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Original filing (PDF)20251009131326NAL0003600067001

CARMAX, INC.

Form 5500
FILING_RECEIVED
CARMAX, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
29,008
Accounts w/ balance
22,441
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
20 pooled trusts
Schedule D
329 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 CARMAX, INC..
Plan sponsor
Name
CARMAX, INC.
EIN
54-1821055
Address
12800 TUCKAHOE CREEK PARKWAY · RICHMOND, VA · 23238
Phone
(804) 747-0422
Industry
Retail Tradesee all
Plan administrator
Name
BENEFITS ADMINISTRATIVE COMMITTEE OF CARMAX, INC.
EIN
46-3511673
City
RICHMOND, VA
Phone
(804) 747-0422
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
T ROWE PRICE RPS INCBALTIMORE, MDNONE$989K
FORVIS MAZARS, LLPCHARLOTTE, NCNONE$24K
MORNINGSTARCHICAGO, ILNONE$17K
ALIGHT SOLUTIONS LLCCHICAGO, ILNONE$12K

Investments

316 direct securities · 20 pooled funds· $2.7B(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
$1.6B
20 holdings
Uncategorized
$1.1B
316 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
T. ROWE PRICE RETIREMENT 2040 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001
Common Collective Trust
$181.8M10.0%
BLACKROCK EQUITY INDEX TRUST
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3324028 / PN 001
Common Collective Trust
$180.5M10.0%
TRP BLUE CHIP GROWTH TRUST
T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 001
Common Collective Trust
$177.9M9.8%
T. ROWE PRICE RETIREMENT 2050 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001
Common Collective Trust
$170.5M9.4%
T. ROWE PRICE RETIREMENT 2045 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001
Common Collective Trust
$169.3M9.3%
T. ROWE PRICE RETIREMENT 2035 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001
Common Collective Trust
$142.1M7.8%
T. ROWE PRICE RETIREMENT 2055 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001
Common Collective Trust
$128.7M7.1%
T. ROWE PRICE RETIREMENT 2030 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001
Common Collective Trust
$116.8M6.4%
T. ROWE PRICE RETIREMENT 2060 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001
Common Collective Trust
$72.0M4.0%
T. ROWE PRICE RETIREMENT 2025 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001
Common Collective Trust
$63.3M3.5%
TRP STABLE VALUE COMMON TRUST FUND
T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001
Common Collective Trust
$48.4M$55.4M3.1%
MFS INTERNATIONAL EQUITY
MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013
Common Collective Trust
$43.6M2.4%
WILLIAM BLAIR SMALL MID-CAP GROWTH
GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 001
Common Collective Trust
$28.1M1.6%
TRP US VALUE EQUITY TRUST$26.4M1.5%
TRP GROWTH STOCK TRUST$26.3M1.5%
TRP US VALUE EQUITY TRUST$25.7M1.4%
TRP GROWTH STOCK TRUST$25.6M1.4%
T. ROWE PRICE RETIREMENT 2020 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001
Common Collective Trust
$25.5M1.4%
TRP US VALUE EQUITY TRUST$25.5M1.4%
T. ROWE PRICE RETIREMENT 2065 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001
Common Collective Trust
$24.9M1.4%
TRP U.S. BOND ENHANCED INDEX TRUST
T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002
Common Collective Trust
$23.6M1.3%
TRP US VALUE EQUITY TRUST$20.1M1.1%
TRP GROWTH STOCK TRUST$20.0M1.1%
TRP US LARGE-CAP CORE TRUST$18.0M1.0%
TRP EQUITY INDEX TRUST$17.9M1.0%
TRP GROWTH STOCK TRUST$17.8M1.0%
TRP US VALUE EQUITY TRUST$17.6M1.0%
TRP US LARGE-CAP CORE TRUST$17.6M1.0%
TRP US LARGE-CAP CORE TRUST$17.5M1.0%
TRP EQUITY INDEX TRUST$17.5M1.0%
TRP EQUITY INDEX TRUST$17.3M1.0%
TRP US LARGE-CAP CORE TRUST$13.6M0.8%
TRP EQUITY INDEX TRUST$13.4M0.7%
TRP BOND TRUST I$13.3M0.7%
TRP INTERNATIONAL CORE EQ TRUST$13.2M0.7%
TRP INTERNATIONAL CORE EQ TRUST$12.9M0.7%
TRP INTERNATIONAL CORE EQ TRUST$12.7M0.7%
TRP INTERNATIONAL VALUE EQ TRUST$12.5M0.7%
TRP US LARGE-CAP CORE TRUST$12.3M0.7%
TRP INTERNATIONAL VALUE EQ TRUST$12.2M0.7%
PRUDENTIAL CORE PLUS BOND
PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165
Common Collective Trust
$12.2M0.7%
TRP INTERNATIONAL VALUE EQ TRUST$12.0M0.7%
TRP GROWTH STOCK TRUST$12.0M0.7%
TRP EQUITY INDEX TRUST$12.0M0.7%
TRP BOND TRUST I$11.9M0.7%
TRP US VALUE EQUITY TRUST$11.7M0.6%
TRP US VALUE EQUITY TRUST$11.3M0.6%
TRP GROWTH STOCK TRUST$11.3M0.6%
TRP INTERNATIONAL GROWTH EQ TRUST$11.1M0.6%
TRP INTERNATIONAL GROWTH EQ TRUST$10.9M0.6%
TRP REAL ASSETS TRUST I$10.5M0.6%
TRP REAL ASSETS TRUST I$10.3M0.6%
TRP REAL ASSETS TRUST I$10.3M0.6%
TRP INTERNATIONAL CORE EQ TRUST$10.1M0.6%
TRP INTERNATIONAL VALUE EQ TRUST$9.5M0.5%
TRP INTERNATIONAL CORE EQ TRUST$8.8M0.5%
TRP BOND TRUST I$8.6M0.5%
TRP INTERNATIONAL GROWTH EQ TRUST$8.5M0.5%
TRP INTERNATIONAL VALUE EQ TRUST$8.4M0.5%
TRP US LARGE-CAP CORE TRUST$8.3M0.5%
TRP EQUITY INDEX TRUST$8.0M0.4%
TRP REAL ASSETS TRUST I$8.0M0.4%
TRP BOND TRUST I$7.7M0.4%
TRP US LARGE-CAP CORE TRUST$7.7M0.4%
TRP INTERNATIONAL GROWTH EQ TRUST$7.6M0.4%
T. ROWE PRICE RETIREMENT 2015 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001
Common Collective Trust
$7.6M0.4%
TRP EQUITY INDEX TRUST$7.5M0.4%
TRP REAL ASSETS TRUST I$7.2M0.4%
TRP US MID-CAP GROWTH EQUITY TRUST$6.4M0.4%
TRP US MID-CAP GROWTH EQUITY TRUST$6.2M0.3%
TRP US MID-CAP GROWTH EQUITY TRUST$6.2M0.3%
TRP US LTD DUR INFL FOC BOND TRUST$5.9M0.3%
TRP US MID-CAP VALUE EQUITY TRUST$5.9M0.3%
TRP INTERNATIONAL CORE EQ TRUST$5.9M0.3%
TRP US MID-CAP VALUE EQUITY TRUST$5.8M0.3%
TRP US MID-CAP VALUE EQUITY TRUST$5.7M0.3%
TRP INTERNATIONAL VALUE EQ TRUST$5.6M0.3%
TRP INTERNATIONAL CORE EQ TRUST$5.6M0.3%
TRP INTERNATIONAL VALUE EQ TRUST$5.3M0.3%
TRP US LTD DUR INFL FOC BOND TRUST$5.2M0.3%
TRP GROWTH STOCK TRUST$5.2M0.3%
TRP INTERNATIONAL GROWTH EQ TRUST$5.1M0.3%
TRP US VALUE EQUITY TRUST$5.1M0.3%
TRP REAL ASSETS TRUST I$5.0M0.3%
TRP US MID-CAP GROWTH EQUITY TRUST$4.9M0.3%
TRP INTERNATIONAL BOND TRUST$4.8M0.3%
TRP INTERNATIONAL GROWTH EQ TRUST$4.7M0.3%
TRP EMERGING MKTS DISC STOCK TRUST$4.7M0.3%
TRP EMERGING MKTS DISC STOCK TRUST$4.6M0.3%
TRP EMERGING MKTS DISC STOCK TRUST$4.5M0.3%
TRP US MID-CAP VALUE EQUITY TRUST$4.5M0.2%
TRP REAL ASSETS TRUST I$4.4M0.2%
TRP US TREASURY LONG-TERM INDEX TR$4.4M0.2%
TRP US MID-CAP GROWTH EQUITY TRUST$4.3M0.2%
TRP INTERNATIONAL BOND TRUST$4.2M0.2%
TRP EMERGING MKTS EQ TRUST$4.2M0.2%
TRP EMERGING MKTS EQ TRUST$4.1M0.2%
TRP US MID-CAP VALUE EQUITY TRUST$4.1M0.2%
TRP EMERGING MKTS EQ TRUST$4.1M0.2%
TRP US TREASURY LONG-TERM INDEX TR$4.0M0.2%
TRP US VALUE EQUITY TRUST$3.9M0.2%
TRP GROWTH STOCK TRUST$3.9M0.2%
TRP BOND TRUST I$3.7M0.2%
TRP US LARGE-CAP CORE TRUST$3.6M0.2%
TRP EMERGING MKTS DISC STOCK TRUST$3.6M0.2%
TRP US SMALL-CAP VALUE EQ TRUST$3.6M0.2%
TRP US SMALL-CAP VALUE EQ TRUST$3.5M0.2%
TRP EQUITY INDEX TRUST$3.5M0.2%
T. ROWE PRICE RETIREMENT 2010 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001
Common Collective Trust
$3.4M0.2%
TRP HEDGED EQUITY TRUST$3.4M0.2%
TRP HEDGED EQUITY TRUST$3.4M0.2%
TRP US SMALL-CAP CORE EQUITY TRUST$3.3M0.2%
TRP US TREASURY LONG-TERM INDEX TR$3.3M0.2%
TRP US SMALL-CAP CORE EQUITY TRUST$3.2M0.2%
TRP EMERGING MKTS EQ TRUST$3.2M0.2%
TRP US SMALL-CAP CORE EQUITY TRUST$3.2M0.2%
TRP EMERGING MKTS DISC STOCK TRUST$3.2M0.2%
TRP INTERNATIONAL BOND TRUST$3.1M0.2%
TRP US MID-CAP GROWTH EQUITY TRUST$3.0M0.2%
TRP US LTD DUR INFL FOC BOND TRUST$3.0M0.2%
TRP DYNAMIC GLOBAL BOND TRUST$2.9M0.2%
TRP EMERGING MKTS EQ TRUST$2.8M0.2%
TRP US MID-CAP VALUE EQUITY TRUST$2.8M0.2%
TRP NEW HORIZONS TRUST$2.8M0.2%
TRP US MID-CAP GROWTH EQUITY TRUST$2.7M0.2%
TRP US SMALL-CAP VALUE EQ TRUST$2.7M0.2%
TRP INTERNATIONAL BOND TRUST$2.7M0.1%
TRP NEW HORIZONS TRUST$2.7M0.1%
TRP NEW HORIZONS TRUST$2.7M0.1%
TRP EQUITY INDEX TRUST$2.7M0.1%
TRP US LARGE-CAP CORE TRUST$2.6M0.1%
TRP US TREASURY MM TRUST$2.6M0.1%
TRP INTERNATIONAL CORE EQ TRUST$2.5M0.1%
TRP US MID-CAP VALUE EQUITY TRUST$2.5M0.1%
TRP US SMALL-CAP CORE EQUITY TRUST$2.5M0.1%
TRP US SMALL-CAP VALUE EQ TRUST$2.5M0.1%
TRP DYNAMIC GLOBAL BOND TRUST$2.5M0.1%
TRP INTERNATIONAL VALUE EQ TRUST$2.4M0.1%
TRP EMERGING MARKETS BOND TRUST$2.4M0.1%
TRP HIGH YIELD TRUST$2.3M0.1%
TRP REAL ASSETS TRUST I$2.3M0.1%
TRP BOND TRUST I$2.2M0.1%
TRP US TREASURY MM TRUST$2.2M0.1%
TRP US SMALL-CAP CORE EQUITY TRUST$2.2M0.1%
TRP INTERNATIONAL GROWTH EQ TRUST$2.2M0.1%
TRP EMERGING MKTS DISC STOCK TRUST$2.1M0.1%
TRP NEW HORIZONS TRUST$2.1M0.1%
TRP EMERGING MKTS DISC STOCK TRUST$2.0M0.1%
TRP US TREASURY LONG-TERM INDEX TR$2.0M0.1%
TRP DYNAMIC GLOBAL BOND TRUST$2.0M0.1%
TRP INTERNATIONAL CORE EQ TRUST$1.9M0.1%
TRP NEW HORIZONS TRUST$1.9M0.1%
TRP GROWTH STOCK TRUST$1.9M0.1%
TRP EMERGING MKTS EQ TRUST$1.9M0.1%
TRP US VALUE EQUITY TRUST$1.9M0.1%
TRP INTERNATIONAL VALUE EQ TRUST$1.8M0.1%
TRP HIGH YIELD TRUST$1.8M0.1%
TRP US TREASURY MM TRUST$1.8M<0.1%
TRP EMERGING MKTS EQ TRUST$1.8M<0.1%
TRP US TREASURY MM TRUST$1.8M<0.1%
TRP EMERGING MARKETS BOND TRUST$1.7M<0.1%
T. ROWE PRICE RETIREMENT 2005 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001
Common Collective Trust
$1.7M<0.1%
TRP EMERGING MARKETS BOND TRUST$1.7M<0.1%
TRP US SMALL-CAP VALUE EQ TRUST$1.7M<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST$1.7M<0.1%
TRP HIGH YIELD TRUST$1.6M<0.1%
TRP REAL ASSETS TRUST I$1.5M<0.1%
TRP US SMALL-CAP VALUE EQ TRUST$1.5M<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST$1.5M<0.1%
TRP DYNAMIC GLOBAL BOND TRUST$1.5M<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST$1.4M<0.1%
TRP US TREASURY LONG-TERM INDEX TR$1.4M<0.1%
TRP HEDGED EQUITY TRUST$1.4M<0.1%
TRP NEW HORIZONS TRUST$1.4M<0.1%
TRP INTERNATIONAL BOND TRUST$1.3M<0.1%
TRP US LARGE-CAP CORE TRUST$1.3M<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST$1.3M<0.1%
TRP EQUITY INDEX TRUST$1.3M<0.1%
TRP US MID-CAP VALUE EQUITY TRUST$1.2M<0.1%
TRP NEW HORIZONS TRUST$1.2M<0.1%
TRP BOND TRUST I$1.1M<0.1%
TRP US LTD DUR INFL FOC BOND TRUST$1.0M<0.1%
TRP HIGH YIELD TRUST$946K<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST$940K<0.1%
TRP INTERNATIONAL CORE EQ TRUST$917K<0.1%
TRP EMERGING MKTS DISC STOCK TRUST$905K<0.1%
TRP INTERNATIONAL VALUE EQ TRUST$885K<0.1%
TRP US MID-CAP VALUE EQUITY TRUST$870K<0.1%
TRP DYNAMIC GLOBAL BOND TRUST$862K<0.1%
TRP FLOATING RATE TRUST$843K<0.1%
TRP EMERGING MARKETS BOND TRUST$840K<0.1%
TRP REAL ASSETS TRUST I$836K<0.1%
TRP BOND TRUST I$813K<0.1%
TRP EMERGING MKTS EQ TRUST$801K<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST$798K<0.1%
TRP EMERGING MARKETS BOND TRUST$784K<0.1%
TRP US TREASURY LONG-TERM INDEX TR$778K<0.1%
TRP HIGH YIELD TRUST$771K<0.1%
TRP US TREASURY MM TRUST$750K<0.1%
TRP EMERGING MKTS DISC STOCK TRUST$689K<0.1%
Showing top 200 of 336 investments by value.