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Original filing (PDF)20251007065040NAL0007624240001

METLIFE GROUP, INC.

Form 5500
FILING_RECEIVED
METLIFE 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
14,863
Accounts w/ balance
31,714
Plan assets (EOY)
$8.3B
Net assets (EOY)
$8.3B
How this plan invests
This plan
1 pooled trust
Schedule D
4,378 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Metropolitan Life Insurance Company" is 29% of plan.
  • 12 bps in Schedule C fees — 150% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METLIFE GROUP, INC..
Plan sponsor
Name
METLIFE GROUP, INC.
EIN
55-0790010
Address
501 US HIGHWAY 22 WEST · C/O HR BENEFITS · BRIDGEWATER, NJ · 088072441
Phone
(908) 253-1977
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
ALIGHT FINANCIAL SOLUTIONS LLC82-1061233BROKER$9K
PERSHING LLC13-2741729BROKERAGE WINDOW CLEARING$0
Other
3
NameEINLocationRelationDirect compIndirect comp
METLIFE INSURANCE COMPANY13-5581829PARTY-IN-INTEREST$7.6M
BAILLIE GIFFORD OVERSEAS LTD22-3438530NONE$1.7M
METLIFE INVEST MANAGEMENT HOLDINGS82-2405817NONE$1.0M

Investments

3,515 direct securities · 1 pooled fund· $10.5B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$8.1B
3514 holdings
Pooled Separate Account
$2.4B
1 holding
OTHER
$2.0M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Metropolitan Life Insurance Company$2.4B29.4%
FIXED INCOME FUND
METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000
Pooled Separate Account
$2.4B29.4%
MFO UNIT B LARGE CAP EQUITY INDEX$1.7B20.0%
APPLE INC COM STK$221.1M2.7%
NVIDIA CORP COM$193.8M2.3%
MICROSOFT CORP COM$193.3M2.3%
AMAZON COM INC COM$127.0M1.5%
META PLATFORMS INC COM USD0.000006 CL 'A'$79.1M1.0%
TESLA INC COM USD0.001$69.2M0.8%
ALPHABET INC CAPITAL STOCK USD0.001 CL A$68.6M0.8%
SDA$67.9M0.8%
BROADCOM INC COM$65.0M0.8%
ALPHABET INC CAP STK USD0.001 CL C$57.0M0.7%
MFC ISHARES TR RUSSELL 1000 GROWTH ETF$41.8M0.5%
Various Participants$39.7M0.5%
ELI LILLY & CO COM$38.1M0.5%
VISA INC COM CL A STK$30.7M0.4%
MASTERCARD INC CL A$26.5M0.3%
COSTCO WHOLESALE CORP NEW COM$25.1M0.3%
NETFLIX INC COM STK$23.5M0.3%
NT COLLECTIVE SHORT TERM INVT FD$20.9M0.3%
HOME DEPOT INC COM$20.4M0.2%
TAIWAN SEMICON MAN TWD10$19.6M0.2%
SALESFORCE INC COM USD0.001$17.0M0.2%
ORACLE CORP COM$16.1M0.2%
MERCK & CO INC NEW COM$15.7M0.2%
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'$14.6M0.2%
SERVICENOW INC COM USD0.001$13.4M0.2%
TENCENT HLDGS LTD HKD0.00002$13.2M0.2%
MERCADOLIBRE INC COM STK$12.7M0.2%
MFC ISHARES TR RUSSELL 2000 ETF$12.5M0.1%
ADOBE INC COM$12.2M0.1%
SAP SE$12.1M0.1%
JPMORGAN CHASE & CO COM$11.8M0.1%
ABBVIE INC COM USD0.01$11.5M0.1%
SPDR S&P MIDCAP 400 ETF TRUST$11.4M0.1%
INTUITIVE SURGICAL INC COM NEW STK$11.4M0.1%
PEPSICO INC COM$11.1M0.1%
PROCTER & GAMBLE COM NPV$10.8M0.1%
INTUIT COM$10.6M0.1%
SCOUT24 SE NPV$10.4M0.1%
COCA COLA CO COM$10.4M0.1%
QUALCOMM INC COM$10.1M0.1%
MFC ISHARES TR RUSSELL 1000 VALUE ETF$10.1M0.1%
DSV A S$10.1M0.1%
SONY GROUP CORPORA NPV$9.8M0.1%
BOOKING HLDGS INC COM$9.7M0.1%
CRH PLC EQUITY$9.6M0.1%
UNITEDHEALTH GROUP INC COM$9.6M0.1%
PALANTIR TECHNOLOGIES INC CL A CL A$9.4M0.1%
ADVANCED MICRO DEVICES INC COM$9.1M0.1%
DEUTSCHE BOERSE AG NPV(REGD)$9.0M0.1%
SPOTIFY TECHNOLOGY S A COM EUR0.025$8.6M0.1%
EXXON MOBIL CORP COM$8.5M0.1%
CONSTELLATION SOFT COM STK NPV$8.2M<0.1%
ADR HDFC BK LTD ADR REPSTG 3 SHS$8.0M<0.1%
APPLIED MATERIALS INC COM$7.9M<0.1%
SAMSUNG ELECTRONIC GDR$7.8M<0.1%
DANONE EUR0.25$7.8M<0.1%
BLACKSTONE INC COM USD0.00001$7.7M<0.1%
PROGRESSIVE CORP OH COM$7.7M<0.1%
UBER TECHNOLOGIES INC COM USD0.00001$7.6M<0.1%
RIO TINTO ORD GBP0.10$7.5M<0.1%
ADR RYANAIR HLDGS PLC SPONSORED ADR NEW$7.5M<0.1%
ATLAS COPCO AB SER'B'NPV$7.4M<0.1%
PALO ALTO NETWORKS INC COM USD0.0001$7.3M<0.1%
FINECOBANK SPA EUR0.33$7.3M<0.1%
KINGSPAN GROUP ORD EUR0.13$7.1M<0.1%
AUTOMATIC DATA PROCESSING INC COM$7.1M<0.1%
ARISTA NETWORKS INC COM NEW$7.0M<0.1%
WALMART INC COM$6.9M<0.1%
ADYEN NV EUR0.01$6.9M<0.1%
EXPERIAN ORD USD0.10$6.5M<0.1%
AMADEUS IT GROUP EUR0.01$6.5M<0.1%
RELIANCE INDUSTRIES SPON GDR EACH RP 4 ORD SHS 144A$6.4M<0.1%
NOVONESIS (NOVOZYMES) B$6.4M<0.1%
UNILEVER PLC ORD GBP0.031111$6.2M<0.1%
JOHNSON & JOHNSON COM USD1$6.1M<0.1%
TJX COS INC COM NEW$6.0M<0.1%
DISCOVERY LIMITED ZAR0.001$5.9M<0.1%
ASML HOLDING NV EUR0.09$5.8M<0.1%
RECRUIT HLDGS CO L NPV$5.8M<0.1%
IMCD NV EUR0.16$5.8M<0.1%
LAM RESH CORP COM NEW$5.7M<0.1%
AMERICAN EXPRESS CO$5.7M<0.1%
ADR TENCENT MUSIC ENTMT GROUP ADS$5.5M<0.1%
UNION PAC CORP COM$5.4M<0.1%
AIA GROUP LTD NPV$5.4M<0.1%
STARBUCKS CORP COM$5.4M<0.1%
AMERICAN TOWER CORP$5.3M<0.1%
COMP.FIN.RICHEMONT CHF1 (REGD)$5.3M<0.1%
APPLOVIN CORP COM CL A COM CL A$5.2M<0.1%
KLA CORPORATION COM USD0.001$5.2M<0.1%
GOLDMAN SACHS GROUP INC COM$5.2M<0.1%
BANK OF AMERICA CORP$5.1M<0.1%
UNITED STATES TREAS NTS .5% DUE 05-31-2027 REG$5.1M<0.1%
ROCHE HLDGS AG GENUSSCHEINE NPV$5.1M<0.1%
CHIPOTLE MEXICAN GRILL INC COM STK$5.1M<0.1%
DASSAULT SYSTEMES EUR0.10$5.1M<0.1%
CADENCE DESIGN SYS INC COM$5.0M<0.1%
COUPANG INC$5.0M<0.1%
NINTENDO CO LTD NPV$5.0M<0.1%
WASTE MGMT INC DEL COM STK$5.0M<0.1%
ADR SEA LTD ADR$4.9M<0.1%
GE AEROSPACE$4.9M<0.1%
CROWDSTRIKE HLDGS INC CL A CL A$4.9M<0.1%
SHOPIFY INC CL A SUB VTG SHS SHOPIFY INC$4.8M<0.1%
LVMH MOET HENNESSY EUR0.30$4.7M<0.1%
EDENRED EUR2$4.7M<0.1%
MONOTARO CO.LTD NPV$4.7M<0.1%
MOODYS CORP COM$4.6M<0.1%
SHERWIN-WILLIAMS CO COM$4.6M<0.1%
SYNOPSYS INC COM$4.6M<0.1%
CHEVRON CORP COM$4.4M<0.1%
APOLLO GLOBAL MANAGEMENT INC COM USD0.00001$4.4M<0.1%
MC DONALDS CORP COM$4.3M<0.1%
CATERPILLAR INC COM$4.2M<0.1%
NESTLE SA CHF0.10(REGD)$4.2M<0.1%
WILLIAMS SONOMA INC COM$4.2M<0.1%
SPROUTS FMRS MKT INC COM$4.2M<0.1%
CISCO SYSTEMS INC$4.2M<0.1%
VERTEX PHARMACEUTICALS INC COM$4.1M<0.1%
WELLS FARGO & CO NEW COM STK$4.1M<0.1%
RATIONAL AG NPV$4.1M<0.1%
NIKE INC CL B$4.0M<0.1%
ZOETIS INC COM USD0.01 CL 'A'$4.0M<0.1%
STRYKER CORP$4.0M<0.1%
O REILLY AUTOMOTIVE INC NEW COM USD0.01$4.0M<0.1%
EXOR NV EUR0.01$4.0M<0.1%
OLYMPUS CORP NPV$3.9M<0.1%
AUTODESK INC COM$3.9M<0.1%
TEXAS INSTRUMENTS INC COM$3.9M<0.1%
ACCENTURE PLC CLS A$3.9M<0.1%
TFI INTERNATIONAL COM NPV$3.8M<0.1%
TOPICUS COM INC SUB VTG SHS$3.8M<0.1%
CINTAS CORP COM$3.8M<0.1%
KEYENCE CORP NPV$3.7M<0.1%
FISERV INC COM$3.7M<0.1%
PURE STORAGE INC CL A CL A$3.6M<0.1%
SMC CORP NPV$3.6M<0.1%
DOCUSIGN INC COM$3.6M<0.1%
HONEYWELL INTL INC COM STK$3.6M<0.1%
WALT DISNEY CO$3.6M<0.1%
LUMINE GROUP INC$3.6M<0.1%
AMPHENOL CORP NEW CL A$3.6M<0.1%
EMCOR GROUP INC COM$3.5M<0.1%
BURLINGTON STORES INC COM$3.5M<0.1%
INTERNATIONAL BUSINESS MACHS CORP COM$3.5M<0.1%
AIRBNB INC CL A COM USD0.0001 CL A$3.5M<0.1%
LINDE PLC$3.5M<0.1%
THERMO FISHER SCIENTIFIC INC COM USD1$3.5M<0.1%
ABBOTT LAB COM$3.4M<0.1%
WORKDAY INC CL A COM USD0.001$3.4M<0.1%
KONE CORPORATION NPV ORD 'B'$3.3M<0.1%
PHILIP MORRIS INTL COM STK NPV$3.3M<0.1%
DOORDASH INC CL A COM USD0.00001 CLASS A$3.3M<0.1%
SHIMANO INC NPV$3.3M<0.1%
ECOLAB INC COM STK USD1$3.3M<0.1%
MANHATTAN ASSOCS INC COM$3.3M<0.1%
LOCKHEED MARTIN CORP COM$3.2M<0.1%
ILLUMINA INC COM$3.2M<0.1%
EXPAND ENERGY CORP$3.2M<0.1%
THE TRADE DESK INC COM CL A COM CL A$3.2M<0.1%
DEMANT A/S DKK0.20$3.2M<0.1%
UNITED STATES OF AMER TREAS NOTES 4.5% DUE 11-15-2033$3.2M<0.1%
FORTINET INC COM$3.2M<0.1%
DYNATRACE INC COM$3.2M<0.1%
AUTOZONE INC COM$3.1M<0.1%
BOEING CO COM$3.1M<0.1%
COLGATE-PALMOLIVE CO COM$3.1M<0.1%
MEITUAN USD0.00001 B CLASS$3.0M<0.1%
KKR & CO INC CL A CL A$3.0M<0.1%
SNOWFLAKE INC CL A CL A$3.0M<0.1%
APPLIED INDL TECHNOLOGIES INC COM$3.0M<0.1%
XPO INC COM$3.0M<0.1%
VERIZON COMMUNICATIONS COM$3.0M<0.1%
COMFORT SYS USA INC COM$3.0M<0.1%
MORGAN STANLEY COM STK USD0.01$2.9M<0.1%
MOTOROLA SOLUTIONS INC$2.9M<0.1%
NIHON M&A CENTER HOLDINGS INC$2.9M<0.1%
COPART INC COM$2.9M<0.1%
INTERACTIVE BROKERS GROUP INC CL COM$2.9M<0.1%
EQUITABLE HLDGS INC COM$2.9M<0.1%
MUELLER INDS INC COM$2.9M<0.1%
VISTRA CORP COM USD0.01$2.9M<0.1%
AT&T INC COM$2.9M<0.1%
PING AN INSURANCE GROUP H CNY1$2.8M<0.1%
FTAI AVIATION LTD COM USD0.01$2.8M<0.1%
LULULEMON ATHLETICA INC COM$2.8M<0.1%
GDR KASPI KZ JSC$2.8M<0.1%
FLUOR CORP NEW COM$2.7M<0.1%
COINBASE GLOBAL INC COM CL A$2.7M<0.1%
S&P GLOBAL INC COM$2.7M<0.1%
TRANE TECHNOLOGIES PLC COM USD1$2.7M<0.1%
NEUROCRINE BIOSCIENCES INC COM$2.7M<0.1%
MCKESSON CORP$2.7M<0.1%
RTX CORPORATION COMSTK$2.7M<0.1%
HEALTHEQUITY INC COM$2.7M<0.1%
CARPENTER TECHNOLOGY CORP COM$2.7M<0.1%
BLACKROCK INC NEW COM$2.7M<0.1%
Showing top 200 of 3,516 investments by value.