Microsoft Corporation's EIN is 91-1144442.
Download the official 2024 Form 5500 (PDF) for Microsoft Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Microsoft Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, 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 | — | NONE | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS | 91-1175092 | — | NONE |
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.
| $13.3M |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $3.5M | — |
| PIMCO | 33-0629048 | — | NONE | $2.1M | — |
| DIMENSIONAL FUND ADVISORS | 30-0447847 | — | NONE | $1.4M | — |
| SILVERCREST ASSET MANAGEMENT GROUP | 13-4194623 | — | NONE | $821K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTISAN PARTNERS LIMITED PARTNERSHI | 30-0551775 | — | NONE | $9.6M | — |
| ARIEL INVESTMENTS | 02-0712418 | — | NONE | $329K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S Vanguard 500 Index Institutional Select Shares Mutual fund | Mutual Funds | — | — | $8.5B | 13.0% | |
| FIDELITY GROWTH CO. COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $7.2B | 11.0% | |
| BLK LIFEPATH INDEX 2050 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $5.1B | 7.8% | |
| BROKERAGE ACCOUNTS BrokerageLink * Self-directed accounts | Self-Directed Brokerage | — | — | $5.1B | 7.7% | |
| EMPLOYER STOCK Microsoft Common Stock ** Common stock | Common Stocks | — | — | $5.1B | 7.7% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $4.4B | 6.7% | |
| BLK LIFEPATH INDEX 2040 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $4.3B | 6.6% | |
| VANGUARD RUSSELL 1000 GR INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 22-6932947 / PN 001 | Common Collective Trust | — | — | $3.7B | 5.6% | |
| VANGUARD RUSSELL 1000 VAL INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 22-6932951 / PN 001 | Common Collective Trust | — | — | $2.1B | 3.2% | |
| BLK LIFEPATH INDEX 2060 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $2.0B | 3.1% | |
| BLK LIFEPATH INDEX 2030 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $2.0B | 3.1% | |
| VANGUARD RUSSELL 2000 GR INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 22-6932966 / PN 001 | Common Collective Trust | — | — | $1.6B | 2.4% | |
| BLK LIFEPATH INDEX 2055 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $1.5B | 2.4% | |
| BLK LIFEPATH INDEX 2045 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $1.2B | 1.8% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $1.1B | 1.6% | |
| BLK LIFEPATH INDEX RETIREMENT FD F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $764.1M | 1.2% | |
| BLK LIFEPATH INDEX 2035 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $733.3M | 1.1% | |
| Vanguard Short-Term Bond Index Fund Institutional Plus Shares Mutual fund | Common Collective Trusts | — | — | $676.0M | 1.0% | |
| BLK LIFEPATH INDEX 2065 FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $479.6M | 0.7% | |
| PIMCO INV GRD CORP PORT(UNLST) Mutual fund | Mutual Funds | — | — | $399.4M | 0.6% | |
| PIMCO ASSET BACK SECS PORT-UNL Mutual fund | Mutual Funds | — | — | $377.8M | 0.6% | |
| SPARTAN SMALL- MID CAP VALUE INDEX GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 015 | Common Collective Trust | — | — | $268.6M | 0.4% | |
| Participant Loans** Interest 3.25%-10.00%, maturing through October 2046 | Bonds / Notes | — | — | $255.8M | 0.4% | |
| PIMCO US GOVT SECTOR PORT INST Mutual fund | Mutual Funds | — | — | $200.8M | 0.3% | |
| PIMCO MTG PORT INSTL CL(UNLST) Mutual fund | Mutual Funds | — | — | $194.9M | 0.3% | |
| PIMCO INFLATION RESPONSE CIT CLASS SEI TRUST COMPANY · EIN 87-3287325 / PN 001 | Common Collective Trust | — | — | $112.1M | 0.2% | |
| PIMCO INTL PORT FUND(UNLISTED) Mutual fund | Mutual Funds | — | — | $98.7M | 0.2% | |
| ARGENX SE SPONSORED ADR Publicly-traded stock | Common Stocks | — | — | $97.5M | 0.1% | |
| SPOTIFY TECHNOLOGY SA Publicly-traded stock | Common Stocks | — | — | $82.5M | 0.1% | |
| PIMCO REAL RETRN BD FD INST CL Mutual fund | Mutual Funds | — | — | $80.2M | 0.1% | |
| WEST PHARMACEUTICAL SVCS INC Publicly-traded stock | Common Stocks | — | — | $75.3M | 0.1% | |
| TYLER TECHNOLOGIES INC Publicly-traded stock | Common Stocks | — | — | $71.1M | 0.1% | |
| PIMCO EMMERG MKTS FD INST CL Mutual fund | Mutual Funds | — | — | $70.3M | 0.1% | |
| TAIWAN SEMIC MFG CO LTD SP ADR Publicly-traded stock | Common Stocks | — | — | $67.3M | 0.1% | |
| ASCENDIS PHARMA AS SPON ADR Publicly-traded stock | Common Stocks | — | — | $62.8M | <0.1% | |
| TAIWAN SEMICONDUCTOR MFG CO LTD Publicly-traded stock | Common Stocks | — | — | $61.3M | <0.1% | |
| PIMCO SHORT TM FLT NAV PORT II Mutual fund | Mutual Funds | — | — | $59.8M | <0.1% | |
| SSBK GOVT STIF FUND Common collective trust | Common Collective Trusts | — | — | $59.1M | <0.1% | |
| Common Collective Trusts SSBK GOVT STIF FUND Common collective trust | Common Collective Trusts | — | — | $54.6M | <0.1% | |
| ATLASSIAN CORP PLC CLS A Publicly-traded stock | Common Stocks | — | — | $54.1M | <0.1% | |
| Common Collective Trusts SSBK GOVT STIF FUND Common collective trust | Common Collective Trusts | — | — | $50.7M | <0.1% | |
| NOVO-NORDISK AS CL B Publicly-traded stock | Common Stocks | — | — | $49.3M | <0.1% | |
| LIVE NATION ENTERTAINMENT INC Publicly-traded stock | Common Stocks | — | — | $45.1M | <0.1% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C Publicly-traded stock | Common Stocks | — | — | $43.4M | <0.1% | |
| LONDON STOCK EXCHANGE GRP PLC Publicly-traded stock | Common Stocks | — | — | $42.1M | <0.1% | |
| TENCENT HOLDINGS LTD Publicly-traded stock | Common Stocks | — | — | $42.0M | <0.1% | |
| SHOPIFY INC CL A Publicly-traded stock | Common Stocks | — | — | $40.6M | <0.1% | |
| TRADEWEB MARKETS INC A Publicly-traded stock | Common Stocks | — | — | $39.3M | <0.1% | |
| QUANTA SVCS INC Publicly-traded stock | Common Stocks | — | — | $38.5M | <0.1% | |
| SAIA INC Publicly-traded stock | Common Stocks | — | — | $36.6M | <0.1% |
