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Original filing (PDF)20251015124409NAL0002311283001
CARL ZEISS VISION, INC.
Form 5500
FILING_RECEIVED
SOLA OPTICAL PENSION PLAN
Defined-benefit pension plan
Signals · 1
25% in single holding
Active participants
27
Accounts w/ balance
—
Plan assets (EOY)
$37.8M
Net assets (EOY)
$37.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "BNYM DB SL Long Bond Index Fund Common/collective trust" is 25% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARL ZEISS VISION, INC..
Plan sponsor
Name
CARL ZEISS VISION, INC.
EIN
94-3189941
Address
1040 WORLDWIDE BOULEVARD · HEBRON, KY · 41048
Phone
(858) 790-0855
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 56-2326959 | — | NONE | $129K | — |
Investments
5 direct securities · 8 pooled funds· $47.6M(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.
Common Collective Trust
$36.4M
8 holdings
Uncategorized
$10.9M
4 holdings
Common Collective Trusts
$333K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DB SL LONG BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 006 | Common Collective Trust | — | $10.6M | $9.1M | 24.1% | |
| INSIGHT US INVEST GRADE CORP LD FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 220 | Common Collective Trust | — | $7.4M | $8.1M | 21.3% | |
| LONG DURATION FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 329 | Common Collective Trust | — | $7.5M | $8.0M | 21.1% | |
| BNYM DB SL Stock Index Fund Common/collective trust | — | — | $2.1M | $4.4M | 11.6% | |
| DB SL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010 | Common Collective Trust | — | — | $4.4M | 11.6% | |
| BNYM DB SL Intermediate Credit Bond Index Fund Common/collective trust | — | — | $3.7M | $3.7M | 9.8% | |
| DB SL INT CREDIT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 060 | Common Collective Trust | — | — | $3.7M | 9.8% | |
| BNYM DB SL Small Cap Stock Index Fund Common/collective trust | — | — | $1.3M | $1.9M | 5.1% | |
| DB SL SC SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 009 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| BNYM DB SL International Stock Index Fund Common/collective trust | — | — | $587K | $870K | 2.3% | |
| DB SL INTL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 034 | Common Collective Trust | — | — | $870K | 2.3% | |
| S * EB Temp. Investment Fund Var RT Common/collective trust | Common Collective Trusts | — | $333K | $333K | 0.9% | |
| EB TEMPORARY INVESTEMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $333K | 0.9% |
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