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Original filing (PDF)20250924175635NAL0009551683001
LAM RESEARCH CORPORATION
Form 5500
FILING_RECEIVED
SAVINGS PLUS PLAN, LAM RESEARCH 401(K)
401(k) retirement plan
Signals · 1
12% employer stock
Active participants
8,132
Accounts w/ balance
11,061
Plan assets (EOY)
$2.8B
Net assets (EOY)
$2.8B
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
88
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 12% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAM RESEARCH CORPORATION.
Plan sponsor
Name
LAM RESEARCH CORPORATION
EIN
94-2634797
Address
4650 CUSHING PARKWAY · FREMONT, CA · 94538
Phone
(510) 572-0200
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
2025-09-24
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)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$271K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $151K | — |
Investments
30 direct securities · 15 pooled funds· $3.7B(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.
Uncategorized
$2.4B
30 holdings
Common Collective Trust
$1.3B
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $398.0M | 14.1% | |
| Lam Research Corporation Stock Company stock | — | — | — | $336.8M | 11.9% | |
| AB Large Cap Growth Fund Advisor Class Mutual fund | — | — | — | $315.2M | 11.1% | |
| Brokeragelink Brokerage account | — | — | — | $272.8M | 9.6% | |
| MetLife Stable Value Blended Fund Fixed income fund (separate account) | — | — | — | $125.7M | 4.4% | |
| State Street Target Retirement 2035 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $116.1M | 4.1% | |
| SS TRGT RET 2035 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $116.1M | 4.1% | |
| State Street Target Retirement 2045 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $100.9M | 3.6% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $100.9M | 3.6% | |
| MFS Value Fund (Class R6) Mutual fund | — | — | — | $97.5M | 3.4% | |
| JP Morgan Mid Cap Growth Fund (Class 6) Mutual fund | — | — | — | $94.8M | 3.3% | |
| State Street Target Retirement 2040 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $93.8M | 3.3% | |
| SS TRGT RET 2040 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $93.8M | 3.3% | |
| State Street Target Retirement 2030 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $93.2M | 3.3% | |
| SS TRGT RET 2030 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $93.2M | 3.3% | |
| State Street Russell Small/Mid Cap Index Securities Lending Series Fund (Class II) Common/collective trust | — | — | — | $92.0M | 3.2% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $92.0M | 3.2% | |
| State Street Target Retirement 2050 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $85.9M | 3.0% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $85.9M | 3.0% | |
| State Street Target Retirement 2055 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $69.8M | 2.5% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $69.8M | 2.5% | |
| State Street Target Retirement 2025 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $62.8M | 2.2% | |
| SS TRGT RET 2025 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $62.8M | 2.2% | |
| Invesco Discovery Fund (Class R6) Mutual fund | — | — | — | $61.4M | 2.2% | |
| American Funds New Perspective Fund (Class R6) Mutual fund | — | — | — | $56.6M | 2.0% | |
| American Funds EuroPacific Growth Fund (Class R6) Mutual fund | — | — | — | $53.0M | 1.9% | |
| State Street Target Retirement 2020 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $43.6M | 1.5% | |
| SS TRGT RET 2020 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $43.6M | 1.5% | |
| JP Morgan Mid Cap Value Fund (Class L) Mutual fund | — | — | — | $41.1M | 1.5% | |
| Dodge & Cox Income Fund (Class X) Mutual Fund | — | — | — | $38.0M | 1.3% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $34.4M | 1.2% | |
| State Street Target Retirement 2060 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $31.3M | 1.1% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $31.3M | 1.1% | |
| Allspring Special Small Cap Value Fund (Class R6) Mutual fund | — | — | — | $24.2M | 0.9% | |
| Participant loans 9.50% | — | — | — | $22.0M | 0.8% | |
| Fidelity Emerging Markets Fund (Class K) Mutual fund | — | — | — | $14.1M | 0.5% | |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund (Class II) Common/collective trust | — | — | — | $14.0M | 0.5% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $14.0M | 0.5% | |
| State Street Target Retirement Income Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $12.8M | 0.5% | |
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $12.8M | 0.5% | |
| State Street Target Retirement 2065 Securities Lending Series Fund (Class V) Common/collective trust | — | — | — | $10.4M | 0.4% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $10.4M | 0.4% | |
| BlackRock Strategic Global Bond Fund, Inc. Institutional Shares Mutual fund | — | — | — | $6.1M | 0.2% | |
| Cash and cash equivalents Money market accounts | — | — | — | $4.1M | 0.1% | |
| Vanguard Federal Money Market Fund Investor Shares Mutual fund | — | — | — | $3.4M | 0.1% |