Roivant Sciences, Inc.'s EIN is 46-5630757.
Download the official 2024 Form 5500 (PDF) for Roivant Sciences, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roivant Sciences, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.8M | 12.8% | |
| Fidelity Freedom Index 2050 Fund; Institutional Premium | Mutual Funds | — | — | $12.5M | 10.8% | |
| Fidelity Freedom Index 2045 Fund; Institutional Premium | Mutual Funds | — | — | $12.0M | 10.4% | |
| Fidelity Freedom Index 2040 Fund; Institutional Premium | Mutual Funds | — | — | $10.4M | 9.0% | |
| Fidelity Freedom Index 2055 Fund; Institutional Premium | Mutual Funds | — | — | $10.2M | 8.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $10.1M | 8.7% | |
| Fidelity Freedom Index 2035 Fund; Institutional Premium | Mutual Funds | — | — | $7.8M | 6.7% | |
| Fidelity Freedom Index 2060 Fund; Institutional Premium | Mutual Funds | — | — | $5.3M | 4.6% | |
| Fidelity Freedom Index 2030 Fund; Institutional Premium | Mutual Funds | — | — | $5.0M | 4.3% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $4.5M | 3.9% | |
| Money Market Fund * Fidelity Government Money Market Fund; K6 | Mutual Funds | — | — | $3.5M | 3.0% | |
| Fidelity Freedom Index 2025 Fund; Institutional Premium | Mutual Funds | — | — | $2.6M | 2.3% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $2.0M | 1.8% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $1.7M | 1.5% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $1.6M | 1.4% | |
| American Funds American Funds New Perspective Fund; R-6 | Mutual Funds | — | — | $1.5M | 1.3% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| R-6 American Funds American Funds American Balanced Fund; R-6 | Mutual Funds | — | — | $1.2M | 1.0% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| PGIM High Yield Fund; R6 | Other securities | — | — | $901K | 0.8% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $859K | 0.7% | |
| American Funds American Funds The Bond Fund of America; R-6 | Mutual Funds | — | — | $557K | 0.5% | |
| Fidelity Select Gold Portfolio | Mutual Funds | — | — | $508K | 0.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $473K | 0.4% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $464K | 0.4% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | — | $460K | 0.4% | |
| American Funds American Funds Capital World Growth and Income Fund; | Mutual Funds | — | — | $399K | 0.3% | |
| Fidelity U.S. Sustainability Index Fund | Common Collective Trusts | — | — | $376K | 0.3% | |
| Fidelity Freedom Index Retirement Fund; Institutional | Mutual Funds | — | — | $322K | 0.3% | |
| Premium * Fidelity Freedom Index 2020 Fund; Institutional Premium | Mutual Funds | — | — | $221K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $175K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $48K | <0.1% | |
| Columbia Dividend Income Fund; Institutional 3 | Other securities | — | — | $21K | <0.1% | |
| Fidelity Freedom Index 2065 Fund; Institutional Premium | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-2552359 |
| — |
| INVESTMENT ADVISOR |
| $32K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $59K | — |
