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Original filing (PDF)20250729094516NAL0005506738001
KRAFT HEINZ FOODS COMPANY
Form 5500
FILING_RECEIVED
KRAFT HEINZ UNION SAVINGS PLAN
401(k) retirement plan
Active participants
3,640
Accounts w/ balance
5,193
Plan assets (EOY)
$311.0M
Net assets (EOY)
$311.0M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRAFT HEINZ FOODS COMPANY.
Plan sponsor
Name
KRAFT HEINZ FOODS COMPANY
EIN
25-0542520
Address
ONE PPG PLACE · SUITE 3400 · PITTSBURGH, PA · 15222
Phone
(412) 237-5084
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $118K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $74K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $51K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | ATTORNEY/LEGAL | $11K | — |
Investments
21 direct securities · 1 pooled fund· $604.9M(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.
Master Trust
$302.4M
1 holding
Uncategorized
$302.4M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KRAFT HEINZ DC MASTER TRUST KRAFT HEINZ FOODS COMPANY · EIN 25-0542520 / PN 027 | Master Trust | — | — | $302.4M | 97.2% | |
| BTC LIFEPATH RET G COMMON/COLLECTIVE TRUST | — | — | — | $51.6M | 16.6% | |
| SS S&P 500 INDEX II COMMON/COLLECTIVE TRUST | — | — | — | $38.2M | 12.3% | |
| BTC LIFEPATH 2030 G COMMON/COLLECTIVE TRUST | — | — | — | $35.2M | 11.3% | |
| BTC LIFEPATH 2035 G COMMON/COLLECTIVE TRUST | — | — | — | $29.8M | 9.6% | |
| BTC LIFEPATH 2040 G COMMON/COLLECTIVE TRUST | — | — | — | $21.0M | 6.7% | |
| BTC LIFEPATH 2045 G COMMON/COLLECTIVE TRUST | — | — | — | $17.6M | 5.7% | |
| party interest, collateral, par, or maturity value INTEREST INCOME FUND Includes INTEREST BEARING CASH, OTHER | — | — | — | $17.4M | 5.6% | |
| BTC LIFEPATH 2050 G COMMON/COLLECTIVE TRUST | — | — | — | $14.8M | 4.7% | |
| JPMCB US ACT CRE CFA COMMON/COLLECTIVE TRUST | — | — | — | $12.8M | 4.1% | |
| BTC LIFEPATH 2055 G COMMON/COLLECTIVE TRUST | — | — | — | $12.3M | 3.9% | |
| SS RSL SMMDCP IDX II COMMON/COLLECTIVE TRUST | — | — | — | $10.0M | 3.2% | |
| BTC LIFEPATH 2060 G COMMON/COLLECTIVE TRUST | — | — | — | $8.1M | 2.6% | |
| KRAFT HEINZ STOCK Includes EMPLOYER SECURITIES, INTEREST BEARING CASH | — | — | — | $6.9M | 2.2% | |
| SS GACEQ EXUS IDX II COMMON/COLLECTIVE TRUST | — | — | — | $6.6M | 2.1% | |
| PRU CORE PL BD CL 5 COMMON/COLLECTIVE TRUST | — | — | — | $4.5M | 1.4% | |
| EV AC SMID CAP R6 REGISTERED INVESTMENT COMPANY | — | — | — | $3.8M | 1.2% | |
| MFS INTL EQUITY 3A COMMON/COLLECTIVE TRUST | — | — | — | $3.5M | 1.1% | |
| BTC LIFEPATH 2065 G COMMON/COLLECTIVE TRUST | — | — | — | $2.9M | 0.9% | |
| SS US BOND INDX XIV COMMON/COLLECTIVE TRUST | — | — | — | $2.9M | 0.9% | |
| VANG VMMR-FED MMKT INTEREST BEARING CASH 116 VAN ST INF PS IDX IS REGISTERED INVESTMENT COMPANY | — | — | — | $2.9M | 0.9% | |
| JPMCB US ACT CORE CF COMMON/COLLECTIVE TRUST | — | — | — | $174 | <0.1% |