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Original filing (PDF)20250722165822NAL0006701986001
PACCAR INC
Form 5500
FILING_RECEIVED
PACCAR INC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
10,251
Accounts w/ balance
—
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.6B
How this plan invests
This plan
7 pooled trusts
Schedule D
962 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
68
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 187% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (12 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACCAR INC.
Plan sponsor
Name
PACCAR INC
EIN
91-0351110
Address
PO BOX 1518 · BELLEVUE, WA · 98009
Phone
(844) 472-2227
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsAdvisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | INVESTMENT MANAGER | $610K | — |
| BLACKROCK | 13-3806691 | — | INVESTMENT MANAGER | $501K | — |
| NORTHERN TRUST INVESTMENTS, INC | 36-3608252 | — | INVESTMENT MANAGER | $371K | — |
| DIMENSIONAL FUND ADVISORS | 30-0447847 | — | INVESTMENT MANAGER | $202K | — |
| FIDELITY | 20-4659714 | — | INVESTMENT MANAGER | $152K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | TRUSTEE | $1.7M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST AND YOUNG | 34-6565596 | — | AUDITOR | $48K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC | 91-0675641 | — | ACTUARY | $112K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEWITT | 36-2235791 | — | INFORMATION MANAGEMENT | $132K | — |
| DIRECT CONNECT GROUP (DCG) LLC | 91-2132033 | — | NONE | $25K | — |
| THE GOLDMAN SACHS GROUP, INC. | 13-4019460 | — | NONE | $6K | — |
| TD SECURITIES USA LLC | 20-1177269 | — | NONE | $6K | — |
Investments
950 direct securities · 7 pooled funds· $2.7B(99% 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.
Common Collective Trust
$2.1B
7 holdings
Uncategorized
$565.1M
950 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG DURATION FIXED INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 003 | Common Collective Trust | — | $568.3M | $533.6M | 19.7% | |
| NTGI COLLECTIVE RUSSELL 3000 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 097 | Common Collective Trust | — | $336.1M | $498.4M | 18.4% | |
| NTGI QM COLLECTIVE 1000 INDEX FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 095 | Common Collective Trust | — | $187.2M | $490.6M | 18.1% | |
| NTGI COLL ALL COUNTRY WORLD EX-US NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 117 | Common Collective Trust | — | $380.7M | $423.7M | 15.7% | |
| PIMCO Long Duration Corporate Bond Fund | — | — | $119.0M | $90.8M | 3.4% | |
| DFA SMALL CAP TRUST DFA GROUP TRUST · EIN 23-6819730 / PN 001 | Common Collective Trust | — | $36.6M | $83.8M | 3.1% | |
| FIAM SELECT INTL EQUITY POOL FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO · EIN 20-4659714 / PN 021 | Common Collective Trust | — | $61.5M | $78.9M | 2.9% | |
| United States Treasury Note/Bond 15-Aug-2049 | — | — | $14.9M | $14.8M | 0.5% | |
| United States Treasury Note/Bond 15-Feb-2041 | — | — | $14.7M | $14.6M | 0.5% | |
| United States Treasury Note/Bond 15-Aug-2034 | — | — | $14.7M | $14.2M | 0.5% | |
| United States Treasury Note/Bond 15-Aug-2040 | — | — | $11.0M | $10.9M | 0.4% | |
| United States Treasury Note/Bond 15-Aug-2042 | — | — | $8.8M | $8.7M | 0.3% | |
| United States Treasury Note/Bond 15-Nov-2052 | — | — | $7.3M | $7.2M | 0.3% | |
| United States Treasury Note/Bond 15-Aug-2043 | — | — | $7.4M | $7.2M | 0.3% | |
| United States Treasury Note/Bond 15-Feb-2034 | — | — | $6.9M | $6.9M | 0.3% | |
| Fannie Mae/Freddie Mac 15-Feb-2055 | — | — | $6.5M | $6.5M | 0.2% | |
| Fannie Mae/Freddie Mac 15-Feb-2055 | — | — | $6.5M | $6.5M | 0.2% | |
| United States Treasury Note/Bond 15-Feb-2042 | — | — | $6.5M | $6.2M | 0.2% | |
| United States Treasury Note/Bond 15-May-2041 | — | — | $6.3M | $5.9M | 0.2% | |
| United States Treasury Note/Bond 15-Nov-2042 | — | — | $6.3M | $5.8M | 0.2% | |
| United States Treasury Note/Bond 15-Aug-2052 | — | — | $6.5M | $5.5M | 0.2% | |
| United States Treasury Note/Bond 15-Aug-2044 | — | — | $5.0M | $5.0M | 0.2% | |
| United States Treasury Note/Bond 15-Aug-2044 | — | — | $4.7M | $4.5M | 0.2% | |
| United States Treasury Inflation Indexed Bonds 15-Jan-2034 | — | — | $4.1M | $3.9M | 0.1% | |
| United States Treasury Note/Bond 15-Nov-2041 | — | — | $4.5M | $3.7M | 0.1% | |
| United States Treasury Note/Bond 15-Aug-2054 | — | — | $3.9M | $3.6M | 0.1% | |
| Tennessee Valley Authority 01-Apr-2036 | — | — | $4.9M | $3.5M | 0.1% | |
| United States Treasury Note/Bond 15-May-2042 | — | — | $4.1M | $3.3M | 0.1% | |
| United States Treasury Note/Bond 15-Nov-2054 | — | — | $3.4M | $3.3M | 0.1% | |
| United States Treasury Note/Bond 15-Feb-2044 | — | — | $3.4M | $3.2M | 0.1% | |
| United States Treasury Inflation Indexed Bonds 15-Jan-2033 | — | — | $2.9M | $2.9M | 0.1% | |
| Bank of America Corporation 20-Mar-2051 | — | — | $3.3M | $2.8M | 0.1% | |
| Israel Government International Bond 12-Mar-2054 | — | — | $2.8M | $2.8M | 0.1% | |
| United States Treasury Note/Bond 15-Nov-2041 | — | — | $4.0M | $2.7M | 0.1% | |
| Anheuser-Busch InBev Worldwide Inc. 06-Oct-2048 | — | — | $2.9M | $2.7M | 0.1% | |
| United States Treasury Note/Bond 15-Aug-2041 | — | — | $3.9M | $2.6M | <0.1% | |
| Mexico Government International Bond 07-May-2054 | — | — | $2.8M | $2.5M | <0.1% | |
| Comcast Corporation 01-Nov-2056 | — | — | $4.0M | $2.4M | <0.1% | |
| Pfizer Investment Enterprises Pte Ltd 19-May-2053 | — | — | $2.5M | $2.4M | <0.1% | |
| Comcast Corporation 01-Nov-2051 | — | — | $3.8M | $2.3M | <0.1% | |
| United States Treasury Note/Bond 15-Nov-2044 | — | — | $2.3M | $2.3M | <0.1% | |
| United States Treasury Note/Bond 30-Apr-2027 | — | — | $2.2M | $2.3M | <0.1% | |
| AbbVie Inc. 21-Nov-2049 | — | — | $2.2M | $2.0M | <0.1% | |
| United States Treasury Inflation Indexed Bonds 15-Jul-2032 | — | — | $2.0M | $1.9M | <0.1% | |
| General Motors Company 01-Apr-2049 | — | — | $2.0M | $1.9M | <0.1% | |
| Energy Transfer LP 15-May-2050 | — | — | $1.8M | $1.8M | <0.1% | |
| United States Treasury Note/Bond 15-Aug-2044 | — | — | $2.0M | $1.7M | <0.1% | |
| United States Treasury Note/Bond 15-Aug-2042 | — | — | $2.5M | $1.7M | <0.1% | |
| United States Treasury Note/Bond 15-Nov-2044 | — | — | $1.9M | $1.7M | <0.1% | |
| Ginnie Mae 15-Jan-2055 | — | — | $1.7M | $1.7M | <0.1% | |
| Chile Government International Bond 25-Jan-2050 | — | — | $2.2M | $1.6M | <0.1% | |
| United States Treasury Note/Bond 15-Feb-2045 | — | — | $1.9M | $1.6M | <0.1% | |
| Meta Platforms Inc. 15-Aug-2064 | — | — | $1.7M | $1.6M | <0.1% | |
| Burlington Northern Santa Fe LLC 15-Mar-2043 | — | — | $1.9M | $1.6M | <0.1% | |
| KeyCorporation 06-Mar-2035 | — | — | $1.6M | $1.5M | <0.1% | |
| ConocoPhillips Company 15-Mar-2062 | — | — | $1.8M | $1.5M | <0.1% | |
| United States Treasury Note/Bond 15-Nov-2048 | — | — | $1.7M | $1.5M | <0.1% | |
| State of California 01-Apr-2039 | — | — | $1.8M | $1.5M | <0.1% | |
| United States Treasury Note/Bond 15-May-2045 | — | — | $1.7M | $1.5M | <0.1% | |
| Comcast Corporation 01-Nov-2063 | — | — | $1.5M | $1.4M | <0.1% | |
| United States Treasury Note/Bond 30-Nov-2030 | — | — | $1.4M | $1.4M | <0.1% | |
| United States Treasury Note/Bond 15-Aug-2043 | — | — | $1.5M | $1.4M | <0.1% | |
| Devon Energy Corporation 15-Sep-2054 | — | — | $1.4M | $1.3M | <0.1% | |
| JPMorgan Chase & Company 22-Apr-2052 | — | — | $1.7M | $1.3M | <0.1% | |
| United States Treasury Note/Bond 15-Feb-2041 | — | — | $1.4M | $1.3M | <0.1% | |
| Apple Inc. 04-Aug-2046 | — | — | $1.7M | $1.3M | <0.1% | |
| CSX Corporation 15-Nov-2052 | — | — | $1.3M | $1.3M | <0.1% | |
| Bank of America Corporation 25-Oct-2035 | — | — | $1.3M | $1.3M | <0.1% | |
| M&T Bank Corporation 16-Jan-2036 | — | — | $1.3M | $1.2M | <0.1% | |
| Wells Fargo & Company 04-Apr-2051 | — | — | $1.5M | $1.2M | <0.1% | |
| Microsoft Corporation 15-Sep-2050 | — | — | $1.2M | $1.2M | <0.1% | |
| Wells Fargo & Company 07-Dec-2046 | — | — | $1.4M | $1.2M | <0.1% | |
| Exxon Mobil Corporation 15-Apr-2051 | — | — | $1.7M | $1.2M | <0.1% | |
| Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc. 01-Feb-2046 | — | — | $1.3M | $1.2M | <0.1% | |
| United States Treasury Note/Bond 15-Aug-2048 | — | — | $1.3M | $1.2M | <0.1% | |
| United States Treasury Note/Bond 30-Jun-2030 | — | — | $1.2M | $1.2M | <0.1% | |
| Diamondback Energy Inc. 18-Apr-2064 | — | — | $1.2M | $1.1M | <0.1% | |
| Morgan Stanley 25-Jan-2052 | — | — | $1.3M | $1.1M | <0.1% | |
| ConocoPhillips Company 15-Mar-2052 | — | — | $1.2M | $1.1M | <0.1% | |
| Port Authority of New York & New Jersey 01-Aug-2046 | — | — | $1.3M | $1.1M | <0.1% | |
| United States Treasury Note/Bond 15-May-2044 | — | — | $1.1M | $1.1M | <0.1% | |
| United States Treasury Note/Bond 15-May-2043 | — | — | $1.1M | $1.1M | <0.1% | |
| UnitedHealth Group Inc. 15-Jul-2054 | — | — | $1.1M | $1.0M | <0.1% | |
| AbbVie Inc. 14-May-2046 | — | — | $1.1M | $1.0M | <0.1% | |
| Bristol-Myers Squibb Company 22-Feb-2054 | — | — | $1.0M | $1.0M | <0.1% | |
| Amazon.com Inc. 12-May-2051 | — | — | $1.1M | $1.0M | <0.1% | |
| Goldman Sachs Group Inc. 24-Feb-2043 | — | — | $1.2M | $1.0M | <0.1% | |
| Benchmark 2019-B14 Mortgage Trust 15-Dec-2062 | — | — | $990K | $994K | <0.1% | |
| Capital One Financial Corporation 08-Jun-2034 | — | — | $1.0M | $989K | <0.1% | |
| Bank of America Corporation 21-Jul-2052 | — | — | $1.0M | $983K | <0.1% | |
| Amazon.com Inc. 22-Aug-2047 | — | — | $1.1M | $981K | <0.1% | |
| BAT Capital Corporation 02-Aug-2043 | — | — | $1.0M | $980K | <0.1% | |
| State of California 01-Oct-2039 | — | — | $1.1M | $968K | <0.1% | |
| Meta Platforms Inc. 15-Aug-2054 | — | — | $987K | $951K | <0.1% | |
| Amazon.com Inc. 03-Jun-2060 | — | — | $1.1M | $949K | <0.1% | |
| UnitedHealth Group Inc. 15-Jul-2044 | — | — | $989K | $947K | <0.1% | |
| Florida Power & Light Company 15-Dec-2042 | — | — | $1.1M | $930K | <0.1% | |
| Lockheed Martin Corporation 15-Dec-2042 | — | — | $1.1M | $918K | <0.1% | |
| KLA Corporation 15-Jul-2052 | — | — | $959K | $916K | <0.1% | |
| United States Treasury Note/Bond 15-Feb-2052 | — | — | $1.0M | $911K | <0.1% | |
| Walt Disney Company 13-May-2040 | — | — | $1.3M | $909K | <0.1% | |
| Apple Inc. 08-Feb-2051 | — | — | $1.2M | $905K | <0.1% | |
| Enterprise Products Operating LLC 31-Jan-2060 | — | — | $936K | $881K | <0.1% | |
| San Diego Gas & Electric Company 01-Apr-2053 | — | — | $925K | $872K | <0.1% | |
| Wells Fargo & Company 30-Apr-2041 | — | — | $908K | $857K | <0.1% | |
| America Movil SAB de CV 16-Jul-2042 | — | — | $996K | $838K | <0.1% | |
| UnitedHealth Group Inc. 15-Aug-2039 | — | — | $1.0M | $836K | <0.1% | |
| Abbott Laboratories 30-Nov-2046 | — | — | $899K | $825K | <0.1% | |
| Fannie Mae/Freddie Mac 15-Feb-2055 | — | — | $817K | $816K | <0.1% | |
| UnitedHealth Group Inc. 15-Mar-2042 | — | — | $904K | $806K | <0.1% | |
| Arbor Realty Commercial Real Estate Notes 2021-FL4 Ltd 15-Nov-2036 | — | — | $802K | $802K | <0.1% | |
| UnitedHealth Group Inc. 15-Jul-2064 | — | — | $820K | $802K | <0.1% | |
| University of Massachusetts Building Authority 01-Nov-2040 | — | — | $843K | $800K | <0.1% | |
| Microsoft Corporation 01-Jun-2060 | — | — | $1.3M | $798K | <0.1% | |
| United States Treasury Inflation Indexed Bonds 15-Jan-2032 | — | — | $794K | $790K | <0.1% | |
| PacifiCorporation 15-Jun-2052 | — | — | $1.1M | $788K | <0.1% | |
| MidAmerican Energy Company 01-Feb-2055 | — | — | $824K | $788K | <0.1% | |
| Union Pacific Corporation 10-Mar-2052 | — | — | $1.2M | $774K | <0.1% | |
| Marsh & McLennan Cos Inc. 15-Mar-2055 | — | — | $802K | $773K | <0.1% | |
| PNC Financial Services Group Inc. 23-Jul-2035 | — | — | $790K | $772K | <0.1% | |
| Oracle Corporation 25-Mar-2061 | — | — | $769K | $760K | <0.1% | |
| UnitedHealth Group Inc. 15-Apr-2054 | — | — | $797K | $759K | <0.1% | |
| America Movil SAB de CV 22-Apr-2049 | — | — | $810K | $756K | <0.1% | |
| New Jersey Turnpike Authority 01-Jan-2041 | — | — | $990K | $754K | <0.1% | |
| Goldman Sachs Group Inc. 22-Apr-2042 | — | — | $996K | $750K | <0.1% | |
| Home Depot Inc. 25-Jun-2054 | — | — | $807K | $747K | <0.1% | |
| Pfizer Inc. 15-Jun-2043 | — | — | $913K | $742K | <0.1% | |
| Pfizer Inc. 28-May-2040 | — | — | $739K | $720K | <0.1% | |
| Enterprise Products Operating LLC 15-Oct-2054 | — | — | $725K | $717K | <0.1% | |
| Meta Platforms Inc. 15-Aug-2052 | — | — | $794K | $717K | <0.1% | |
| United States Treasury Note/Bond 31-Oct-2030 | — | — | $730K | $716K | <0.1% | |
| Metropolitan Transportation Authority 15-Nov-2039 | — | — | $726K | $716K | <0.1% | |
| Eli Lilly & Company 14-Aug-2054 | — | — | $780K | $709K | <0.1% | |
| United States Treasury Note/Bond 30-Sep-2030 | — | — | $720K | $707K | <0.1% | |
| CSX Corporation 15-Mar-2055 | — | — | $749K | $696K | <0.1% | |
| Anheuser-Busch InBev Worldwide Inc. 23-Jan-2059 | — | — | $733K | $692K | <0.1% | |
| Ohio Power Company 01-Apr-2048 | — | — | $865K | $692K | <0.1% | |
| Apple Inc. 05-Aug-2051 | — | — | $873K | $692K | <0.1% | |
| United States Treasury Note/Bond 31-Aug-2030 | — | — | $700K | $689K | <0.1% | |
| UnitedHealth Group Inc. 15-May-2051 | — | — | $811K | $689K | <0.1% | |
| Anheuser-Busch InBev Worldwide Inc. 23-Jan-2049 | — | — | $722K | $687K | <0.1% | |
| City of Los Angeles Department of Airports 15-May-2039 | — | — | $725K | $687K | <0.1% | |
| United States Treasury Note/Bond 30-Sep-2029 | — | — | $706K | $685K | <0.1% | |
| United States Treasury Note/Bond 15-Nov-2040 | — | — | $955K | $681K | <0.1% | |
| Walt Disney Company 01-Sep-2049 | — | — | $967K | $680K | <0.1% | |
| Starwood Commercial Mortgage Trust 2022-FL3 15-Nov-2038 | — | — | $684K | $678K | <0.1% | |
| DTE Electric Company 01-Mar-2049 | — | — | $984K | $678K | <0.1% | |
| US 10Yr Ultra FUT (48,643,563) 20-Mar-2025 — | — | — | — | $672K | <0.1% | |
| Union Pacific Corporation 05-Feb-2050 | — | — | $953K | $668K | <0.1% | |
| Pacific Gas and Electric Company 01-Aug-2050 | — | — | $682K | $665K | <0.1% | |
| Eli Lilly & Company 09-Feb-2064 | — | — | $727K | $664K | <0.1% | |
| AbbVie Inc. 15-Mar-2054 | — | — | $712K | $664K | <0.1% | |
| Goldman Sachs Group Inc. 19-Nov-2045 | — | — | $678K | $664K | <0.1% | |
| Florida Power & Light Company 01-Dec-2047 | — | — | $853K | $661K | <0.1% | |
| PIMCO Short Term Fund | — | — | $654K | $654K | <0.1% | |
| Kinder Morgan Inc. 01-Aug-2052 | — | — | $663K | $645K | <0.1% | |
| Alibaba Group Holding Ltd 09-Feb-2051 | — | — | $884K | $644K | <0.1% | |
| Corebridge Financial Inc. 05-Apr-2052 | — | — | $800K | $643K | <0.1% | |
| Coterra Energy Inc. 15-Feb-2055 | — | — | $678K | $643K | <0.1% | |
| Nippon Life Insurance Company 16-Apr-2054 | — | — | $634K | $642K | <0.1% | |
| JPMorgan Chase & Company 29-Nov-2045 | — | — | $652K | $637K | <0.1% | |
| UBS Group AG 13-Aug-2030 | — | — | $639K | $636K | <0.1% | |
| Chubb Corporation 15-May-2038 | — | — | $741K | $634K | <0.1% | |
| Union Pacific Corporation 16-Sep-2062 | — | — | $911K | $619K | <0.1% | |
| Virginia Electric and Power Company 15-Aug-2054 | — | — | $644K | $616K | <0.1% | |
| Morgan Stanley 22-Apr-2042 | — | — | $675K | $613K | <0.1% | |
| Cassa Depositi e Prestiti SpA 30-Apr-2029 | — | — | $595K | $611K | <0.1% | |
| Wells Fargo & Company 04-Nov-2044 | — | — | $737K | $609K | <0.1% | |
| JPMorgan Chase & Company 15-Nov-2048 | — | — | $838K | $606K | <0.1% | |
| Abu Dhabi Developmental Holding Co PJSC 08-May-2029 | — | — | $597K | $605K | <0.1% | |
| Enterprise Fleet Financing 2024-2 LLC 20-Dec-2026 | — | — | $600K | $605K | <0.1% | |
| JPMorgan Chase & Company 23-Jan-2049 | — | — | $656K | $598K | <0.1% | |
| MF1 2022-FL9 LLC 19-Jun-2037 | — | — | $589K | $596K | <0.1% | |
| Diamondback Energy Inc. 18-Apr-2054 | — | — | $624K | $594K | <0.1% | |
| Home Depot Inc. 01-Apr-2046 | — | — | $693K | $591K | <0.1% | |
| UnitedHealth Group Inc. 15-Jun-2037 | — | — | $655K | $590K | <0.1% | |
| Duke Energy Progress LLC 15-Mar-2053 | — | — | $630K | $589K | <0.1% | |
| Pfizer Investment Enterprises Pte Ltd 19-May-2043 | — | — | $609K | $584K | <0.1% | |
| Shell Finance US Inc. 06-Apr-2050 | — | — | $627K | $581K | <0.1% | |
| Brooklyn Union Gas Company 05-Aug-2032 | — | — | $600K | $569K | <0.1% | |
| BAT Capital Corporation 06-Sep-2049 | — | — | $583K | $567K | <0.1% | |
| Bristol-Myers Squibb Company 22-Feb-2064 | — | — | $613K | $567K | <0.1% | |
| Pacific Gas and Electric Company 15-Jan-2053 | — | — | $563K | $565K | <0.1% | |
| ONEOK Inc. 01-Nov-2064 | — | — | $587K | $562K | <0.1% | |
| PacifiCorporation 15-May-2054 | — | — | $600K | $561K | <0.1% | |
| UnitedHealth Group Inc. 15-Aug-2059 | — | — | $691K | $552K | <0.1% | |
| JPMorgan Chase & Company 19-Nov-2041 | — | — | $576K | $551K | <0.1% | |
| Morgan Stanley 22-Jan-2047 | — | — | $572K | $540K | <0.1% | |
| Consumers Energy Company 01-May-2060 | — | — | $524K | $540K | <0.1% | |
| US Bancorporation 01-Feb-2034 | — | — | $566K | $540K | <0.1% | |
| East Bay Municipal Utility District Water System Revenue 01-Jun-2040 | — | — | $578K | $539K | <0.1% | |
| JPMorgan Chase & Company 06-Jan-2042 | — | — | $629K | $538K | <0.1% | |
| UBS Group AG 06-Sep-2045 | — | — | $565K | $537K | <0.1% | |
| Enbridge Inc. 05-Apr-2054 | — | — | $553K | $536K | <0.1% | |
| Meta Platforms Inc. 15-Aug-2062 | — | — | $582K | $535K | <0.1% | |
| JPMorgan Chase & Company 22-Apr-2042 | — | — | $624K | $532K | <0.1% | |
| Citigroup Inc. 03-Nov-2042 | — | — | $555K | $530K | <0.1% | |
| Extended Stay America Trust 2021-ESH 15-Jul-2038 | — | — | $528K | $529K | <0.1% | |
| UBS Group AG 12-Aug-2033 | — | — | $500K | $528K | <0.1% | |
| BP Capital Markets America Inc. 04-Jun-2051 | — | — | $684K | $528K | <0.1% |
Showing top 200 of 957 investments by value.
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