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Original filing (PDF)20250725160215NAL0017629538001
THE CLOROX COMPANY
Form 5500
FILING_RECEIVED
THE CLOROX COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,521
Accounts w/ balance
9,305
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
21 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLOROX COMPANY.
Plan sponsor
Name
THE CLOROX COMPANY
EIN
31-0595760
Address
1221 BROADWAY · OAKLAND, CA · 946121888
Phone
(510) 271-7000
Industry
Manufacturingsee all
Plan administrator
Name
THE EMPLOYEE BENEFITS COMMITTEE C/O THE CLOROX COMPANY
EIN
94-2461119
City
OAKLAND, CA
Phone
(510) 271-7000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $925K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $304K | — |
Investments
7 direct securities · 21 pooled funds· $2.5B(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.
Common Collective Trust
$2.0B
21 holdings
Uncategorized
$543.0M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST. 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $368.0M | 16.1% | |
| JPMCB U.S. ACTIVE CORE CF-A CLASS JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $200.3M | 8.8% | |
| VFTC TARGET RETIREMENT 2045 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $184.8M | 8.1% | |
| VFTC TARGET RETIREMENT 2035 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $177.3M | 7.8% | |
| Vanguard Institutional Total Bond Market Index Trust Common collective trust fund | — | — | — | $144.8M | 6.4% | |
| VANGUARD INST. TTL. BND MK. IND. TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $144.8M | 6.4% | |
| Eaton Vance Atlanta Capital SMID Cap Fund Mutual fund | — | — | — | $144.5M | 6.3% | |
| STATESTREET RUSSELL SMALL MIDCAP IN STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $123.4M | 5.4% | |
| Vanguard Institutional Total International Stock Market Index Trust Common collective trust fund | — | — | — | $118.7M | 5.2% | |
| VANGUARD INST. TTL INT. ST. MK. TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $118.7M | 5.2% | |
| VFTC TARGET RETIREMENT 2025 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $93.8M | 4.1% | |
| GALLIARD STABLE RETURN FUND W SEI TRUST COMPANY · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $92.9M | 4.1% | |
| VFTC TARGET RETIREMENT 2040 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $89.8M | 3.9% | |
| VFTC TARGET RETIREMENT 2050 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $79.3M | 3.5% | |
| VFTC TARGET RETIREMENT 2030 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $71.1M | 3.1% | |
| VFTC TARGET RETIREMENT 2055 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $68.0M | 3.0% | |
| The Clorox Company Common Stock Common stock | — | — | — | $67.2M | 2.9% | |
| MFS INTER. EQUITY CIT; CL 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $45.6M | 2.0% | |
| Vanguard Brokerage Option Self-directed brokerage account | — | — | — | $42.4M | 1.9% | |
| VFTC TARGET RETIREMENT 2060 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $30.1M | 1.3% | |
| METWEST TTL RET BOND FUND, CLASS Z1 SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $24.5M | 1.1% | |
| VFTC TARGET RETIREMENT 2020 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $24.1M | 1.1% | |
| VFTC TARGET RETIREMENT INCO TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $20.3M | 0.9% | |
| Interest rates ranging from * Participant loans 4.25% to 9.5% | — | — | — | $19.0M | 0.8% | |
| VFTC TARGET RETIREMENT 2065 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.4% | |
| Northern Global Sustainability Index Fund Mutual fund | — | — | — | $6.3M | 0.3% | |
| VFTC TARGET RETIREMENT 2070 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| METWEST T'TL RET BOND FUND; CL D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |