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Original filing (PDF)20251007092002NAL0002339267001
FEDERAL NATIONAL MORTGAGE ASSOCIATION
Form 5500
FILING_RECEIVED
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
8,187
Accounts w/ balance
11,993
Plan assets (EOY)
$4.6B
Net assets (EOY)
$4.6B
How this plan invests
This plan
32 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)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional 500 Index Trust Common Collective Trust" is 28% of plan.
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 FEDERAL NATIONAL MORTGAGE ASSOCIATION.
Plan sponsor
Name
FEDERAL NATIONAL MORTGAGE ASSOCIATION
EIN
52-0883107
Address
1100 15TH STREET, NW · WASHINGTON, DC · 20005
Phone
(800) 232-6643
Industry
Finance & Insurancesee all
Plan administrator
Name
BENEFIT PLANS COMMITTEE
EIN
52-0883107
City
WASHINGTON, DC
Phone
(800) 232-6643
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.5M | — |
Investments
18 direct securities · 32 pooled funds· $5.8B(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
$3.6B
32 holdings
Uncategorized
$2.2B
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VG INST 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.3B | 28.4% | |
| Vanguard Total International Stock Market Index Trust Common Collective Trust | — | — | — | $405.9M | 8.8% | |
| VG INST TOT INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $405.9M | 8.8% | |
| Fidelity ® Contrafund ® Pool Class D Common Collective Trust | — | — | — | $358.3M | 7.8% | |
| FID CONTRA POOL CL D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $358.3M | 7.8% | |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares Common Collective Trust | — | — | — | $341.4M | 7.4% | |
| VG INST TOT BD MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $341.4M | 7.4% | |
| FID OTC POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $268.4M | 5.8% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $196.0M | 4.3% | |
| Vanguard Small-Cap Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $194.8M | 4.2% | |
| VANGUARD TARGET 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $148.4M | 3.2% | |
| VANGUARD TARGET 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $137.6M | 3.0% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $124.7M | 2.7% | |
| VANGUARD TARGET 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $124.3M | 2.7% | |
| Dodge & Cox Stock Fund X Mutual Fund | — | — | — | $115.2M | 2.5% | |
| VANGUARD TARGET 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $108.7M | 2.4% | |
| Vanguard Retirement Savings Trust III Common Collective Trust | — | — | — | $97.0M | 2.1% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $97.0M | 2.1% | |
| VANGUARD TARGET 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $95.3M | 2.1% | |
| VANGUARD TARGET 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $75.1M | 1.6% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $66.3M | 1.4% | |
| Dodge & Cox Income Fund X Mutual Fund | — | — | — | $55.4M | 1.2% | |
| VANGUARD TARGET 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $54.0M | 1.2% | |
| VANGUARD TARGET 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $52.7M | 1.1% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund | — | — | — | $38.7M | 0.8% | |
| Fidelity ® Low-Priced Stock Fund - Class K Mutual Fund | — | — | — | $34.9M | 0.8% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund | — | — | — | $34.4M | 0.7% | |
| Wasatch Small Cap Growth Fund Mutual Fund | — | — | — | $32.8M | 0.7% | |
| participant account balance | — | — | — | $32.2M | 0.7% | |
| VANGUARD TARGET 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $22.6M | 0.5% | |
| VANGUARD TARGET 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $21.9M | 0.5% | |
| Fidelity ® Small Cap Value Fund Mutual Fund | — | — | — | $17.8M | 0.4% | |
| VANGUARD TARGET INC TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $17.6M | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Institutional Shares Mutual Fund | — | — | — | $15.6M | 0.3% | |
| Vanguard Total International Bond Index Mutual Fund | — | — | — | $5.5M | 0.1% | |
| VANGUARD TARGET 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $0 | <0.1% | |
| VG INST 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6237546 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |