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Original filing (PDF)20251013163438NAL0001604737001
WESTERN DIGITAL CORPORATION
Form 5500
FILING_RECEIVED
WESTERN DIGITAL CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure7 service providers
Active participants
6,598
Accounts w/ balance
10,063
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
20 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN DIGITAL CORPORATION.
Plan sponsor
Name
WESTERN DIGITAL CORPORATION
EIN
33-0956711
Address
5601 GREAT OAKS PARKWAY · SAN JOSE, CA · 95119
Phone
(949) 672-7000
Industry
Manufacturingsee all
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM BROWN AND SMITH PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $340K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $79K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $53K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $158K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 20 pooled funds· $4.2B(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
$2.5B
31 holdings
Common Collective Trust
$1.7B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $369.5M | 14.9% | |
| State Street Global Advisors Trust Company | — | — | — | $369.5M | 14.9% | |
| T. Rowe Price Trust Company | — | — | — | $222.2M | 9.0% | |
| WINSLOW LG CP GR I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 131 | Common Collective Trust | — | — | $170.4M | 6.9% | |
| SEI Trust Company | — | — | — | $170.4M | 6.9% | |
| Capital Group Trust Company | — | — | — | $169.0M | 6.8% | |
| AF CG 2030 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $169.0M | 6.8% | |
| Capital Group Trust Company | — | — | — | $160.4M | 6.5% | |
| AF CG 2035 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $160.4M | 6.5% | |
| TRP STABLE VALUE Q T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $151.7M | 6.1% | |
| T. Rowe Price Trust Company | — | — | — | $151.7M | 6.1% | |
| Capital Group Trust Company | — | — | — | $145.9M | 5.9% | |
| AF CG 2040 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $145.9M | 5.9% | |
| AF CG 2025 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $115.9M | 4.7% | |
| Capital Group Trust Company | — | — | — | $115.9M | 4.7% | |
| T. Rowe Price Trust Company | — | — | — | $112.0M | 4.5% | |
| Vanguard Fund | — | — | — | $108.8M | 4.4% | |
| Capital Group Trust Company | — | — | — | $105.0M | 4.2% | |
| AF CG 2045 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $105.0M | 4.2% | |
| AF CG 2050 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $90.2M | 3.6% | |
| Capital Group Trust Company | — | — | — | $90.2M | 3.6% | |
| Self-directed Investments | — | — | — | $86.4M | 3.5% | |
| Dimensional Fund Advisors | — | — | — | $54.3M | 2.2% | |
| AF CG 2020 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $53.0M | 2.1% | |
| Capital Group Trust Company | — | — | — | $53.0M | 2.1% | |
| Capital Group Trust Company | — | — | — | $51.4M | 2.1% | |
| AF CG 2055 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $51.4M | 2.1% | |
| Robert W. Baird & Co. Incorporated | — | — | — | $48.4M | 2.0% | |
| Dodge & Cox Fund | — | — | — | $38.5M | 1.6% | |
| Capital Group Trust Company | — | — | — | $33.0M | 1.3% | |
| AF CG 2060 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $33.0M | 1.3% | |
| JP Morgan | — | — | — | $27.8M | 1.1% | |
| Vanguard Fund | — | — | — | $25.5M | 1.0% | |
| Janus Henderson | — | — | — | $24.1M | 1.0% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $21.4M | 0.9% | |
| State Street Global Advisors Trust Company | — | — | — | $21.4M | 0.9% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $20.5M | 0.8% | |
| State Street Global Advisors Trust Company | — | — | — | $20.5M | 0.8% | |
| American Funds | — | — | — | $17.1M | 0.7% | |
| State Street Global Advisors Trust Company | — | — | — | $17.1M | 0.7% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $17.1M | 0.7% | |
| AF CG 2015 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $14.0M | 0.6% | |
| Capital Group Trust Company | — | — | — | $14.0M | 0.6% | |
| Notes Receivable from Participants | — | — | — | $12.9M | 0.5% | |
| Capital Group Trust Company | — | — | — | $8.5M | 0.3% | |
| AF CG 2010 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $8.5M | 0.3% | |
| T. Rowe Price Trust Company | — | — | — | $738K | <0.1% | |
| Capital Group Trust Company | — | — | — | $413K | <0.1% | |
| CG 2065 TD U3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $413K | <0.1% | |
| T ROWE PRICE STABLE VALUE COMMON CL T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WINSLOW LARGE CAP GROWTH FUND, CLAS SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% |