Sarepta Therapeutics 401(k) Plan

Sarepta Therapeutics, Inc. 401(k) Plan is a single-employer defined contribution plan established in 1992, serving 1,354 active participants at year-end 2024. The plan held approximately $202.5 million in total assets as of December 31, 2024. Fidelity Management Trust Company serves as the trustee and recordkeeper for the plan.

Participants: 1,568 Plan assets: $202,511,834 Plan number: 001 Form 5500 plan year: 2024 Last verified: Jun 12, 2026 View Form 5500
Match
Not disclosed in the 2024 filing
Vesting
Not disclosed in the 2024 filing
Investment Options
32 funds
Plan Size
$202,511,834

By Zac Murphy, CFA charterholder and CFP professional. Published June 12, 2026. Verified against Form 5500 plan year 2024.

Get a personalized look at your Sarepta Therapeutics 401(k) options

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Fund lineup

Fund Asset Class Type
Fidelity® 500 Index Fund US Large Cap Index
T. Rowe Price Retirement I 2040 Fund I Class Target-date Other
T. Rowe Price Retirement I 2045 Fund I Class Target-date Other
T. Rowe Price Retirement I 2035 Fund I Class Target-date Other
T. Rowe Price Retirement I 2030 Fund I Class Target-date Other
T. Rowe Price Retirement I 2050 Fund I Class Target-date Other
T. Rowe Price Retirement I 2055 Fund I Class Target-date Other
Fidelity Blue Chip Growth K6 Fund US Large Cap Active
T. Rowe Price Retirement I 2025 Fund I Class Target-date Other
T. Rowe Price Retirement I 2060 Fund I Class Target-date Other
Fidelity Mid Cap Index Fund US Mid Cap Index
JPMorgan Equity Income Fund Class R6 US Large Cap Active
Voya Intermediate Bond Fund Class R6 US Bonds Active
Morley Stable Value Fund Class 25 - I Stable Value Other
Fidelity Small Cap Index Fund US Small Cap Index
MFS Intl. Intrinsic Value Fund Class R6 International Equity Active
Vanguard Total International Stock Index International Equity Index
Fidelity Emerging Markets Fund Class K Emerging Markets Active
Carillon Eagle Mid Cap Growth Fund Class R6 US Mid Cap Active
Vanguard Explorer Fund Admiral Shares US Small Cap Active
T. Rowe Price Retirement I 2020 Fund I Class Target-date Other
Nuveen Mid Cap Value Fund Class I US Mid Cap Active
Fidelity Int. Capital Appreciation K6 Fund International Equity Active
Vanguard Total Bond Market Index Fund US Bonds Index
Fidelity Real Estate Index Fund Real Estate Index
MFS New Discovery Value Fund Class R6 US Small Cap Active
Fed. Hermes Institutional High Yield Bond Fnd High Yield Bonds Active
AB Global Bond Fund Class I International Bonds Active
Fidelity Inflation Protected Bond Index Fund US Bonds Index
T. Rowe Price Retirement I 2010 Fund I Class Target-date Other
T. Rowe Price Retirement I 2005 Fund I Class Target-date Other
T. Rowe Price Retirement I 2015 Fund I Class Target-date Other

Why our allocations use only index funds

The actively managed funds in this plan cost more per year than the plan's index funds, which run roughly 0.02% to 0.06%. Decades of research on long-term active fund performance do not support reliable outperformance net of fees, which is why the allocation ideas below may consider using only the low-cost index options.

Employer match

Match summary
Not disclosed in the 2024 filing
Match cap --
Effective match rate --
Vesting Not disclosed in the 2024 filing
Waiting period Not disclosed in the 2024 filing

Sources

  • Plan metadata (employer, participants, assets, plan year): Form 5500 annual return/report, plan year 2024 -- view filing
  • Summary Plan Description (SPD) and fee disclosure (404a-5), where available from the plan administrator.

This page is for educational purposes only and does not constitute investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information is drawn from public Form 5500 filings and plan documents and may be incomplete or out of date. You may consider consulting a qualified professional and confirming all details with your plan administrator before making decisions. Waterfall Planning is not affiliated with Sarepta Therapeutics.

Find your risk profile

Answer 13 questions to see which allocation fits your situation.

Question 1 of 13

Risk assessment methodology based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163-181.

Allocation ideas

Five sample mixes built from this plan's funds, from conservative to growth. Take the assessment above to see which one fits your risk profile.

Recommended for you (based on your risk profile)
Conservative
Conservative

Capital preservation with minimal market exposure, built from bonds and stable value.

US equity   International   Bonds   Stable value
Vanguard Total Bond Market Index Fund 70%
Morley Stable Value Fund Class 25 - I 30%
0% stocks / 100% bonds
Recommended for you (based on your risk profile)
Income & A Little Growth
Income & A Little Growth

Mostly bonds with a small stock sleeve for modest growth.

US equity   International   Bonds   Stable value
Vanguard Total Bond Market Index Fund 49%
Morley Stable Value Fund Class 25 - I 21%
Fidelity® 500 Index Fund 19%
Vanguard Total International Stock Index 8%
Fidelity Mid Cap Index Fund 3%
30% stocks / 70% bonds
Recommended for you (based on your risk profile)
Balanced
Balanced

A classic 60/40 split of stocks and bonds.

US equity   International   Bonds   Stable value
Fidelity® 500 Index Fund 39%
Vanguard Total Bond Market Index Fund 28%
Vanguard Total International Stock Index 15%
Morley Stable Value Fund Class 25 - I 12%
Fidelity Mid Cap Index Fund 6%
60% stocks / 40% bonds
Recommended for you (based on your risk profile)
Growth & Income
Growth & Income

Stock-heavy with a bond cushion for a long horizon.

US equity   International   Bonds   Stable value
Fidelity® 500 Index Fund 52%
Vanguard Total International Stock Index 20%
Vanguard Total Bond Market Index Fund 14%
Fidelity Mid Cap Index Fund 8%
Morley Stable Value Fund Class 25 - I 6%
80% stocks / 20% bonds
Recommended for you (based on your risk profile)
Growth
Growth

All stocks for maximum long-term growth potential, with higher short-term volatility.

US equity   International   Bonds   Stable value
Fidelity® 500 Index Fund 65%
Vanguard Total International Stock Index 25%
Fidelity Mid Cap Index Fund 10%
100% stocks / 0% bonds
Stay on track

Get a plain-English breakdown of your plan

Occasional, no-jargon guidance on getting the most from your workplace retirement plan.

  • What your match is really worth
  • How to keep costs low with index funds
  • Plan updates when your filing changes

We send only what's useful. No advisor pitches, no data sales.

These allocation ideas are educational illustrations built from this plan's available funds and a standard risk-tolerance assessment. They are not personalized investment advice or a recommendation, and risk tolerance is only one factor in an investment decision. You may consider consulting a qualified professional before making changes to your account.