2055 Fund | Mutual Funds | — | — | $40.3M | 2.3% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $32.6M | 1.9% | |
| Vanguard Inst Target Retirement 2060 Fund | Mutual Funds | — | — | $30.6M | 1.7% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $29.4M | 1.7% | |
| Fidelity Retirement Investment Money Market Government Portfolio - Institutional Class | Mutual Funds | — | — | $23.0M | 1.3% | |
| Vanguard Inst Target Retirement Income Fund | Mutual Funds | — | — | $20.8M | 1.2% | |
| Various Participant Loans | Participant loans | — | — | $20.1M | 1.1% | |
| Fidelity Retirement US Bond Index Fund | Common Collective Trusts | — | — | $18.5M | 1.1% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $18.2M | 1.0% | |
| MFS Investment Management MFS Mid Cap Value CT | Mutual Funds | — | — | $14.0M | 0.8% | |
| Victory Capital Victory Sycamore Small Company Opp R6 | Common Stocks | — | — | $13.0M | 0.7% | |
| Fidelity BrokerageLink Member-Directed Brokerage Securities | Mutual Funds | — | — | $13.0M | 0.7% | |
| Vanguard FTSE Social Index I | Mutual Funds | — | — | $12.4M | 0.7% | |
| Vanguard Inst Target Retirement 2065 Fund | Mutual Funds | — | — | $6.8M | 0.4% | |
| Vanguard Inst Target Retirement 2070 Fund | Mutual Funds | — | — | $1.7M | <0.1% | |
| Invesco Stable Val I | Mutual Funds | — | — | $89K | <0.1% | |
| Fidelity Retirement Government Money Market Fund K6 | Mutual Funds | — | — | $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% |
