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Original filing (PDF)20250620144801NAL0004005265001
FRAMATOME INC.
Form 5500
FILING_RECEIVED
FRAMATOME INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,350
Accounts w/ balance
3,966
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
18 pooled trusts
Schedule D
31 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 FRAMATOME INC..
Plan sponsor
Name
FRAMATOME INC.
EIN
54-1536465
Address
3315 OLD FOREST ROAD · LYNCHBURG, VA · 24501
Phone
(434) 832-3000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $435K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $239K | — |
Investments
14 direct securities · 18 pooled funds· $1.3B(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
$651.1M
18 holdings
Uncategorized
$646.5M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Instl Plus Shares Mutual Fund | — | — | — | $235.8M | 18.2% | |
| HARBOR CAPITAL APPREC CIT; CLASS R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $119.2M | 9.2% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $102.1M | 7.9% | |
| Vanguard Total Bond Market Index Fund: Instl Shr Mutual Fund | — | — | — | $71.5M | 5.5% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $67.7M | 5.2% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $51.6M | 4.0% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $51.4M | 4.0% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $50.2M | 3.9% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | — | — | — | $48.4M | 3.7% | |
| Vanguard Windsor II Fund Admiral Shares Mutual Fund | — | — | — | $47.8M | 3.7% | |
| Vanguard Developed Markets Index Fund Institutional Shares Mutual Fund | — | — | — | $44.0M | 3.4% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $36.9M | 2.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $34.9M | 2.7% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $34.2M | 2.6% | |
| ARTISAN MID CAP GROW TR, TIER 1 SEI TRUST COMPANY · EIN 81-2225016 / PN 006 | Common Collective Trust | — | — | $33.6M | 2.6% | |
| VICTORY SMALL CAP VALU COLLECT FUND VICTORY FUNDS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $32.8M | 2.5% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $29.6M | 2.3% | |
| FIAM CORE PLUS COMM POOL; CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $27.8M | 2.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $25.0M | 1.9% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $24.9M | 1.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $24.4M | 1.9% | |
| JP Morgan Mid Cap Value Fund; Class L Mutual Fund | — | — | — | $21.7M | 1.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.1M | 1.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $14.6M | 1.1% | |
| Loomis Sayles Small Cap Growth Fund; Class N Mutual Fund | — | — | — | $13.9M | 1.1% | |
| Vanguard Real Estate Index Fund - Instl Shares Mutual Fund | — | — | — | $10.2M | 0.8% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.7% | |
| Artisan International Value Fund; Institutional Shares Mutual Fund | — | — | — | $6.4M | 0.5% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.4% | |
| Participant Loans to participants, bearing interest from 1.0% to 9.5% | — | — | — | $5.5M | 0.4% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $861K | <0.1% | |
| METWEST TOT RET BOND FUND, CL D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |
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