SARA Ferrell signed National Instruments Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Instruments Corporation's EIN is 74-1871327.
Download the official 2024 Form 5500 (PDF) for National Instruments Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Instruments Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $200K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARDEN CAPITAL MANAGEMENT INC | 20-5414632 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING INC | 84-0854432 | — | NONE | $24K | — |
| ENZI WEALTH LLC | 87-1111596 | — | NONE | $20K | — |
| MOGAN STANLEY CAPITAL MANAGE | 11-3658445 | — | NONE | $18K | — |
| HARVARD AVENUE CONSULTANTS LLC | 26-2827358 | — | NONE | $14K | — |
| WORTHPOINTE LLC | 26-0373212 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl PL Registered Investment Company | Mutual Funds | — | — | $124.2M | 15.9% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $112.0M | 14.4% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $54.0M | 6.9% | |
| Vanguard Windsor II Admiral Registered Investment Company | Mutual Funds | — | — | $52.8M | 6.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $51.2M | 6.6% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $41.4M | 5.3% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $40.6M | 5.2% | |
| Hood River Small Cap Growth Ret Registered Investment Company | Common Stocks | — | — | $33.0M | 4.2% | |
| Europacific Growth R6 Registered Investment Company | Common Stocks | — | — | $32.0M | 4.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $26.7M | 3.4% | |
| Charles Schwab Trust Company (PCRA) Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $23.6M | 3.0% | |
| Vanguard Sm Cap Index Instl Registered Investment Company | Mutual Funds | — | — | $22.3M | 2.9% | |
| Vanguard Total Intl Stk Instl Registered Investment Company | Mutual Funds | — | — | $21.1M | 2.7% | |
| Vanguard Total BD Mkt Idx Inst Registered Investment Company | Common Collective Trusts | — | — | $19.7M | 2.5% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.3M | 2.3% | |
| PIMCO Total Return Fund Registered Investment Company | Mutual Funds | — | — | $17.9M | 2.3% | |
| GALLIARD MANAGED INCOME FUND CORE SEI TRUST COMPANY · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $16.5M | 2.1% | |
| Vanguard Mid Cap Index Instl Registered Investment Company | Mutual Funds | — | — | $16.4M | 2.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.9M | 1.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.7% | |
| Vanguard Real Estate Inx Instl Registered Investment Company | Mutual Funds | — | — | $9.3M | 1.2% | |
| Gabelli US Treasury Money Market / Cash Equivalent | U.S. Treasuries | — | — | $6.4M | 0.8% | |
| PIMCO High Yield Fund Registered Investment Company | Mutual Funds | — | — | $1.9M | 0.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| Participant Loans (5.25% - 10.50%) | Bonds / Notes | — | — | $1.6M | 0.2% | |
| Vanguard Ret Income Trust II Common Collective Trust Fund | Common Collective Trusts | — | — | $1.5M | 0.2% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| Fidelity Inflation-Prot BD Ind Registered Investment Company | Mutual Funds | — | — | $1.3M | 0.2% | |
| Victory Syc Small Co Opp R6 Registered Investment Company | Common Stocks | — | — | $993K | 0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $965K | 0.1% | |
| Vanguard Total Intl BD Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $493K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $146K | <0.1% | |
| VFTC TARGET RET INC & GRWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $28K | <0.1% |
