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Original filing (PDF)20250701124105NAL0012144801001
SMITH AND NEPHEW, INC.
Form 5500
FILING_RECEIVED
SMITH & NEPHEW U.S. SAVINGS PLAN
401(k) retirement plan
Active participants
6,284
Accounts w/ balance
9,171
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
22 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH AND NEPHEW, INC..
Plan sponsor
Name
SMITH AND NEPHEW, INC.
EIN
51-0123924
Address
1450 BROOKS ROAD · MEMPHIS, TN · 38116
Phone
(901) 399-5466
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HORNE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $268K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $519K | — |
| MERCER | 13-2834414 | — | CONSULTANT | $80K | — |
| ALSTON & BIRD LLP | 58-0137615 | — | CONSULTANT | $21K | — |
| HORNE | 20-1941244 | — | CONSULTANT | $10K | — |
Investments
8 direct securities · 22 pooled funds· $2.0B(100% 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
$1.4B
22 holdings
Uncategorized
$469.1M
7 holdings
Mutual Funds
$117.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional 500 Index Trust 1,640,582.637 shares | — | — | $1.6M | $252.9M | 16.6% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $252.9M | 16.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $1.3M | $132.1M | 8.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $1.2M | $119.1M | 7.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $1.2M | $118.7M | 7.8% | |
| Vanguard U.S. Growth Fund Admiral Shares 635,846.543 shares | Mutual Funds | — | $636K | $117.7M | 7.7% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $1.3M | $113.8M | 7.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $732K | $90.9M | 6.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $1.0M | $87.4M | 5.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $664K | $53.3M | 3.5% | |
| Boston Partners Large-Cap Value Equity Fund 1,233,901.489 shares | — | — | $1.2M | $52.5M | 3.5% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $52.5M | 3.5% | |
| Fidelity Managed Income Portfolio II Class I 55,626,401.720 shares | — | — | $55.6M | $52.4M | 3.5% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $52.4M | 3.5% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $2.6M | $48.5M | 3.2% | |
| Vanguard Institutional Extended Market Index Trust 327,811.557 shares | — | — | $328K | $47.1M | 3.1% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $47.1M | 3.1% | |
| JENNISON SMALL CAP PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 046 | Common Collective Trust | — | — | $40.5M | 2.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $604K | $39.4M | 2.6% | |
| WT MID CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-2755549 / PN 001 | Common Collective Trust | — | $1.4M | $29.1M | 1.9% | |
| Vanguard Institutional Total Bond Market Index Trust 193,647.792 shares | — | — | $194K | $25.3M | 1.7% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $25.3M | 1.7% | |
| Vanguard Institutional Total International Stock Market Index Trust 193,647.792 shares | — | — | $194K | $23.3M | 1.5% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $23.3M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $237K | $17.9M | 1.2% | |
| LS CORE PL FXINC C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | $1.1M | $17.3M | 1.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $15.6M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $287K | $11.5M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $133K | $9.0M | 0.6% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | $29K | $703K | <0.1% |