# Thomson Reuters Holdings INC. DB Plan
Source: https://planprovider.pro/companies/thomson-reuters-holdings-inc-plan-001

> Thomson Reuters Holdings INC.'s DB plan: 1,442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thomson Reuters Holdings INC.

- **Sponsor EIN:** 061497995

- **Sponsor Address:** 2900 AMES CROSSING ROAD, EAGAN, MN, 55121

- **Plan Type:** DB

- **Total Participants:** 1,442

- **Total Assets:** $1.4B

## 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|1,442|$1.4B|$0|$0|

| 2023|1,648|$1.6B|$0|$0|

| 2022|1,889|$1.5B|$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|

| ALIGHT SOLUTIONS, LLC|RECORD KEEPER|$954,370|$735|$955,105|

| WILLIS TOWERS WATSON US LLC|NONE|$527,461|—|$527,461|

| GOLDMAN SACHS ASSET MANAGEMENT, LP|INVESTMENT MANAGER|$481,758|—|$481,758|

| JPMORGAN CHASE BANK NA|TRUSTEE AND INVEST MGR|$276,504|$137,532|$414,036|

| PRUDENTIAL INSURANCE CO.|INVESTMENT MANAGER|$238,941|—|$238,941|

| INCOME RESEARCH AND MANAGEMENT|NONE|$227,208|—|$227,208|

| VOYA INVESTMENT TRUST COMPANY|INVESTMENT MANAGER|$198,110|—|$198,110|

| NISA INVESTMENT ADVISORS LLC|NONE|$197,210|—|$197,210|

| PRICEWATERHOUSECOOPERS LLP|NONE|$132,758|—|$132,758|

| MORGAN LEWIS & BOCKIUS LLP|NONE|$57,827|—|$57,827|

| HS2 BENEFITS|NONE|$13,500|—|$13,500|

| STATE STREET GLOBAL ADVISORS|INVESTMENT MANAGER|$8,330|—|$8,330|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — RECORD KEEPER

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [GOLDMAN SACHS ASSET MANAGEMENT, LP](https://planprovider.pro/provider/goldman-sachs) — INVESTMENT MANAGER

- [JPMORGAN CHASE BANK NA](https://planprovider.pro/provider/jp-morgan-asset-management) — TRUSTEE AND INVEST MGR

- [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — INVESTMENT MANAGER

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,452,244

- **Estimated Expense Ratio:** 0.246% 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|$12,906,533|$1,351,556|—|$132,758|—|

| 2023|$14,161,008|$2,705,132|—|$142,242|—|

| 2022|$9,319,355|$4,059,131|$1,085,605|—|$855,091|

## Similar Plans

- [Jamf Software, LLC](https://planprovider.pro/companies/jamf-softwate-llc-401k-plan) — 1,551 participants

- [Thomson Reuters Holdings INC.](https://planprovider.pro/companies/thomson-reuters-holdings-inc-401k-plan) — 8,130 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thomson-reuters-holdings-inc-plan-001)

© 2026 PlanProvider.Pro