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Original filing (PDF)20251001145816NAL0031932674001
SAS INSTITUTE INC.
Form 5500
FILING_RECEIVED
SAS RETIREMENT PLAN
401(k) retirement plan
Active participants
6,265
Accounts w/ balance
8,404
Plan assets (EOY)
$3.7B
Net assets (EOY)
$3.7B
How this plan invests
This plan
20 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAS INSTITUTE INC..
Plan sponsor
Name
SAS INSTITUTE INC.
EIN
56-1133017
Address
SAS CAMPUS DRIVE · CARY, NC · 27513
Phone
(919) 677-8000
Industry
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
2025-10-01
Pension benefit codes
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$983K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $23K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY LLP | 36-1453176 | — | ATTORNEY/LEGAL | $6K | — |
Investments
22 direct securities · 20 pooled funds· $6.3B(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.
Uncategorized
$3.3B
22 holdings
Common Collective Trust
$3.0B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $117.3M | 3.2% | |
| JP Morgan SmartRetirement 2025 Fund Passive Blend | — | — | — | $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 | — | — | — | $115.6M | 3.1% | |
| Vanguard Institutional Total Bond Market Index Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 - | — | — | — | $15.3M | 0.4% | |
| PIMCO All Asset Institutional Fund | — | — | — | $7.9M | 0.2% | |
| Federated US Treasury Cash Reserve Fund | — | — | — | $20K | <0.1% |