Patti Taylor signed Kontoor Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kontoor Brands, Inc.'s EIN is 83-2680248.
Download the official 2024 Form 5500 (PDF) for Kontoor Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kontoor Brands, Inc.'s plan includes an ESOP, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $89K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity National Financial Services Fidelity 500 Index Fund | Common Collective Trusts | — | — | $50.8M | 17.5% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2035 Commingled Pool Class Q | Common Collective Trusts | — | — | $26.3M | 9.0% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $26.3M | 9.0% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2030 Commingled Pool Class Q | Common Collective Trusts | — | — | $26.2M | 9.0% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $26.2M | 9.0% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2040 Commingled Pool Class Q | Common Collective Trusts | — | — | $24.9M | 8.6% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $24.9M | 8.6% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2045 Commingled Pool Class Q | Common Collective Trusts | — | — | $17.4M | 6.0% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $17.4M | 6.0% | |
| New York Life Insurance Company New York Life Anchor Account | Common Stocks | — | — | $16.3M | 5.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $16.3M | 5.6% | |
| Fidelity National Financial Services Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $14.9M | 5.1% | |
| Fidelity National Financial Services Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $12.7M | 4.4% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2050 Commingled Pool Class Q | Common Collective Trusts | — | — | $12.3M | 4.2% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $12.3M | 4.2% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2025 Commingled Pool Class Q | Common Collective Trusts | — | — | $11.6M | 4.0% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $11.6M | 4.0% | |
| Fidelity National Financial Services Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $9.5M | 3.3% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $8.8M | 3.0% | |
| Fidelity National Financial Services Fidelity Total International Index Fund | Common Collective Trusts | — | — | $8.6M | 3.0% | |
| PGIM Total Return Bond Fund – Class R6 | Other securities | — | — | $7.8M | 2.7% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2055 Commingled Pool Class Q | Common Collective Trusts | — | — | $7.7M | 2.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $7.7M | 2.6% | |
| Fidelity National Financial Services Fidelity Growth Company K6 Fund | Mutual Funds | — | — | $6.1M | 2.1% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $4.2M | 1.4% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2060 Commingled Pool Class Q | Common Collective Trusts | — | — | $3.8M | 1.3% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.8M | 1.3% | |
| Fidelity National Financial Services Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.2M | 1.1% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $3.0M | 1.0% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2020 Commingled Pool Class Q | Common Collective Trusts | — | — | $2.2M | 0.8% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| Fidelity National Financial Services Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $1.7M | 0.6% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2065 Commingled Pool Class Q | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.6M | 0.5% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $837K | 0.3% | |
| American Century Mid Cap Value Fund R6 Class | Other securities | — | — | $795K | 0.3% | |
| Fidelity National Financial Services Fidelity Freedom Blend Income Commingled Pool Class Q | Common Collective Trusts | — | — | $646K | 0.2% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $646K | 0.2% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2015 Commingled Pool Class Q | Common Collective Trusts | — | — | $506K | 0.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $506K | 0.2% | |
| Principal Real Estate Securities Fund Class R-6 | Other securities | — | — | $402K | 0.1% | |
| Macquarie Small Cap Value Fund Class R6 | Other securities | — | — | $336K | 0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $248K | <0.1% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2010 Commingled Pool Class Q | Common Collective Trusts | — | — | $9K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $9K | <0.1% |
