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Original filing (PDF)20250929153431NAL0014052032001
LENOVO (UNITED STATES) INC.
Form 5500
FILING_RECEIVED
LENOVO SAVINGS PLAN
401(k) retirement plan
Active participants
5,245
Accounts w/ balance
9,173
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.6B
How this plan invests
This plan
20 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENOVO (UNITED STATES) INC..
Plan sponsor
Name
LENOVO (UNITED STATES) INC.
EIN
52-2449153
Address
8001 DEVELOPMENT DR · MORRISVILLE, NC · 275607416
Phone
(919) 237-8600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $572K | — |
Investments
24 direct securities · 20 pooled funds· $4.2B(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
$2.4B
20 holdings
Uncategorized
$1.8B
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P 500 R INDEX NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $419.5M | 16.1% | |
| State Street SS Trgt Ret 2035 P | — | — | — | $320.4M | 12.3% | |
| TARGET RETIREMENT 2035 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $320.4M | 12.3% | |
| State Street SS Trgt Ret 2040 P | — | — | — | $265.2M | 10.2% | |
| TARGET RETIREMENT 2040 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $265.2M | 10.2% | |
| State Street SS Trgt Ret 2030 P | — | — | — | $250.6M | 9.6% | |
| TARGET RETIREMENT 2030 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $250.6M | 9.6% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $187.8M | 7.2% | |
| State Street SS Trgt Ret 2025 P | — | — | — | $153.6M | 5.9% | |
| TARGET RETIREMENT 2025 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $153.6M | 5.9% | |
| State Street SS Trgt Ret 2045 P | — | — | — | $146.7M | 5.6% | |
| TARGET RETIREMENT 2045 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $146.7M | 5.6% | |
| State Street SS Gaceq Ex-U.S. Idx K | — | — | — | $101.9M | 3.9% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $101.9M | 3.9% | |
| State Street SS Trgt Ret 2050 P | — | — | — | $97.8M | 3.8% | |
| TARGET RETIREMENT 2050 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $97.8M | 3.8% | |
| RUSSELL SMALL/MID CAP INDEX NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $95.1M | 3.6% | |
| State Street SS U.S. Bond Index M | — | — | — | $94.9M | 3.6% | |
| STATE STREET US BOND INDEX NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $94.9M | 3.6% | |
| Vanguard Equity Income Adm | — | — | — | $73.8M | 2.8% | |
| State Street SS Trgt Ret 2055 P | — | — | — | $71.4M | 2.7% | |
| TARGET RETIREMENT 2055 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $71.4M | 2.7% | |
| PIMCO COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $70.5M | 2.7% | |
| State Street SS Trgt Ret 2020 P | — | — | — | $50.2M | 1.9% | |
| TARGET RETIREMENT 2020 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $50.2M | 1.9% | |
| State Street SS Trgt Ret 2060 P | — | — | — | $33.9M | 1.3% | |
| TARGET RETIREMENT 2060 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $33.9M | 1.3% | |
| JPMorgan Mid Cap Equity R6 | — | — | — | $30.4M | 1.2% | |
| JPMorgan Small Cap Equity R5 | — | — | — | $29.4M | 1.1% | |
| State Street SS Trgt Ret Income P | — | — | — | $25.5M | 1.0% | |
| TARGET RETIREMENT INCOME NL SF STATE STREET GLOBAL ADVISORS TRUST COMANY · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $25.5M | 1.0% | |
| Baird Core Plus Inst | — | — | — | $19.2M | 0.7% | |
| American Funds GG Europac Growth R1 | — | — | — | $17.4M | 0.7% | |
| Participants 3.75% – 10.30%; maturing through 2034 | — | — | — | $12.1M | 0.5% | |
| DFA Emerging Market Core Equity | — | — | — | $10.3M | 0.4% | |
| Fidelity Custom Managed Income Portfolio II 17 Pioneer Multi Sector Fixed Income Fee Class R1 | — | — | — | $8.4M | 0.3% | |
| PIONEER MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-1933300 / PN 040 | Common Collective Trust | — | — | $8.4M | 0.3% | |
| State Street SS Trgt Ret 2065 P | — | — | — | $8.4M | 0.3% | |
| TARGET RETIREMENT 2065 NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $8.4M | 0.3% | |
| BlackRock Str Comp NL M | — | — | — | $2.9M | 0.1% | |
| STRATEGIC COMPLETION NL FUND M BLACKROCK · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.1% | |
| Principal Diversified Real Asset Institutional | — | — | — | $2.3M | <0.1% | |
| Designates party-in-interest. ** All investments are participant-directed; therefore, cost information has not been presented. *** Net of $412,057 in deemed loan distributions. | — | — | — | $412K | <0.1% | |
| FIDELITY INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $16 | <0.1% |