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Original filing (PDF)20250820083348NAL0001529011001
PETER KIEWIT SONS, INC.
Form 5500
FILING_RECEIVED
PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
22,958
Accounts w/ balance
28,251
Plan assets (EOY)
$2.8B
Net assets (EOY)
$2.8B
How this plan invests
This plan
15 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETER KIEWIT SONS, INC..
Plan sponsor
Name
PETER KIEWIT SONS, INC.
EIN
91-1842817
Address
1550 MIKE FAHEY STREET · OMAHA, NE · 68102
Phone
(402) 342-2052
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUTZ AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.3M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | CONSULTANT | $178K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $172K | — |
| LUTZ & COMPANY, PC | 47-0625816 | — | CONSULTANT | $54K | — |
Investments
4 direct securities · 15 pooled funds· $3.2B(100% 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
$2.3B
15 holdings
Uncategorized
$924.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II (extraction pending)] | — | — | — | $527.1M | 18.8% | |
| SSGA S&P 500 INDX SL CLII STATE STREET CORPORATION · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $527.1M | 18.8% | |
| WELLINGTON CIF II GROWTH WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 213 | Common Collective Trust | — | — | $264.3M | 9.4% | |
| LSV INTL VALUE EQUITY RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 015 | Common Collective Trust | — | — | $218.9M | 7.8% | |
| [DFE: CAPITAL GROUP EUPAC TRUST (US) (extraction pending)] | — | — | — | $216.3M | 7.7% | |
| CAP GRP EUROPACIFIC GROWTH CAP BANK AND TRUST · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $216.3M | 7.7% | |
| ERNEST PARTNERS SMMID CAP VALUE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $177.9M | 6.4% | |
| AB US SMALL & MID CAP GRO ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 008 | Common Collective Trust | — | — | $175.6M | 6.3% | |
| JPMCB CORE BOND FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $114.6M | 4.1% | |
| STATE STREET U.S. BOND IDX XIV STATE STREET CORPORATION · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $114.3M | 4.1% | |
| WESTERN ASSET CORE PLUS BOND HAND BENEFITS & TRUST · EIN 74-2008758 / PN 113 | Common Collective Trust | — | — | $114.1M | 4.1% | |
| [DFE: MFS HERITAGE TRUST COMPANY COLLECTIVE INVESTMENT TRUST - MFS INTERNATIONAL INTRINSIC VALUE FUND (extraction pending)] | — | — | — | $108.3M | 3.9% | |
| MFS INTL INTR VALE EQ MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 005 | Common Collective Trust | — | — | $108.3M | 3.9% | |
| SSGA GLOBAL REAL ESTATE SECU STATE STREET CORPORATION · EIN 90-0337987 / PN 238 | Common Collective Trust | — | — | $81.0M | 2.9% | |
| [DFE: T.ROWE PRICE MANAGED BOND COMMON TRUST FUND (extraction pending)] | — | — | — | $73.1M | 2.6% | |
| TRP STABLE VALUE Q T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $73.1M | 2.6% | |
| NT COLLECTIVE TIPS INDEX NL NORTHERN TRUST INVESTMENT, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $37.9M | 1.4% | |
| TRP STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $18.6M | $21.2M | 0.8% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $5.8M | 0.2% |