Katherine Sullivan signed Lumentum Operations LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumentum Operations LLC's EIN is 47-3844837.
Download the official 2024 Form 5500 (PDF) for Lumentum Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumentum Operations LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $34.9M | 12.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $31.6M | 11.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $29.7M | 10.9% | |
| SS S&P 500 INDEX FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $27.0M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $23.1M | 8.5% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $21.7M | 8.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18.8M | 6.9% | |
| T. Rowe Price Communications & Technology Fund Mutual Fund | Other securities | — | — | $14.4M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.1M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.9M | 3.3% | |
| MFS MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $8.4M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.9% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.1M | 2.2% | |
| DFA US Small Cap Institutional Fund Mutual Fund | Mutual Funds | — | — | $3.6M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.1M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.1M | 1.1% | |
| JOHN HANCOCK CORE FIXED IN TR JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 004 | Common Collective Trust | — | — | $2.9M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 0.8% | |
| American Funds Europacific Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 0.7% | |
| SS US BOND INDEX SEC LENDING SF CK STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $1.7M | 0.6% | |
| with maturities through May 2044 0 | Other securities | — | — | $1.6M | 0.6% | |
| SS RUSSELL SMALL/MID CAP IND FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| WTC-CIF II WORLD BOND (SERIES 2) WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 135 | Common Collective Trust | — | — | $927K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $752K | 0.3% | |
| SSG ALL CAP EQ-EX-US INDX NL SF CK STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $629K | 0.2% | |
| VIRTUS COLLECTIVE INV TRUST II SEI TRUST COMPANY · EIN 27-6148636 / PN 109 | Common Collective Trust | — | — | $408K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $118K | <0.1% | |
| T. Rowe Price Government Money Market Mutual Fund | Cash / Money Market | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
