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Original filing (PDF)20251003151805NAL0002555040001
HEWLETT PACKARD ENTERPRISE
Form 5500
FILING_RECEIVED
HEWLETT PACKARD ENTERPRISE 401(K)PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
14,550
Accounts w/ balance
28,128
Plan assets (EOY)
$8.8B
Net assets (EOY)
$8.8B
How this plan invests
This plan
30 pooled trusts
Schedule D
141 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Blackrock Russell 1000 Index Fd Cl F" is 38% of plan.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEWLETT PACKARD ENTERPRISE.
Plan sponsor
Name
HEWLETT PACKARD ENTERPRISE
EIN
47-3298624
Address
1701 EAST MOSSY OAKS RD · SPRING, TX · 77389
Phone
(650) 236-7137
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | $1.5M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | AUDITOR | $109K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEWLETT PACKARD ENTERPRISE | 47-3298624 | — | PLAN SPONSOR | $49K | — |
Investments
75 direct securities · 30 pooled funds· $8.1B(93% 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
$8.0B
30 holdings
Uncategorized
$175.3M
75 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $6.4M | <0.1% | |
| Invesco Trust Co. Invesco Intermediate Fund | — | — | — | $6.4M | <0.1% | |
| Invesco Trust Co. Loomis Sayles Intermediate Fund | — | — | — | $3.2M | <0.1% | |
| Invesco Trust Co. Pimco Intermediate Fund | — | — | — | $3.2M | <0.1% | |
| Invesco Trust Co. Loomis Sayles Core Fixed Income Fund | — | — | — | $3.2M | <0.1% | |
| Invesco Trust Co. Dodge & Cox Core Fixed Income Fund | — | — | — | $3.1M | <0.1% | |
| White Mountains Insurance Group, | — | — | — | $1.3M | <0.1% | |
| BJ's Wholesale Club Holdings, | — | — | — | $1.3M | <0.1% | |
| Murphy USA Inc. | — | — | — | $1.1M | <0.1% | |
| McGrath RentCorp | — | — | — | $1.1M | <0.1% | |
| CoreCivic, Inc. | — | — | — | $958K | <0.1% | |
| UniFirst Corporation | — | — | — | $940K | <0.1% | |
| Talen Energy Corporation | — | — | — | $922K | <0.1% | |
| WEX Inc. | — | — | — | $917K | <0.1% | |
| TD SYNNEX Corporation | — | — | — | $908K | <0.1% | |
| AXIS Capital Holdings Limited | — | — | — | $831K | <0.1% | |
| Lithia Motors, Inc. | — | — | — | $830K | <0.1% | |
| Genworth Financial, Inc. | — | — | — | $717K | <0.1% | |
| Cannae Holdings, Inc. | — | — | — | $716K | <0.1% | |
| Fidelity Govt Money Market Fund | — | — | — | $694K | <0.1% | |
| LKQ Corporation | — | — | — | $686K | <0.1% | |
| TXNM Energy, Inc. | — | — | — | $632K | <0.1% | |
| Rentokil Initial plc | — | — | — | $622K | <0.1% | |
| Atkore Inc. | — | — | — | $612K | <0.1% | |
| Permian Resources Corporation | — | — | — | $602K | <0.1% | |
| NorthWestern Energy Group, Inc. | — | — | — | $583K | <0.1% | |
| United Parks & Resorts Inc. | — | — | — | $565K | <0.1% | |
| Vail Resorts, Inc. | — | — | — | $563K | <0.1% | |
| OPENLANE, Inc. | — | — | — | $561K | <0.1% | |
| GXO Logistics, Inc. | — | — | — | $525K | <0.1% | |
| Southwest Gas Holdings, Inc. | — | — | — | $519K | <0.1% | |
| Huntington Ingalls Industries, Inc. | — | — | — | $517K | <0.1% | |
| Vontier Corporation | — | — | — | $514K | <0.1% | |
| Summit Materials Completes | — | — | — | $501K | <0.1% | |
| Dun & Bradstreet Holdings, Inc. | — | — | — | $500K | <0.1% | |
| Alight, Inc. | — | — | — | $479K | <0.1% | |
| Assured Guaranty Ltd. | — | — | — | $458K | <0.1% | |
| WillScot Holdings Corporation | — | — | — | $449K | <0.1% | |
| CNH Industrial N.V. | — | — | — | $438K | <0.1% | |
| Smith & Nephew plc | — | — | — | $435K | <0.1% | |
| Nomad Foods Limited | — | — | — | $414K | <0.1% | |
| LGI Homes, Inc. | — | — | — | $404K | <0.1% | |
| Air Transport Services Group, Inc. | — | — | — | $401K | <0.1% | |
| CNA Financial Corporation | — | — | — | $391K | <0.1% | |
| EVERTEC, Inc. | — | — | — | $385K | <0.1% | |
| Embecta Corp. | — | — | — | $374K | <0.1% | |
| Papa John's International, Inc. | — | — | — | $372K | <0.1% | |
| SM Energy Company | — | — | — | $359K | <0.1% | |
| P10, Inc. | — | — | — | $339K | <0.1% | |
| Radian Group Inc. | — | — | — | $325K | <0.1% | |
| Delek US Holdings, Inc. | — | — | — | $319K | <0.1% | |
| Ingles Markets, Incorporated | — | — | — | $305K | <0.1% | |
| Pursuit Attractions and Hospitality, | — | — | — | $304K | <0.1% | |
| Tripadvisor, Inc. | — | — | — | $284K | <0.1% | |
| Armstrong World Industries, Inc. | — | — | — | $278K | <0.1% | |
| Insperity, Inc. | — | — | — | $265K | <0.1% | |
| HF Sinclair Corporation | — | — | — | $253K | <0.1% | |
| Enovis Corporation | — | — | — | $249K | <0.1% | |
| Yelp Inc. | — | — | — | $242K | <0.1% | |
| Warrior Met Coal, Inc. | — | — | — | $241K | <0.1% | |
| Bausch + Lomb Corporation | — | — | — | $229K | <0.1% | |
| NCR Voyix Corporation | — | — | — | $227K | <0.1% | |
| Patterson Companies, Inc. | — | — | — | $217K | <0.1% | |
| Dole plc | — | — | — | $209K | <0.1% | |
| Janus International Group, Inc. | — | — | — | $181K | <0.1% | |
| Argan, Inc. | — | — | — | $181K | <0.1% | |
| State Street State Street Govt Short Term Investment Fund | — | — | — | $178K | <0.1% | |
| Polaris Inc. | — | — | — | $167K | <0.1% | |
| TriMas Corporation | — | — | — | $166K | <0.1% | |
| WESCO International, Inc. | — | — | — | $156K | <0.1% | |
| Ovintiv Inc. | — | — | — | $128K | <0.1% | |
| ePlus inc. | — | — | — | $122K | <0.1% |
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