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Original filing (PDF)20251015143109NAL0002571843001
WIND RIVER SYSTEMS, INC.
Form 5500
FILING_RECEIVED
WIND RIVER SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
503
Accounts w/ balance
890
Plan assets (EOY)
$314.1M
Net assets (EOY)
$314.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 Blue Chip Growth Fund Mutual Fund" is 30% of plan.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIND RIVER SYSTEMS, INC..
Plan sponsor
Name
WIND RIVER SYSTEMS, INC.
EIN
94-2873391
Address
500 WIND RIVER WAY · ALAMEDA, CA · 945011153
Phone
(510) 748-4100
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
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 | $14K | — |
Investments
36 direct securities · 1 pooled fund· $313.6M(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
$313.6M
36 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $94.5M | 30.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $34.4M | 11.0% | |
| Brokeragelink Accounts Various Securities | — | — | — | $19.7M | 6.3% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $17.8M | 5.7% | |
| Vanguard Selected Value Fund Mutual Fund | — | — | — | $17.3M | 5.5% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $14.0M | 4.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | — | — | — | $13.0M | 4.1% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $11.4M | 3.6% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $10.3M | 3.3% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $9.0M | 2.9% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $7.4M | 2.4% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $6.3M | 2.0% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $5.9M | 1.9% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $5.8M | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $5.1M | 1.6% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $4.3M | 1.4% | |
| PIMCO High Yield Fund Mutual Fund | — | — | — | $4.2M | 1.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $3.6M | 1.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $3.5M | 1.1% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $3.3M | 1.0% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $3.3M | 1.0% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $2.5M | 0.8% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $2.4M | 0.8% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $2.3M | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $2.1M | 0.7% | |
| Vanguard Short-Term Federal Fund Mutual Fund | — | — | — | $1.8M | 0.6% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $1.8M | 0.6% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $1.7M | 0.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.4M | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $1.0M | 0.3% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $693K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $643K | 0.2% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $382K | 0.1% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $350K | 0.1% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | — | — | — | $132K | <0.1% | |
| DFA International Small Company Portfolio Mutual Fund | — | — | — | $72K | <0.1% | |
| PNR LG CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065312 / PN 398 | Common Collective Trust | — | — | $0 | <0.1% |
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