Ryan Whitehead signed Lenovo (United States) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lenovo (United States) Inc.'s EIN is 52-2449153.
Download the official 2024 Form 5500 (PDF) for Lenovo (United States) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lenovo (United States) Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $572K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $73.8M | 2.8% | |
| State Street SS Trgt Ret 2055 P | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $30.4M | 1.2% | |
| JPMorgan Small Cap Equity R5 | Other securities | — | — | $29.4M | 1.1% | |
| State Street SS Trgt Ret Income P | Other securities | — | — | $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 | Other securities | — | — | $19.2M | 0.7% | |
| American Funds GG Europac Growth R1 | Mutual Funds | — | — | $17.4M | 0.7% | |
| Participants 3.75% – 10.30%; maturing through 2034 | Bonds / Notes | — | — | $12.1M | 0.5% | |
| DFA Emerging Market Core Equity | Mutual Funds | — | — | $10.3M | 0.4% | |
| Fidelity Custom Managed Income Portfolio II 17 Pioneer Multi Sector Fixed Income Fee Class R1 | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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. | Other securities | — | — | $412K | <0.1% | |
| FIDELITY INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $16 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
