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Original filing (PDF)20250930162311NAL0029770834001
VIAVI SOLUTIONS INC.
Form 5500
FILING_RECEIVED
VIAVI SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,412
Accounts w/ balance
2,872
Plan assets (EOY)
$728.6M
Net assets (EOY)
$728.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIAVI SOLUTIONS INC..
Plan sponsor
Name
VIAVI SOLUTIONS INC.
EIN
94-2579683
Address
3047 ORCHARD PARKWAY, SUITE 10 · SAN JOSE, CA · 95134
Phone
(404) 404-9000
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $157K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $144K | — |
| MOSS ADAMS LLP | — | LOS ANGELES, CA | NONE | $36K | — |
Investments
16 direct securities · 15 pooled funds· $728.6M(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
$452.3M
16 holdings
Common Collective Trust
$276.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $119.1M | 16.3% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $101.0M | 13.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $59.7M | 8.2% | |
| Mid Cap Growth Fund Mutual Fund | — | — | — | $58.0M | 8.0% | |
| Communications and Technology Fund Mutual Fund | — | — | — | $49.2M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $46.5M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $41.4M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $36.0M | 4.9% | |
| Equity Income Fund Mutual Fund | — | — | — | $30.5M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $28.0M | 3.8% | |
| DFA US Small Cap Institutional Fund Mutual Fund | — | — | — | $21.1M | 2.9% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $20.1M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $19.9M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $16.1M | 2.2% | |
| Baird Core Plus Bond Fund Mutual Fund | — | — | — | $13.8M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.9M | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $8.1M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $6.7M | 0.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $6.3M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.8% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $5.5M | 0.7% | |
| Vanguard Inflation Protected Securities Fund Mutual Fund | — | — | — | $5.1M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.7% | |
| Spectrum Income Fund Mutual Fund | — | — | — | $4.4M | 0.6% | |
| maturing through June 2044 0 | — | — | — | $3.3M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.3% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $868K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $841K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $591K | <0.1% | |
| Government Money Market Fund Mutual Fund | — | — | — | $19K | <0.1% |