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Original filing (PDF)20250723155336NAL0004703504001
LOCKHEED MARTIN GLOBAL, INC.
Form 5500
FILING_RECEIVED
LOCKHEED MARTIN SAVINGS PLAN FOR EMPLOYEES IN PUERTO RICO
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
492
Accounts w/ balance
575
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKHEED MARTIN GLOBAL, INC..
Plan sponsor
Name
LOCKHEED MARTIN GLOBAL, INC.
EIN
52-1047729
Address
6801 ROCKLEDGE DRIVE, CCT-224 · BETHESDA, MD · 20817
Phone
(301) 897-6841
Industry
Manufacturingsee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | 3,983 | $1.7M | $2.2M | 18.0% | |
| Vanguard Target Retirement 2055 Investment | — | 29,758 | $1.5M | $1.7M | 13.8% | |
| Vanguard Target Retirement 2060 Investment | — | 28,560 | $1.3M | $1.5M | 12.2% | |
| Vanguard Target Retirement 2045 Investment | — | 46,400 | $1.3M | $1.4M | 11.5% | |
| Vanguard Target Retirement 2050 Investment | — | 25,710 | $1.1M | $1.3M | 10.7% | |
| Vanguard Target Retirement 2065 Investment | — | 32,313 | $991K | $1.1M | 9.0% | |
| Vanguard Total International Stock Index Fund | — | 22,437 | $694K | $711K | 5.9% | |
| Vanguard Target Retirement 2040 Investment | — | 15,205 | $609K | $657K | 5.5% | |
| Ishares Russell 2000 Small Cap Index Fund | — | 19,571 | $454K | $478K | 4.0% | |
| Vanguard Target Retirement 2035 Investment | — | 15,537 | $354K | $373K | 3.1% | |
| Notes receivable from participants | — | — | — | $209K | 1.7% | |
| Vanguard Total Bond Market Index | — | 15,778 | $152K | $150K | 1.2% | |
| Vanguard Admiral Treasury Money Market Fund | — | 145,980 | $146K | $146K | 1.2% | |
| Vanguard Target Retirement 2030 Investment | — | 3,365 | $121K | $127K | 1.1% | |
| Vanguard Target Retirement Income Investment | — | 6,274 | $83K | $82K | 0.7% | |
| Vanguard Target Retirement 2025 Investment | — | 3,586 | $70K | $67K | 0.6% |
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