Back to filter
Original filing (PDF)20251007120441NAL0002443923001
AUTODESK, INC.
Form 5500
FILING_RECEIVED
AUTODESK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,920
Accounts w/ balance
8,990
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
19 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)
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 AUTODESK, INC..
Plan sponsor
Name
AUTODESK, INC.
EIN
94-2819853
Address
THE LANDMARK · ONE MARKET, SUITE 400 · SAN FRANCISCO, CA · 94105
Phone
(415) 507-6710
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
2025-10-07
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)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $730K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $327K | — |
Investments
7 direct securities · 19 pooled funds· $2.0B(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
$1.6B
19 holdings
Uncategorized
$395.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $391.3M | 19.3% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $193.9M | 9.6% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $138.8M | 6.9% | |
| Vanguard Windsor II Fund Admiral Shares Mutual Fund | — | — | — | $131.7M | 6.5% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $128.2M | 6.3% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $110.7M | 5.5% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $110.3M | 5.4% | |
| JPMCB LARGE CAP GRTH FD CF-A C JPMORGAN CHASE BANK, N.A · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $103.8M | 5.1% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $102.0M | 5.0% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $97.9M | 4.8% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $97.5M | 4.8% | |
| Self-Directed Brokerage Fund Mutual Funds and Common Stocks | — | — | — | $81.5M | 4.0% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $70.5M | 3.5% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $52.5M | 2.6% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $37.7M | 1.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $37.0M | 1.8% | |
| TIMESSQUARE US SMALL CAP GRTH CL A GLOBAL TRUST COMPANY · EIN 32-6505859 / PN 003 | Common Collective Trust | — | — | $35.4M | 1.7% | |
| VICTORY SMALL CAP VAL COLLECTIVE GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $26.7M | 1.3% | |
| Dodge & Cox Income Fund; Class X Mutual Fund | — | — | — | $23.0M | 1.1% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $17.5M | 0.9% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $13.7M | 0.7% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $11.3M | 0.6% | |
| Notes receivable from participants maturities through December 2039 | — | — | — | $9.2M | 0.5% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Money Market Fund | — | — | — | $293K | <0.1% | |
| JPMCB LARGE CAP GROWTH FUND; CF-2 C JPMORGAN CHASE BANK, N.A · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |