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Original filing (PDF)20251016122935NAL0006311697001

ELECTROLUX HOME PRODUCTS, INC.

Form 5500
FILING_RECEIVED
ELECTROLUX HOME PRODUCTS, INC. WELFARE BENEFITS PLAN FOR RETIRED EMPLOYEES
Health & welfare plan
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$187.8M
Net assets (EOY)
$185.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
355 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
90
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
  • 44 bps in Schedule C fees — 340% above peer band of 10 bps.
  • No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTROLUX HOME PRODUCTS, INC..
Plan sponsor
Name
ELECTROLUX HOME PRODUCTS, INC.
EIN
34-1694736
Address
10200 DAVID TAYLOR DRIVE · CHARLOTTE, NC · 282622373
Phone
(980) 236-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
730
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Trustee
1
NameEINLocationRelationDirect compIndirect comp
THE BANK OF NEW YORK MELLON13-5160382TRUSTEE$147K
Other
1
NameEINLocationRelationDirect compIndirect comp
PIMCO33-0629048NONE$679K

Investments

345 direct securities · 2 pooled funds· $189.5M(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
$156.5M
343 holdings
Common Collective Trust
$21.6M
2 holdings
Common Collective Trusts
$10.6M
1 holding
PARTNERSHIP/JOINT VENTURE
$839K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
DD 06/26/97$25.1M$25.1M13.4%
EQUITY ACWI FUND
NORTHERN TRUST CO. · EIN 45-6138589 / PN 117
Common Collective Trust
$8.8M$11.0M5.9%
WCVF18533102 999F93559 NORTHERN TRUST EQUITY S&P 500 FUND
Common Collective Trusts
$4.0M$10.6M5.6%
NT COLLECTIVE S & P 500 INDEX FUND
NORTHERN TRUST CO. · EIN 45-6138589 / PN 002
Common Collective Trust
$10.6M5.6%
Registered Investment Companies WCVF18533002 72201P613 PIMCO FDS SHORT TERM FLTG NAV$9.4M$9.4M5.0%
08/15/22$6.8M$6.8M3.6%
05/15/24$6.1M$6.1M3.3%
08/15/24$5.3M$5.1M2.7%
01/15/24$2.3M$2.3M1.2%
11/15/24$2.0M$1.9M1.0%
09/30/24$1.9M$1.8M1.0%
12/01/23$1.7M$1.7M0.9%
10/31/24$1.6M$1.6M0.8%
10/31/24$1.5M$1.5M0.8%
WCVF18533002 902613AS7 UBS GROUP AG 144AVAR RT 08/05/2027 DD 08/05/22$1.4M$1.4M0.7%
09/30/22$1.3M$1.3M0.7%
02/15/23$1.3M$1.2M0.6%
WCVF18533002 91087BAV2 MEXICO GOVERNMENT INTERNATIONA6.350% 02/09/2035 DD$1.3M$1.2M0.6%
07/31/2054$1.2M$1.1M0.6%
02/15/24$1.1M$1.1M0.6%
12/07/2040$1.1M$1.0M0.6%
WCVF18533002 404280CC1 HSBC HOLDINGS PLCVAR RT 05/22/2030 DD 05/22/19$1.2M$1.0M0.6%
WCVF18533002 EIBJTPF68 ITALY BUONI POLIENNALI DE REGS0.850% 01/15/2027$895K$1.0M0.5%
07/01/23$968K$974K0.5%
01/01/24$933K$928K0.5%
DD 06/26/97$886K$886K0.5%
Interest WCVF18533502 99VVA6741 DIRECT LENDING FUND II USD SLP
PARTNERSHIP/JOINT VENTURE
$65K$839K0.4%
08/15/24$877K$815K0.4%
05/15/2029 DD 11/04/24$801K$810K0.4%
10/31/2027$747K$808K0.4%
WCVF18533002 46654PAA4 J.P. MORGAN CHASE HTL5 A 144AVAR RT 11/15/2038 DD 12/06/21$798K$796K0.4%
05/01/24$761K$757K0.4%
11/01/24$700K$732K0.4%
WCVF18533002 442722AC8 HOWARD MIDSTREAM ENERGY P 144A7.375% 07/15/2032 DD 06/17/24$700K$711K0.4%
07/23/2025 DD 07/23/15$757K$697K0.4%
04/20/2027 DD 04/20/22$698K$689K0.4%
09/17/2027 DD 09/17/20$770K$674K0.4%
09/20/2026 DD 09/20/21$696K$665K0.4%
01/15/20$724K$651K0.3%
09/26/15$672K$648K0.3%
WCVF18533002 EIBMCR152 ITALY BUONI POLIENNALI DE 144A0.950% 12/01/2031$530K$628K0.3%
03/15/2033 DD 01/09/23$599K$619K0.3%
WCVF18533002 EVBF55HG3 G CITY EUROPE LTD REGSSTEP 09/11/2025$757K$613K0.3%
WCVF18533002 817477AG7 SERBIA INTERNATIONAL BOND 144A6.250% 05/26/2028 DD 01/26/23$598K$609K0.3%
WCVF18533002 EFBMC6K12 UBISOFT ENTERTAINMENT SA REGS0.878% 11/24/2027$821K$608K0.3%
04/24/2025 DD 04/24/18$613K$599K0.3%
07/15/2027$692K$597K0.3%
WCVF18533002 212015AT8 CONTINENTAL RESOURCES INC 144A5.750% 01/15/2031 DD 11/25/20$686K$593K0.3%
WCVF18533002 45262BAB9 IMPERIAL BRANDS FINANCE P 144A3.500% 07/26/2026 DD 07/26/19$630K$587K0.3%
08/21/17$619K$586K0.3%
01/12/2027 DD 01/12/17$628K$586K0.3%
11/15/24$577K$573K0.3%
02/12/2048 DD 08/12/18$470K$526K0.3%
WCVF18533002 EN9UU8O87 EURO-GALAXY III C 3A ARRR 144AVAR RT 04/24/2034$520K$515K0.3%
WCVF18533002 19828TAB2 COLUMBIA PIPELINES OPERAT 144A6.036% 11/15/2033 DD 08/08/23$500K$513K0.3%
01/13/23$496K$509K0.3%
11/21/2033 DD 11/21/23$503K$509K0.3%
DD 02/08/24$497K$499K0.3%
02/13/2034 DD 02/13/24$500K$499K0.3%
07/02/24$495K$497K0.3%
01/05/24$499K$497K0.3%
WCVF18533002 09659W2Z6 BNP PARIBAS SA 144AVAR RT 11/19/2030 DD 11/19/24$498K$495K0.3%
08/15/23$512K$490K0.3%
03/15/2035 DD 11/08/24$499K$488K0.3%
WCVF18533002 80413TBD0 SAUDI GOVERNMENT INTERNAT 144A4.875% 07/18/2033 DD 01/18/23$494K$485K0.3%
WCVF18533002 83368RAZ5 SOCIETE GENERALE SA 144AVAR RT 12/14/2026 DD 12/14/20$497K$483K0.3%
07/01/2040 DD 07/02/20$550K$475K0.3%
WCVF18533002 25714PEZ7 DOMINICAN REPUBLIC INTERN 144A6.600% 06/01/2036 DD 07/01/24$446K$446K0.2%
04/30/2031$388K$440K0.2%
WCVF18533002 693475BU8 PNC FINANCIAL SERVICES GROUP IVAR RT 10/20/2034 DD 10/20/23$400K$437K0.2%
11/28/2033 DD 11/28/23$400K$433K0.2%
WCVF18533002 NA9UV0TM5 ONCOR ELECTRIC DELIVERY C 144A3.500% 05/15/2031$433K$421K0.2%
WCVF18533002 05964HBH7 BANCO SANTANDER SAVAR RT 12/31/2049 DD 08/01/24$400K$414K0.2%
11/21/2030 DD 11/21/23$398K$412K0.2%
MAR-2028$527K$409K0.2%
WCVF18533002 853254CT5 STANDARD CHARTERED PLC 144AVAR RT 07/06/2027 DD 07/06/23$400K$407K0.2%
WCVF18533002 95000U3E1 WELLS FARGO & COVAR RT 07/25/2029 DD 07/25/23$400K$406K0.2%
06/26/2028 DD 06/26/23$399K$406K0.2%
WCVF18533002 12803RAH7 CAIXABANK SA 144AVAR RT 06/15/2035 DD 03/15/24$400K$403K0.2%
04/04/2029 DD 04/04/24$400K$403K0.2%
WCVF18533002 38151LAF7 GOLDMAN SACHS BANK USA/NEW YORVAR RT 03/18/2027 DD 03/18/24$400K$402K0.2%
WCVF18533002 AABKT1057 NEW SOUTH WALES TREASURY CORP2.000% 03/08/2033$389K$400K0.2%
09/15/2029 DD 09/17/24$400K$399K0.2%
WCVF18533002 05971PAD0 BANCO MERCANTIL DEL NORTE 144AVAR RT 12/31/2049 DD 11/20/24$400K$399K0.2%
WCVF18533002 65412AFC1 NIGERIA GOVERNMENT INTERN 144A9.625% 06/09/2031 DD 12/09/24$400K$399K0.2%
DD 09/16/15$390K$398K0.2%
WCVF18533002 195325EG6 COLOMBIA GOVERNMENT INTERNATIO7.500% 02/02/2034 DD$397K$393K0.2%
DD 05/04/23$399K$392K0.2%
WCVF18533002 EIBMX6GH3 ITALY BUONI POLIENNALI DE 144A1.800% 03/01/2041$336K$391K0.2%
WCVF18533002 EKBQXM016 ROMANIAN GOVERNMENT INTER 144A6.625% 09/27/2029$393K$390K0.2%
WCVF18533002 836205BF0 REPUBLIC OF SOUTH AFRICA 144A7.100% 11/19/2036 DD 11/19/24$400K$390K0.2%
WCVF18533002 EXBSQL9C1 BARCLAYS PLCVAR RT 12/31/2049 300,000$375K$389K0.2%
03/04/2029 DD 03/04/19$435K$388K0.2%
WCVF18533002 731011AY8 REPUBLIC OF POLAND GOVERNMENT5.125% 09/18/2034 DD$399K$388K0.2%
04/22/2064 DD 04/22/24$368K$387K0.2%
09/15/2034 DD 08/28/24$400K$380K0.2%
11/15/23$382K$380K0.2%
09/17/2030 DD 09/17/20$438K$375K0.2%
WCVF18533002 38137YBA8 GOLDENTREE LOAN MA 4A ARR 144AVAR RT 04/24/2031 DD 03/19/24$371K$372K0.2%
WCVF18533002 EKBMHF901 ROMANIAN GOVERNMENT INTER 144A5.000% 09/27/2026$383K$371K0.2%
WCVF18533002 EXBJ0M4X6 ABERTIS INFRAESTRUCTURAS REGS3.375% 11/27/2026$422K$363K0.2%
WCVF18533002 303901BL5 FAIRFAX FINANCIAL HOLDINGS LTD5.625% 08/16/2032 DD 02/16/23$349K$354K0.2%
03/15/2032 DD 03/15/23$350K$353K0.2%
07/01/2038 DD 03/28/08$332K$340K0.2%
WCVF18533002 88731EAJ9 TIME WARNER CABLE ENTERPRISES8.375% 07/15/2033 DD$339K$337K0.2%
WCVF18533002 36143L2H7 GA GLOBAL FUNDING TRUST 144A2.900% 01/06/2032 DD 01/06/22$385K$335K0.2%
07/06/2030$326K$333K0.2%
03/12/2042 DD 03/12/24$399K$330K0.2%
WCVF18533002 92840VAQ5 VISTRA OPERATIONS CO LLC 144A6.950% 10/15/2033 DD 09/26/23$307K$323K0.2%
11/22/23$295K$318K0.2%
WCVF18533002 46647PDY9 JPMORGAN CHASE & COVAR RT 10/23/2034 DD 10/23/23$300K$317K0.2%
WCVF18533002 172967PM7 CITIGROUP INCVAR RT 12/31/2049 DD 07/30/24$300K$316K0.2%
08/24/23$297K$316K0.2%
WCVF18533002 38141GA79 GOLDMAN SACHS GROUP INC/THEVAR RT 12/31/2049 DD 04/23/24$300K$314K0.2%
12/12/2028 DD 12/12/23$299K$314K0.2%
WCVF18533002 114259AX2 BROOKLYN UNION GAS CO/THE 144A6.388% 09/15/2033 DD 09/15/23$300K$313K0.2%
WCVF18533002 98584XAA3 YINSON BORONIA PRODUCTION 144A8.947% 07/31/2042 DD 06/04/24$300K$313K0.2%
WCVF18533002 95000U3G6 WELLS FARGO & COVAR RT 10/23/2029 DD 10/23/23$300K$312K0.2%
04/18/2034 DD 10/18/24$296K$308K0.2%
WCVF18533002 40440VAA3 HPS CORPORATE LENDING FUN 144A6.750% 01/30/2029 DD 01/30/24$297K$308K0.2%
WCVF18533002 46647PEH5 JPMORGAN CHASE & COVAR RT 04/22/2035 DD 04/22/24$312K$307K0.2%
02/15/2034 DD 09/15/23$299K$307K0.2%
WCVF18533002 808513CD5 CHARLES SCHWAB CORP/THEVAR RT 05/19/2029 DD 05/19/23$300K$306K0.2%
WCVF18533002 172967PK1 CITIGROUP INCVAR RT 12/31/2049 DD 05/29/24$300K$306K0.2%
WCVF18533002 92243XAJ0 VEDANTA RESOURCES FINANCE 144A10.250% 06/03/2028 DD 12/03/24$300K$306K0.2%
04/30/2029 DD 04/30/24$297K$305K0.2%
WCVF18533002 06051GLV9 BANK OF AMERICA CORPVAR RT 09/15/2027 DD 09/15/23$298K$305K0.2%
06/10/24$300K$305K0.2%
DD 08/02/23$300K$305K0.2%
WCVF18533002 539439AY5 LLOYDS BANKING GROUP PLCVAR RT 08/07/2027 DD 08/07/23$300K$304K0.2%
WCVF18533002 025816DT3 AMERICAN EXPRESS COVAR RT 04/23/2027 DD 04/25/24$300K$303K0.2%
WCVF18533002 23636ABG5 DANSKE BANK A/S 144AVAR RT 03/01/2028 DD 03/01/24$300K$303K0.2%
WCVF18533002 678858BX8 OKLAHOMA GAS AND ELECTRIC CO5.400% 01/15/2033 DD 01/05/23$299K$302K0.2%
DD 05/22/24$300K$302K0.2%
WCVF18533002 61690U8D5 MORGAN STANLEY BANK NAVAR RT 07/14/2028 DD 07/19/24$300K$301K0.2%
WCVF18533002 126650EH9 CVS HEALTH CORPVAR RT 03/10/2055 DD 12/10/24$300K$301K0.2%
WCVF18533002 698299BY9 PANAMA GOVERNMENT INTERNATIONA8.000% 03/01/2038 DD$308K$301K0.2%
WCVF18533002 46647PDR4 JPMORGAN CHASE & COVAR RT 06/01/2034 DD 06/01/23$300K$300K0.2%
DD 06/28/23$300K$300K0.2%
07/15/2025 DD 06/25/15$312K$300K0.2%
01/17/2028$362K$299K0.2%
06/30/2034 DD 06/17/24$297K$298K0.2%
08/15/2027 DD 08/01/17$332K$298K0.2%
WCVF18533002 05571AAY1 BPCE SA 144AVAR RT 05/30/2035 DD 05/30/24 300,000$308K$297K0.2%
01/15/2028 DD 12/12/24$299K$297K0.2%
10/15/2029 DD 10/16/24$300K$297K0.2%
WCVF18533002 38141GB52 GOLDMAN SACHS GROUP INC/THEVAR RT 12/31/2049 DD 09/26/24$300K$297K0.2%
WCVF18533002 02005NBV1 ALLY FINANCIAL INCVAR RT 07/26/2035 DD 07/26/24$309K$297K0.2%
08/15/24$300K$296K0.2%
01/01/2049 DD 07/01/08$296K$296K0.2%
03/15/2040 DD 09/15/19$294K$296K0.2%
WCVF18533002 649840CW3 NEW YORK STATE ELECTRIC & 144A5.300% 08/15/2034 DD 08/06/24$299K$296K0.2%
WCVF18533002 88258MAB1 TEXAS NATURAL GAS SECURITIZTN5.169% 04/01/2041 DD$300K$295K0.2%
01/15/2035 DD 12/02/24$299K$295K0.2%
WCVF18533002 86563VBU2 SUMITOMO MITSUI TRUST BAN 144A4.500% 09/10/2029 DD 09/10/24$299K$294K0.2%
WCVF18533002 718172DP1 PHILIP MORRIS INTERNATIONAL IN4.750% 11/01/2031 DD 11/01/24$295K$293K0.2%
01/15/2035 DD 11/14/24$296K$293K0.2%
07/15/24$304K$293K0.2%
08/12/24$300K$292K0.2%
WCVF18533002 95000U3N1 WELLS FARGO & COVAR RT 12/03/2035 DD 12/03/24$300K$292K0.2%
05/15/2033 DD 05/18/23$300K$292K0.2%
12/11/24$301K$292K0.2%
01/22/2030 DD 10/22/24$298K$290K0.2%
02/17/21$292K$289K0.2%
WCVF18533002 715638EB4 PERUVIAN GOVERNMENT INTERNATIO5.375% 02/08/2035 DD$300K$288K0.2%
WCVF18533002 61747YEK7 MORGAN STANLEYVAR RT 01/21/2028 DD 01/24/22$279K$286K0.2%
10/04/24$300K$285K0.2%
WCVF18533002 833636AP8 SOCIEDAD QUIMICA Y MINERA 144A5.500% 09/10/2034 DD 09/10/24$298K$284K0.2%
01/10/2034 DD 12/21/11$305K$283K0.2%
07/17/2054 DD 07/17/24$292K$281K0.1%
05/15/23$292K$276K0.1%
WCVF18533002 KEBDGT2N6 EGYPT GOVERNMENT INTERNAT REGS5.625% 04/16/2030$178K$271K0.1%
06/15/2042 DD 04/27/23$277K$266K0.1%
WCVF18533002 89400PAK9 TRANSURBAN FINANCE CO PTY 144A2.450% 03/16/2031 DD 09/16/20$301K$253K0.1%
WCVF18533002 EZ9UUYFU4 CVC CORDATUS LOAN 5A ARR 144AVAR RT 07/21/2030$260K$245K0.1%
06/15/2035 DD 12/15/05$307K$236K0.1%
WCVF18533002 ENBR857S7 VOLKSWAGEN INTERNATIONAL REGSVAR RT 12/31/2049$236K$231K0.1%
07/15/2030 DD 07/13/20$230K$228K0.1%
07/06/2034$217K$228K0.1%
WCVF18533002 999GSCZA2 GS ICE CCP COLLATVAR RT 01/01/2049 DD 07/01/08$217K$217K0.1%
03-JUL-2031 NT$218K$213K0.1%
WCVF18533002 999K43140 CASH COLLATERAL HELD AT MERRILVAR RT 01/01/2049 DD 07/01/08$213K$213K0.1%
WCVF18533002 26884LAG4 EQT CORPVAR RT 02/01/2030 DD 01/21/20$213K$212K0.1%
WCVF18533002 12116LAE9 BURFORD CAPITAL GLOBAL FI 144A9.250% 07/01/2031 DD 06/26/23$197K$212K0.1%
WCVF18533002 EN9UUYB76 CAIRN CLO VII DAC 7A A1R 144AVAR RT 01/31/2030$228K$212K0.1%
WCVF18533002 12657NAB6 CQP HOLDCO LP / BIP-V CHI 144A7.500% 12/15/2033 DD 12/14/23$204K$210K0.1%
WCVF18533002 LCBT5F7M3 CHILE GOVERNMENT INTERNATIONAL3.875% 07/09/2031$214K$210K0.1%
11/04/2027 DD 11/04/22$210K$209K0.1%
05/30/2029 DD 05/30/24$198K$209K0.1%
WCVF18533002 983133AC3 WYNN RESORTS FINANCE LLC 144A7.125% 02/15/2031 DD 02/16/23$206K$208K0.1%
WCVF18533002 836720AH5 SOUTH BOW CANADIAN INFRAS 144AVAR RT 03/01/2055 DD 08/28/24$200K$207K0.1%
WCVF18533002 47077WAC2 JANE STREET GROUP / JSG F 144A7.125% 04/30/2031 DD 04/24/24$200K$206K0.1%
04/12/24$200K$205K0.1%
06/10/24$200K$205K0.1%
DD 05/06/24$199K$205K0.1%
02/18/2030 DD 10/18/24$199K$204K0.1%
WCVF18533002 07336UAB9 BBVA MEXICO SA INSTITUCIO 144AVAR RT 01/08/2039 DD 01/08/24$200K$204K0.1%
WCVF18533002 900123DK3 TURKIYE GOVERNMENT INTERNATION7.625% 05/15/2034 DD$197K$203K0.1%
05/08/2029 DD 05/08/24$199K$202K0.1%
WCVF18533002 69867RAA5 PANTHER ESCROW ISSUER LLC 144A7.125% 06/01/2031 DD 04/08/24$200K$202K0.1%
Showing top 200 of 347 investments by value.