How big is Knight-Swift Transportation Holdings Inc.'s plan?

Knight-Swift Transportation Holdings Inc.'s plan reported $1.0B in assets and 31,022 participants for 2024.

Original filing (PDF)20250829145507NAL0022436642001

Knight-Swift Transportation Holdings Inc.

Name: Knight-Swift Transportation Holdings Inc. — Form 5500 Plan 003 (2024)
Creator: Knight-Swift Transportation Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Knight-Swift Transportation Holdings, Inc. Retirement Plan

401(k) retirement plan · Knight-Swift Transportation Holdings Inc.'s Knight-Swift Transportation Holdings, Inc. Retirement Plan held $1.0B in plan assets for 31,022 participants in 2024, with Principal as recordkeeper.

Signals · 4

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered8 service providers

Active participants

31,022

Accounts w/ balance

30,327

Plan assets (EOY)

$1.0B

Net assets (EOY)

$1.0B

People on this filing

CARY Flanagan signed Knight-Swift Transportation Holdings Inc.'s 2024 Form 5500 as plan administrator.

CARY Flanagan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Knight-Swift Transportation Holdings Inc.'s EIN is 20-5589597.

EIN 20-5589597

Plan number 003

Plan year 2024

ACK ID 20250829145507NAL0022436642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Knight-Swift Transportation Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Knight-Swift Transportation Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC..

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How this plan invests

This plan

9 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 212K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (8th percentile).
Fragmented vendor stack (8 disclosed providers, 6 categories).

Plan sponsor

Name

KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.

EIN

all filings

Address

2200 S 75TH AVE · PHOENIX, AZ · 850437410

Phone

(800) 800-2200

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

8 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$1.6M	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L

Investments

34 direct securities · 9 pooled funds· $1.1B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$670.0M

24 holdings

Common Collective Trust

$201.4M

8 holdings

Common Stocks

$83.2M

4 holdings

Pooled Separate Account

$42.8M

1 holding

Stable Value

$31.0M

1 holding

Self-Directed Brokerage

$9.0M

1 holding

Bonds / Notes

$6.6M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$658.2M State Street / SPDR$113.8M Prudential / PGIM$31.0M JPMorgan$18.2M MetLife$14.7M Dodge & Cox$9.8M Goldman Sachs$2.3M PIMCO$2.0M

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3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTON LARSON ALLEN

Trustee / custodian

—

Trustee phone

—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PIETZSCH LAW GROUP,PA	81-0574082	—	INVESTMENT ADVISORY	$297K	—
LBMC PC	62-1199757	—	INVESTMENT ADVISORY	$21K	—
MMA SECURITIES, LLC	22-3570392	—	CONSULTANT	$0	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO, INC.	94-1737782	—	BROKER/DEALER	$1K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN LLP	41-0746749	—	ACCOUNTANT	$0	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT SERVICE	36-4410122	—	INV ADV, PARTICIPANTS	$336	—

Other securities

$6.4M

3 holdings

					% of plan
SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078	Common Collective Trust	—	—	$86.1M	8.5%
Capital Research and Management Company American Funds Target Date 2030 Fund	Mutual Funds	—	—	$85.3M	8.4%
Capital Research and Management Company American Funds Target Date 2040 Fund	Mutual Funds	—	—	$71.0M	7.0%
LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001	Common Collective Trust	—	—	$70.8M	6.9%
Capital Research and Management Company American Funds Washington Mutual A Fund	Mutual Funds	—	—	$60.0M	5.9%
Capital Research and Management Company American Funds Target Date 2035 Fund	Mutual Funds	—	—	$58.4M	5.7%
Capital Research and Management Company American Funds Target Date 2045 Fund	Mutual Funds	—	—	$46.3M	4.5%
Capital Research and Management Company American Funds Target Date 2050 Fund	Mutual Funds	—	—	$45.9M	4.5%
Principal Life Insurance Company MidCap Institutional Fund	Common Stocks	—	—	$42.8M	4.2%
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	—	$42.8M	4.2%
Capital Research and Management Company American Funds Target Date 2055 Fund	Mutual Funds	—	—	$41.6M	4.1%
Capital Research and Management Company American Funds Investment Company of American A Fund	Mutual Funds	—	—	$38.6M	3.8%
Capital Research and Management Company American Funds Target Date 2025 Fund	Mutual Funds	—	—	$33.0M	3.2%
Capital Research and Management Company American Funds AM Balanced A Fund	Mutual Funds	—	—	$32.6M	3.2%
Prudential Stable Value Fund	Stable Value	—	—	$31.0M	3.0%
Capital Research and Management Company American Funds New Prosperity A Fund	Mutual Funds	—	—	$28.9M	2.8%
Capital Research and Management Company American Funds Europacific Growth A Fund	Mutual Funds	—	—	$24.2M	2.4%
Capital Research and Management Company American Funds Target Date 2020 Fund	Mutual Funds	—	—	$21.5M	2.1%
Capital Research and Management Company American Funds Government Securities A Fund	Mutual Funds	—	—	$18.6M	1.8%
JP Morgan Investment Management, Inc. JP Morgan Small Cap Equity Select Fund	Common Stocks	—	—	$18.2M	1.8%
Capital Research and Management Company American Funds Target Date 2060 Fund	Mutual Funds	—	—	$17.8M	1.7%
METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$14.7M	1.4%
State Street Global Advisors, Inc. SSGA Russell Small Mid Cap Fund	Common Stocks	—	—	$14.5M	1.4%
SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091	Common Collective Trust	—	—	$14.5M	1.4%
Capital Research and Management Company American Funds Capital World Growth and Income Fund	Mutual Funds	—	—	$10.7M	1.0%
Dodge & Cox Dodge & Cox Income Fund	Mutual Funds	—	—	$9.8M	1.0%
Capital Research and Management Company American Funds Target Date 2065 Fund	Mutual Funds	—	—	$9.7M	0.9%
Various Self Directed Brokerage	Self-Directed Brokerage	—	—	$9.0M	0.9%
State Street Global Advisors, Inc. SSGA Global Equity Ex-US Fund	Common Stocks	—	—	$7.6M	0.7%
SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444	Common Collective Trust	—	—	$7.6M	0.7%
Participants Participant Loans - Rates at 3.25% - 9.50% -	Bonds / Notes	—	—	$6.6M	0.6%
Capital Research and Management Company American Funds New Economy A Fund	Mutual Funds	—	—	$6.5M	0.6%
STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477	Common Collective Trust	—	—	$5.5M	0.5%
Capital Research and Management Company American Funds Target Date 2010 Fund	Mutual Funds	—	—	$3.3M	0.3%
Cohen & Steers Real Estate Sector I	Other securities	—	—	$3.0M	0.3%
Capital Research and Management Company American Funds Small Cap World A Fund	Mutual Funds	—	—	$2.4M	0.2%
Goldman Sachs Emerging Market Equity Fund	Other securities	—	—	$2.3M	0.2%
PIONEER MLT-SCR FIX INC PRT R1 GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435	Common Collective Trust	—	—	$2.1M	0.2%
Capital Research and Management Company American Funds Target Date 2015 Fund	Mutual Funds	—	—	$2.1M	0.2%
PIMCO Real Return A Fund	Mutual Funds	—	—	$2.0M	0.2%
Knight Swift Transportation Employer Security Knight Stock	Other securities	—	—	$1.1M	0.1%
Capital Research and Management Company American Funds Target Date 2070 Fund	Mutual Funds	—	—	$24K	<0.1%
PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$0	<0.1%

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