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Original filing (PDF)20250930084756NAL0016226947001
DASSAULT SYSTEMES AMERICAS CORP.
Form 5500
FILING_RECEIVED
DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS
401(k) retirement plan
Active participants
6,193
Accounts w/ balance
7,732
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
20 pooled trusts
Schedule D
32 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
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DASSAULT SYSTEMES AMERICAS CORP..
Plan sponsor
Name
DASSAULT SYSTEMES AMERICAS CORP.
EIN
51-0379588
Address
175 WYMAN STREET · MAIL STOP DS 45 · WALTHAM, MA · 02451
Phone
(781) 810-5589
Industry
Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $265K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISOR | $200K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $178K | — |
Investments
30 direct securities · 20 pooled funds· $3.1B(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.
Uncategorized
$2.0B
30 holdings
Common Collective Trust
$1.1B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $429.3M | 20.6% | |
| Fidelity Contrafund Commingled Pool " | — | — | — | $250.8M | 12.0% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $250.8M | 12.0% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $121.5M | 5.8% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $121.5M | 5.8% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $98.0M | 4.7% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $98.0M | 4.7% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $92.2M | 4.4% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $92.2M | 4.4% | |
| Fidelity International Index Fund " | — | — | — | $83.4M | 4.0% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $82.2M | 3.9% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $82.2M | 3.9% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $80.2M | 3.8% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $73.0M | 3.5% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $73.0M | 3.5% | |
| Vanguard Equity-Income Fund " | — | — | — | $68.7M | 3.3% | |
| Fidelity Investments Money Market Govt Portfolio " | — | — | — | $68.3M | 3.3% | |
| GG FKLN GROWTH R GREAT GRAY TRUST COMPANY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $65.1M | 3.1% | |
| Fidelity Government Money Market Fund " ** 1 * Fidelity U.S. Bond Index Fund " | — | — | — | $63.9M | 3.1% | |
| Fidelity Small Cap Index Fund " | — | — | — | $62.8M | 3.0% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $60.3M | 2.9% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $60.3M | 2.9% | |
| Fidelity Strategic Income Fund " | — | — | — | $56.1M | 2.7% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $53.2M | 2.5% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $53.2M | 2.5% | |
| Allspring Discovery SMID Cap Growth Fund " | — | — | — | $44.5M | 2.1% | |
| AS DISC SMIDCP GR E2 SEI TRUST COMPANY · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $44.5M | 2.1% | |
| T. Rowe Price New Horizons Fund " | — | — | — | $43.1M | 2.1% | |
| Managed Income Portfolio Class 2 " | — | — | — | $32.3M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $32.3M | 1.5% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $23.8M | 1.1% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $23.8M | 1.1% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $22.4M | 1.1% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $22.4M | 1.1% | |
| AM CENT MID CAP VAL SEI TRUST COMPANY · EIN 26-3761443 / PN 009 | Common Collective Trust | — | — | $21.6M | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund " | — | — | — | $19.5M | 0.9% | |
| Allspring Special Small Cap Value Fund " | — | — | — | $19.1M | 0.9% | |
| AS SPL SM CAP VAL E WELLS FARGO BANK, N.A. · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $19.1M | 0.9% | |
| PIMCO Real Return Fund Mutual fund | — | — | — | $13.7M | 0.7% | |
| Vanguard International Explorer Fund " | — | — | — | $8.0M | 0.4% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $4.8M | 0.2% | |
| TRP RETIRE 2015 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.2% | |
| T. Rowe Price Retirement Balanced Fund " | — | — | — | $4.0M | 0.2% | |
| TRP RETIRE BAL B T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund " | — | — | — | $3.5M | 0.2% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.2% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $2.6M | 0.1% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.1% | |
| T. Rowe Price Retirement 2005 Fund Common collective trust | — | — | — | $2.0M | <0.1% | |
| TRP RETIRE 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.0M | <0.1% |
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