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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 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL SOLUTIONS LLC | 82-1061233 | — | BROKER | $9K | — |
| PERSHING LLC | 13-2741729 | — | BROKERAGE WINDOW CLEARING | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE INSURANCE COMPANY | 13-5581829 | — | PARTY-IN-INTEREST | $7.6M | — |
| BAILLIE GIFFORD OVERSEAS LTD | 22-3438530 | — | NONE | $1.7M | — |
| METLIFE INVEST MANAGEMENT HOLDINGS | 82-2405817 | — | NONE | $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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan Life Insurance Company | — | — | — | $2.4B | 29.4% | |
| FIXED INCOME FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $2.4B | 29.4% | |
| MFO UNIT B LARGE CAP EQUITY INDEX | — | — | — | $1.7B | 20.0% | |
| APPLE INC COM STK | — | — | — | $221.1M | 2.7% | |
| NVIDIA CORP COM | — | — | — | $193.8M | 2.3% | |
| MICROSOFT CORP COM | — | — | — | $193.3M | 2.3% | |
| AMAZON COM INC COM | — | — | — | $127.0M | 1.5% | |
| META PLATFORMS INC COM USD0.000006 CL 'A' | — | — | — | $79.1M | 1.0% | |
| TESLA INC COM USD0.001 | — | — | — | $69.2M | 0.8% | |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | — | — | — | $68.6M | 0.8% | |
| SDA | — | — | — | $67.9M | 0.8% | |
| BROADCOM INC COM | — | — | — | $65.0M | 0.8% | |
| ALPHABET INC CAP STK USD0.001 CL C | — | — | — | $57.0M | 0.7% | |
| MFC ISHARES TR RUSSELL 1000 GROWTH ETF | — | — | — | $41.8M | 0.5% | |
| Various Participants | — | — | — | $39.7M | 0.5% | |
| ELI LILLY & CO COM | — | — | — | $38.1M | 0.5% | |
| VISA INC COM CL A STK | — | — | — | $30.7M | 0.4% | |
| MASTERCARD INC CL A | — | — | — | $26.5M | 0.3% | |
| COSTCO WHOLESALE CORP NEW COM | — | — | — | $25.1M | 0.3% | |
| NETFLIX INC COM STK | — | — | — | $23.5M | 0.3% | |
| NT COLLECTIVE SHORT TERM INVT FD | — | — | — | $20.9M | 0.3% | |
| HOME DEPOT INC COM | — | — | — | $20.4M | 0.2% | |
| TAIWAN SEMICON MAN TWD10 | — | — | — | $19.6M | 0.2% | |
| SALESFORCE INC COM USD0.001 | — | — | — | $17.0M | 0.2% | |
| ORACLE CORP COM | — | — | — | $16.1M | 0.2% | |
| MERCK & CO INC NEW COM | — | — | — | $15.7M | 0.2% | |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B' | — | — | — | $14.6M | 0.2% | |
| SERVICENOW INC COM USD0.001 | — | — | — | $13.4M | 0.2% | |
| TENCENT HLDGS LTD HKD0.00002 | — | — | — | $13.2M | 0.2% | |
| MERCADOLIBRE INC COM STK | — | — | — | $12.7M | 0.2% | |
| MFC ISHARES TR RUSSELL 2000 ETF | — | — | — | $12.5M | 0.1% | |
| ADOBE INC COM | — | — | — | $12.2M | 0.1% | |
| SAP SE | — | — | — | $12.1M | 0.1% | |
| JPMORGAN CHASE & CO COM | — | — | — | $11.8M | 0.1% | |
| ABBVIE INC COM USD0.01 | — | — | — | $11.5M | 0.1% | |
| SPDR S&P MIDCAP 400 ETF TRUST | — | — | — | $11.4M | 0.1% | |
| INTUITIVE SURGICAL INC COM NEW STK | — | — | — | $11.4M | 0.1% | |
| PEPSICO INC COM | — | — | — | $11.1M | 0.1% | |
| PROCTER & GAMBLE COM NPV | — | — | — | $10.8M | 0.1% | |
| INTUIT COM | — | — | — | $10.6M | 0.1% | |
| SCOUT24 SE NPV | — | — | — | $10.4M | 0.1% | |
| COCA COLA CO COM | — | — | — | $10.4M | 0.1% | |
| QUALCOMM INC COM | — | — | — | $10.1M | 0.1% | |
| MFC ISHARES TR RUSSELL 1000 VALUE ETF | — | — | — | $10.1M | 0.1% | |
| DSV A S | — | — | — | $10.1M | 0.1% | |
| SONY GROUP CORPORA NPV | — | — | — | $9.8M | 0.1% | |
| BOOKING HLDGS INC COM | — | — | — | $9.7M | 0.1% | |
| CRH PLC EQUITY | — | — | — | $9.6M | 0.1% | |
| UNITEDHEALTH GROUP INC COM | — | — | — | $9.6M | 0.1% | |
| PALANTIR TECHNOLOGIES INC CL A CL A | — | — | — | $9.4M | 0.1% | |
| ADVANCED MICRO DEVICES INC COM | — | — | — | $9.1M | 0.1% | |
| DEUTSCHE BOERSE AG NPV(REGD) | — | — | — | $9.0M | 0.1% | |
| SPOTIFY TECHNOLOGY S A COM EUR0.025 | — | — | — | $8.6M | 0.1% | |
| EXXON MOBIL CORP COM | — | — | — | $8.5M | 0.1% | |
| 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.