DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Novo Nordisk Inc. Money Purchase Plan

Corporate pensionPlainsboro, NJ
Assets
$1.4B
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
63
2 managers on Schedule C
Plan sponsor: Novo Nordisk Inc
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.0%
  • Employer securities 4.5%
  • Common/collective trusts 51.9%
  • Registered investment companies 39.5%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
63 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Stephens Small Cap Growth Citcollective trustStephens Investment Management GroupPublic equity$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025T Rowe Price Blue Chip Growth Trustcollective trustT Rowe Price Trust CompanyPooled vehicles$119M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2010collective trustCharles Schwab Trust BankPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2015collective trustCharles Schwab Trust BankPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2020collective trustCharles Schwab Trust BankPooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2025collective trustCharles Schwab Trust BankPooled vehicles$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2030collective trustCharles Schwab Trust BankPooled vehicles$80.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2035collective trustCharles Schwab Trust BankPooled vehicles$81.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2040collective trustCharles Schwab Trust BankPooled vehicles$167M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2045collective trustCharles Schwab Trust BankPooled vehicles$74.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2050collective trustCharles Schwab Trust BankPooled vehicles$97.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2055collective trustCharles Schwab Trust BankPooled vehicles$22.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2060collective trustCharles Schwab Trust BankPooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Schwab Indexed Ret Tr Fund 2065collective trustCharles Schwab Trust BankPooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Allspring Core Bond Cit Fcollective trustSEI Trust CompanyFixed income$23.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2010collective trustCharles Schwab Trust BankPooled vehicles$548,236 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2015collective trustCharles Schwab Trust BankPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2020collective trustCharles Schwab Trust BankPooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2025collective trustCharles Schwab Trust BankPooled vehicles$21.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2030collective trustCharles Schwab Trust BankPooled vehicles$66.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2035collective trustCharles Schwab Trust BankPooled vehicles$64.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2040collective trustCharles Schwab Trust BankPooled vehicles$138M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2045collective trustCharles Schwab Trust BankPooled vehicles$57.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2050collective trustCharles Schwab Trust BankPooled vehicles$78.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2055collective trustCharles Schwab Trust BankPooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2060collective trustCharles Schwab Trust BankPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund 2065collective trustCharles Schwab Trust BankPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Schwab Managed Ret Tr Fund - Incomecollective trustCharles Schwab Trust BankFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Stephens Small Cap Growth Citcollective trustStephens Investment Management GroupPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024T Rowe Price Blue Chip Growth Trustcollective trustT Rowe Price Trust CompanyPooled vehicles$100M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Allspring Core Bond II Citcollective trustSEI Trust CompanyFixed income$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2010collective trustCharles Schwab Trust BankPooled vehicles$639,172 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2015collective trustCharles Schwab Trust BankPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2020collective trustCharles Schwab Trust BankPooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2025collective trustCharles Schwab Trust BankPooled vehicles$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2030collective trustCharles Schwab Trust BankPooled vehicles$59.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2035collective trustCharles Schwab Trust BankPooled vehicles$53.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2040collective trustCharles Schwab Trust BankPooled vehicles$117M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2045collective trustCharles Schwab Trust BankPooled vehicles$46.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2050collective trustCharles Schwab Trust BankPooled vehicles$63.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2055collective trustCharles Schwab Trust BankPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2060collective trustCharles Schwab Trust BankPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund 2065collective trustCharles Schwab Trust BankPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Schwab Managed Ret Tr Fund - Incomecollective trustCharles Schwab Trust BankFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Allspring Core Bond II Citcollective trustSEI Trust CompanyFixed income$17.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Stephens Small Cap Growth Citcollective trustStephens Investment Management GroupPublic equity$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023T Rowe Price Blue Chip Growth Trustcollective trustT Rowe Price Trust CompanyPooled vehicles$70.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2010collective trustCharles Schwab Trust BankPooled vehicles$565,051 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2015collective trustCharles Schwab Trust BankPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2020collective trustCharles Schwab Trust BankPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2025collective trustCharles Schwab Trust BankPooled vehicles$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2030collective trustCharles Schwab Trust BankPooled vehicles$48.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2035collective trustCharles Schwab Trust BankPooled vehicles$40.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2040collective trustCharles Schwab Trust BankPooled vehicles$93.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2045collective trustCharles Schwab Trust BankPooled vehicles$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2050collective trustCharles Schwab Trust BankPooled vehicles$48.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2055collective trustCharles Schwab Trust BankPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2060collective trustCharles Schwab Trust BankPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund 2065collective trustCharles Schwab Trust BankPooled vehicles$485,708 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Schwab Managed Ret Tr Fund - Incomecollective trustCharles Schwab Trust BankFixed income$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring Core Bond II Citcollective trustSEI Trust CompanyFixed income$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Stephens Small Cap Growth Citcollective trustStephens Investment Management GroupPublic equity$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022T Rowe Price Blue Chip Growth Trustcollective trustT Rowe Price Trust CompanyPooled vehicles$44.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
28 readings
Total assets
$1.4B Dec 31, 2025 reported Form 5500
$1.2B (2024-12) · $1.0B (2023-12) · $782M (2022-12)
Net assets
$1.4B Dec 31, 2025 reported Form 5500
$1.2B (2024-12) · $1.0B (2023-12) · $782M (2022-12)
Participants
8,143 Jan 1, 2025 reported Form 5500
7,649 (2024-01) · 7,223 (2023-01) · 6,234 (2022-01)
Contributions
$95.4M Dec 31, 2025 reported Form 5500
$107M (2024-12) · $95.5M (2023-12) · $72.8M (2022-12)
Benefits paid
$53.5M Dec 31, 2025 reported Form 5500
$35.7M (2024-12) · $27.4M (2023-12) · $31.8M (2022-12)
Net investment income
$187M Dec 31, 2025 reported Form 5500
$183M (2024-12) · $248M (2023-12) · $-86.6M (2022-12)
Investment management fees
$197,288 Dec 31, 2025 reported Form 5500
$147,023 (2024-12) · $109,926 (2023-12) · $51,422 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20258,143n/an/an/a$1.4Bn/an/an/a
2024 to Dec 31, 20247,649n/an/an/a$1.2Bn/an/an/a
2023 to Dec 31, 20237,223n/an/an/a$1.0Bn/an/an/a
2022 to Dec 31, 20226,234n/an/an/a$782Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Schwab Retirement Plan Services,inc codes 15 26 50 64 $393,806 PY2025
  • Fiducient Advisors LLC codes 28 50 $22,477 PY2025
  • State Street Bank & Trust Company codes 28 50 $20,193 PY2025
  • Charles Schwab & Co. Inc. codes 33 50 71 $14,385 PY2025
  • Schwab Managed Ret Tr Fund 2030 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2035 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2040 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2045 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2050 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2055 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2060 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2065 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund - Income Sched. D C PY2025
  • Stephens Small Cap Growth Cit Sched. D C $8.0M PY2025
  • T Rowe Price Blue Chip Growth Trust Sched. D C $119M PY2025
  • Allspring Core Bond II Cit Sched. D C PY2025
  • Schwab Indexed Ret Tr Fund 2010 Sched. D C $2.9M PY2025
  • Schwab Indexed Ret Tr Fund 2015 Sched. D C $1.8M PY2025
  • Schwab Indexed Ret Tr Fund 2020 Sched. D C $8.7M PY2025
  • Schwab Indexed Ret Tr Fund 2025 Sched. D C $23.4M PY2025
  • Schwab Indexed Ret Tr Fund 2030 Sched. D C $80.1M PY2025
  • Schwab Indexed Ret Tr Fund 2035 Sched. D C $81.3M PY2025
  • Schwab Indexed Ret Tr Fund 2040 Sched. D C $167M PY2025
  • Schwab Indexed Ret Tr Fund 2045 Sched. D C $74.2M PY2025
  • Schwab Indexed Ret Tr Fund 2050 Sched. D C $97.4M PY2025
  • Schwab Indexed Ret Tr Fund 2055 Sched. D C $22.7M PY2025
  • Schwab Indexed Ret Tr Fund 2060 Sched. D C $11.1M PY2025
  • Schwab Indexed Ret Tr Fund 2065 Sched. D C $4.8M PY2025
  • Allspring Core Bond Cit Class E2 Sched. D C $23.5M PY2025
  • Schwab Managed Ret Tr Fund 2010 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2015 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2020 Sched. D C PY2025
  • Schwab Managed Ret Tr Fund 2025 Sched. D C PY2025
  • Schwab Retirement Plan Services,inc codes 15 26 50 64 $344,850 PY2024
  • Fiducient Advisors LLC codes 28 50 $21,344 PY2024
  • State Street Bank & Trust Company codes 28 50 $19,319 PY2024
  • Charles Schwab & Co. Inc. codes 33 50 71 $11,596 PY2024
  • Schwab Managed Ret Tr Fund 2010 Sched. D C $548,236 PY2024
  • Schwab Managed Ret Tr Fund 2015 Sched. D C $1.6M PY2024
  • Schwab Managed Ret Tr Fund 2020 Sched. D C $8.9M PY2024
  • Schwab Managed Ret Tr Fund 2025 Sched. D C $21.1M PY2024
  • Schwab Managed Ret Tr Fund 2030 Sched. D C $66.6M PY2024
  • Schwab Managed Ret Tr Fund 2035 Sched. D C $64.9M PY2024
  • Schwab Managed Ret Tr Fund 2040 Sched. D C $138M PY2024
  • Schwab Managed Ret Tr Fund 2045 Sched. D C $57.2M PY2024
  • Schwab Managed Ret Tr Fund 2050 Sched. D C $78.0M PY2024
  • Schwab Managed Ret Tr Fund 2055 Sched. D C $15.4M PY2024
  • Schwab Managed Ret Tr Fund 2060 Sched. D C $7.4M PY2024
  • Schwab Managed Ret Tr Fund 2065 Sched. D C $2.9M PY2024
  • Schwab Managed Ret Tr Fund - Income Sched. D C $1.5M PY2024
  • Stephens Small Cap Growth Cit Sched. D C $7.1M PY2024
  • T Rowe Price Blue Chip Growth Trust Sched. D C $100M PY2024
  • Allspring Core Bond II Cit Sched. D C $20.5M PY2024
  • Schwab Retirement Plan Services,inc codes 15 26 50 64 $296,373 PY2023
  • Fiducient Advisors LLC codes 28 50 $21,278 PY2023
  • State Street Bank & Trust Company codes 28 50 $18,947 PY2023
  • Charles Schwab & Co. Inc. codes 33 50 71 $8,571 PY2023
  • Schwab Managed Ret Tr Fund 2010 Sched. D C $639,172 PY2023
  • Schwab Managed Ret Tr Fund 2015 Sched. D C $1.4M PY2023
  • Schwab Managed Ret Tr Fund 2020 Sched. D C $8.5M PY2023
  • Schwab Managed Ret Tr Fund 2025 Sched. D C $18.3M PY2023
  • Schwab Managed Ret Tr Fund 2030 Sched. D C $59.5M PY2023
  • Schwab Managed Ret Tr Fund 2035 Sched. D C $53.2M PY2023
  • Schwab Managed Ret Tr Fund 2040 Sched. D C $117M PY2023
  • Schwab Managed Ret Tr Fund 2045 Sched. D C $46.4M PY2023
  • Schwab Managed Ret Tr Fund 2050 Sched. D C $63.8M PY2023
  • Schwab Managed Ret Tr Fund 2055 Sched. D C $10.3M PY2023
  • Schwab Managed Ret Tr Fund 2060 Sched. D C $4.5M PY2023
  • Schwab Managed Ret Tr Fund 2065 Sched. D C $1.6M PY2023
  • Schwab Managed Ret Tr Fund - Income Sched. D C $1.2M PY2023
  • Allspring Core Bond II Cit Sched. D C $17.2M PY2023
  • Stephens Small Cap Growth Cit Sched. D C $6.0M PY2023
  • T Rowe Price Blue Chip Growth Trust Sched. D C $70.2M PY2023
  • Schwab Retirement Plan Services,inc codes 15 26 50 64 $309,999 PY2022
  • Fiducient Advisors LLC codes 28 50 $32,733 PY2022
  • State Street Bank & Trust Company codes 28 50 $18,689 PY2022
  • Charles Schwab & Co. Inc. codes 33 50 71 $7,837 PY2022
  • Schwab Managed Ret Tr Fund 2010 Sched. D C $565,051 PY2022
  • Schwab Managed Ret Tr Fund 2015 Sched. D C $1.5M PY2022
  • Schwab Managed Ret Tr Fund 2020 Sched. D C $7.0M PY2022
What changed
30 events
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2025 (Charles Schwab Trust Bank): $23M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2030 (Charles Schwab Trust Bank): $80M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Allspring Core Bond Cit F: $24M at 2025-12-31
    with Allspring Core Bond Cit Faskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2055 (Charles Schwab Trust Bank): $23M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2035 (Charles Schwab Trust Bank): $81M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2065 (Charles Schwab Trust Bank): $5M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2050 (Charles Schwab Trust Bank): $97M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2045 (Charles Schwab Trust Bank): $74M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2015 (Charles Schwab Trust Bank): $2M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2065 (Charles Schwab Trust Bank) (last held $3M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2060 (Charles Schwab Trust Bank): $11M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2045 (Charles Schwab Trust Bank) (last held $57M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2040 (Charles Schwab Trust Bank): $167M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund - Income (Charles Schwab Trust Bank) (last held $1M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2040 (Charles Schwab Trust Bank) (last held $138M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Allspring Core Bond II Cit (last held $20M at 2024-12-31; absent from the 2025-12-31 filing)
    with Allspring Core Bond II Citaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2015 (Charles Schwab Trust Bank) (last held $2M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2020 (Charles Schwab Trust Bank): $9M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2060 (Charles Schwab Trust Bank) (last held $7M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2035 (Charles Schwab Trust Bank) (last held $65M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2020 (Charles Schwab Trust Bank) (last held $9M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2055 (Charles Schwab Trust Bank) (last held $15M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2050 (Charles Schwab Trust Bank) (last held $78M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2010 (Charles Schwab Trust Bank) (last held $548,236 at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2025 (Charles Schwab Trust Bank) (last held $21M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Novo Nordisk Inc. Money Purchase Plan no longer reports Schwab Managed Ret Tr Fund 2030 (Charles Schwab Trust Bank) (last held $67M at 2024-12-31; absent from the 2025-12-31 filing)
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Holding started
    Novo Nordisk Inc. Money Purchase Plan first reports an interest in Schwab Indexed Ret Tr Fund 2010 (Charles Schwab Trust Bank): $3M at 2025-12-31
    with Charles Schwab Trust Bankaskebsa.dol.gov
  • Dec 31, 2025Assets changed
    Novo Nordisk Inc. Money Purchase Plan total assets $1.2B -> $1.4B (+15.4%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Dec 31, 2024Assets changed
    Novo Nordisk Inc. Money Purchase Plan total assets $1.0B -> $1.2B (+17.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Novo Nordisk Inc. Money Purchase Plan total assets $782M -> $1.0B (+31.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061061602-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.