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Original filing (PDF)20250606165910NAL0012860081001
BALL CORPORATION
Form 5500
FILING_RECEIVED
BALL CORPORATION 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
401(k) retirement plan
Active participants
4,616
Accounts w/ balance
11,156
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
20 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALL CORPORATION.
Plan sponsor
Name
BALL CORPORATION
EIN
35-0160610
Address
9200 W. 108TH CIRCLE · WESTMINSTER, CO · 800212510
Phone
(303) 469-3131
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-06
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPING | $362K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK | 26-4299445 | — | INVEST ADVISOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 22-1862786 | — | CONTRACTUAL | $792K | — |
Investments
7 direct securities · 20 pooled funds· $2.3B(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
$1.9B
20 holdings
Uncategorized
$388.8M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND GG BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1908083 / PN 001 | Common Collective Trust | — | — | $415.8M | 17.9% | |
| (1) Ball Corporation Common Stock | — | — | — | $229.1M | 9.9% | |
| VANGUARD RETIREMENT SAVINGS TR II VANGUARD · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $146.5M | 6.3% | |
| T. ROWE PRICE GROWTH STOCK TRUST CL T. ROWE PRICE · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $126.6M | 5.5% | |
| BLACKROCK US BOND INDEX U/A FOR BAL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $125.2M | 5.4% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $123.9M | 5.3% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $115.3M | 5.0% | |
| BLACKROCK RUSSELL 2500 INDEX FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1907978 / PN 001 | Common Collective Trust | — | — | $113.3M | 4.9% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $111.3M | 4.8% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $95.1M | 4.1% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $89.9M | 3.9% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $79.6M | 3.4% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $66.6M | 2.9% | |
| ARISTOTLE VALUE EQUITY CIT B ARISTOTLE · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $63.6M | 2.7% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $61.9M | 2.7% | |
| BLACKROCK MSCI ACWI EX-US IMI BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $61.9M | 2.7% | |
| STATE STREET TARGET RETIREMENT INCO STATE STREET · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $60.6M | 2.6% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $58.1M | 2.5% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $58.0M | 2.5% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $37.4M | 1.6% | |
| (1) Notes Receivable from Participants (Interest rates ranging from 4.25% to 9.50%) | — | — | — | $19.8M | 0.9% | |
| DFA US Targeted Value Portfolio | — | — | — | $14.7M | 0.6% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $13.6M | 0.6% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $10.8M | 0.5% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET FUNDS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $10.2M | 0.4% | |
| Dodge & Cox International Stock Fund | — | — | — | $3.5M | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral | — | — | — | $1.5M | <0.1% |