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Original filing (PDF)20251003140223NAL0000894435001
KEYSIGHT TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
KEYSIGHT TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
10% employer stock6 service providers
Active participants
4,916
Accounts w/ balance
7,443
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.6B
How this plan invests
This plan
21 pooled trusts
Schedule D
97 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 10% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSIGHT TECHNOLOGIES, INC..
Plan sponsor
Name
KEYSIGHT TECHNOLOGIES, INC.
EIN
46-4254555
Address
1400 FOUNTAINGROVE PARKWAY · SANTA ROSA, CA · 95403
Phone
(800) 829-4444
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | $313K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $713K | — |
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $94K | — |
| CALLAN LLC | 82-2748926 | — | CONSULTANT | $25K | — |
| QDRO CONSULTANTS | 34-1820650 | — | CONSULTANT | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $62K | — |
Investments
80 direct securities · 21 pooled funds· $3.6B(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.
Common Collective Trust
$2.1B
21 holdings
Uncategorized
$1.6B
80 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $483.1M | 18.5% | |
| Vanguard Institutional 500 Index Trust Fund Collective Trust | — | — | — | $483.1M | 18.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $303.9M | 11.6% | |
| Fidelity Contrafund Pool Fund Collective Trust | — | — | — | $303.9M | 11.6% | |
| Vanguard Extended Market Index Institutional Fund Collective Trust | — | — | — | $132.2M | 5.1% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $132.2M | 5.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $117.6M | 4.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $116.2M | 4.4% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $115.4M | 4.4% | |
| BTC MSCI ACWI EXUS M BLACKROCK INST. TRUST COMPANY, N. A · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $113.7M | 4.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $113.1M | 4.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $87.1M | 3.3% | |
| Fidelity Low-Priced Stock Pool Fund Collective Trust | — | — | — | $80.3M | 3.1% | |
| FID LPS POOL CLASS A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $80.3M | 3.1% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $71.2M | 2.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $71.1M | 2.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $54.4M | 2.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $49.2M | 1.9% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $43.4M | 1.7% | |
| JPM Equity Income R6 Registered Investment Company | — | — | — | $43.3M | 1.7% | |
| Principal Diversified International Collective Trust | — | — | — | $38.5M | 1.5% | |
| PIF DIVRSD INTL PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $38.5M | 1.5% | |
| Transamerica Intermediate Core Fund Collective Trust | — | — | — | $35.0M | 1.3% | |
| RGA Intermediate Core Fund Collective Trust | — | — | — | $34.8M | 1.3% | |
| Prudential Intermediate Core Fund Collective Trust | — | — | — | $34.3M | 1.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $29.2M | 1.1% | |
| Nvidia Corp Common Stock | — | — | — | $29.0M | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $27.4M | 1.0% | |
| Small Cap Core Separate Account DFA Us Small Cap Value I Registered Investment Company | — | — | — | $24.7M | 0.9% | |
| William Blair Small Cap Growth R6 Registered Investment Company | — | — | — | $24.0M | 0.9% | |
| Amazon.Com Inc Common Stock | — | — | — | $23.6M | 0.9% | |
| Fidelity BrokerageLink Self-Directed Brokerage Accounts | — | — | — | $19.3M | 0.7% | |
| Apple Inc Common Stock | — | — | — | $18.4M | 0.7% | |
| Microsoft Corp Common Stock | — | — | — | $18.1M | 0.7% | |
| Meta Platforms Inc Cl A Common Stock | — | — | — | $17.5M | 0.7% | |
| Broadcom Inc Common Stock | — | — | — | $14.5M | 0.6% | |
| 9.00%, maturing through October 2034 | — | — | — | $12.3M | 0.5% | |
| Netflix Inc Common Stock | — | — | — | $11.1M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $10.8M | 0.4% | |
| Tesla Inc Common Stock | — | — | — | $8.8M | 0.3% | |
| Mastercard Inc Cl A Common Stock | — | — | — | $7.3M | 0.3% | |
| Eli Lilly & Co Common Stock | — | — | — | $7.0M | 0.3% | |
| Visa Inc Cl A Common Stock | — | — | — | $5.9M | 0.2% | |
| Costco Wholesale Corp Common Stock | — | — | — | $5.7M | 0.2% | |
| Alphabet Inc Cl A Common Stock | — | — | — | $5.0M | 0.2% | |
| Alphabet Inc Cl C Common Stock | — | — | — | $5.0M | 0.2% | |
| Servicenow Inc Common Stock | — | — | — | $4.7M | 0.2% | |
| Disney (Walt) Co Common Stock | — | — | — | $4.6M | 0.2% | |
| RGA Term Fund 2025 Collective Trust | — | — | — | $4.6M | 0.2% | |
| Cadence Design Systems Inc Common Stock | — | — | — | $4.5M | 0.2% | |
| RGA Term Fund 2026 Collective Trust | — | — | — | $4.5M | 0.2% | |
| Walmart Inc Common Stock | — | — | — | $4.4M | 0.2% | |
| Prudential Term Fund 2027 Collective Trust | — | — | — | $4.4M | 0.2% | |
| Prudential Term Fund 2026 Collective Trust | — | — | — | $4.4M | 0.2% | |
| Prudential Term Fund 2025 Collective Trust | — | — | — | $4.3M | 0.2% | |
| Transamerica Term Fund 2027 Collective Trust | — | — | — | $4.2M | 0.2% | |
| Transamerica Term Fund 2026 Collective Trust | — | — | — | $4.2M | 0.2% | |
| Transamerica Term Fund 2025 Collective Trust | — | — | — | $4.1M | 0.2% | |
| RGA Term Fund 2028 Collective Trust | — | — | — | $4.0M | 0.2% | |
| Vertex Pharmaceuticals Inc Common Stock | — | — | — | $3.9M | 0.1% | |
| Prudential Term Fund 2028 Collective Trust | — | — | — | $3.8M | 0.1% | |
| Transamerica Term Fund 2028 Collective Trust | — | — | — | $3.7M | 0.1% | |
| Dreyfus Government Cash Mgmt Instl Registered Investment Company | — | — | — | $3.6M | 0.1% | |
| Novo-Nordisk As Cl B Adr Common Stock | — | — | — | $3.6M | 0.1% | |
| Salesforce Inc Common Stock | — | — | — | $3.4M | 0.1% | |
| Boeing Co Common Stock | — | — | — | $3.4M | 0.1% | |
| Uber Technologies Inc Common Stock | — | — | — | $3.2M | 0.1% | |
| Crowdstrike Holdings Inc Common Stock | — | — | — | $3.2M | 0.1% | |
| Trade Desk Inc Common Stock | — | — | — | $3.0M | 0.1% | |
| Intuitive Surgical Inc Common Stock | — | — | — | $2.9M | 0.1% | |
| Mercadolibre Inc Common Stock | — | — | — | $2.8M | 0.1% | |
| Airbnb Inc Class A Common Stock | — | — | — | $2.8M | 0.1% | |
| Eaton Corp Plc Common Stock | — | — | — | $2.6M | <0.1% | |
| Moodys Corp Common Stock | — | — | — | $2.6M | <0.1% | |
| Astrazeneca Plc Spons Adr Common Stock | — | — | — | $2.5M | <0.1% | |
| O'Reilly Automotive Inc Common Stock | — | — | — | $2.5M | <0.1% | |
| Datadog Inc Cl A Common Stock | — | — | — | $2.4M | <0.1% | |
| Ge Aerospace Common Stock | — | — | — | $2.4M | <0.1% | |
| Snowflake Inc Common Stock | — | — | — | $2.2M | <0.1% | |
| Vertiv Holdings Co Common Stock | — | — | — | $2.1M | <0.1% | |
| Spotify Technology Sa Common Stock | — | — | — | $2.1M | <0.1% | |
| Hilton Worldwide Holdings Inc Common Stock | — | — | — | $2.1M | <0.1% | |
| Adobe Inc Common Stock | — | — | — | $2.0M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.9M | <0.1% | |
| Tjx Companies Inc New Common Stock | — | — | — | $1.8M | <0.1% | |
| Palo Alto Networks Inc Common Stock | — | — | — | $1.8M | <0.1% | |
| Advanced Micro Devices Inc Common Stock | — | — | — | $1.6M | <0.1% | |
| Jennison Large Cap Growth Separate Account Adidas Ag Spon Adr Common Stock | — | — | — | $1.5M | <0.1% | |
| Marriott International Inc A Common Stock | — | — | — | $1.4M | <0.1% | |
| Progressive Corp Ohio Common Stock | — | — | — | $1.4M | <0.1% | |
| Dexcom Inc Common Stock | — | — | — | $1.4M | <0.1% | |
| Edwards Lifesciences Corp Common Stock | — | — | — | $1.4M | <0.1% | |
| Analog Devices Inc Common Stock | — | — | — | $1.4M | <0.1% | |
| Stable Value Fund Holdings*** * Fidelity Government Money Market Fund Money Market Fund | — | — | — | $1.3M | <0.1% | |
| Inditex Sa Unspn Adr Common Stock | — | — | — | $1.2M | <0.1% | |
| Applovin Corp Common Stock | — | — | — | $1.2M | <0.1% | |
| Flutter Entertainment Plc Common Stock | — | — | — | $812K | <0.1% | |
| RGA Term Fund 2024 Collective Trust | — | — | — | $524K | <0.1% | |
| Prudential Term Fund 2024 Collective Trust | — | — | — | $503K | <0.1% | |
| Transamerica Term Fund 2024 Collective Trust | — | — | — | $486K | <0.1% | |
| WT CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |