Patricia Lynett signed The Carlyle Group Employee Co., L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Carlyle Group Employee Co., L.L.C.'s EIN is 52-1887096.
Download the official 2024 Form 5500 (PDF) for The Carlyle Group Employee Co., L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Carlyle Group Employee Co., L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $166K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual fund N/R | Mutual Funds | — | — | $95.1M | 20.2% | |
| VANGUARD TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $58.0M | 12.3% | |
| JPMorgan Large Cap Growth Mutual fund N/R | Other securities | — | — | $45.2M | 9.6% | |
| VANGUARD TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $40.8M | 8.7% | |
| VANGUARD TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $29.8M | 6.3% | |
| Vanguard Small Cap Index Mutual fund N/R | Mutual Funds | — | — | $21.7M | 4.6% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund N/R | Other securities | — | — | $19.2M | 4.1% | |
| MFS Mid-Cap Growth Fund Mutual fund N/R | Mutual Funds | — | — | $18.8M | 4.0% | |
| VANGUARD TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $16.3M | 3.5% | |
| Columbia Dividend Income Mutual fund N/R | Other securities | — | — | $15.0M | 3.2% | |
| T. Rowe Price New Horizons Fund Mutual fund N/R | Other securities | — | — | $14.0M | 3.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $13.1M | 2.8% | |
| American New Perspectives Mutual fund N/R | Other securities | — | — | $9.8M | 2.1% | |
| Vanguard Developed Markets Index Mutual fund N/R | Mutual Funds | — | — | $6.6M | 1.4% | |
| Vanguard Mid-Cap Index Mutual fund N/R | Mutual Funds | — | — | $6.2M | 1.3% | |
| Vanguard Federal Money Market Fund Mutual fund N/R | Mutual Funds | — | — | $5.8M | 1.2% | |
| American Funds Europac Growth Mutual fund N/R | Mutual Funds | — | — | $5.1M | 1.1% | |
| Loomis Sayles Core Plus Bond Mutual fund N/R | Mutual Funds | — | — | $5.0M | 1.1% | |
| Vanguard Total World Stock Index Mutual fund N/R | Mutual Funds | — | — | $4.9M | 1.0% | |
| Vanguard Total Bond Index Mutual fund N/R | Mutual Funds | — | — | $4.9M | 1.0% | |
| American New World Mutual fund N/R | Other securities | — | — | $4.2M | 0.9% | |
| T. Rowe Price International Discovery Fund Mutual fund N/R | Other securities | — | — | $4.1M | 0.9% | |
| T. Rowe Price High Yield Mutual fund N/R | Other securities | — | — | $3.6M | 0.8% | |
| T. Rowe Price New Asia Fund Mutual fund N/R | Other securities | — | — | $3.3M | 0.7% | |
| Participant loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $2.3M | 0.5% | |
| PIMCO Global Bond Mutual fund N/R | Mutual Funds | — | — | $2.1M | 0.4% | |
| Vanguard Short-Term Investment Grade Mutual fund N/R | Mutual Funds | — | — | $2.1M | 0.4% | |
| Vanguard REIT Index Mutual fund N/R | Mutual Funds | — | — | $1.8M | 0.4% | |
| VANGUARD TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| VANGUARD TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| T. Rowe Price European Stock Fund Mutual fund N/R | Other securities | — | — | $1.5M | 0.3% | |
| VANGUARD TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| Victory Sycamore Small Cap Opportunity Mutual fund N/R | Other securities | — | — | $1.5M | 0.3% | |
| VANGUARD TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| VANGUARD TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| Vanguard Materials Index Mutual fund N/R | Mutual Funds | — | — | $1.3M | 0.3% | |
| VANGUARD TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $198K | <0.1% | |
| VANGUARD TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $139K | <0.1% | |
| VANGUARD TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $47K | <0.1% | |
| VANGUARD TGT RET INC GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $180 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
