CADENCE DESIGN SYSTEMS INC
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Service providers (Schedule C)
13 rows| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $739K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $350K | — |
| MOSS ADAMS LLP | — | PASADENA, CA | NONE | $41K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $30K | — |
| WEIL ASSOCIATES INC | 95-4459178 | — | NONE | $21K | — |
| GOLDEN STATE EQUITY PARTNERS | 88-3179167 | — | NONE | $17K | — |
| IRONWOOD WEALTH MANAGEMENT LLC | 20-4608596 | — | NONE | $16K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $15K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $14K | — |
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $11K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $6K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $2K | — |
Investments
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR THE VANGUARD GROUP · EIN 77-0148231 / PN 001 | Common Collective Trust | — | — | $566.9M | 27.1% | |
| Schwab Individually Directed Accounts Individually Managed Brokerage Accounts | — | — | — | $234.6M | 11.2% | |
| Vanguard US Growth Admin Fund Mutual Fund | — | — | — | $156.0M | 7.5% | |
| THE VANGUARD TARGET RETIRE 2030 TRU THE VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $143.8M | 6.9% | |
| THE VANGUARD TARGET RETIRE 2040 TRU THE VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $119.6M | 5.7% | |
| VANGUARD INST TOTAL INTL STCK MKT I THE VANGUARD GROUP · EIN 23-2834923 / PN 113 | Common Collective Trust | — | — | $92.1M | 4.4% | |
| VANGUARD INST TTL BD MKT INDEX TR THE VANGUARD GROUP · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $89.4M | 4.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $84.7M | 4.0% | |
| DFA US Small Cap I Fund Mutual Fund | — | — | — | $76.7M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU THE VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $76.4M | 3.7% | |
| Vanguard Institutional Extended Market Index Trust Common/Collective Trust | — | — | — | $74.8M | 3.6% | |
| VANGUARD INST EXTEND MKT IDX TR THE VANGUARD GROUP · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $74.8M | 3.6% | |
| Wells Fargo Special Mid Cap Value Fund Mutual Fund | — | — | — | $69.7M | 3.3% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $58.5M | 2.8% | |
| Vanguard International Growth Admin Fund Mutual Fund | — | — | — | $49.4M | 2.4% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $47.4M | 2.3% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $47.0M | 2.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU THE VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $27.8M | 1.3% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $27.1M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU THE VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $26.3M | 1.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU THE VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $12.5M | 0.6% | |
| maturing through November 2034 - | — | — | — | $4.8M | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU THE VANGUARD GROUP · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $2.7M | 0.1% | |
| Vanguard Treasury Money Market Investment Fund Money Market Fund | — | — | — | $1.1M | <0.1% |