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Original filing (PDF)20250627170808NAL0005435603001
NORFOLK SOUTHERN CORPORATION
Form 5500
FILING_RECEIVED
THRIFT AND INVESTMENT PLAN OF NORFOLK SOUTHERN CORPORATION AND PARTICIPATING SUBSIDIARY COMPANIES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,579
Accounts w/ balance
6,541
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
14 pooled trusts
Schedule D
26 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORFOLK SOUTHERN CORPORATION.
Plan sponsor
Name
NORFOLK SOUTHERN CORPORATION
EIN
52-1188014
Address
650 WEST PEACHTREE STREET NW · ATLANTA, GA · 30308
Phone
(470) 463-6682
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
BOARD OF MANAGERS NS THRIFT & INVESTMENT PLAN
EIN
52-1188014
City
ATLANTA, GA
Phone
(470) 463-6682
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $630K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $162K | — |
| QDRO CONSULTANTS CO LLC | 34-1820650 | — | NONE | $5K | — |
Investments
25 direct securities · 14 pooled funds· $2.0B(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.
Uncategorized
$1.3B
25 holdings
Common Collective Trust
$458.8M
13 holdings
Master Trust
$275.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER TRUST FOR TIP AND TRIP NORFOLK SOUTHERN CORPORATION · EIN 52-1188014 / PN 005 | Master Trust | — | — | $275.0M | 17.7% | |
| *The Vanguard Group, Inc. | — | — | — | $177.4M | 11.4% | |
| *The Vanguard Group, Inc. | — | — | — | $174.9M | 11.3% | |
| *The Vanguard Group, Inc. | — | — | — | $117.6M | 7.6% | |
| *The Vanguard Group, Inc. | — | — | — | $88.9M | 5.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $77.3M | 5.0% | |
| *The Vanguard Group, Inc. | — | — | — | $77.3M | 5.0% | |
| *The Vanguard Group, Inc. | — | — | — | $63.8M | 4.1% | |
| *The Vanguard Group, Inc. | — | — | — | $63.4M | 4.1% | |
| *The Vanguard Group, Inc. | — | — | — | $62.4M | 4.0% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $62.2M | 4.0% | |
| *The Vanguard Group, Inc. | — | — | — | $59.1M | 3.8% | |
| *The Vanguard Group, Inc. | — | — | — | $59.1M | 3.8% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $59.1M | 3.8% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $59.0M | 3.8% | |
| *The Vanguard Group, Inc. | — | — | — | $52.8M | 3.4% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $47.4M | 3.1% | |
| *The Vanguard Group, Inc. | — | — | — | $47.4M | 3.1% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $43.8M | 2.8% | |
| *The Vanguard Group, Inc. | — | — | — | $43.8M | 2.8% | |
| *The Vanguard Group, Inc. | — | — | — | $40.5M | 2.6% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $32.3M | 2.1% | |
| *The Vanguard Group, Inc. | — | — | — | $32.3M | 2.1% | |
| *The Vanguard Group, Inc. | — | — | — | $28.7M | 1.9% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $28.7M | 1.8% | |
| *The Vanguard Group, Inc. | — | — | — | $16.0M | 1.0% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $16.0M | 1.0% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.0% | |
| *The Vanguard Group, Inc. | — | — | — | $15.8M | 1.0% | |
| *Participant loans | — | — | — | $14.7M | 0.9% | |
| Western Asset Funds, Inc. | — | — | — | $13.1M | 0.8% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.7M | 0.8% | |
| *The Vanguard Group, Inc. | — | — | — | $11.7M | 0.8% | |
| *The Vanguard Group, Inc. | — | — | — | $11.3M | 0.7% | |
| *The Vanguard Group, Inc. | — | — | — | $5.1M | 0.3% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| *The Vanguard Group, Inc. | — | — | — | $276K | <0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $276K | <0.1% | |
| *The Vanguard Group, Inc. | — | — | — | $178K | <0.1% |