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Original filing (PDF)20250811083103NAL0020251282001
VERALTO CORPORATION
Form 5500
FILING_RECEIVED
VERALTO CORPORATION & SUBSIDIARIES SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
5,508
Accounts w/ balance
5,837
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
19 pooled trusts
Schedule D
129 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERALTO CORPORATION.
Plan sponsor
Name
VERALTO CORPORATION
EIN
92-1941413
Address
225 WYMAN STREET · WALTHAM, MA · 02451
Phone
(781) 755-3655
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
2025-08-11
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $284K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $280K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RV KUHNS & ASSOCIATES, INC. | 93-0910652 | — | PLAN ADMINISTRATOR | $95K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
124 direct securities · 19 pooled funds· $1.8B(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.
Uncategorized
$1.0B
122 holdings
Common Collective Trust
$704.3M
19 holdings
Common Collective Trusts
$44.1M
1 holding
Common Stocks
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Equity Index Non-Lendable Fund 2,276,154 units | — | — | — | $121.2M | 10.3% | |
| BTC EQUITY IDX NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $121.2M | 10.3% | |
| Danaher Corp 501,676 shares | — | — | — | $115.2M | 9.8% | |
| Self-Directed Brokerage Account Combination of common stock, * Brokeragelink bonds, mutual funds, and ETFs | — | — | — | $92.6M | 7.8% | |
| BlackRock LifePath® Index 2035 Fund Institutional Shares 3,684,014 units | — | — | — | $70.1M | 5.9% | |
| BTC LP IDX 2035 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3168065 / PN 001 | Common Collective Trust | — | — | $70.1M | 5.9% | |
| BlackRock LifePath® Index 2030 Fund Institutional Shares 3,498,797 units | — | — | — | $61.4M | 5.2% | |
| BTC LP IDX 2030 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $61.4M | 5.2% | |
| BlackRock LifePath® Index 2045 Fund Institutional Shares 2,481,475 units | — | — | — | $53.9M | 4.6% | |
| BTC LP IDX 2045 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $53.9M | 4.6% | |
| BlackRock LifePath® Index Retirement Fund Institutional Shares 3,505,165 units | — | — | — | $52.3M | 4.4% | |
| BTC LP IDX RET M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $52.3M | 4.4% | |
| BlackRock LifePath® Index 2040 Fund Institutional Shares 2,483,403 units | — | — | — | $50.9M | 4.3% | |
| BTC LP IDX 2040 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $50.9M | 4.3% | |
| s * Fidelity Managed Income Portfolio II Class 2 44,079,091 units | Common Collective Trusts | — | — | $44.1M | 3.7% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $44.1M | 3.7% | |
| BlackRock LifePath® Index 2050 Fund Institutional Shares 1,932,542 units | — | — | — | $43.4M | 3.7% | |
| BTC LP IDX 2050 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $43.4M | 3.7% | |
| Veralto Corp 350,876 shares | — | — | — | $35.7M | 3.0% | |
| BlackRock LifePath® Index 2055 Fund Institutional Shares 1,497,549 units | — | — | — | $34.0M | 2.9% | |
| BTC LP IDX 2055 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3223239 / PN 001 | Common Collective Trust | — | — | $34.0M | 2.9% | |
| SELECT LEADERS SER 2 PORTFOLIO WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 202 | Common Collective Trust | — | — | $27.6M | 2.3% | |
| AMERICAN BEACON SMALL CAP VALUE CIT GREAT GRAY TRUST COMPANY, LLC · EIN 27-6334452 / PN 003 | Common Collective Trust | — | — | $20.8M | 1.8% | |
| GENEVA SMALL CAP GRTH COLL FD CL C GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $20.6M | 1.7% | |
| BlackRock MSCI ACW Ex-US IM Non-Lendable Fund 926,251 units | — | — | — | $19.8M | 1.7% | |
| BTC ACWI EX US NL R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $19.8M | 1.7% | |
| Microsoft Corp 44,821 shares | — | — | — | $18.9M | 1.6% | |
| NVIDIA Corp 138,458 shares | — | — | — | $18.6M | 1.6% | |
| PIMCO Total Return Fund Institutional Class 2,104,805 shares | — | — | — | $17.8M | 1.5% | |
| DOUBLELINE CORE PLUS FIXED INC FD C RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 010 | Common Collective Trust | — | — | $17.8M | 1.5% | |
| BlackRock Russell 2500 Index Non-Lendable Fund 482,661 units | — | — | — | $16.8M | 1.4% | |
| BTC RSL 2500 NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-0741542 / PN 001 | Common Collective Trust | — | — | $16.8M | 1.4% | |
| Registered Investment Companies (Mutual Funds) Dodge & Cox International Stock Fund 325,106 shares | — | — | — | $16.2M | 1.4% | |
| GQG PARTNERS INTERNATL EQ CIT CL D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $16.2M | 1.4% | |
| Apple Inc 64,729 shares | — | — | — | $16.2M | 1.4% | |
| BlackRock LifePath® Index 2060 Fund Institutional Shares 698,435 units | — | — | — | $15.8M | 1.3% | |
| BTC LP IDX 2060 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.3% | |
| Amazon.com Inc 60,561 shares | — | — | — | $13.3M | 1.1% | |
| BlackRock US Debt Index Non-Lendable Fund 960,824 units | — | — | — | $11.4M | 1.0% | |
| BTC US DEBT IDX NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395662 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.0% | |
| Participant loans dates | — | — | — | $11.0M | 0.9% | |
| Alphabet Inc Class C 50,005 shares | — | — | — | $9.5M | 0.8% | |
| Meta Platforms Inc Cl A 16,251 shares | — | — | — | $9.5M | 0.8% | |
| BlackRock LifePath® Index 2065 Fund Institutional Shares 354,837 units | — | — | — | $5.9M | 0.5% | |
| BTC LP IDX 2065 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.5% | |
| Tesla Inc 12,105 shares | — | — | — | $4.9M | 0.4% | |
| Eli Lilly & Co 5,828 shares | — | — | — | $4.5M | 0.4% | |
| Visa Inc Cl A 13,785 shares | — | — | — | $4.4M | 0.4% | |
| PIMCO Inflation Response Multi-Asset Fund Institutional 481,020 shares | — | — | — | $3.9M | 0.3% | |
| Mastercard Inc Cl A 6,792 shares | — | — | — | $3.6M | 0.3% | |
| ServiceNow Inc 3,307 shares | — | — | — | $3.5M | 0.3% | |
| Netflix Inc 3,539 shares | — | — | — | $3.2M | 0.3% | |
| Broadcom Inc 12,600 shares | — | — | — | $2.9M | 0.2% | |
| Carvana Co Cl A 12,855 shares | — | — | — | $2.6M | 0.2% | |
| Intuitive Surgical Inc 4,693 shares | — | — | — | $2.4M | 0.2% | |
| UnitedHealth Group Inc 4,077 shares | — | — | — | $2.1M | 0.2% | |
| Alphabet Inc Class A 10,705 shares | — | — | — | $2.0M | 0.2% | |
| T-Mobile Us Inc 6,906 shares | — | — | — | $1.5M | 0.1% | |
| Schwab Charles Corp 20,464 shares | — | — | — | $1.5M | 0.1% | |
| The Booking Holdings Inc 291 shares | — | — | — | $1.4M | 0.1% | |
| Texas Instruments Inc 7,698 shares | — | — | — | $1.4M | 0.1% | |
| BlackRock Inc 1,403 shares | — | — | — | $1.4M | 0.1% | |
| Chubb Ltd 5,204 shares | — | — | — | $1.4M | 0.1% | |
| Money Market Fund * Fidelity® Investments Money Market Government Portfolio Class I 1,248,311 units | — | — | — | $1.4M | 0.1% | |
| Berkshire Hathaway Inc Class B 3,146 shares | — | — | — | $1.4M | 0.1% | |
| Air Products & Chemicals Inc 4,771 shares | — | — | — | $1.4M | 0.1% | |
| Chipotle Mexican Grill Inc 22,676 shares | — | — | — | $1.4M | 0.1% | |
| TE Connectivity Ltd 9,484 shares | — | — | — | $1.4M | 0.1% | |
| Philip Morris Intl Inc 10,936 shares | — | — | — | $1.3M | 0.1% | |
| Progressive Corp Ohio 5,287 shares | — | — | — | $1.3M | 0.1% | |
| ASML Holding NV NY 1,728 shares | — | — | — | $1.2M | 0.1% | |
| Synopsys Inc 2,456 shares | — | — | — | $1.2M | 0.1% | |
| Shopify Inc Cl A 10,824 shares | — | — | — | $1.2M | <0.1% | |
| Lowes Cos Inc 4,661 shares | — | — | — | $1.2M | <0.1% | |
| Norfolk Southern Corp 4,654 shares | — | — | — | $1.1M | <0.1% | |
| Constellation Energy Corp 4,756 shares | — | — | — | $1.1M | <0.1% | |
| Fidelity Natl Inform Svcs Inc 12,646 shares | — | — | — | $1.0M | <0.1% | |
| Nintendo Ltd ADR 67,964 shares | — | — | — | $994K | <0.1% | |
| GE Aerospace 5,842 shares | — | — | — | $974K | <0.1% | |
| Thermo Fisher Scientific Inc 1,849 shares | — | — | — | $962K | <0.1% | |
| Intuit Inc 1,518 shares | — | — | — | $954K | <0.1% | |
| Paychex Inc 6,457 shares | — | — | — | $905K | <0.1% | |
| Johnson & Johnson 6,253 shares | — | — | — | $904K | <0.1% | |
| Dreyfus Government Cash Management Institutional 874,615 shares | — | — | — | $875K | <0.1% | |
| Cisco Systems Inc 14,606 shares | — | — | — | $865K | <0.1% | |
| Merck & Co Inc New 8,643 shares | — | — | — | $860K | <0.1% | |
| Dominion Energy Inc 15,831 shares | — | — | — | $853K | <0.1% | |
| Starbucks Corp 9,299 shares | — | — | — | $849K | <0.1% | |
| Northrop Grumman Corp 1,694 shares | — | — | — | $795K | <0.1% | |
| Fastenal Co 10,988 shares | — | — | — | $790K | <0.1% | |
| Stryker Corp 2,193 shares | — | — | — | $790K | <0.1% | |
| Roper Technologies Inc 1,496 shares | — | — | — | $778K | <0.1% | |
| Chevron Corp 5,266 shares | — | — | — | $763K | <0.1% | |
| Cincinnati Financial Corp 4,986 shares | — | — | — | $716K | <0.1% | |
| Morgan Stanley 5,600 shares | — | — | — | $704K | <0.1% | |
| Taiwan Semic Mfg Co Ltd Sp ADR 3,530 shares | — | — | — | $697K | <0.1% | |
| Ross Stores Inc 4,583 shares | — | — | — | $693K | <0.1% | |
| Altria Group Inc 12,946 shares | — | — | — | $677K | <0.1% | |
| Goldman Sachs Group Inc 1,171 shares | — | — | — | $671K | <0.1% | |
| TJX Companies Inc New 5,297 shares | — | — | — | $640K | <0.1% | |
| United Parcel Service Inc Cl B 5,050 shares | — | — | — | $637K | <0.1% | |
| Marsh & McLennan Cos Inc 2,907 shares | — | — | — | $617K | <0.1% | |
| S&P Global Inc 1,228 shares | — | — | — | $612K | <0.1% | |
| Diageo PLC Spon ADR 4,733 shares | — | — | — | $602K | <0.1% | |
| Monolithic Power Sys Inc 1,003 shares | — | — | — | $593K | <0.1% | |
| DoorDash Inc 3,450 shares | — | — | — | $579K | <0.1% | |
| Sherwin Williams Co 1,628 shares | — | — | — | $553K | <0.1% | |
| Linde plc 1,266 shares | — | — | — | $530K | <0.1% | |
| Crown Castle Inc 5,774 shares | — | — | — | $524K | <0.1% | |
| Colgate-Palmolive Co 5,751 shares | — | — | — | $523K | <0.1% | |
| Sea Ltd ADR 4,905 shares | — | — | — | $520K | <0.1% | |
| Nestle SA Reg ADR 6,163 shares | — | — | — | $504K | <0.1% | |
| Comcast Corp Cl A 12,773 shares | — | — | — | $479K | <0.1% | |
| Procter & Gamble Co 2,600 shares | — | — | — | $436K | <0.1% | |
| CrowdStrike Holdings Inc 1,200 shares | — | — | — | $411K | <0.1% | |
| TransDigm Group Inc 316 shares | — | — | — | $400K | <0.1% | |
| GE Vernova Inc 1,201 shares | — | — | — | $395K | <0.1% | |
| Old Dominion Freight Lines Inc 2,171 shares | — | — | — | $383K | <0.1% | |
| Humana Inc 1,444 shares | — | — | — | $366K | <0.1% | |
| Elevance Health Inc 980 shares | — | — | — | $362K | <0.1% | |
| Fiserv Inc 1,747 shares | — | — | — | $359K | <0.1% | |
| Cintas Corp 1,712 shares | — | — | — | $313K | <0.1% | |
| Schlumberger Ltd 7,802 shares | — | — | — | $299K | <0.1% | |
| Lululemon Athletica Inc 707 shares | — | — | — | $270K | <0.1% | |
| Adyen BV 183 shares | — | — | — | $263K | <0.1% | |
| Datadog Inc Cl A 1,810 shares | — | — | — | $259K | <0.1% | |
| Mondelez Intl Inc 4,232 shares | — | — | — | $253K | <0.1% | |
| BILL Holdings Inc 2,761 shares | — | — | — | $234K | <0.1% | |
| Carvana Co PIK VAR 06/01/2031 144A 9.00 % 6/1/2031 | — | — | — | $134K | <0.1% | |
| MongoDB Inc Cl A 547 shares | — | — | — | $127K | <0.1% | |
| Confluent Inc 4,212 shares | — | — | — | $118K | <0.1% | |
| Carvana Co PIK VAR 06/01/2030 144A 10.25 % 6/1/2030 | — | — | — | $103K | <0.1% | |
| Atlassian Corp PLC Class A 374 shares | — | — | — | $91K | <0.1% | |
| AstraZeneca PLC Spons ADR 1,186 shares | — | — | — | $78K | <0.1% | |
| Advanced Micro Devices Inc 513 shares | Common Stocks | — | — | $62K | <0.1% | |
| Dollar General Corp 778 shares | — | — | — | $59K | <0.1% | |
| Corporate Debt Carvana Co PIK VAR 12/01/2028 144A 5.88 % 12/1/2028 | — | — | — | $56K | <0.1% | |
| Lam Research Corp 640 shares | — | — | — | $46K | <0.1% | |
| Fortinet Inc 450 shares | — | — | — | $43K | <0.1% | |
| MSCI Inc 59 shares | — | — | — | $35K | <0.1% | |
| Nike Inc Cl B 448 shares | — | — | — | $34K | <0.1% | |
| Zoetis Inc Cl A 124 shares | — | — | — | $20K | <0.1% | |
| Snowflake Inc Cl A 112 shares | — | — | — | $17K | <0.1% |