Marriott Vacations Worldwide Corp.'s EIN is 45-2598330.
Download the official 2023 Form 5500 (PDF) for Marriott Vacations Worldwide Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Marriott Vacations Worldwide Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FEDILITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORD KEEPER | $1.4M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $145K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $84.9M | 9.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $72.4M | 8.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $71.9M | 8.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $69.2M | 7.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $57.4M | 6.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $57.0M | 6.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $51.4M | 5.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $45.6M | 5.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $45.4M | 5.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $36.3M | 4.0% | |
| T Rowe Price New Horizons | Mutual Funds | — | — | $25.5M | 2.8% | |
| Notes Receivable from Participants | Other securities | — | — | $24.8M | 2.7% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $24.0M | 2.7% | |
| MFS Large Cap Value CT | Mutual Funds | — | — | $23.0M | 2.5% | |
| Dodge & Cox Int'l Stock | Mutual Funds | — | — | $18.2M | 2.0% | |
| Goldman Sachs Small/Mid Cap Value I | Other securities | — | — | $16.5M | 1.8% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $15.9M | 1.8% | |
| Allspring Special Mid Cap Value Fund - CI Inst | Other securities | — | — | $15.8M | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $13.9M | 1.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $13.1M | 1.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $11.6M | 1.3% | |
| ClearBridge International Growth I | Other securities | — | — | $11.5M | 1.3% | |
| MainStay MacKay High Yield Corp Bd R6 | Common Stocks | — | — | $11.2M | 1.2% | |
| Vanguard Target Retirement Inc. | Mutual Funds | — | — | $10.3M | 1.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $9.6M | 1.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $9.2M | 1.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $6.1M | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $5.3M | 0.6% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $4.7M | 0.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $369K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $29K | — |
