Tracy Polito signed Genedx Holdings Corp.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Genedx Holdings Corp.'s EIN is 47-5349024.
Download the official 2022 Form 5500 (PDF) for Genedx Holdings Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Genedx Holdings Corp.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $46.4M | 39.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $10.1M | 8.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $8.9M | 7.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $8.6M | 7.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $7.4M | 6.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $6.2M | 5.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.8M | 4.1% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 3.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $4.2M | 3.5% | |
| JPMorgan Investment Management Inc. JPMorgan Large-Cap Growth Fund | Common Stocks | — | — | $3.8M | 3.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.6M | 2.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 1.1% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| Dimensional Fund Advisors DFA U.S. Large-Cap Value Fund | Mutual Funds | — | — | $849K | 0.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $830K | 0.7% | |
| maturing at various dates, secured by participant account balances | Other securities | — | — | $713K | 0.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $650K | 0.5% | |
| Capital Group American Funds New World Fund | Mutual Funds | — | — | $546K | 0.5% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Fund | Mutual Funds | — | — | $538K | 0.5% | |
| Vanguard Selected Value Fund | Mutual Funds | — | — | $504K | 0.4% | |
| Loomis Sayles & Company Loomis Sayles Bond Fund | Common Stocks | — | — | $498K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $414K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $402K | 0.3% | |
| MFS Mid-Cap Growth Fund | Mutual Funds | — | — | $342K | 0.3% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $306K | 0.3% | |
| ClearBridge Investments ClearBridge Small-Cap Growth IS Fund | Other securities | — | — | $283K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $268K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $160K | 0.1% | |
| Capital Group American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $144K | 0.1% | |
| (E) | Other securities | — | — | $62K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $62K | <0.1% |
