Leticia Castro signed Paccar Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paccar Inc.'s EIN is 91-0351110.
Download the official 2024 Form 5500 (PDF) for Paccar Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paccar Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a default investment (QDIA).
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 | $58K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| PACCAR Inc common stock 12,798,975 shares | Common Stocks | — | $12.8M | $1.3B | 46.0% | |
| Contrafund Pool Class D 8,547,800 units | Mutual Funds | — | $8.5M | $389.0M | 13.4% | |
| FID CONTRA POOL CL D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $389.0M | 13.4% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | $436K | $256.1M | 8.8% | |
| Freedom Index 2030 Fund 8,163,191 shares | Other securities | — | $8.2M | $164.7M | 5.7% | |
| Freedom Index 2040 Fund 5,981,550 shares | Other securities | — | $6.0M | $147.3M | 5.1% | |
| Managed Income Portfolio II Class 3 121,077,175 units | Other securities | — | $121.1M | $121.1M | 4.2% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $121.1M | 4.2% | |
| Freedom Index 2050 Fund 3,896,323 shares | Other securities | — | $3.9M | $101.2M | 3.5% | |
| Participant loans Maturing through 2039, with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $63.4M | 2.2% | |
| Institutional Class 1,707,097 shares | Other securities | — | $1.7M | $62.7M | 2.2% | |
| Freedom Index 2060 Fund 2,983,724 shares | Other securities | — | $3.0M | $54.0M | 1.9% | |
| Freedom Index 2020 Fund 3,184,005 shares | Other securities | — | $3.2M | $50.2M | 1.7% | |
| Institutional Class 3,545,838 shares | Other securities | — | $3.5M | $30.1M | 1.0% | |
| NT EAFE IDX TIER 3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111 | Common Collective Trust | — | $191K | $29.5M | 1.0% | |
| Collective Russell 2000 Index 62,001 units | Common Collective Trusts | — | $62K | $22.8M | 0.8% | |
| NT RUSS 2000 IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $22.8M | 0.8% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | $139K | $17.4M | 0.6% | |
| Freedom Index Income Fund 636,376 shares | Other securities | — | $636K | $7.4M | 0.3% | |
| Freedom Index 2010 Fund 319,179 shares | Other securities | — | $319K | $4.1M | 0.1% | |
| BlackRock International 178,090 units | Other securities | — | $178K | $3.5M | 0.1% | |
| BLACKROCK MSCI ACWI ESG FOCUS IDX F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-1496408 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.1% | |
| Fidelity Government Money Market 563,134 shares | Mutual Funds | — | $563K | $563K | <0.1% | |
| RUSSELL INTL FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
