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Original filing (PDF)20251014112735NAL0002754961001
THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL
Form 5500
FILING_RECEIVED
THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN B
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,322
Accounts w/ balance
12,524
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
1 pooled trust
Schedule D
133 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
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 | $574K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $342K | — |
Investments
127 direct securities · 1 pooled fund· $2.8B(94% 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
$2.8B
127 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares Registered investment companies | — | — | — | $233.8M | 7.8% | |
| Vanguard Total Stock Market Index Fund Institutional Plus Shares Registered investment companies | — | — | — | $149.2M | 5.0% | |
| CREF Stock R3 Registered investment companies | — | — | — | $139.1M | 4.7% | |
| Vanguard Target Retirement 2045 Fund Registered investment companies | — | — | — | $126.0M | 4.2% | |
| Vanguard Target Retirement 2035 Fund Registered investment companies | — | — | — | $115.5M | 3.9% | |
| TIAA Traditional Annuity Benefit Responsive Guaranteed Annuity Contract | — | — | — | $107.0M | 3.6% | |
| Vanguard Target Retirement 2050 Fund Registered investment companies | — | — | — | $106.5M | 3.6% | |
| Vanguard Target Retirement 2025 Fund Registered investment companies | — | — | — | $94.7M | 3.2% | |
| Vanguard Target Retirement 2030 Fund Registered investment companies | — | — | — | $90.1M | 3.0% | |
| Vanguard Target Retirement 2040 Fund Registered investment companies | — | — | — | $86.6M | 2.9% | |
| Vanguard Target Retirement 2055 Fund Registered investment companies | — | — | — | $81.3M | 2.7% | |
| Vanguard Target Retirement 2060 Fund Registered investment companies | — | — | — | $64.9M | 2.2% | |
| Vanguard Growth Index Fund Institutional Registered investment companies | — | — | — | $62.9M | 2.1% | |
| Vanguard U.S. Growth Fund Admiral Shares Registered investment companies | — | — | — | $58.1M | 1.9% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Registered investment companies | — | — | — | $57.7M | 1.9% | |
| Vanguard Wellington Fund Admiral Shares Registered investment companies | — | — | — | $57.5M | 1.9% | |
| Vanguard Capital Opportunity Fund Admiral Shares Registered investment companies | — | — | — | $50.2M | 1.7% | |
| Vanguard Windsor Fund Admiral Shares Registered investment companies | — | — | — | $50.0M | 1.7% | |
| Vanguard Intermediate-Term Investment-Grade Fund: Admiral Shares Registered investment companies | — | — | — | $49.9M | 1.7% | |
| Vanguard Total International Stock Index Fund Institutional Shares Registered investment companies | — | — | — | $48.5M | 1.6% | |
| Vanguard Information Technology Index Fund: Admiral Shares Registered investment companies | — | — | — | $46.5M | 1.6% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Registered investment companies | — | — | — | $37.8M | 1.3% | |
| Vanguard Target Retirement 2020 Fund Registered investment companies | — | — | — | $36.6M | 1.2% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Registered investment companies | — | — | — | $34.6M | 1.2% | |
| Vanguard Windsor II Fund Admiral Shares Registered investment companies | — | — | — | $31.3M | 1.0% | |
| Vanguard Target Retirement Income Registered investment companies | — | — | — | $30.4M | 1.0% | |
| TIAA Traditional Annuity Non Benefit Responsive Guaranteed Annuity Contract | — | — | — | $29.9M | 1.0% | |
| Vanguard Developed Markets Index Fund Institutional Shares Registered investment companies | — | — | — | $28.0M | 0.9% | |
| CREF Growth R3 Registered investment companies | — | — | — | $26.7M | 0.9% | |
| Vanguard Large-Cap Index Fund Institutional Shares Registered investment companies | — | — | — | $25.1M | 0.8% | |
| Vanguard Dividend Growth Fund Registered investment companies | — | — | — | $24.5M | 0.8% | |
| Vanguard Health Care Fund Admiral Shares Registered investment companies | — | — | — | $24.2M | 0.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares Registered investment companies | — | — | — | $23.1M | 0.8% | |
| Vanguard Growth and Income Fund Admiral Shares Registered investment companies | — | — | — | $22.8M | 0.8% | |
| Vanguard Wellesley Income Fund Admiral Shares Registered investment companies | — | — | — | $22.0M | 0.7% | |
| Vanguard Balanced Index Fund Institutional Shares Registered investment companies | — | — | — | $21.9M | 0.7% | |
| Vanguard Target Retirement 2065 Fund Registered investment companies | — | — | — | $20.4M | 0.7% | |
| Vanguard International Growth Fund Admiral Shares Registered investment companies | — | — | — | $20.2M | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund: Institutional Shares Registered investment companies | — | — | — | $17.8M | 0.6% | |
| Vanguard Value Index Fund Institutional Shares Registered investment companies | — | — | — | $17.4M | 0.6% | |
| CREF Equity Index R3 Registered investment companies | — | — | — | $16.1M | 0.5% | |
| Vanguard Small-Cap Value Index Fund: Institutional Shares Registered investment companies | — | — | — | $15.5M | 0.5% | |
| Vanguard Extended Market Index Fund: Institutional Shares Registered investment companies | — | — | — | $15.4M | 0.5% | |
| Vanguard Equity Income Fund Admiral Shares Registered investment companies | — | — | — | $15.2M | 0.5% | |
| Vanguard Federal Money Market Fund Registered investment companies | — | — | — | $14.0M | 0.5% | |
| Vanguard Small-Cap Growth Index Fund: Institutional Shares Registered investment companies | — | — | — | $13.6M | 0.5% | |
| Vanguard Strategic Equity Fund Registered investment companies | — | — | — | $12.8M | 0.4% | |
| Vanguard Treasury Money Market Fund Registered investment companies | — | — | — | $12.3M | 0.4% | |
| Vanguard Long-Term Treasury Index Fund: Institutional Shares Registered investment companies | — | — | — | $11.9M | 0.4% | |
| Vanguard Real Estate Index Fund - Institutional Shares Registered investment companies | — | — | — | $11.7M | 0.4% | |
| Vanguard Long-Term Investment-Grade Fund: Admiral Shares Registered investment companies | — | — | — | $11.2M | 0.4% | |
| Vanguard FTSE Social Index Fund Institutional Shares Registered investment companies | — | — | — | $11.0M | 0.4% | |
| Participant Loans from 2024 to 2034) | — | — | — | $10.9M | 0.4% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Registered investment companies | — | — | — | $10.1M | 0.3% | |
| Vanguard LifeStrategy Growth Fund Registered investment companies | — | — | — | $10.0M | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Registered investment companies | — | — | — | $9.0M | 0.3% | |
| CREF Global Equities R3 Registered investment companies | — | — | — | $8.8M | 0.3% | |
| Vanguard STAR Fund Registered investment companies | — | — | — | $8.6M | 0.3% | |
| Vanguard Global Equity Fund Registered investment companies | — | — | — | $7.9M | 0.3% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares Registered investment companies | — | — | — | $7.6M | 0.3% | |
| Vanguard GNMA Fund Admiral Shares Registered investment companies | — | — | — | $7.5M | 0.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Registered investment companies | — | — | — | $7.2M | 0.2% | |
| Vanguard Inflation-Protected Securities Fund: Institutional Shares Registered investment companies | — | — | — | $7.2M | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Registered investment companies | — | — | — | $7.0M | 0.2% | |
| Vanguard Short-Term Investment-Grade Fund: Institutional Shares Registered investment companies | — | — | — | $6.9M | 0.2% | |
| Vanguard International Value Fund Registered investment companies | — | — | — | $6.8M | 0.2% | |
| CREF Core Bond R3 Registered investment companies | — | — | — | $6.6M | 0.2% | |
| Vanguard Short-Term Bond Index Fund Institutional Registered investment companies | — | — | — | $6.2M | 0.2% | |
| Vanguard FTSE All-World ex-US Index Fund: Institutional Shares Registered investment companies | — | — | — | $6.1M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.0M | 0.2% | |
| Vanguard Selected Value Fund Registered investment companies | — | — | — | $5.9M | 0.2% | |
| Vanguard Long-Term Treasury Fund Admiral Shares Registered investment companies | — | — | — | $5.7M | 0.2% | |
| Vanguard International Explorer Fund Registered investment companies | — | — | — | $5.6M | 0.2% | |
| Vanguard Intermediate-Term Treasury Fund: Admiral Shares Registered investment companies | — | — | — | $5.3M | 0.2% | |
| Vanguard Energy Fund Admiral Shares Registered investment companies | — | — | — | $5.2M | 0.2% | |
| Vanguard Mid-Cap Growth Fund Registered investment companies | — | — | — | $4.9M | 0.2% | |
| Vanguard European Stock Index Fund Institutional Shares Registered investment companies | — | — | — | $4.9M | 0.2% | |
| Vanguard Total International Bond Index Fund Institutional Shares Registered investment companies | — | — | — | $4.9M | 0.2% | |
| CREF Social Choice R3 Registered investment companies | — | — | — | $4.7M | 0.2% | |
| Vanguard Mortgage-Backed Securities Index Fund: Institutional Shares Registered investment companies | — | — | — | $4.4M | 0.1% | |
| Vanguard Intermediate-Term Corporate Bond Index Fund: Institutional Shares Registered investment companies | — | — | — | $4.4M | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Registered investment companies | — | — | — | $4.2M | 0.1% | |
| Vanguard Long-Term Bond Index Fund: Institutional Shares Registered investment companies | — | — | — | $4.2M | 0.1% | |
| Vanguard Core Bond Fund Admiral Shares Registered investment companies | — | — | — | $4.1M | 0.1% | |
| CREF Money Market R3 Registered investment companies | — | — | — | $3.7M | 0.1% | |
| Vanguard Health Care Index Fund Admiral Shares Registered investment companies | — | — | — | $3.5M | 0.1% | |
| Vanguard Total World Stock Index Fund Admiral Shares Registered investment companies | — | — | — | $3.3M | 0.1% | |
| Vanguard Short-Term Treasury Fund Admiral Shares Registered investment companies | — | — | — | $3.1M | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund: Institutional SharesRegistered investment companies | — | — | — | $3.0M | 0.1% | |
| Vanguard Ultra-Short-Term Bond 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 Energy Index Fund Admiral Shares Registered investment companies | — | — | — | $2.8M | <0.1% | |
| Vanguard Global Capital Cycles Fund Registered investment companies | — | — | — | $2.8M | <0.1% | |
| Vanguard Pacific Stock Index Fund Institutional Shares Registered investment companies | — | — | — | $2.2M | <0.1% | |
| CREF Inflation-Linked Bond R3 Registered investment companies | — | — | — | $2.1M | <0.1% | |
| Vanguard Communication Services Index Fund: Admiral Shares Registered investment companies | — | — | — | $2.1M | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares Registered investment companies | — | — | — | $2.1M | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Registered investment companies | — | — | — | $2.0M | <0.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares Registered investment companies | — | — | — | $1.8M | <0.1% | |
| Vanguard Short-Term Treasury Index Fund Admiral Registered investment companies | — | — | — | $1.7M | <0.1% | |
| Vanguard Materials Index Fund Admiral Shares Registered investment companies | — | — | — | $1.6M | <0.1% | |
| Vanguard Strategic Small-Cap Equity Fund Registered investment companies | — | — | — | $1.4M | <0.1% | |
| Vanguard Diversified Equity Fund Registered investment companies | — | — | — | $1.4M | <0.1% | |
| Vanguard Short-Term Corporate Bond Index Fund: Admiral Registered investment companies | — | — | — | $1.3M | <0.1% | |
| Vanguard LifeStrategy Income Fund Registered investment companies | — | — | — | $1.2M | <0.1% | |
| Vanguard Commodity Strategy Fund Admiral Shares Registered investment companies | — | — | — | $1.2M | <0.1% | |
| Vanguard Global Wellington Fund Admiral Shares Registered investment companies | — | — | — | $1.1M | <0.1% | |
| Vanguard Global Minimum Volatility Fund Admiral Shares Registered investment companies | — | — | — | $1.1M | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares Registered investment companies | — | — | — | $1.1M | <0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund: Admiral Shares Registered investment companies | — | — | — | $1.0M | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered investment companies | — | — | — | $931K | <0.1% | |
| Vanguard Explorer Value Fund Registered investment companies | — | — | — | $813K | <0.1% | |
| Vanguard Emerging Markets Select Stock Fund Registered investment companies | — | — | — | $751K | <0.1% | |
| Vanguard Consumer Staples Index Fund Admiral Shares Registered investment companies | — | — | — | $750K | <0.1% | |
| Vanguard Global Credit Bond Fund Admiral Shares Registered investment companies | — | — | — | $744K | <0.1% | |
| Vanguard International Core Stock Fund Admiral Shares Registered investment companies | — | — | — | $727K | <0.1% | |
| Vanguard Core-Plus Bond Fund Admiral Shares Registered investment companies | — | — | — | $684K | <0.1% | |
| Vanguard Global ESG Select Stock Fund Admiral Shares Registered investment companies | — | — | — | $627K | <0.1% | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares Registered investment companies | — | — | — | $616K | <0.1% | |
| Vanguard International High Dividend Yield Index Fund Admiral Shares Registered investment companies | — | — | — | $573K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate Idx Fund, Admiral Shares Registered investment companies | — | — | — | $419K | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Admiral Shares Registered investment companies | — | — | — | $355K | <0.1% | |
| Vanguard Global Wellesley Income Fund Admiral Shares Registered investment companies | — | — | — | $336K | <0.1% | |
| Vanguard Emerging Markets Government Bond Index Fund Admiral Shares Registered investment companies | — | — | — | $260K | <0.1% | |
| Plan Loan Default Fund Guaranteed Annuity Contract | — | — | — | $222K | <0.1% | |
| Vanguard Long-Term Corporate Bond Index Fund: Admiral Registered investment companies | — | — | — | $189K | <0.1% | |
| Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares Registered investment companies | — | — | — | $77K | <0.1% | |
| Vanguard Global Environmental Opportunities Stock Fund Admiral Shares Registered investment companies | — | — | — | $65K | <0.1% |