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Original filing (PDF)20251106125140NAL0006362915001
INFINEON TECHNOLOGIES AMERICAS CORP.
Form 5500
FILING_RECEIVED
INFINEON TECHNOLOGIES SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
3,569
Accounts w/ balance
6,471
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
23 pooled trusts
Schedule D
63 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 INFINEON TECHNOLOGIES AMERICAS CORP..
Plan sponsor
Name
INFINEON TECHNOLOGIES AMERICAS CORP.
EIN
95-1528961
Address
640 NORTH MCCARTHY BOULEVARD · MILPITAS, CA · 95035
Phone
(408) 503-2667
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-06
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $357K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $132K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $35K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $26K | — |
| WESTMOUNT PARTNERS LLC | 45-2550468 | — | NONE | $16K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $14K | — |
| TROUTMAN SANDERS LLP | 58-0946915 | — | NONE | $12K | — |
| BKD, LLP | 44-0160260 | — | NONE | $8K | — |
| LARSON FINANCIAL SERVICES INC | 41-1851637 | — | NONE | $6K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $5K | — |
Investments
40 direct securities · 23 pooled funds· $3.1B(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
$1.7B
38 holdings
Common Collective Trust
$1.2B
23 holdings
Guaranteed Income / GIC
$107.0M
1 holding
Mutual Funds
$74.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common Collective Trust Funds Northern Trust S&P 500 Index Fund Collective Fund | — | — | — | $230.6M | 13.2% | |
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $230.6M | 13.2% | |
| Fidelity Growth Company | — | — | — | $175.0M | 10.0% | |
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $175.0M | 10.0% | |
| HARBOR CAPITAL APPREC CIT CL 4 HARBOR CAPITAL APPRECIATION CIT · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $140.7M | 8.1% | |
| Self-Directed Brokerage Accounts * Charles Schwab Personal Choice Retirement | — | — | — | $137.5M | 7.9% | |
| CASH VALUE OF LIFE INSURANCE Life Insurance | — | — | — | $107.0M | 6.1% | |
| Prudential Guaranteed Income Fund Long Term | Guaranteed Income / GIC | — | — | $107.0M | 6.1% | |
| T. Rowe Price Retirement 2030 Trust Fund | — | — | — | $99.1M | 5.7% | |
| TROWE RET HYB TR 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $99.1M | 5.7% | |
| T. Rowe Price Retirement 2040 Trust Fund | — | — | — | $91.1M | 5.2% | |
| TROWE RET HYB TR 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $91.1M | 5.2% | |
| T. Rowe Price Retirement 2035 Trust Fund | — | — | — | $77.2M | 4.4% | |
| TROWE RET HYB TR 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $77.2M | 4.4% | |
| DODGE & COX STOCK FUND Registered Investment Company | Mutual Funds | — | — | $74.8M | 4.3% | |
| FIDELITY GRTH CPNY COMGLD POOL Common Collective Trust Fund | — | — | — | $68.0M | 3.9% | |
| T. Rowe Price Retirement 2025 Trust Fund | — | — | — | $62.1M | 3.6% | |
| TROWE RET HYB TR 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $62.1M | 3.6% | |
| T. Rowe Price Retirement 2045 Trust Fund | — | — | — | $50.9M | 2.9% | |
| TROWE RET HYB TR 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $50.9M | 2.9% | |
| VANGUARD SMCAP GRTH INDEX INST Registered Investment Company | — | — | — | $46.7M | 2.7% | |
| Vanguard Small Cap Growth Fund | — | — | — | $46.7M | 2.7% | |
| T. Rowe Price Retirement 2050 Trust Fund | — | — | — | $40.1M | 2.3% | |
| TROWE RET HYB TR 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $40.1M | 2.3% | |
| Metropolitan West Total Return Bond C Fund | — | — | — | $39.7M | 2.3% | |
| WILMINGTON TR CIT MFS MID-CAP GR FD GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $39.7M | 2.3% | |
| Fidelity Advisor Sustainable Core Plus Bond Fund | — | — | — | $39.7M | 2.3% | |
| FIAM GRP TR EBP CRE PLS CMMGD POOL PYRAMIS GLOBAL ADVISORS TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $39.7M | 2.3% | |
| T. Rowe Price Retirement 2020 Trust Fund | — | — | — | $35.8M | 2.1% | |
| TROWE RET HYB TR 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $35.8M | 2.1% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company | — | — | — | $33.4M | 1.9% | |
| John Hancock Disciplined Value Fund | — | — | — | $33.4M | 1.9% | |
| GREAT GRAY TR EUROPACGRTH CT Common Collective Trust Fund | — | — | — | $30.4M | 1.7% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $30.4M | 1.7% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $28.1M | 1.6% | |
| Delaware Small Cap Core Fund | — | — | — | $27.2M | 1.6% | |
| Northern Trust Aggregate Bond Index Collective Fund | — | — | — | $25.8M | 1.5% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $25.8M | 1.5% | |
| Vanguard Wellington Admiral Fund | — | — | — | $24.4M | 1.4% | |
| T. Rowe Price Retirement 2055 Trust Fund | — | — | — | $21.9M | 1.3% | |
| TROWE RET HYB TR 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $21.9M | 1.3% | |
| Northern Trust Extended Equity Market Index Collective Fund | — | — | — | $20.9M | 1.2% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $20.9M | 1.2% | |
| MFS International Value Fund | — | — | — | $13.4M | 0.8% | |
| T. Rowe Price Retirement 2060 Trust Fund | — | — | — | $13.2M | 0.8% | |
| TROWE RET HYB TR 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $13.2M | 0.8% | |
| Northern Trust All Country World Ex US Market Fund | — | — | — | $12.9M | 0.7% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $12.9M | 0.7% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $9.6M | 0.6% | |
| maturing through November 2039 | — | — | — | $9.6M | 0.6% | |
| T. Rowe Price Retirement 2015 Trust Fund | — | — | — | $8.2M | 0.5% | |
| TROWE RET HYB TR 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $8.2M | 0.5% | |
| T. Rowe Price Retirement 2065 Trust Fund | — | — | — | $6.6M | 0.4% | |
| TROWE RET HYB TR 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $6.6M | 0.4% | |
| DFA Emerging Markets Core Equity Fund | — | — | — | $6.0M | 0.3% | |
| DRIEHAUS EMERG MKT GRTH INSTL Registered Investment Company | — | — | — | $6.0M | 0.3% | |
| Principal Real Estate Securities Fund | — | — | — | $5.2M | 0.3% | |
| T. Rowe Price Retirement 2010 Trust Fund | — | — | — | $3.1M | 0.2% | |
| TROWE RET HYB TR 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $3.1M | 0.2% | |
| T. Rowe Price Retirement 2005 Trust Fund | — | — | — | $2.8M | 0.2% | |
| TROWE RET HYB TR 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $2.8M | 0.2% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $37K | <0.1% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |