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Original filing (PDF)20250723143411NAL0010716306001
LOCKHEED MARTIN CORPORATION
Form 5500
FILING_RECEIVED
LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,391
Accounts w/ balance
1,652
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- 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 CORPORATION.
Plan sponsor
Name
LOCKHEED MARTIN CORPORATION
EIN
52-1893632
Address
6801 ROCKLEDGE DRIVE, CCT-224 · BETHESDA, MD · 20817
Phone
(863) 647-0370
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
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)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
2T · Default investment account (QDIA)
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $16.4M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LMC DEFINED CONTRIB MASTER TRUST STATE STREET BANK AND TRUST COMPANY · EIN 04-3321934 / PN 002 | Master Trust | $16.4M | 100.0% |
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