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Original filing (PDF)20251205083856NAL0003062993001
THE PROCTER & GAMBLE COMPANY
Form 5500
FILING_RECEIVED
THE PROCTER & GAMBLE SAVINGS PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
30,424
Accounts w/ balance
40,150
Plan assets (EOY)
$5.4B
Net assets (EOY)
$5.4B
How this plan invests
This plan
7 pooled trusts
Schedule D
2,115 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Blackrock Equity Non-Lending Class" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PROCTER & GAMBLE COMPANY.
Plan sponsor
Name
THE PROCTER & GAMBLE COMPANY
EIN
31-0411980
Address
P AND G TAX DIVISION · P.O. BOX 599 · CINCINNATI, OH · 45201
Phone
(513) 983-7777
Industry
Manufacturingsee all
Plan administrator
Name
THE PROCTER & GAMBLE U.S. BUSINESS SERVICES COMPANY
EIN
26-0048600
City
CINCINNATI, OH
Phone
(513) 983-7777
Plan characteristics
Plan number
042
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-05
Pension benefit codes
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $1.7M | — |
| BLACKROCK | 94-3112180 | — | NONE | $1.1M | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $174K | — |
| STATE STREET BANK & TRUST CO. | 04-1867445 | — | NONE | $123K | — |
Investments
2,080 direct securities · 7 pooled funds· $8.5B(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.
Uncategorized
$5.0B
2080 holdings
Common Collective Trust
$3.5B
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Equity Non-Lending Class | — | — | — | $1.7B | 31.8% | |
| MSCI ACWI IMI INDEX NON-LEND FUND F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 46-1531859 / PN 001 | Common Collective Trust | — | — | $1.7B | 31.8% | |
| THE PROCTER & GAMBLE COMPANY | — | — | — | $1.2B | 22.9% | |
| Global Equity Index Fund | — | — | — | $854.7M | 15.9% | |
| EQUITY NON LENDING CLASS F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 26-4273359 / PN 001 | Common Collective Trust | — | — | $854.7M | 15.9% | |
| Procter & Gamble Savings Plan - Russell 2000 Index SMA | — | — | — | $364.8M | 6.8% | |
| US DEBT INDEX NON-LEND FUND E BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 26-4086131 / PN 001 | Common Collective Trust | — | — | $361.2M | 6.7% | |
| MSCI ACWI EX-US INDEX NON-LEND FD F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 26-4299445 / PN 001 | Common Collective Trust | — | — | $285.3M | 5.3% | |
| SSgA Real Return Ex-Natural Resources Equity Non-Lending Series Fund | — | — | — | $207.4M | 3.9% | |
| REAL RET X-NATL RES EQ NL FD CL A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 458 | Common Collective Trust | — | — | $207.4M | 3.9% | |
| P&G Savings Short-Term Invested Unitized Account (money market fund) | — | — | — | $200.1M | 3.7% | |
| US SHORT TERM GOVT CREDIT BD IDX A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 230 | Common Collective Trust | — | — | $123.4M | 2.3% | |
| Various participants, interest rates ranging from 4.25% to 10.5% various maturities through January 2035 | — | — | — | $26.7M | 0.5% | |
| NT COLTV SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $6.3M | 0.1% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | — | — | — | $1.9M | <0.1% | |
| FABRINET | — | — | — | $1.5M | <0.1% | |
| IONQ INC | — | — | — | $1.5M | <0.1% | |
| HIMS HERS HEALTH INC CLASS A | — | — | — | $1.4M | <0.1% | |
| HEALTHEQUITY INC | — | — | — | $1.3M | <0.1% | |
| SHORT-TERM INVESTMENT FUND | — | — | — | $1.3M | <0.1% | |
| ENSIGN GROUP INC | — | — | — | $1.2M | <0.1% | |
| FLUOR CORP | — | — | — | $1.2M | <0.1% | |
| BLUEPRINT MEDICINES CORP | — | — | — | $1.2M | <0.1% | |
| AEROVIRONMENT INC | — | — | — | $1.1M | <0.1% | |
| BRINKER INTERNATIONAL INC | — | — | — | $1.1M | <0.1% | |
| COMMVAULT SYSTEMS INC | — | — | — | $1.1M | <0.1% | |
| NEXTRACKER INC CLASS A | — | — | — | $1.1M | <0.1% | |
| UMB FINANCIAL CORP | — | — | — | $1.1M | <0.1% | |
| SPX TECHNOLOGIES INC | — | — | — | $1.1M | <0.1% | |
| CHART INDUSTRIES INC | — | — | — | $1.1M | <0.1% | |
| BADGER METER INC | — | — | — | $1.0M | <0.1% | |
| CASELLA WASTE SYSTEMS INC CLASS A | — | — | — | $1.0M | <0.1% | |
| KRATOS DEFENSE AND SECURITY SOLUTI | — | — | — | $1.0M | <0.1% | |
| RAMBUS INC | — | — | — | $986K | <0.1% | |
| STERLING INFRASTRUCTURE INC | — | — | — | $981K | <0.1% | |
| OLD NATIONAL BANCORP | — | — | — | $980K | <0.1% | |
| DYCOM INDUSTRIES INC | — | — | — | $976K | <0.1% | |
| BRIDGEBIO PHARMA INC | — | — | — | $961K | <0.1% | |
| WATTS WATER TECHNOLOGIES INC CLASS | — | — | — | $961K | <0.1% | |
| JACKSON FINANCIAL INC CLASS A | — | — | — | $914K | <0.1% | |
| FEDERAL SIGNAL CORP | — | — | — | $910K | <0.1% | |
| ESSENTIAL PROPERTIES REALTY TRUST | — | — | — | $904K | <0.1% | |
| JBT MAREL CORP | — | — | — | $895K | <0.1% | |
| GUARDANT HEALTH INC | — | — | — | $885K | <0.1% | |
| STRIDE INC | — | — | — | $884K | <0.1% | |
| TAYLOR MORRISON HOME CORP | — | — | — | $864K | <0.1% | |
| ESSENT GROUP LTD | — | — | — | $861K | <0.1% | |
| UFP INDUSTRIES INC | — | — | — | $856K | <0.1% | |
| ITRON INC | — | — | — | $852K | <0.1% | |
| ARCHER AVIATION INC CLASS A | — | — | — | $843K | <0.1% | |
| AMERICAN HEALTHCARE REIT INC | — | — | — | $838K | <0.1% | |
| Q2 HOLDINGS INC | — | — | — | $831K | <0.1% | |
| RYMAN HOSPITALITY PROPERTIES REIT | — | — | — | $831K | <0.1% | |
| INTERDIGITAL INC | — | — | — | $828K | <0.1% | |
| CARETRUST REIT INC | — | — | — | $823K | <0.1% | |
| GLAUKOS CORP | — | — | — | $822K | <0.1% | |
| OKLO INC CLASS A | — | — | — | $819K | <0.1% | |
| TERRENO REALTY REIT CORP | — | — | — | $817K | <0.1% | |
| COEUR MINING INC | — | — | — | $808K | <0.1% | |
| VARONIS SYSTEMS INC | — | — | — | $798K | <0.1% | |
| COMMERCIAL METALS | — | — | — | $791K | <0.1% | |
| LANTHEUS HOLDINGS INC | — | — | — | $787K | <0.1% | |
| GROUP AUTOMOTIVE INC | — | — | — | $786K | <0.1% | |
| GATX CORP | — | — | — | $783K | <0.1% | |
| THE J.M. SMUCKER COMPANY | — | — | — | $783K | <0.1% | |
| ZURN ELKAY WATER SOLUTIONS CORP | — | — | — | $782K | <0.1% | |
| SHAKE SHACK INC CLASS A | — | — | — | $779K | <0.1% | |
| MERIT MEDICAL SYSTEMS INC | — | — | — | $778K | <0.1% | |
| UPSTART HOLDINGS INC | — | — | — | $776K | <0.1% | |
| HOME BANCSHARES INC | — | — | — | $772K | <0.1% | |
| CLEARWATER ANALYTICS HOLDINGS INC | — | — | — | $770K | <0.1% | |
| FIRSTCASH HOLDINGS INC | — | — | — | $764K | <0.1% | |
| QUALYS INC OPTION CARE HEALTH INC | — | — | — | $762K | <0.1% | |
| SELECTIVE INSURANCE GROUP INC | — | — | — | $754K | <0.1% | |
| TXNM ENERGY INC | — | — | — | $745K | <0.1% | |
| TG THERAPEUTICS INC | — | — | — | $744K | <0.1% | |
| BALCHEM CORP | — | — | — | $744K | <0.1% | |
| SPS COMMERCE INC | — | — | — | $741K | <0.1% | |
| MODINE MANUFACTURING | — | — | — | $738K | <0.1% | |
| UNITED BANKSHARES INC | — | — | — | $736K | <0.1% | |
| CADENCE BANK | — | — | — | $735K | <0.1% | |
| SANMINA CORP | — | — | — | $732K | <0.1% | |
| ORMAT TECH INC | — | — | — | $731K | <0.1% | |
| RADIAN GROUP INC | — | — | — | $729K | <0.1% | |
| MADRIGAL PHARMACEUTICALS INC | — | — | — | $728K | <0.1% | |
| MOOG INC CLASS A | — | — | — | $728K | <0.1% | |
| HANCOCK WHITNEY CORP | — | — | — | $725K | <0.1% | |
| KITE REALTY GROUP TRUST REIT | — | — | — | $721K | <0.1% | |
| BROOKFIELD INFRASTRUCTURE CORP CLA | — | — | — | $717K | <0.1% | |
| ADVANCED ENERGY INDUSTRIES INC | — | — | — | $715K | <0.1% | |
| ESCO TECHNOLOGIES INC | — | — | — | $711K | <0.1% | |
| CONSTRUCTION PARTNERS INC CLASS A | — | — | — | $711K | <0.1% | |
| GLACIER BANCORP INC | — | — | — | $711K | <0.1% | |
| PIPER SANDLER COMPANIES | — | — | — | $705K | <0.1% | |
| BLOOM ENERGY CLASS A CORP | — | — | — | $699K | <0.1% | |
| IRHYTHM TECHNOLOGIES INC | — | — | — | $698K | <0.1% | |
| JOBY AVIATION INC CLASS A | — | — | — | $695K | <0.1% | |
| ACI WORLDWIDE INC | — | — | — | $693K | <0.1% | |
| FIRST FINANCIAL BANKSHARES INC | — | — | — | $693K | <0.1% | |
| SOUTHWEST GAS HOLDINGS INC | — | — | — | $690K | <0.1% | |
| BOX INC CLASS A | — | — | — | $687K | <0.1% | |
| CNX RESOURCES CORP | — | — | — | $684K | <0.1% | |
| SILICON LABORATORIES INC | — | — | — | $678K | <0.1% | |
| MERITAGE CORP | — | — | — | $678K | <0.1% | |
| NUSCALE POWER CORP CLASS A | — | — | — | $676K | <0.1% | |
| CORE SCIENTIFIC INC | — | — | — | $674K | <0.1% | |
| ADTALEM GLOBAL EDUCATION INC | — | — | — | $672K | <0.1% | |
| ASBURY AUTOMOTIVE GROUP INC | — | — | — | $671K | <0.1% | |
| BOOT BARN HOLDINGS INC | — | — | — | $668K | <0.1% | |
| KNIFE RIVER CORP | — | — | — | $667K | <0.1% | |
| CSW INDUSTRIALS INC | — | — | — | $666K | <0.1% | |
| ALKERMES | — | — | — | $665K | <0.1% | |
| NOVANTA INC | — | — | — | $662K | <0.1% | |
| BELDEN INC | — | — | — | $662K | <0.1% | |
| URBAN OUTFITTERS INC | — | — | — | $660K | <0.1% | |
| CAL MAINE FOODS INC | — | — | — | $654K | <0.1% | |
| NEW JERSEY RESOURCES CORP | — | — | — | $653K | <0.1% | |
| MIRION TECHNOLOGIES INC CLASS A | — | — | — | $646K | <0.1% | |
| PORTLAND GENERAL ELECTRIC | — | — | — | $645K | <0.1% | |
| SL GREEN REALTY REIT CORP | — | — | — | $640K | <0.1% | |
| TRANSMEDICS GROUP INC | — | — | — | $638K | <0.1% | |
| PHILLIPS EDISON AND COMPANY INC | — | — | — | $635K | <0.1% | |
| SABRA HEALTH CARE REIT INC | — | — | — | $633K | <0.1% | |
| ATLANTIC UNION BANKSHARES CORP | — | — | — | $628K | <0.1% | |
| FRONTDOOR INC | — | — | — | $627K | <0.1% | |
| VALLEY NATIONAL | — | — | — | $625K | <0.1% | |
| ONE GAS INC | — | — | — | $621K | <0.1% | |
| HERC HOLDINGS INC | — | — | — | $616K | <0.1% | |
| AMERIS BANCORP | — | — | — | $614K | <0.1% | |
| INTEGER HOLDINGS CORP | — | — | — | $607K | <0.1% | |
| SPIRE INC | — | — | — | $604K | <0.1% | |
| PRIMORIS SERVICES CORP | — | — | — | $603K | <0.1% | |
| AXSOME THERAPEUTICS INC | — | — | — | $602K | <0.1% | |
| ADMA BIOLOGICS INC | — | — | — | $601K | <0.1% | |
| D WAVE QUANTUM INC | — | — | — | $601K | <0.1% | |
| INSTALLED BUILDING PRODUCTS INC | — | — | — | $601K | <0.1% | |
| ARCOSA INC | — | — | — | $601K | <0.1% | |
| GMS INC | — | — | — | $600K | <0.1% | |
| MAGNOLIA OIL GAS CORP CLASS A | — | — | — | $599K | <0.1% | |
| SITIME CORP | — | — | — | $598K | <0.1% | |
| MACERICH REIT SKYWEST INC | — | — | — | $597K | <0.1% | |
| LUMEN TECHNOLOGIES INC | — | — | — | $597K | <0.1% | |
| STONEX GROUP INC | — | — | — | $593K | <0.1% | |
| INDEPENDENCE REALTY INC TRUST | — | — | — | $591K | <0.1% | |
| LIFE TIME GROUP HOLDINGS INC | — | — | — | $589K | <0.1% | |
| TTM TECHNOLOGIES INC | — | — | — | $588K | <0.1% | |
| GOLAR LNG LTD | — | — | — | $587K | <0.1% | |
| BLACK HILLS CORP | — | — | — | $586K | <0.1% | |
| ARCHROCK INC | — | — | — | $586K | <0.1% | |
| GRANITE CONSTRUCTION INC | — | — | — | $585K | <0.1% | |
| ASSOCIATED BANCORP | — | — | — | $585K | <0.1% | |
| VAXCYTE INC | — | — | — | $585K | <0.1% | |
| CABOT CORP | — | — | — | $585K | <0.1% | |
| PALOMAR HOLDINGS INC | — | — | — | $582K | <0.1% | |
| VERRA MOBILITY CORP CLASS A | — | — | — | $581K | <0.1% | |
| ENPRO INC | — | — | — | $581K | <0.1% | |
| ENSTAR GROUP LTD | — | — | — | $579K | <0.1% | |
| TENABLE HOLDINGS INC | — | — | — | $577K | <0.1% | |
| MOELIS CLASS A | — | — | — | $576K | <0.1% | |
| SERVISFIRST BANCSHARES INC | — | — | — | $575K | <0.1% | |
| AXOS FINANCIAL INC | — | — | — | $573K | <0.1% | |
| MAXIMUS INC | — | — | — | $570K | <0.1% | |
| PRESTIGE CONSUMER HEALTHCARE INC | — | — | — | $569K | <0.1% | |
| SEMTECH CORP | — | — | — | $564K | <0.1% | |
| SOUNDHOUND AI INC CLASS A | — | — | — | $563K | <0.1% | |
| OSCAR HEALTH INC CLASS A | — | — | — | $561K | <0.1% | |
| ABERCROMBIE AND FITCH CLASS A | — | — | — | $561K | <0.1% | |
| STONECO LTD CLASS A | — | — | — | $560K | <0.1% | |
| CNO FINANCIAL GROUP INC | — | — | — | $557K | <0.1% | |
| BRINKS | — | — | — | $555K | <0.1% | |
| CYTOKINETICS INC | — | — | — | $555K | <0.1% | |
| INSIGHT ENTERPRISES INC | — | — | — | $552K | <0.1% | |
| PJT PARTNERS INC CLASS A | — | — | — | $549K | <0.1% | |
| KORN FERRY | — | — | — | $548K | <0.1% | |
| PTC THERAPEUTICS INC | — | — | — | $545K | <0.1% | |
| RADNET INC | — | — | — | $542K | <0.1% | |
| EXPONENT INC | — | — | — | $540K | <0.1% | |
| HAEMONETICS CORP | — | — | — | $540K | <0.1% | |
| ALLETE INC | — | — | — | $540K | <0.1% | |
| ECHOSTAR CORP CLASS A | — | — | — | $536K | <0.1% | |
| CBIZ INC | — | — | — | $535K | <0.1% | |
| MUELLER WATER PRODUCTS INC SERIES | — | — | — | $535K | <0.1% | |
| RIOT PLATFORMS INC | — | — | — | $535K | <0.1% | |
| KADANT INC | — | — | — | $534K | <0.1% | |
| WAYSTAR HOLDING CORP | — | — | — | $533K | <0.1% | |
| AKERO THERAPEUTICS INC | — | — | — | $533K | <0.1% | |
| KB HOME | — | — | — | $532K | <0.1% | |
| CORE NATURAL RESOURCES INC | — | — | — | $531K | <0.1% | |
| BGC GROUP INC CLASS A | — | — | — | $531K | <0.1% | |
| INTERNATIONAL BANCSHARES CORP | — | — | — | $526K | <0.1% | |
| TEXAS CAPITAL BANCSHARES INC | — | — | — | $524K | <0.1% | |
| PLEXUS CORP | — | — | — | $523K | <0.1% | |
| KONTOOR BRANDS INC | — | — | — | $521K | <0.1% | |
| MATSON INC | — | — | — | $520K | <0.1% | |
| OSI SYSTEMS INC | — | — | — | $519K | <0.1% | |
| HECLA MINING | — | — | — | $517K | <0.1% | |
| FRANKLIN ELECTRIC INC | — | — | — | $514K | <0.1% | |
| STEPSTONE GROUP INC CLASS A | — | — | — | $512K | <0.1% | |
| TELEPHONE AND DATA SYSTEMS INC | — | — | — | $509K | <0.1% | |
| UNITED COMMUNITY BANKS INC | — | — | — | $498K | <0.1% |
Showing top 200 of 2,087 investments by value.