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Original filing (PDF)20250606160409NAL0021488048001

GILEAD SCIENCES, INC.

Form 5500
FILING_RECEIVED
GILEAD SCIENCES 401(K) PLAN
401(k) retirement plan
Active participants
10,903
Accounts w/ balance
15,072
Plan assets (EOY)
$4.3B
Net assets (EOY)
$4.3B
How this plan invests
This plan
21 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)
100
/ 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
100
Participation health
100
Helping the score
  • Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILEAD SCIENCES, INC..
Plan sponsor
Name
GILEAD SCIENCES, INC.
EIN
94-3047598
Address
333 LAKESIDE DRIVE · FOSTER CITY, CA · 94404
Phone
(650) 574-3000
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
2025-06-06
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$108K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
MOSS ADAMS91-0189318ACCOUNTANT/AUDITOR$34K

Investments

28 direct securities · 21 pooled funds· $6.2B(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
$3.2B
28 holdings
Common Collective Trust
$3.1B
21 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FID GR CO POOL CL F
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135
Common Collective Trust
$757.2M17.7%
Vanguard Institutional Index Fund Institutional Plus Shares Mutual Fund$557.6M13.0%
Fidelity Freedom Blend 2045 Commingled Pool Class T Common/Collective Trust Fund$306.1M7.1%
FID FRDM BLND 2045 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094
Common Collective Trust
$306.1M7.1%
Fidelity Freedom Blend 2040 Commingled Pool Class T Common/Collective Trust Fund$304.0M7.1%
FID FRDM BLND 2040 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093
Common Collective Trust
$304.0M7.1%
TRP BLUE CHIP GR T4
T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004
Common Collective Trust
$279.1M6.5%
Fidelity Freedom Blend 2050 Commingled Pool Class T Common/Collective Trust Fund$245.6M5.7%
FID FRDM BLND 2050 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095
Common Collective Trust
$245.6M5.7%
Fidelity Freedom Blend 2035 Commingled Pool Class T Common/Collective Trust Fund$238.3M5.6%
FID FRDM BLND 2035 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092
Common Collective Trust
$238.3M5.6%
Fidelity Freedom Blend 2030 Commingled Pool Class T Common/Collective Trust Fund$182.5M4.3%
FID FRDM BLND 2030 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091
Common Collective Trust
$182.5M4.3%
Fidelity Freedom Blend 2055 Commingled Pool Class T Common/Collective Trust Fund$172.1M4.0%
FID FRDM BLND 2055 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113
Common Collective Trust
$172.1M4.0%
Vanguard Equity-Income Fund Admiral Shares Mutual Fund$160.7M3.8%
Fidelity Extended Market Index Fund Mutual Fund$131.7M3.1%
Brokerage Link Self-Directed Brokerage Accounts$112.3M2.6%
Fidelity Managed Income Portfolio II Class 4 Common/Collective Trust Fund$96.7M2.3%
MIP II CL 4
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025
Common Collective Trust
$96.7M2.3%
Fidelity Diversified International Commingled Pool Common/Collective Trust Fund$95.7M2.2%
FID DIV INTL PL CL A
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134
Common Collective Trust
$95.7M2.2%
Fidelity Low Priced Stock Commingled Pool Common/Collective Trust Fund$93.2M2.2%
FID LPS POOL CLASS A
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132
Common Collective Trust
$93.2M2.2%
AB SMALL CAP VAL F1
GREAT GRAY TRUST COMPANY, LLC · EIN 27-6334452 / PN 003
Common Collective Trust
$75.5M1.8%
Fidelity Freedom Blend 2025 Commingled Pool Class T Common/Collective Trust Fund$70.4M1.6%
FID FRDM BLND 2025 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090
Common Collective Trust
$70.4M1.6%
Fidelity Freedom Blend 2060 Commingled Pool Class T Common/Collective Trust Fund$62.1M1.4%
FID FRDM BLND 2060 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147
Common Collective Trust
$62.1M1.4%
Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund$50.0M1.2%
Fidelity Total Bond K6 Fund Mutual Fund$48.9M1.1%
DFA International Small Company Portfolio Institutional Class Mutual Fund$35.2M0.8%
Fidelity Freedom Blend 2020 Commingled Pool Class T Common/Collective Trust Fund$33.4M0.8%
FID FRDM BLND 2020 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089
Common Collective Trust
$33.4M0.8%
DFA Real Estate Securities Portfolio Institutional Class Mutual Fund$31.9M0.7%
Vanguard Inflation-Protected Securities Fund Institutional Shares Mutual Fund$29.6M0.7%
maturities through April 2040$27.6M0.6%
Fidelity Freedom Blend 2065 Commingled Pool Class T Common/Collective Trust Fund$26.0M0.6%
FID FRDM BLND 2065 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168
Common Collective Trust
$26.0M0.6%
Vanguard FTSE Social Index Fund Institutional Shares Mutual Fund$24.9M0.6%
Fidelity Freedom Blend Income Commingled Pool Class T Common/Collective Trust Fund$18.4M0.4%
FID FRDM BLEND INC T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085
Common Collective Trust
$18.4M0.4%
Fidelity Freedom Blend 2010 Commingled Pool Class T Common/Collective Trust Fund$11.8M0.3%
FID FRDM BLND 2010 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087
Common Collective Trust
$11.8M0.3%
Fidelity Freedom Blend 2015 Commingled Pool Class T Common/Collective Trust Fund$7.1M0.2%
FID FRDM BLND 2015 T
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088
Common Collective Trust
$7.1M0.2%
Fidelity Treasury Only Money Market Fund Money Market Fund$53K<0.1%
AB SMALL CAP VALUE I
GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 003
Common Collective Trust
$0<0.1%
FID FRDM BLND 2005 T
FIAM TRUST COMPANY · EIN 20-4659714 / PN 086
Common Collective Trust
$0<0.1%