Blue OWL Capital Inc.'s EIN is 86-3906032.
Download the official 2024 Form 5500 (PDF) for Blue OWL Capital Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue OWL Capital Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $102K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $10.6M | 16.8% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $6.8M | 10.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $6.6M | 10.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $5.4M | 8.5% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $5.0M | 7.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $3.1M | 4.9% | |
| Vanguard US Growth Admiral | Mutual Funds | — | — | $2.4M | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.0M | 3.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.9M | 3.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $1.8M | 2.8% | |
| Fidelity International Index | Mutual Funds | — | — | $1.7M | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.6M | 2.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.2M | 1.9% | |
| * Transamerica Financial Life Insurance Company Transamerica Stable Value Core Option | Guaranteed Income / GIC | — | — | $1.1M | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $897K | 1.4% | |
| American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $856K | 1.4% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $749K | 1.2% | |
| Vanguard Target Retirement 2020 Inv ** 979 Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $749K | 1.2% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $734K | 1.2% | |
| PGIM Investments PGIM High Yield R6 | Other securities | — | — | $623K | 1.0% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $600K | 1.0% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $598K | 0.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $500K | 0.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $447K | 0.7% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $435K | 0.7% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $380K | 0.6% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $377K | 0.6% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $344K | 0.5% | |
| AllianceBernstein AB Small Cap Growth Z | Mutual Funds | — | — | $303K | 0.5% | |
| Vanguard Inflation Protected Secs Adm | Mutual Funds | — | — | $273K | 0.4% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $266K | 0.4% | |
| Vanguard International Value Inv | Mutual Funds | — | — | $220K | 0.3% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice | Self-Directed Brokerage | — | — | $165K | 0.3% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $96K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
