# Rtx Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rtx-corporation-133064404-001

> Rtx Corporation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rtx Corporation

- **Sponsor EIN:** 133064404

- **Sponsor Address:** 4 FARM SPRINGS ROAD, FARMINGTON, CT, 06032

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $42.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$42.1B|$0|$0|

| 2023|0|$44.4B|$0|$0|

| 2022|0|$43.6B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLACKSTONE ALTERNATIVE ASSET MGMT|Other Service Provider|$16,495,000|—|$16,495,000|

| BRASA CAPITAL MANAGEMENT|Other Service Provider|$15,650,000|—|$15,650,000|

| ARROWSTREET CAPITAL, LIMITED|Other Service Provider|$14,171,000|—|$14,171,000|

| CVC CAPITAL PARTNERS|Other Service Provider|$10,870,000|—|$10,870,000|

| AEW CAPITAL MANAGEMENT LP|Other Service Provider|$9,132,000|—|$9,132,000|

| TPG INC.|Other Service Provider|$8,704,000|—|$8,704,000|

| SILVER LAKE TECHNOLOGY MANAGEMENT,|Other Service Provider|$7,454,000|—|$7,454,000|

| THOMA BRAVO, LLC|Other Service Provider|$6,995,000|—|$6,995,000|

| OLYMPUS ADVISORS LLC|Other Service Provider|$6,848,000|—|$6,848,000|

| ARTISAN PARTNERS|Other Service Provider|$6,016,000|—|$6,016,000|

| KOHLBERG KRAVIS ROBERTS & CO.|Other Service Provider|$5,398,000|—|$5,398,000|

| PRUDENTIAL CAPITAL PARTNERS|Other Service Provider|$4,788,000|—|$4,788,000|

| ADVENT INTERNATIONAL CORPORATION|Other Service Provider|$4,275,000|—|$4,275,000|

| WELLINGTON MANAGEMENT COMPANY LLP|Other Service Provider|$4,271,000|—|$4,271,000|

| PERMIRA ADVISERS LLP|Other Service Provider|$4,199,000|—|$4,199,000|

| NEUBERGER BERMAN GROUP LLC|Other Service Provider|$4,085,000|—|$4,085,000|

| RTX CORPORATION|Other Service Provider|$4,019,000|—|$4,019,000|

| HAMILTON LANE ADVISORS, L.L.C.|Other Service Provider|$3,942,000|—|$3,942,000|

| LAZARD ASSET MANAGEMENT LLC|Other Service Provider|$3,939,000|—|$3,939,000|

| ENCAP INVESTMENTS L.P|Other Service Provider|$3,913,000|—|$3,913,000|

| JENNISON ASSOCIATES LLC|Recordkeeper|$3,696,000|—|$3,696,000|

| HEARD CAPITAL LLC|Other Service Provider|$3,537,000|—|$3,537,000|

| KOPERNIK GLOBAL INVESTORS LLC|Other Service Provider|$3,483,000|—|$3,483,000|

| CARLYLE GROUP|Other Service Provider|$3,146,000|—|$3,146,000|

| PACIFIC INVESTMENT MANAGEMENT CO|Other Service Provider|$3,137,000|—|$3,137,000|

| NISA INVESTMENT ADVISORS|Other Service Provider|$3,013,000|—|$3,013,000|

| J.P. MORGAN INVESTMENT|Recordkeeper|$2,980,000|—|$2,980,000|

| VITRUVIAN INVESTMENT PARTNERS|Other Service Provider|$2,967,000|—|$2,967,000|

| FIRST EAGLE INVESTMENT MGMT LLC|Other Service Provider|$2,966,000|—|$2,966,000|

| KPS CAPITAL PARTNERS, LP|Other Service Provider|$2,862,000|—|$2,862,000|

| LOOMIS SAYLES & COMPANY, LP|Other Service Provider|$2,552,000|—|$2,552,000|

| GREAT HILL PARTNERS, LLC|Other Service Provider|$2,416,000|—|$2,416,000|

| APOLLO GLOBAL MANAGEMENT, LLC|Other Service Provider|$2,195,000|—|$2,195,000|

| KELSO & COMPANY|Other Service Provider|$2,092,000|—|$2,092,000|

| ACADIAN ASSET MANAGEMENT LLC|Other Service Provider|$1,916,000|—|$1,916,000|

| INVESTINDUSTRIAL ADVISORS LIMITED|Other Service Provider|$1,916,000|—|$1,916,000|

| LINDSAY GOLDBERG|Other Service Provider|$1,857,000|—|$1,857,000|

| GRIDIRON CAPITAL|Other Service Provider|$1,781,000|—|$1,781,000|

| PARAMETRIC PORTFOLIO ASSOCIATE|Other Service Provider|$1,741,000|—|$1,741,000|

| VOYA INVESTMENT MANAGEMENT CO. LLC|Other Service Provider|$1,598,000|—|$1,598,000|

| FRANCISCO PARTNERS MANAGEMENT, LP|Other Service Provider|$1,565,000|—|$1,565,000|

| TPG ANGELO GORDON|Other Service Provider|$1,447,000|—|$1,447,000|

| ROCKPOINT GROUP LLC|Other Service Provider|$1,416,000|—|$1,416,000|

| AVANCE INVESTMENT MANAGEMENT, LLC|Other Service Provider|$1,375,000|—|$1,375,000|

| BLACKROCK FINANCIAL MANAGEMENT, INC|Other Service Provider|$1,352,000|—|$1,352,000|

| PROVIDENCE STRATEGIC GROWTH CAPITAL|Other Service Provider|$1,348,000|—|$1,348,000|

| WESTBROOK GROUP LLC|Other Service Provider|$1,280,000|—|$1,280,000|

| MFS INSTITUTIONAL ADVISORS, INC.|Other Service Provider|$1,279,000|—|$1,279,000|

| ATHYRIUM CAPITAL MANAGEMENT|Other Service Provider|$1,176,000|—|$1,176,000|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$1,014,000|—|$1,014,000|

| CENTERBRIDGE PARTNERS, L.P.|Other Service Provider|$1,006,000|—|$1,006,000|

| PRUDENTIAL FINANCIAL|Other Service Provider|$1,004,000|—|$1,004,000|

| TA ASSOCIATES|Other Service Provider|$992,000|—|$992,000|

| PAYDEN AND RYGEL|Other Service Provider|$915,000|—|$915,000|

| LOGAN CIRCLE PARTNERS LP|Other Service Provider|$892,000|—|$892,000|

| BESSEMER|Other Service Provider|$808,000|—|$808,000|

| SPEAR STREET CAPITAL LLC|Other Service Provider|$781,000|—|$781,000|

| INTERMEDIATE CAPITAL GROUP|Other Service Provider|$726,000|—|$726,000|

| PRUDENTIAL REAL ESTATE INVESTORS|Recordkeeper|$715,000|—|$715,000|

| GSO CAPITAL PARTNERS|Other Service Provider|$664,000|—|$664,000|

| PSG|Other Service Provider|$658,000|—|$658,000|

| AMERICAN INDUSTRIAL PARTNERS|Other Service Provider|$628,000|—|$628,000|

| LEXINGTON CAPITAL PARTNERS|Other Service Provider|$571,000|—|$571,000|

| T. ROWE PRICE ASSOCIATES, INC.|Other Service Provider|$548,000|—|$548,000|

| SIXTH STREET|Other Service Provider|$531,000|—|$531,000|

| HPS INVESTMENT PARTNERS LLC|Other Service Provider|$475,000|—|$475,000|

| ALPINVEST PARTNERS|Other Service Provider|$449,000|—|$449,000|

| PORTOBELLO CAPITAL|Other Service Provider|$446,000|—|$446,000|

| STRATEGIC PARTNERS FUND SOLUTIONS A|Other Service Provider|$387,000|—|$387,000|

| SCHRODER INVESTMENT MANAGEMENT|Other Service Provider|$346,000|—|$346,000|

| ABRY PARTNERS LLC|Other Service Provider|$344,000|—|$344,000|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$329,000|—|$329,000|

| ANDERSEN TAX|Other Service Provider|$311,000|—|$311,000|

| BERKSHIRE HATHAWAY|Other Service Provider|$301,000|—|$301,000|

| THE CLIFTON GROUP INVESTMENT MANAGE|Other Service Provider|$261,000|—|$261,000|

| BAIN CAPITAL, LLC|Other Service Provider|$242,000|—|$242,000|

| COLLER CAPITAL|Other Service Provider|$219,000|—|$219,000|

| MONTAGU PRIVATE EQUITY|Other Service Provider|$206,000|—|$206,000|

| CARMEL PARTNERS|Other Service Provider|$166,000|—|$166,000|

| W CAPITAL PARTNERS|Other Service Provider|$164,000|—|$164,000|

| NEW MOUNTAIN CAPITAL LLC|Other Service Provider|$157,000|—|$157,000|

| BANNER RIDGE PARTNERS|Other Service Provider|$150,000|—|$150,000|

| BGO STRATEGIC CAPITAL PARTNERS|Other Service Provider|$150,000|—|$150,000|

| CONDUENT INCORPORATED|Other Service Provider|$135,000|—|$135,000|

| MARLIN EQUITY PARTNERS|Other Service Provider|$128,000|—|$128,000|

| GRASSHOPPER BANK|Other Service Provider|$123,000|—|$123,000|

| LONE STAR GLOBAL ACQUISITIONS, LTD.|Other Service Provider|$119,000|—|$119,000|

| TRITON PARTNERS|Other Service Provider|$116,000|—|$116,000|

| FACTSET RESEARCH SYSTEMS, INC.|Other Service Provider|$95,000|—|$95,000|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$87,000|—|$87,000|

| ROCKCREEK INC|Other Service Provider|$66,000|—|$66,000|

| ERNST & YOUNG LLP|Auditor|$64,000|—|$64,000|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$63,000|—|$63,000|

| AUDAX GROUP|Other Service Provider|$49,000|—|$49,000|

| DUPONT CAPITAL MANAGEMENT|Other Service Provider|$49,000|—|$49,000|

| ALBOURNE AMERICA, LLC|Other Service Provider|$42,000|—|$42,000|

| AVISTA CAPITAL|Other Service Provider|$39,000|—|$39,000|

| CINDY G. PITESA|Other Service Provider|$36,000|—|$36,000|

| SEYFARTH SHAW LLP|Investment Advisor|$24,000|—|$24,000|

| ARDIAN PRIVATE EQUITY|Other Service Provider|$12,000|—|$12,000|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$12,000|—|$12,000|

| THOMSON REUTERS|Other Service Provider|$10,000|—|$10,000|

| INSTITUTIONAL LIMITED PARTNERS|Other Service Provider|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [J.P. MORGAN INVESTMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [PRUDENTIAL REAL ESTATE INVESTORS](https://planprovider.pro/provider/empower) — Recordkeeper

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $228,086,000

- **Estimated Expense Ratio:** 0.542% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$285,963,000|$223,028,000|$4,247,000|$640,000|—|

| 2023|$117,311,000|$113,503,000|$25,000|—|—|

| 2022|$338,107,000|$302,458,304|$3,328,511|—|$7,241,784|

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