ANN HSE-Lee signed Hewlett Packard Enterprise's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hewlett Packard Enterprise's EIN is 47-3298624.
Download the official 2024 Form 5500 (PDF) for Hewlett Packard Enterprise from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hewlett Packard Enterprise's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | AUDITOR | $109K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FD CLASS F BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 94-3357216 / PN 001 | Common Collective Trust | — | — | $3.0B | 34.5% | |
| BIRTH DATE FUND 1965 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-3970339 / PN 039 | Common Collective Trust | — | — | $583.9M | 6.6% | |
| BIRTH DATE FUND 1970 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-4021161 / PN 040 | Common Collective Trust | — | — | $478.1M | 5.4% | |
| RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $476.2M | 5.4% | |
| BIRTH DATE FUND 1960 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-3957074 / PN 038 | Common Collective Trust | — | — | $455.6M | 5.2% | |
| BIRTH DATE FUND 1975 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-4036500 / PN 041 | Common Collective Trust | — | — | $343.5M | 3.9% | |
| BIRTH DATE FUND 1980 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-4100932 / PN 042 | Common Collective Trust | — | — | $261.7M | 3.0% | |
| NON-US EQUITY FUND MERCER TRUST COMPANY · EIN 82-3727158 / PN 031 | Common Collective Trust | — | — | $261.1M | 3.0% | |
| BIRTH DATE FUND 1990 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-4128089 / PN 044 | Common Collective Trust | — | — | $248.8M | 2.8% | |
| BIRTH DATE FUND 1950 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-3915260 / PN 036 | Common Collective Trust | — | — | $210.4M | 2.4% | |
| BIRTH DATE FUND 1985 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-4111248 / PN 043 | Common Collective Trust | — | — | $202.5M | 2.3% | |
| US CORE PLUS FIXED INCOME FUND MERCER TRUST COMPANY · EIN 82-3667125 / PN 032 | Common Collective Trust | — | — | $174.1M | 2.0% | |
| MSCI ACWI EX-US INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $172.5M | 2.0% | |
| INVESCO SHORT TERM BOND FOND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $171.9M | 2.0% | |
| US DEBT INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $169.5M | 1.9% | |
| CONSERVATIVE PORTFOLIO FUND MERCER TRUST COMPANY · EIN 82-3864194 / PN 034 | Common Collective Trust | — | — | $143.5M | 1.6% | |
| BIRTH DATE FUND 1955 CIT SHARE CLAS MERCER TRUST COMPANY · EIN 82-3933188 / PN 037 | Common Collective Trust | — | — | $136.7M | 1.6% | |
| DIVERSIFIED REAL ASSET FUND MERCER TRUST COMPANY · EIN 82-3760571 / PN 033 | Common Collective Trust | — | — | $94.6M | 1.1% | |
| Hewlett Packard Enterprise Stock * Hewlett Packard Enterprise Company Common Stock | Common Stocks | — | — | $77.7M | 0.9% | |
| VICTORY INTEGRITY SMALL-MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $60.9M | 0.7% | |
| WILLIAM BLAIR SMALL MID-CAP GROWTH GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $47.7M | 0.5% | |
| JENNISON INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 218 | Common Collective Trust | — | — | $38.2M | 0.4% | |
| INVESCO INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 212 | Common Collective Trust | — | — | $38.2M | 0.4% | |
| FRONTIER SMALL CAP GROWTH CIT COMERICA BANK & TRUST N.A. · EIN 93-6850760 / PN 001 | Common Collective Trust | — | — | $32.9M | 0.4% | |
| Invesco Trust Co. Invesco Short Term Bond Fund | Mutual Funds | — | — | $28.6M | 0.3% | |
| LOOMIS SAYLES INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 217 | Common Collective Trust | — | — | $19.1M | 0.2% | |
| PIMCO INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 207 | Common Collective Trust | — | — | $19.0M | 0.2% | |
| LOOMIS SAYLES CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 61-1246990 / PN 224 | Common Collective Trust | — | — | $19.0M | 0.2% | |
| INVESCO CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 61-1246990 / PN 225 | Common Collective Trust | — | — | $19.0M | 0.2% | |
| PIMCO CORE FIXED INCOME FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 219 | Common Collective Trust | — | — | $18.9M | 0.2% | |
| DODGE & COX CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 61-1246990 / PN 244 | Common Collective Trust | — | — | $18.9M | 0.2% | |
| Fidelity Govt Money Market Fund | Mutual Funds | — | — | $10.9M | 0.1% | |
| STATE STREET RUSSELL SMALL/MID CAP( STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $9.8M | 0.1% | |
| Invesco Trust Co. Jennison Intermediate Fund | Mutual Funds | — | — | $6.4M | <0.1% | |
| Invesco Trust Co. Invesco Intermediate Fund | Mutual Funds | — | — | $6.4M | <0.1% | |
| Invesco Trust Co. Loomis Sayles Intermediate Fund | Mutual Funds | — | — | $3.2M | <0.1% | |
| Invesco Trust Co. Pimco Intermediate Fund | Mutual Funds | — | — | $3.2M | <0.1% | |
| Invesco Trust Co. Loomis Sayles Core Fixed Income Fund | Mutual Funds | — | — | $3.2M | <0.1% | |
| Invesco Trust Co. Dodge & Cox Core Fixed Income Fund | Mutual Funds | — | — | $3.1M | <0.1% | |
| White Mountains Insurance Group, | Common Stocks | — | — | $1.3M | <0.1% | |
| BJ's Wholesale Club Holdings, | Common Stocks | — | — | $1.3M | <0.1% | |
| Murphy USA Inc. | Common Stocks | — | — | $1.1M | <0.1% | |
| McGrath RentCorp | Other securities | — | — | $1.1M | <0.1% | |
| CoreCivic, Inc. | Common Stocks | — | — | $958K | <0.1% | |
| UniFirst Corporation | Common Stocks | — | — | $940K | <0.1% | |
| Talen Energy Corporation | Common Stocks | — | — | $922K | <0.1% | |
| WEX Inc. | Common Stocks | — | — | $917K | <0.1% | |
| TD SYNNEX Corporation | Common Stocks | — | — | $908K | <0.1% | |
| AXIS Capital Holdings Limited | Common Stocks | — | — | $831K | <0.1% | |
| Lithia Motors, Inc. | Common Stocks | — | — | $830K | <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 |
|---|---|---|---|---|---|
| HEWLETT PACKARD ENTERPRISE | 47-3298624 | — | PLAN SPONSOR | $49K | — |
