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 a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2723880 | — | RECORDKEEPING FEES | $349K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| NISA INVESTMENT ADVISORS | 48-1140940 | — | INVESTMENT ADVISORY | $288K | — |
| AON CONSULTING (NJ) | 22-2232264 | — | INVESTMENT ADVISORY | $162K | — |
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON LEWIS PC | 46-3862389 | — | LEGAL | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX NL NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | $4.8M | $6.5M | 7.7% | |
| NT COLL ACWI EXUS INVST MKT IDX NL NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | $2.0M | $2.2M | 2.6% | |
| Capital Research & Mgmt Co. American Funds EuroPacific Growth R6 | Mutual Funds | — | $2.2M | $2.1M | 2.5% | |
| T. Rowe Price Associates, Inc. T Rowe Price Mid-Cap Growth I Fund | Mutual Funds | — | $1.4M | $1.4M | 1.7% | |
| Cash Equivalents * Fidelity FIMM Government Portfolio - Instl CL | Mutual Funds | — | $1.4M | $1.4M | 1.7% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Mid Cap Value R6 Fd | Common Stocks | — | $1.3M | $1.4M | 1.6% | |
| Oklahoma Gas and Electric Co Oklahoma Gas and Electric Co 3.3% 15 Mar 2030 | Bonds / Notes | — | $1.2M | $1.2M | 1.5% | |
| (HELD AT END OF YEAR) AS OF DECEMBER 31, 2024 * Fidelity Real Estate Index Fund | Common Collective Trusts | — | $1.1M | $1.2M | 1.5% | |
| Taxes Nat Gas Texas Nat Gas 5.102% 01 April 2035 | Bonds / Notes | — | $1.1M | $1.1M | 1.3% | |
| Amazon.com In Amazon.com Inc 4.25% 22 Aug 2057 | Bonds / Notes | — | $1.1M | $987K | 1.2% | |
| United States Treasury United States Treasury Bond 4.25% 15 Aug 2054 | U.S. Treasuries | — | $896K | $858K | 1.0% | |
| Morgan Stanley Variable Morgan Stanley Variable 4.457% 22 Apr 2039 | Bonds / Notes | — | $811K | $815K | 1.0% | |
| National Rural Utilities Cooperative National Rural Utilities Cooperative Finance Corp Finance Corp 3.05% 25 Apr 2027 | Bonds / Notes | — | $760K | $785K | 0.9% | |
| United States Treasury United States Treasury Bond 4.25% 15 Feb 2054 | U.S. Treasuries | — | $831K | $762K | 0.9% | |
| ING Groep NV ING Groep NV 3.95% 29 Mar 2027 | Bonds / Notes | — | $714K | $737K | 0.9% | |
| Banco Santander SA Banco Santander SA 5.588% 08 Aug 2028 | Bonds / Notes | — | $725K | $735K | 0.9% | |
| Variable | Other securities | — | $693K | $734K | 0.9% | |
| Federal Realty Investment Trust Federal Realty Investment Trust 3.2% 15 Jun 2029 | Bonds / Notes | — | $689K | $728K | 0.9% | |
| Entergy Louisiana LLC Entergy Louisiana LLC 3.12% 01 Sep 2027 | Bonds / Notes | — | $699K | $721K | 0.9% | |
| AEP Texas Inc AEP Texas Inc 3.95% 01 Jun 2028 | Bonds / Notes | — | $687K | $705K | 0.8% | |
| Comcast Corp Comcast Corp 2.937% 01 Nov 2056 | Bonds / Notes | — | $712K | $664K | 0.8% | |
| Oncor Electric Delivery Co LLC Oncor Electric Delivery Co LLC 5.75% 15 Mar 2029 | Bonds / Notes | — | $669K | $661K | 0.8% | |
| Merck & Co Inc. Merck & Co Inc 2.9% 10 Dec 2061 | Bonds / Notes | — | $653K | $648K | 0.8% | |
| Pfizer Inc Pfizer Inc 4% 15 Dec 2036 | Bonds / Notes | — | $675K | $646K | 0.8% | |
| Gilead Sciences Inc Gilead Sciences Inc 4.5% 01 Feb 2045 | Bonds / Notes | — | $679K | $643K | 0.8% | |
| Brown-Forman Corp Brown-Forman Corp 4% 15 Apr 2038 | Bonds / Notes | — | $638K | $631K | 0.7% | |
| Philip Morris International Inc Philip Morris International Inc 4.25% 10 Nov 2044 | Bonds / Notes | — | $623K | $626K | 0.7% | |
| Bank of America Corp Variable Bank of America Corp Variable 4.244% 24 Apr 2038 | Bonds / Notes | — | $617K | $623K | 0.7% | |
| JPMorgan Chase & Co JPMorgan Chase & Co 6.4% 15 May 2038 | Bonds / Notes | — | $631K | $617K | 0.7% | |
| Mizuho Financial Group Inc Mizuho Financial Group Inc 2.839% 13 Sep 2026 | Bonds / Notes | — | $579K | $611K | 0.7% | |
| GlaxoSmithKline Capital Inc GlaxoSmithKline Capital Inc 6.375% 15 May 2038 | Bonds / Notes | — | $643K | $607K | 0.7% | |
| ConocoPhillips 6.5% 01 Feb 2039 | Bonds / Notes | — | $637K | $607K | 0.7% | |
| Allspring Special Small Cap Value Fund | Other securities | — | $577K | $601K | 0.7% | |
| York Inc Mar 2044 | Common Stocks | — | $613K | $598K | 0.7% | |
| Walt Disney Co/The Walt Disney Co/The 6.4% 15 Dec 2035 | Bonds / Notes | — | $608K | $593K | 0.7% | |
| Mainstay MacKay High Yield Corporate Bond R6 Fund | Other securities | — | $573K | $590K | 0.7% | |
| Citigroup Inc Citigroup Inc 8.125% 15 Jul 2039 | Bonds / Notes | — | $602K | $586K | 0.7% | |
| Home Depot Inc/The Home Depot Inc/The 5.875% 16 Dec 2036 | Bonds / Notes | — | $595K | $573K | 0.7% | |
| Oct 2038 | Other securities | — | $569K | $572K | 0.7% | |
| Baron Capital Baron Small Cap Instl Fund | Other securities | — | $527K | $570K | 0.7% | |
| LLC Dec 2049 | Other securities | — | $586K | $560K | 0.7% | |
| United Parcel Service Inc United Parcel Service Inc 4.25% 15 Mar 2049 | Bonds / Notes | — | $602K | $550K | 0.7% | |
| Westpac Banking Corp Westpac Banking Corp 2.894% 04 Feb 2030 | Bonds / Notes | — | $520K | $549K | 0.7% | |
| Shell Finance US Inc. Shell Finance US Inc. 4.55% 12 Aug 2043 | Bonds / Notes | — | $572K | $533K | 0.6% | |
| Entergy Louisiana LLC Entergy Louisiana LLC 4% 15 Mar 2033 | Bonds / Notes | — | $519K | $522K | 0.6% | |
| Cisco Systems Inc Cisco Systems Inc 5.9% 15 Feb 2039 | Bonds / Notes | — | $530K | $507K | 0.6% | |
| Shell Finance US Inc. Shell Finance US Inc. 4.125% 11 May 2035 | Bonds / Notes | — | $535K | $504K | 0.6% | |
| Duke Energy Florida LLC Duke Energy Florida LLC 3% 15 Dec 2051 | Bonds / Notes | — | $543K | $495K | 0.6% | |
| JPMorgan Chase & Co Variable JPMorgan Chase & Co Variable 3.882% 24 Jul 2038 | Bonds / Notes | — | $493K | $491K | 0.6% | |
| Royal Bank of Canada Royal Bank of Canada 4.65% 27 Jan 2026 | Bonds / Notes | — | $476K | $489K | 0.6% |
