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MICROSOFT CORPORATION

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

401(k)2025EIN 911144442PN 001form_5500
Filed Jul 24, 2026
Original filing
End-of-year assets

$77,853,223,310

Net assets $77,813,570,343

Active participants

115,488

178,595 participant accounts

Service providers

15

8 service categories

Fidelity bond

$5,000,000

Bond reported

Plan & sponsor record
Plan name
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
Effective date
Jan 1, 1987
Sponsor
MICROSOFT CORPORATION
Business code
511210
Administrator
401(K) ADMINISTRATIVE COMMITTEE
Administrator EIN
911144442
Address
ONE MICROSOFT WAY · REDMOND, WA, 908526399
Annual plan activity
Beginning assets$65,646,011,638
Ending assets$77,853,223,310
Employer contributions$1,179,291,008
Participant contributions$3,071,800,398
Total income$17,085,562,474
Benefits paid$4,853,066,025
Administrative expenses$42,959,933
Net income$12,189,536,516
Schedule D · end of year
Investments by manager
  • BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.$22.7B
  • VANGUARD FIDUCIARY TRUST COMPANY$18.3B
  • FIDELITY MANAGEMENT TRUST COMPANY$12.7B
  • GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC$231M
  • SEI TRUST COMPANY$185M
  • INVESCO NATIONAL TRUST COMPANY$97M
Schedule C · direct and indirect
Compensation by provider
  • RUSSELL INVESTMENTS$15M
  • ARTISAN PARTNERS LIMITED PARTNERSHI$7M
  • STRATEGIC ADVISORS, INC.$6M
  • PUTNAM$3M
  • FIDELITY INVESTMENTS INSTITUTIONAL$2M
  • FRONTIER CAPITAL MANAGEMENT$2M
  • PIMCO$2M
  • Other (5 more)$3M
Schedule C
Service providers
15
ProviderServicesLocationDirect compensation
RUSSELL INVESTMENTSEIN 911175092
  • 28Investment management
  • 51Investment management fees paid directly by plan
—$15,077,925
ARTISAN PARTNERS LIMITED PARTNERSHIEIN 300551775
  • 28Investment management
  • 51Investment management fees paid directly by plan
  • 68Soft dollars commissions
—$6,547,627
STRATEGIC ADVISORS, INC.EIN 042654524
  • 27Investment advisory (plan)
  • 51Investment management fees paid directly by plan
—$6,063,579
PUTNAMEIN 043543039
  • 28Investment management
  • 51Investment management fees paid directly by plan
—$3,406,038
FIDELITY INVESTMENTS INSTITUTIONALEIN 042647786
  • 37Participant loan processing
  • 51Investment management fees paid directly by plan
  • 64Recordkeeping fees
  • 65Account maintenance fees
  • 71Securities brokerage commissions and fees
—$2,383,420
FRONTIER CAPITAL MANAGEMENTEIN 043492668
  • 28Investment management
  • 51Investment management fees paid directly by plan
—$2,361,788
PIMCOEIN 330629048
  • 28Investment management
  • 51Investment management fees paid directly by plan
—$2,003,811
DIMENSIONAL FUND ADVISORSEIN 300447847
  • 28Investment management
  • 51Investment management fees paid directly by plan
—$1,339,783
WESTFIELD CAPITAL MANAGEMENTEIN 800175963
  • 28Investment management
  • 51Investment management fees paid directly by plan
  • 68Soft dollars commissions
—$929,766
SILVERCREST ASSET MANAGEMENT GROUPEIN 134194623
  • 28Investment management
  • 51Investment management fees paid directly by plan
  • 68Soft dollars commissions
—$806,080
ARIEL INVESTMENTSEIN 020712418
  • 28Investment management
  • 51Investment management fees paid directly by plan
  • 68Soft dollars commissions
—$358,110
INVESCOEIN 581707262
  • 28Investment management
  • 51Investment management fees paid directly by plan
—$50,976
BLACKROCK INSTITUTIONAL TRUST COEIN 943112180
———
THE VANGUARD GROUP, INC.EIN 231945930
———
GEODE CAPITAL MANAGEMENTEIN 821309416
———
Schedule D
DFE & pooled interests
20
EntityTypeEIN / planEOY interest
VANGUARD S&P 500 INDEX TRUSTVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816327546 / 001$10,321,082,735
FIDELITY GROWTH CO. COMMINGLED POOLFIDELITY MANAGEMENT TRUST COMPANY
CCommon or collective trust043022712 / 135$8,249,634,806
BLK LIFEPATH INDEX 2050 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust260896020 / 001$6,421,924,384
BLK LIFEPATH INDEX 2040 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust710986419 / 001$5,057,011,406
VANGUARD RUSSELL 1000 GR INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust226932947 / 001$4,788,882,589
FIDELITY CONTRAFUND COMMINGLED POOLFIDELITY MANAGEMENT TRUST COMPANY
CCommon or collective trust043022712 / 133$4,441,579,663
BLK LIFEPATH INDEX 2060 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust471878775 / 001$2,762,671,335
VANGUARD RUSSELL 1000 VAL INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust226932951 / 001$2,443,958,715
BLK LIFEPATH INDEX 2030 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust710986424 / 001$2,240,714,499
BLK LIFEPATH INDEX 2055 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust272470604 / 001$2,159,399,055
BLK LIFEPATH INDEX 2045 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust205115008 / 001$1,581,522,231
BLK LIFEPATH INDEX 2035 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust205114956 / 001$935,221,815
BLK LIFEPATH INDEX RETIREMENT FD FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust710986421 / 001$813,348,500
BLK LIFEPATH INDEX 2065 FUND FBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust841770109 / 001$740,739,474
VANGUARD RUSSELL 2000 GR INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust226932966 / 001$719,475,886
SPARTAN SMALL- MID CAP VALUE INDEXGEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
CCommon or collective trust826293122 / 015$230,575,812
PIMCO INFLATION RESPONSE CIT CLASSSEI TRUST COMPANY
CCommon or collective trust873287325 / 001$185,073,779
INVESCO SHORT-TERM INVESTMENT TRUSTINVESCO NATIONAL TRUST COMPANY
CCommon or collective trust611246990 / 001$96,631,809
BLK LIFEPATH INDEX 2070BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust993702781 / 001$31,088,729
SHORT-TERM INVESTMENT FUNDBLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CCommon or collective trust946450621 / 001$1,104,316