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Original filing (PDF)20250819112851NAL0001123043001
KUBOTA TRACTOR CORP.
Form 5500
FILING_RECEIVED
KUBOTA TRACTOR 401(K) PLAN
401(k) retirement plan
Active participants
1,490
Accounts w/ balance
1,822
Plan assets (EOY)
$164.4M
Net assets (EOY)
$164.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUBOTA TRACTOR CORP..
Plan sponsor
Name
KUBOTA TRACTOR CORP.
EIN
95-2801513
Address
1000 KUBOTA DRIVE · GRAPEVINE, TX · 76051
Phone
(817) 756-1171
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$221K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITALRESEARCHCONSULTINGLLC | 95-4660745 | — | INVESTMENT ADVISOR | $203K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $29K | — |
Investments
23 direct securities · 1 pooled fund· $164.4M(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
$161.5M
22 holdings
Mutual Funds
$2.3M
1 holding
Common Collective Trust
$640K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds GRTH FUND AMER R4 | — | — | — | $22.8M | 13.9% | |
| American Funds WASH MUT INV R4 | — | — | — | $14.2M | 8.6% | |
| American Funds FUNDAMNTL INVS R4 | — | — | — | $13.7M | 8.3% | |
| Money Market Fund * Fidelity Investments GOVT MMKT | — | — | — | $13.1M | 8.0% | |
| American Funds BALANCED R4 | — | — | — | $12.8M | 7.8% | |
| American Funds AMCAP R4 | — | — | — | $12.3M | 7.5% | |
| American Funds NEW PERSPECT R4 | — | — | — | $11.1M | 6.8% | |
| Vanguard TOT STK MKT ADM | — | — | — | $8.4M | 5.1% | |
| Goldman Sachs MID CP GROWTH INV | — | — | — | $7.4M | 4.5% | |
| American Funds EUROPAC GRTH R4 | — | — | — | $7.3M | 4.5% | |
| Touchstone SMALL CO A | — | — | — | $6.8M | 4.2% | |
| American Century SMCAPVAL INV | — | — | — | $6.2M | 3.8% | |
| Weitz SH DUR INC IS | — | — | — | $5.2M | 3.1% | |
| American Funds INCOME FD AMER R4 | — | — | — | $4.6M | 2.8% | |
| PIMCO TOTAL RETURN A | — | — | — | $4.0M | 2.4% | |
| TCW TOTAL RTN BOND N | — | — | — | $3.4M | 2.1% | |
| T. Rowe Price Value Fund | Mutual Funds | — | — | $2.3M | 1.4% | |
| 10.50%, with maturity dates through 2039 | — | — | — | $2.1M | 1.3% | |
| Fidelity Investments LOW PRICED STK | — | — | — | $1.9M | 1.2% | |
| Vanguard EXT MKT IDX ADM | — | — | — | $1.5M | 0.9% | |
| Neuberger Berman STRATEGIC INC IS | — | — | — | $1.5M | 0.9% | |
| Vanguard DEV MKT IDX ADM | — | — | — | $941K | 0.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $640K | 0.4% | |
| PIMCO INTL BD US$H A | — | — | — | $355K | 0.2% |
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