Back to filter
Original filing (PDF)20250620100924NAL0002271139001
TEXAS INSTRUMENTS INCORPORATED
Form 5500
FILING_RECEIVED
TI CONTRIBUTION AND 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
13,175
Accounts w/ balance
21,269
Plan assets (EOY)
$8.1B
Net assets (EOY)
$8.1B
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
092
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
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
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)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $636K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.6M | — |
| BLACKROCK INST. TRUST CO. N.A. | 94-3112180 | — | NONE | $1.0M | — |
| FIDELITY INV. INST. OPS. CO., INC. | 04-2647786 | — | NONE | $649K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $97K | — |
| WILLIAM M. MERCER INC. | 13-2834414 | — | NONE | $25K | — |
| HUNTON ANDREWS KURTH | 54-0572269 | — | NONE | $9K | — |
Investments
20 direct securities · 1 pooled fund· $16.2B(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
$8.1B
20 holdings
Master Trust
$8.1B
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 | — | — | $8.1B | 99.5% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Equity Index Fund | — | — | $1.2B | $1.4B | 17.8% | |
| Northern Trust Russell 1000 Growth Equity Index * Northern Trust Investments, N.A. Fund | — | — | $1.1B | $1.4B | 17.5% | |
| Brokerage Fund Various Self Directed Investments | — | — | — | $980.3M | 12.1% | |
| Texas Instruments Incorporated Common stock, 4,584,186 shares | — | — | $745.3M | $751.3M | 9.3% | |
| Northern Trust Investments, N.A. Northern Trust Short Term Investment Fund | — | — | $485.4M | $485.4M | 6.0% | |
| Northern Trust Investments, N.A. Northern Trust Daily Aggregate Bond Index Fund | — | — | $446.0M | $451.5M | 5.6% | |
| Northern Trust Russell 1000 Value Equity Index * Northern Trust Investments, N.A. Fund | — | — | $324.0M | $361.5M | 4.5% | |
| BlackRock Institutional Trust Co., N.A. BlackRock EAF Equity Index Fund F | — | — | $340.6M | $352.8M | 4.3% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2030 Fund F | — | — | $268.9M | $292.6M | 3.6% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Retirement Index Fund F | — | — | $254.6M | $269.2M | 3.3% | |
| Northern Trust Investments, N.A. Northern Trust Russell 2000 Equity Index Fund | — | — | $226.6M | $267.3M | 3.3% | |
| Northern Trust Global Investments Northern Trust S&P 400 Index Fund | — | — | $227.2M | $257.6M | 3.2% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2040 Fund F | — | — | $191.5M | $214.7M | 2.6% | |
| BlackRock MSCI ACWI Ex-US IMI Index Non- Lendable Fund F | — | — | $173.9M | $177.7M | 2.2% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2050 Fund F | — | — | $137.3M | $157.4M | 1.9% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2060 Fund F | — | — | $54.1M | $61.0M | 0.8% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2035 Fund F | — | — | $47.8M | $52.0M | 0.6% | |
| BlackRock Institutional Trust Co., N.A. BlackRock Lifepath Index 2045 Fund F | — | — | $39.1M | $43.8M | 0.5% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2055 Fund F | — | — | $28.4M | $32.4M | 0.4% | |
| BlackRock Institutional Trust Co., N.A. BlackRock LifePath Index 2065 Fund F | — | — | $800K | $788K | <0.1% |