Chris Byron signed SAS Institute Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAS Institute Inc.'s EIN is 56-1133017.
Download the official 2024 Form 5500 (PDF) for SAS Institute Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAS Institute Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$983K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Trust | Common Collective Trusts | — | — | $496.9M | 13.5% | |
| VANG INST INDEX PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $496.9M | 13.5% | |
| JP Morgan SmartRetirement 2030 Fund Passive Blend | Other securities | — | — | $404.2M | 11.0% | |
| JPMCB SR PB 2030 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $404.2M | 11.0% | |
| Fidelity Select Technology Portfolio | Mutual Funds | — | — | $388.0M | 10.6% | |
| TRP GROWTH STOCK C T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $219.8M | 6.0% | |
| JP Morgan SmartRetirement 2040 Fund Passive Blend | Other securities | — | — | $216.2M | 5.9% | |
| JPMCB SR PB 2040 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $216.2M | 5.9% | |
| JP Morgan SmartRetirement 2035 Fund Passive Blend | Other securities | — | — | $208.4M | 5.7% | |
| JPMCB SR PB 2035 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $208.4M | 5.7% | |
| JP Morgan SmartRetirement 2020 Fund Passive Blend | Other securities | — | — | $206.3M | 5.6% | |
| JPMCB SR PB 2020 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $206.3M | 5.6% | |
| Vanguard Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $205.5M | 5.6% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $205.5M | 5.6% | |
| Fidelity Managed Income Portfolio II Fund - Class 3 | Mutual Funds | — | — | $158.7M | 4.3% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $158.7M | 4.3% | |
| JP Morgan SmartRetirement 2045 Fund Passive Blend | Other securities | — | — | $128.0M | 3.5% | |
| JPMCB SR PB 2045 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $128.0M | 3.5% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $117.3M | 3.2% | |
| JP Morgan SmartRetirement 2025 Fund Passive Blend | Other securities | — | — | $116.9M | 3.2% | |
| JPMCB SR PB 2025 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $116.9M | 3.2% | |
| American Funds Fundamental Investors R6 Fund | Mutual Funds | — | — | $115.6M | 3.1% | |
| Vanguard Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $109.9M | 3.0% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $109.9M | 3.0% | |
| JP Morgan SmartRetirement 2050 Fund Passive Blend | Other securities | — | — | $102.3M | 2.8% | |
| JPMCB SR PB 2050 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $102.3M | 2.8% | |
| Boston Partners Mid Cap Value Equity Fund Class D | Other securities | — | — | $93.7M | 2.6% | |
| BP MD CAP VAL EQ CIT BOSTON COMPANY ASSET MGMT, LLC · EIN 37-1947777 / PN 001 | Common Collective Trust | — | — | $93.7M | 2.6% | |
| WA CORE PLUS BOND R3 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 113 | Common Collective Trust | — | — | $69.1M | 1.9% | |
| Vanguard Developed Markets Index Trust | Common Collective Trusts | — | — | $63.9M | 1.7% | |
| VANG DEV MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001 | Common Collective Trust | — | — | $63.9M | 1.7% | |
| JP Morgan SmartRetirement Income Fund Passive Blend | Other securities | — | — | $60.6M | 1.6% | |
| JPMCB SR PB INC CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $60.6M | 1.6% | |
| JP Morgan SmartRetirement 2055 Fund Passive Blend | Other securities | — | — | $57.3M | 1.6% | |
| JPMCB SR PB 2055 CFB JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $57.3M | 1.6% | |
| RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $55.7M | 1.5% | |
| JP Morgan SmartRetirement 2060 Fund Passive Blend | Other securities | — | — | $37.8M | 1.0% | |
| JPMCB SR PB 2060 CFB JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $37.8M | 1.0% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $17.0M | 0.5% | |
| Participant loans 3.25 to 8.50 percent - | Participant loans | — | — | $15.3M | 0.4% | |
| PIMCO All Asset Institutional Fund | Mutual Funds | — | — | $7.9M | 0.2% | |
| Federated US Treasury Cash Reserve Fund | U.S. Treasuries | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY LLP | 36-1453176 | — | ATTORNEY/LEGAL | $6K | — |
