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Original filing (PDF)20251015174451NAL0005561537001
THE SHERWIN-WILLIAMS COMPANY
Form 5500
FILING_RECEIVED
THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 3
54% in single holding54% employer stockNo recordkeeper disclosed
Active participants
47,319
Accounts w/ balance
61,101
Plan assets (EOY)
$10.6B
Net assets (EOY)
$10.6B
How this plan invests
This plan
21 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The Sherwin-Williams Company Company Stock Fund (16,771,640 shares)" is 54% of plan.
- 54% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SHERWIN-WILLIAMS COMPANY.
Plan sponsor
Name
THE SHERWIN-WILLIAMS COMPANY
EIN
34-0526850
Address
101 PROSPECT AVENUE N.W. · C/O TAX DEPT., 1220 GH · CLEVELAND, OH · 441151075
Phone
(216) 566-2000
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATION COMMITTEE
EIN
34-6505363
City
CLEVELAND, OH
Phone
(216) 566-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | — | $951K | — |
| FIDELITY INV INST OPS CO, INC | 04-2647786 | — | — | $742K | — |
| QDRO CONSULTANTS | 34-1820650 | — | — | $16K | — |
Investments
13 direct securities · 21 pooled funds· $10.5B(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 Stocks
$5.7B
1 holding
Common Collective Trust
$4.1B
21 holdings
Uncategorized
$495.6M
10 holdings
Mutual Funds
$127.6M
1 holding
OTHER
$122.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * The Sherwin-Williams Company Stock Fund (16,771,640 shares) | Common Stocks | — | — | $5.7B | 54.0% | |
| CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Common Collective Trust | — | — | $533.7M | 5.1% | |
| VANGUARD INSTIT 500 INDEX TRUST VANGUARD GROUP, INC. · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $465.9M | 4.4% | |
| T. ROWE PRICE RET. 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $363.1M | 3.4% | |
| T. ROWE PRICE RET. 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $353.2M | 3.3% | |
| T. ROWE PRICE RET. 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $323.6M | 3.1% | |
| T. ROWE PRICE RET. 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $295.0M | 2.8% | |
| T. ROWE PRICE RET. 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $292.0M | 2.8% | |
| T. ROWE PRICE RET. 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $252.4M | 2.4% | |
| T. ROWE PRICE RET. 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $251.9M | 2.4% | |
| T. ROWE PRICE RET. 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $162.9M | 1.5% | |
| MANAGED INCOME PORTFOLIO II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Common Collective Trust | — | — | $135.7M | 1.3% | |
| Vanguard Group, Inc. Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | Mutual Funds | — | — | $127.6M | 1.2% | |
| * Fidelity Investments Fidelity® Money Market Government Portfolio | OTHER | — | — | $122.2M | 1.2% | |
| SMALL CAP OPPORTUNITIES PORTFOLIO WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $116.6M | 1.1% | |
| MID-CAP STOCK COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Common Collective Trust | — | — | $110.3M | 1.0% | |
| VANGUARD INSTIT TOTAL BOND MKT TR VANGUARD GROUP, INC. · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $105.9M | 1.0% | |
| Notes Receivable from participants with maturity dates through 2034 * Participant Loans and interest rates ranging from of 3.25% to 10.5% | — | — | — | $104.6M | 1.0% | |
| INVESCO CORE PLUS FIXED INCOME FUND INVESCO TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | — | — | $81.7M | 0.8% | |
| T. ROWE PRICE RET. 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $79.6M | 0.8% | |
| Virtus Investment Partners Virtus Ceredex Large-Cap Value Equity Fund | — | — | — | $77.7M | 0.7% | |
| LOW PRICED STOCK COMMINGLED POOL FIDELITY MANGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Common Collective Trust | — | — | $75.0M | 0.7% | |
| Fidelity Investments Fidelity® Puritan® Fund | — | — | — | $71.9M | 0.7% | |
| Vanguard Group, Inc. Vanguard Wellington Fund Admiral Shares | — | — | — | $71.1M | 0.7% | |
| Fidelity Investments Fidelity® International Capital Appreciation Fund | — | — | — | $59.2M | 0.6% | |
| T. ROWE PRICE RET. 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $54.4M | 0.5% | |
| Vanguard Group, Inc. Vanguard Wellesley® Income Fund Admiral™ Shares | — | — | — | $40.8M | 0.4% | |
| T. ROWE PRICE RET. 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $27.0M | 0.3% | |
| Fidelity Investments Fidelity® Limited Term Government Fund | — | — | — | $24.6M | 0.2% | |
| Vanguard Group, Inc. Vanguard Inflation-Protected Securities Fund Institutional Shares | — | — | — | $24.1M | 0.2% | |
| PIMCO Investments LLC PIMCO Low Duration Fund Institutional Class | — | — | — | $17.2M | 0.2% | |
| T. ROWE PRICE RET. 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $9.3M | <0.1% | |
| T. ROWE PRICE RET. 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $8.3M | <0.1% | |
| PIMCO Investments LLC PIMCO All Asset Fund Institutional Class | — | — | — | $4.6M | <0.1% |