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Original filing (PDF)20251014113106NAL0003790368001
THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL
Form 5500
FILING_RECEIVED
THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,731
Accounts w/ balance
11,639
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
18 pooled trusts
Schedule D
122 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL.
Plan sponsor
Name
THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL
EIN
52-0595111
Address
11100 JOHNS HOPKINS ROAD · ML1-176C · LAUREL, MD · 207236099
Phone
(240) 228-9238
Industry
Professional & Technical Servicessee all
Plan administrator
Name
LABORATORY PENSION COMMITTEE
EIN
52-6150007
City
LAUREL, MD
Phone
(240) 228-9238
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SB & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $690K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $294K | — |
Investments
103 direct securities · 18 pooled funds· $3.0B(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
$1.5B
18 holdings
Uncategorized
$1.4B
103 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $237.7M | 8.0% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered investment companies | — | — | — | $158.1M | 5.3% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $153.7M | 5.2% | |
| INST TOTAL STOCK MARKET INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $141.3M | 4.8% | |
| TARGET RETIREMENT 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $138.3M | 4.7% | |
| TARGET RETIREMENT 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $129.7M | 4.4% | |
| TARGET RETIREMENT 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $117.7M | 4.0% | |
| TARGET RETIREMENT 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $97.8M | 3.3% | |
| TARGET RETIREMENT 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $94.2M | 3.2% | |
| TARGET RETIREMENT 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $93.6M | 3.2% | |
| Vanguard Wellington Fund Admiral Shares Registered investment companies | — | — | — | $86.5M | 2.9% | |
| TARGET RETIREMENT 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $85.7M | 2.9% | |
| Vanguard Windsor Fund Admiral Shares Registered investment companies | — | — | — | $80.2M | 2.7% | |
| Vanguard U.S. Growth Fund Admiral Shares Registered investment companies | — | — | — | $69.9M | 2.4% | |
| TARGET RETIREMENT 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $63.9M | 2.2% | |
| Vanguard Intermediate-Term Investment-Grade Fund: Admiral Shares Registered investment companies | — | — | — | $58.6M | 2.0% | |
| Vanguard Growth Index Fund Institutional Registered investment companies | — | — | — | $57.1M | 1.9% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Registered investment companies | — | — | — | $56.7M | 1.9% | |
| Vanguard Capital Opportunity Fund Admiral Shares Registered investment companies | — | — | — | $56.6M | 1.9% | |
| INST TOTAL INTL STK MKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $54.4M | 1.8% | |
| Vanguard Information Technology Index Fund: Admiral Shares Registered investment companies | — | — | — | $45.4M | 1.5% | |
| Vanguard Windsor II Fund Admiral Shares Registered investment companies | — | — | — | $39.9M | 1.3% | |
| TARGET RETIREMENT 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $35.1M | 1.2% | |
| INST TOTAL BOND MARKET INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $35.1M | 1.2% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Registered investment companies | — | — | — | $34.3M | 1.2% | |
| Vanguard Wellesley Income Fund Admiral Shares Registered investment companies | — | — | — | $31.8M | 1.1% | |
| Vanguard Developed Markets Index Fund Institutional Shares Registered investment companies | — | — | — | $31.1M | 1.0% | |
| Vanguard Health Care Fund Admiral Shares Registered investment companies | — | — | — | $29.4M | 1.0% | |
| Vanguard Balanced Index Fund Institutional Shares Registered investment companies | — | — | — | $29.0M | 1.0% | |
| TARGET RETIREMENT INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $28.7M | 1.0% | |
| Vanguard International Growth Fund Admiral Shares Registered investment companies | — | — | — | $27.8M | 0.9% | |
| Vanguard Dividend Growth Fund Registered investment companies | — | — | — | $27.5M | 0.9% | |
| Vanguard Growth and Income Fund Admiral Shares Registered investment companies | — | — | — | $22.1M | 0.7% | |
| Vanguard Small-Cap Index Fund Institutional Shares Registered investment companies | — | — | — | $22.0M | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund: Institutional Shares Registered investment companies | — | — | — | $20.7M | 0.7% | |
| Vanguard Value Index Fund Institutional Shares Registered investment companies | — | — | — | $19.7M | 0.7% | |
| Vanguard Explorer Fund Admiral Shares Registered investment companies | — | — | — | $18.4M | 0.6% | |
| Vanguard Intermediate-Term Bond Index Fund: Institutional Shares Registered investment companies | — | — | — | $16.2M | 0.5% | |
| Vanguard Federal Money Market Fund Registered investment companies | — | — | — | $16.0M | 0.5% | |
| TARGET RETIREMENT 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $15.3M | 0.5% | |
| Vanguard Small-Cap Value Index Fund: Institutional Shares Registered investment companies | — | — | — | $14.9M | 0.5% | |
| Vanguard Equity Income Fund Admiral Shares Registered investment companies | — | — | — | $14.9M | 0.5% | |
| Vanguard Extended Market Index Fund: Institutional Shares Registered investment companies | — | — | — | $13.7M | 0.5% | |
| Vanguard Large-Cap Index Fund Admiral Shares Registered investment companies | — | — | — | $13.6M | 0.5% | |
| Vanguard Long-Term Investment-Grade Fund: Admiral Shares Registered investment companies | — | — | — | $13.6M | 0.5% | |
| Vanguard Long-Term Treasury Index Fund: Admiral Shares Registered investment companies | — | — | — | $13.0M | 0.4% | |
| Vanguard Small-Cap Growth Index Fund: Institutional Shares Registered investment companies | — | — | — | $12.7M | 0.4% | |
| Vanguard Strategic Equity Fund Registered investment companies | — | — | — | $12.0M | 0.4% | |
| Vanguard Treasury Money Market Fund Registered investment companies | — | — | — | $11.4M | 0.4% | |
| Vanguard STAR Fund Registered investment companies | — | — | — | $11.2M | 0.4% | |
| Vanguard International Value Fund Registered investment companies | — | — | — | $10.8M | 0.4% | |
| Vanguard LifeStrategy Growth Fund Registered investment companies | — | — | — | $10.6M | 0.4% | |
| Vanguard Real Estate Index Fund - Institutional Shares Registered investment companies | — | — | — | $10.4M | 0.4% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Registered investment companies | — | — | — | $10.2M | 0.3% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares Registered investment companies | — | — | — | $9.6M | 0.3% | |
| Vanguard Selected Value Fund Registered investment companies | — | — | — | $9.2M | 0.3% | |
| Vanguard FTSE Social Index Fund Institutional Shares Registered investment companies | — | — | — | $9.1M | 0.3% | |
| Vanguard Short-Term Investment-Grade Fund: Institutional Shares Registered investment companies | — | — | — | $8.5M | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Registered investment companies | — | — | — | $8.1M | 0.3% | |
| Vanguard GNMA Fund Admiral Shares Registered investment companies | — | — | — | $7.9M | 0.3% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Registered investment companies | — | — | — | $7.6M | 0.3% | |
| Vanguard Long-Term Treasury Fund Admiral Shares Registered investment companies | — | — | — | $7.2M | 0.2% | |
| Vanguard PRIMECAP Core Fund Registered investment companies | — | — | — | $7.2M | 0.2% | |
| Vanguard Global Equity Fund Registered investment companies | — | — | — | $6.5M | 0.2% | |
| Vanguard Intermediate-Term Treasury Fund: Admiral Shares Registered investment companies | — | — | — | $6.4M | 0.2% | |
| Vanguard Mid-Cap Growth Fund Registered investment companies | — | — | — | $6.3M | 0.2% | |
| Vanguard LifeStrategy Moderate Growth Fund Registered investment companies | — | — | — | $6.2M | 0.2% | |
| Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares Registered investment companies | — | — | — | $6.1M | 0.2% | |
| Vanguard Short-Term Bond Index Fund Institutional Shares Registered investment companies | — | — | — | $5.5M | 0.2% | |
| Vanguard European Stock Index Fund Institutional Shares Registered investment companies | — | — | — | $5.4M | 0.2% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Registered investment companies | — | — | — | $5.2M | 0.2% | |
| Vanguard Inflation-Protected Securities Fund: Institutional Shares Registered investment companies | — | — | — | $5.1M | 0.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares Registered investment companies | — | — | — | $4.8M | 0.2% | |
| Vanguard Long-Term Bond Index Fund: Institutional Shares Registered investment companies | — | — | — | $4.8M | 0.2% | |
| Vanguard Mortgage-Backed Securities Index Fund: Admiral Shares Registered investment companies | — | — | — | $4.8M | 0.2% | |
| Vanguard International Explorer Fund Registered investment companies | — | — | — | $4.5M | 0.2% | |
| Vanguard Core Bond Fund Admiral Shares Registered investment companies | — | — | — | $4.1M | 0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund Registered investment companies | — | — | — | $3.5M | 0.1% | |
| Vanguard Health Care Index Fund Admiral Shares Registered investment companies | — | — | — | $3.4M | 0.1% | |
| Vanguard Short-Term Inflation-Protected Sec. Index Fund: Admiral Shares Registered investment companies | — | — | — | $3.4M | 0.1% | |
| Vanguard Pacific Stock Index Fund Institutional Shares Registered investment companies | — | — | — | $3.1M | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Registered investment companies | — | — | — | $3.0M | 0.1% | |
| Vanguard Consumer Discretionary Index Fund Admiral Shares Registered investment companies | — | — | — | $2.9M | <0.1% | |
| Vanguard Short-Term Treasury Fund Admiral Shares Registered investment companies | — | — | — | $2.9M | <0.1% | |
| Vanguard Global Capital Cycles Fund Registered investment companies | — | — | — | $2.8M | <0.1% | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares Registered investment companies | — | — | — | $2.1M | <0.1% | |
| Vanguard Core-Plus Bond Fund Admiral Shares Registered investment companies | — | — | — | $2.1M | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares Registered investment companies | — | — | — | $1.9M | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares Registered investment companies | — | — | — | $1.9M | <0.1% | |
| Vanguard Total World Stock Index Fund Admiral Shares Registered investment companies | — | — | — | $1.8M | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Registered investment companies | — | — | — | $1.7M | <0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund: Admiral Shares Registered investment companies | — | — | — | $1.6M | <0.1% | |
| Vanguard Diversified Equity Fund Registered investment companies | — | — | — | $1.6M | <0.1% | |
| Vanguard LifeStrategy Income Fund Registered investment companies | — | — | — | $1.6M | <0.1% | |
| Vanguard Strategic Small-Cap Equity Fund Registered investment companies | — | — | — | $1.5M | <0.1% | |
| Vanguard Short-Term Corporate Bond Index Fund: Admiral Shares Registered investment companies | — | — | — | $1.5M | <0.1% | |
| Vanguard Commodity Strategy Fund Admiral Shares Registered investment companies | — | — | — | $1.4M | <0.1% | |
| Vanguard Materials Index Fund Admiral Shares Registered investment companies | — | — | — | $1.4M | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Shares Registered investment companies | — | — | — | $1.3M | <0.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares Registered investment companies | — | — | — | $1.3M | <0.1% | |
| Vanguard Short-Term Treasury Index Fund Admiral Shares Registered investment companies | — | — | — | $1.2M | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares Registered investment companies | — | — | — | $1.2M | <0.1% | |
| Vanguard Global Credit Bond Fund Admiral Shares Registered investment companies | — | — | — | $1.1M | <0.1% | |
| TARGET RETIREMENT 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Vanguard Global Minimum Volatility Fund Admiral Shares Registered investment companies | — | — | — | $985K | <0.1% | |
| Vanguard Global Wellington Fund Admiral Shares Registered investment companies | — | — | — | $927K | <0.1% | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares Registered investment companies | — | — | — | $843K | <0.1% | |
| Vanguard International Core Stock Fund Admiral Shares Registered investment companies | — | — | — | $807K | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Admiral Shares Registered investment companies | — | — | — | $797K | <0.1% | |
| Vanguard Emerging Markets Select Stock Fund Registered investment companies | — | — | — | $751K | <0.1% | |
| Vanguard Global ESG Select Stock Fund Admiral Shares Registered investment companies | — | — | — | $657K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate Index Fund, Admiral Shares Registered investment companies | — | — | — | $601K | <0.1% | |
| Vanguard Explorer Value Fund Registered investment companies | — | — | — | $419K | <0.1% | |
| Vanguard International High Dividend Yield Index Fund Admiral Shares Registered investment companies | — | — | — | $296K | <0.1% | |
| Vanguard Global Wellesley Income Fund Admiral Shares Registered investment companies | — | — | — | $239K | <0.1% | |
| Vanguard Long-Term Corporate Bond Index Fund: Admiral Shares Registered investment companies | — | — | — | $206K | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust Plus Common Collective Trusts | — | — | — | $186K | <0.1% | |
| TARGET RTRMNT INCM AND GRWTH TRST P VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $186K | <0.1% | |
| Vanguard Global Environmental Opportunities Stock Fund Admiral Shares Registered investment companies | — | — | — | $76K | <0.1% | |
| Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares Registered investment companies | — | — | — | $32K | <0.1% | |
| Vanguard Emerging Markets Government Bond Index Fund Admiral Shares Registered investment companies | — | — | — | $32K | <0.1% |