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Original filing (PDF)20250620100845NAL0009482690001
TEXAS INSTRUMENTS INCORPORATED
Form 5500
FILING_RECEIVED
TI 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
426
Accounts w/ balance
1,235
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
20 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS INSTRUMENTS INCORPORATED.
Plan sponsor
Name
TEXAS INSTRUMENTS INCORPORATED
EIN
75-0289970
Address
13570 N. CENTRAL EXPRESSWAY · MS 3933 · DALLAS, TX · 75243
Phone
(972) 995-3333
Industry
Manufacturingsee all
Plan administrator
Name
TEXAS INSTRUMENTS ADMINISTRATION COMMITTEE
EIN
75-0289970
City
DALLAS, TX
Phone
(972) 995-3333
Plan characteristics
Plan number
017
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $95K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $137K | — |
| BLACKROCK INST. TRUST CO. N.A. | 94-3112180 | — | NONE | $104K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $97K | — |
| FIDELITY INV. INST. OPS. CO., INC. | 04-2647786 | — | NONE | $66K | — |
| WILLIAM M. MERCER INC. | 13-2834414 | — | NONE | $25K | — |
Investments
20 direct securities · 1 pooled fund· $2.2B(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
$1.1B
20 holdings
Master Trust
$1.1B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TEXAS INST INC DC PLAN MASTER TRUST TEXAS INSTRUMENTS INCORPORATED · EIN 22-3208002 / PN 001 | Master Trust | — | — | $1.1B | 99.8% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Equity Index Fund | — | — | $157.5M | $195.0M | 17.9% | |
| Northern Trust Russell 1000 Growth Equity Index * Northern Trust Investments, N.A. Fund | — | — | $145.2M | $191.8M | 17.6% | |
| Brokerage Fund Various Self Directed Investments | — | — | — | $131.9M | 12.1% | |
| Texas Instruments Incorporated Common stock, 4,584,186 shares | — | — | $100.3M | $101.1M | 9.3% | |
| Northern Trust Investments, N.A. Northern Trust Short Term Investment Fund | — | — | $65.3M | $65.3M | 6.0% | |
| Northern Trust Investments, N.A. Northern Trust Daily Aggregate Bond Index Fund | — | — | $60.0M | $60.8M | 5.6% | |
| Northern Trust Russell 1000 Value Equity Index * Northern Trust Investments, N.A. Fund | — | — | $43.6M | $48.7M | 4.5% | |
| BlackRock Institutional Trust Co., N.A. BlackRock EAF Equity Index Fund F | — | — | $45.8M | $47.5M | 4.4% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2030 Fund F | — | — | $36.2M | $39.4M | 3.6% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Retirement Index Fund F | — | — | $34.3M | $36.2M | 3.3% | |
| Northern Trust Investments, N.A. Northern Trust Russell 2000 Equity Index Fund | — | — | $30.5M | $36.0M | 3.3% | |
| Northern Trust Global Investments Northern Trust S&P 400 Index Fund | — | — | $30.6M | $34.7M | 3.2% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2040 Fund F | — | — | $25.8M | $28.9M | 2.7% | |
| BlackRock MSCI ACWI Ex-US IMI Index Non- Lendable Fund F | — | — | $23.4M | $23.9M | 2.2% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2050 Fund F | — | — | $18.5M | $21.2M | 1.9% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2060 Fund F | — | — | $7.3M | $8.2M | 0.8% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2035 Fund F | — | — | $6.4M | $7.0M | 0.6% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2045 Fund F | — | — | $5.3M | $5.9M | 0.5% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2055 Fund F | — | — | $3.8M | $4.4M | 0.4% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2065 Fund F | — | — | $108K | $106K | <0.1% |
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