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Original filing (PDF)20251014171128NAL0001718483001
RACKSPACE, US INC.
Form 5500
FILING_RECEIVED
RACKSPACE US, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,650
Accounts w/ balance
3,977
Plan assets (EOY)
$404.8M
Net assets (EOY)
$404.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RACKSPACE, US INC..
Plan sponsor
Name
RACKSPACE, US INC.
EIN
74-2900680
Address
1718 DRY CREEK WAY STE 115 · SAN ANTONIO, TX · 782591837
Phone
(210) 312-3541
Industry
Management of Companies / Holdingssee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $227K | — |
Investments
30 direct securities · 13 pooled funds· $652.3M(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
$387.0M
30 holdings
Common Collective Trust
$265.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2050 Trust II 1,231,335.031 units | — | — | $1.2M | $75.9M | 18.7% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $75.9M | 18.7% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $61.4M | 15.2% | |
| Vanguard Group Target Retirement 2040 Trust II 1,061,850.420 units | — | — | $1.1M | $61.4M | 15.2% | |
| Fidelity 500 Index Fund 244,983.140 units | — | — | $245K | $50.0M | 12.4% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $34.3M | 8.5% | |
| Vanguard Group Target Retirement 2045 Trust II 568,346.264 units | — | — | $568K | $34.3M | 8.5% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $21.9M | 5.4% | |
| Vanguard Group Target Retirement 2030 Trust II 428,342.054 units | — | — | $428K | $21.9M | 5.4% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $21.1M | 5.2% | |
| Vanguard Group Target Retirement 2035 Trust II 390,819.768 units | — | — | $391K | $21.1M | 5.2% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $17.8M | $17.8M | 4.4% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $17.3M | 4.3% | |
| Vanguard Group Target Retirement 2055 Trust II 209,763.246 units | — | — | $210K | $17.3M | 4.3% | |
| MFS Investment Management MFS Growth R6 76,993.993 units | — | — | $77K | $15.7M | 3.9% | |
| Fidelity Mid Cap Index Fund 342,088.538 units | — | — | $342K | $11.6M | 2.9% | |
| Fidelity Small Cap Index Fund 387,553.551 units | — | — | $388K | $10.7M | 2.6% | |
| Fidelity International Index Fund 175,335.070 units | — | — | $175K | $8.3M | 2.1% | |
| Fidelity Real Estate Index Fund 380,040.281 units | — | — | $380K | $6.1M | 1.5% | |
| Fidelity US Bond Index 590,757,036 units | — | — | $590.8M | $6.0M | 1.5% | |
| Vanguard Group Target Retirement 2060 Trust II 79,686.335 units | — | — | $80K | $5.2M | 1.3% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.3% | |
| Vanguard Group Target Retirement 2025 Trust II 91,699.589 units | — | — | $92K | $4.5M | 1.1% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.1% | |
| from Participants Various Maturity Dates | — | — | — | $4.5M | 1.1% | |
| Janus Henderson Janus Henderson Triton 150,280.667 units | — | — | $150K | $4.1M | 1.0% | |
| Victory Sycamore Small Company Opportunity R6 80,613.272 units | — | — | $81K | $3.8M | 0.9% | |
| Transamerica Intl Eq R6 Fund 171,989.019 units | — | — | $172K | $3.5M | 0.9% | |
| Baird Core Bond Fund - CL I #71 340,035.466 units | — | — | $340K | $3.4M | 0.8% | |
| Vanguard Group Target Retirement 2020 Trust II 60,230.211 units | — | — | $60K | $2.8M | 0.7% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.7% | |
| J.P. Morgan J.P. Morgan MidCap Growth R6 Fund 53,652.591 units | — | — | $54K | $2.8M | 0.7% | |
| Victory Sycamore Established Value R6 80613.272 units | — | — | $81K | $2.7M | 0.7% | |
| MFS Value R6 49,583.760 units | — | — | $50K | $2.4M | 0.6% | |
| Fidelity Emerging Markets Index Fund 187,974.524 units | — | — | $188K | $2.0M | 0.5% | |
| Misc Assets Principal Guaranteed Option | — | — | — | $1.5M | 0.4% | |
| Vanguard Group Target Retirement 2065 Trust II 33,005.070 units | — | — | $33K | $1.3M | 0.3% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| Vanguard Group Target Retirement Income Trust II 24,216.355 units | — | — | $24K | $1.1M | 0.3% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| Vanguard Group Target Retirement 2070 Trust II 24,393.720 units | — | — | $24K | $597K | 0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $597K | 0.1% | |
| PIMCO Income Institutional Fund 27,336.902 units | — | — | $27K | $288K | <0.1% |