Company: GE
Filing Date: 2025-06-11
Form Type: 11-K
Source: 0000040545-25-000101
Chunk: 4

Company: GENERAL ELECTRIC CO
Filing Date: 2025-06-11
Form: 11-K
Chunk 4
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 Savings Plan, is a defined contribution plan sponsored by General Electric Company, operating as GE Aerospace (the “Company”).

The Plan is subject to applicable provisions of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). The assets of the Plan are held in and invested through the GE Retirement Savings Trust (the “Trust”).

Fidelity Workplace Services, LLC is the Plan’s recordkeeper. The Plan Trustees have appointed Fidelity Management Trust Company (“FMTC”) as the directed Trustee of the Trust.

SSGA Funds Management, Inc. (“SSGA FM”), an affiliate of State Street Corporation (“SSC”) is the investment advisor to three of the Plan’s investment options. State Street Global Advisors Trust Company (“SSGA TC”, and together with SSGA FM, "SSGA"), also affiliated with SSC, is the investment advisor to two of the Plan’s investment options.

Mercer Trust Company LLC and its affiliate, Mercer Investments LLC (formerly, Mercer Investment Management, Inc.) are the manager and investment advisor, respectively, for the Mercer GE International Equity Fund.

BlackRock Institutional Trust Company, N.A. (“BlackRock”) is the investment advisor to six of the Plan’s investment options, which include passively managed funds in equity and fixed income classes (collectively referred to herein as the “Index Funds”). BlackRock is the manager to the Plan’s suite of ten Target Retirement Date Funds.

The description of the Plan is provided for general information purposes only. The complete terms of the Plan are provided in the GE Aerospace Retirement Savings Plan document (the “Plan Document”). Plan information including benefits, investment options, vesting provisions and effects of plan termination is also included in Plan handbooks and other material distributed to participants.

Employee Contributions and Investment Options

Eligible employees of the Company and participating affiliates may participate in the Plan by investing up to 30% of their eligible earnings in one or more of the offered investment options.

As of December 31, 2024, the Plan's investments include:

• Separate accounts: the General Electric Common Stock Fund (the “GE Stock Fund”), the GE Vernova Stock Fund, and Target Retirement Date Funds (each a “TRD Fund” of collectively, "TRD Funds"). The separate accounts invest in corporate stocks and collective funds.

• Registered investment companies: the SSGA Income Fund (the “Income Fund”), the SSGA US Core Equity Fund (the “U.S. Equity Fund”) and the SSGA Small-Cap Equity Fund (