Thomas Norton signed KB Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KB Home's EIN is 95-3666267.
Download the official 2024 Form 5500 (PDF) for KB Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KB Home's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$455K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments* Fidelity 500 Index Fund 388,996.234 | Common Collective Trusts | — | — | $79.4M | 20.3% | |
| Fidelity Investments* Fidelity Freedom 2040 Fund Class K 3,752,701.293 | Mutual Funds | — | — | $43.4M | 11.1% | |
| Fidelity Investments* Fidelity Freedom 2035 Fund Class K 2,738,664.006 | Mutual Funds | — | — | $42.9M | 11.0% | |
| Fidelity Investments* Fidelity Freedom 2030 Fund Class K 2,258,620.031 | Mutual Funds | — | — | $39.6M | 10.1% | |
| Fidelity Investments* Fidelity Freedom 2045 Fund Class K 2,507,662.906 | Mutual Funds | — | — | $33.8M | 8.6% | |
| Fidelity Investments* Fidelity Freedom 2025 Fund Class K 1,792,048.622 | Mutual Funds | — | — | $24.4M | 6.2% | |
| Admiral Shares KB Home* KB Home Stock Fund 274,992.014 | Other securities | — | — | $18.1M | 4.6% | |
| Fidelity Investments* Fidelity Freedom 2050 Fund Class K 1,028,394.464 | Mutual Funds | — | — | $14.0M | 3.6% | |
| Vanguard Group Vanguard Cash Reserves Federal Money Market Fund 13,220,039.900 | Mutual Funds | — | — | $13.2M | 3.4% | |
| Fidelity Investments* Fidelity BrokerageLink various | Mutual Funds | — | — | $12.5M | 3.2% | |
| Fidelity Investments* Fidelity Freedom 2055 Fund Class K 599,864.166 | Mutual Funds | — | — | $9.5M | 2.4% | |
| Fidelity Investments* Fidelity Extended Market Index Fund 95,527.493 | Common Collective Trusts | — | — | $8.7M | 2.2% | |
| Dimensional Fund Advisors DFA US Small Cap Portfolio Institutional Class 170,670.576 | Mutual Funds | — | — | $8.4M | 2.1% | |
| Fidelity Investments* Fidelity Freedom 2020 Fund Class K 564,982.189 | Mutual Funds | — | — | $8.1M | 2.1% | |
| Notes receivable from Individual notes receivable from Participants with interest rates Participants* ranging from 4.25% to 9.50% and maturity dates through 2039 | Bonds / Notes | — | — | $5.9M | 1.5% | |
| Fidelity Investments* Fidelity Freedom 2060 Fund Class K 360,798.863 | Mutual Funds | — | — | $5.2M | 1.3% | |
| Fidelity Investments* Fidelity US Bond Index Fund 482,661.923 | Common Collective Trusts | — | — | $4.9M | 1.3% | |
| Fidelity Investments* Fidelity International Index Fund 84,176.100 | Common Collective Trusts | — | — | $4.0M | 1.0% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.8% | |
| Fidelity Investments* Fidelity Freedom 2015 Fund Class K 238,355.253 | Mutual Funds | — | — | $2.7M | 0.7% | |
| Fidelity Investments* Fidelity Freedom 2065 Fund Class K 139,078.649 | Mutual Funds | — | — | $1.8M | 0.5% | |
| Admiral Shares Vanguard Group Vanguard Short-Term Inflation-Protected Securities Index Fund 74,480.758 | Common Collective Trusts | — | — | $1.8M | 0.5% | |
| Fidelity Investments* Fidelity Freedom 2070 Fund Class K 146,663.999 | Mutual Funds | — | — | $1.5M | 0.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class 56,568.440 | Mutual Funds | — | — | $1.3M | 0.3% | |
| Fidelity Investments* Fidelity Freedom 2010 Fund Class K 77,528.247 | Mutual Funds | — | — | $1.1M | 0.3% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio Institutional Class 39,194.077 | Mutual Funds | — | — | $760K | 0.2% | |
| Fidelity Investments* Fidelity Freedom Income Fund Class K 66,926.003 | Mutual Funds | — | — | $705K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
