Cassandra Hallstrom signed The Linux Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Linux Foundation's EIN is 46-0503801.
Download the official 2024 Form 5500 (PDF) for The Linux Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Linux Foundation's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER6 | $103K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K Shares of registered investment companies | Common Collective Trusts | — | — | $10.4M | 13.6% | |
| Fidelity Freedom Index 2045 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $8.8M | 11.5% | |
| Fidelity Freedom Index 2050 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $6.9M | 9.0% | |
| Fidelity Freedom Index 2040 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $6.6M | 8.6% | |
| Fidelity Freedom Index 2030 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $5.1M | 6.6% | |
| Vanguard Growth Index Adm Shares of registered investment companies | Mutual Funds | — | — | $4.8M | 6.3% | |
| Guaranteed Income Fund Group annuity contract | Common Stocks | — | — | $4.3M | 5.7% | |
| Fidelity Freedom Index 2035 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $4.2M | 5.6% | |
| Fidelity Freedom Index 2055 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $3.6M | 4.7% | |
| Vanguard Interm-Term Bond Index Adm Shares of registered investment companies | Mutual Funds | — | — | $3.6M | 4.7% | |
| Vanguard Mid Cap Index Fund - Admiral Shares of registered investment companies | Common Collective Trusts | — | — | $3.1M | 4.1% | |
| Ishares Msci Eafe International Index K Shares of registered investment companies | Other securities | — | — | $2.0M | 2.7% | |
| Fidelity Freedom Index 2025 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $1.4M | 1.8% | |
| Vanguard Value Index Adm Shares of registered investment companies | Mutual Funds | — | — | $1.3M | 1.8% | |
| Vanguard Balanced Index Adm Shares of registered investment companies | Mutual Funds | — | — | $909K | 1.2% | |
| Fidelity Freedom Index Inc Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $840K | 1.1% | |
| Fidelity Freedom Index 2060 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $731K | 1.0% | |
| Vanguard Emerging Mkts Stock Idx Adm Shares of registered investment companies | Common Collective Trusts | — | — | $718K | 0.9% | |
| Ishares Russell 1000 Large-Cap Index K Shares of registered investment companies | Common Collective Trusts | — | — | $665K | 0.9% | |
| Fidelity Freedom Index 2020 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $644K | 0.8% | |
| Vanguard Real Estate Index Admiral Shares of registered investment companies | Mutual Funds | — | — | $539K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Shares of registered investment companies | Mutual Funds | — | — | $506K | 0.7% | |
| Vanguard Small Cap Index Adm Shares of registered investment companies | Mutual Funds | — | — | $382K | 0.5% | |
| Nuveen Small Cap Blend Index R6 Shares of registered investment companies | Mutual Funds | — | — | $376K | 0.5% | |
| Pimco Income Instl Shares of registered investment companies | Mutual Funds | — | — | $343K | 0.4% | |
| Fidelity Freedom Index 2010 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $342K | 0.4% | |
| Fidelity Freedom Index 2065 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $272K | 0.4% | |
| Ishares Msci Total International Index K Shares of registered investment companies | Other securities | — | — | $217K | 0.3% | |
| Undiscovered Mgrs Behavioral Value R6 Shares of registered investment companies | Other securities | — | — | $191K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Shares of registered investment companies | Mutual Funds | — | — | $182K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $173K | 0.2% | |
| Fidelity Intl Cptl Apprec K6 Shares of registered investment companies | Mutual Funds | — | — | $140K | 0.2% | |
| American Funds New World R6 Shares of registered investment companies | Mutual Funds | — | — | $57K | <0.1% | |
| Invesco Discovery R6 Shares of registered investment companies | Mutual Funds | — | — | $19K | <0.1% | |
| Janus Henderson Enterprise N Shares of registered investment companies | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem Shares of registered investment companies | Mutual Funds | — | — | $4K | <0.1% | |
| Victory Core Plus Intermediate Bond R6 Shares of registered investment companies | Other securities | — | — | $4K | <0.1% | |
| Victory Sycamore Established Value R6 Shares of registered investment companies | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.