DFX Intelligence

60 more commitments and 25 more dated events

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Novo Nordisk Inc. Money Purchase Plan

Corporate pension· Plainsboro, New Jersey

Corporate pension, based in Plainsboro, New Jersey, reporting $1.4B in assets, for 8,143 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.4B
Fund commitments: 29
Managers: 3

View relationships Ask DFX about this allocator

Open searches Plans backing its top manager Similar plans, same strategy Commitments (29)Allocation policy Managers

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, 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.

60 more commitments and 25 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path

Novo Nordisk Inc. Money Purchase Plan

Funds committed to

Stephens Small Cap Growth Cit4 commitments
T Rowe Price Blue Chip Growth Trust4 commitments
Schwab Managed Ret Tr Fund 20303 commitments

All 29

Managers

Charles Schwab Trust Bank51 commitments
T. Rowe Price Trust Company4 commitments
Allspring4 commitments

Relationship network

66 connected entities63 observed commitments19 repeat counterpartiescommitments 2022 to 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out

Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$1.4B

Total assets, Dec 31, 2025 reported

Funded

not on record

not filed

Private markets target

no policy read

policy Dec 31, 2025

Commitments

4 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

3 managers on the commitment tape

From the plan’s own commitment disclosures

Charles Schwab Trust Bank51 rows, latest Dec 31, 2025
T. Rowe Price Trust Company4 rows, latest Dec 31, 2025
Allspring4 rows, latest Dec 31, 2025

From Schedule C (investment management, code 28)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+25 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

63 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Stephens Small Cap Growth Citcollective trust	Stephens Investment Management Group	Public equity	$8.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Schwab Indexed Ret Tr Fund 2010collective trust	Charles Schwab Trust Bank	Pooled vehicles	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Schwab Indexed Ret Tr Fund 2015collective trust	Charles Schwab Trust Bank	Pooled vehicles	$1.8M held	Disclosed holding	askebsa.dol.gov

+60 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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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 year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	8,143	Not disclosed	Not disclosed	n/a	$1.4B	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	7,649	Not disclosed	Not disclosed	n/a	$1.2B	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	7,223	Not disclosed	Not disclosed	n/a	$1.0B	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	6,234	Not disclosed	Not disclosed	n/a	$782M	Not disclosed	Not disclosed	Not disclosed

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

+90 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 061061602-003

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: funded ratio.

Record history

30 dated events on the change ledger, latest event first

Holding in a pooled vehicle started
2025-12-31source on record
Holding in a pooled vehicle started
2025-12-31source on record
Holding in a pooled vehicle started
2025-12-31source on record

+27 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+5 connections on the graph

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