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Original filing (PDF)20251006160244NAL0003773393001
APPLIED MATERIALS, INC.
Form 5500
FILING_RECEIVED
APPLIED MATERIALS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
15,323
Accounts w/ balance
20,399
Plan assets (EOY)
$6.2B
Net assets (EOY)
$6.2B
How this plan invests
This plan
18 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Growth Company Comingled Pool Class O Common Collective Trust Fund" is 31% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED MATERIALS, INC..
Plan sponsor
Name
APPLIED MATERIALS, INC.
EIN
94-1655526
Address
3050 BOWERS AVE. M/S 1221 · SANTA CLARA, CA · 95052
Phone
(408) 727-5555
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $518K | — |
Investments
9 direct securities · 18 pooled funds· $6.7B(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
$4.6B
18 holdings
Uncategorized
$2.1B
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GR CO POOL CL O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $1.9B | 30.9% | |
| Fidelity Investments Money Market Government Portfolio Class I Mutual Funds ** 733 * Fidelity 500 Index Fund Mutual Funds | — | — | — | $840.8M | 13.6% | |
| Vanguard Institutional Extended Market Index Trust Common Collective Trust Fund | — | — | — | $438.6M | 7.1% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $438.6M | 7.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $400.4M | 6.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $396.9M | 6.4% | |
| Stable Value Fund Annuity Contract (at Contract Value) | — | — | — | $365.7M | 5.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $256.4M | 4.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $244.2M | 4.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $169.3M | 2.7% | |
| T. Rowe Price Large Cap Value Fund Unitized stock fund | — | — | — | $150.1M | 2.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $140.5M | 2.3% | |
| FIAM CORE PLUS CL J FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $138.9M | 2.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $124.8M | 2.0% | |
| ACAD ACW EX-US EQ F SEI TRUST COMPANY · EIN 06-1271230 / PN 081 | Common Collective Trust | — | — | $91.5M | 1.5% | |
| Acadian All Country World ex US Equity CIT F Common Collective Trust Fund | — | — | — | $91.5M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $81.0M | 1.3% | |
| Silvercrest Asset Management Small Cap Value Account Unitized stock fund | — | — | — | $78.3M | 1.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $72.9M | 1.2% | |
| American Funds EuroPacfic Growth Fund Class R-6 Mutual Funds | — | — | — | $65.1M | 1.1% | |
| AB Discovery Growth Fund Class Z Mutual Funds | — | — | — | $58.5M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $47.4M | 0.8% | |
| Participant loans Interest rates range from 4.25% to 10.50%, | — | — | — | $36.9M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $30.0M | 0.5% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $12.6M | 0.2% | |
| BTC MSCI ACWI EXUS M BLACKROCK INST. TRUST COMPANY, N. A · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $11.7M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $4.1M | <0.1% |