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Original filing (PDF)20251001111800NAL0005895203001
MCDONALDS CORPORATION AND SUBSIDIARIES
Form 5500
FILING_RECEIVED
MCDONALD'S CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 3
29% in single holdingNo recordkeeper disclosed6 service providers
Active participants
24,044
Accounts w/ balance
18,131
Plan assets (EOY)
$3.7B
Net assets (EOY)
$3.7B
How this plan invests
This plan
43 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "McDonalds Corp Com" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDONALDS CORPORATION AND SUBSIDIARIES.
Plan sponsor
Name
MCDONALDS CORPORATION AND SUBSIDIARIES
EIN
36-2361282
Address
110 N. CARPENTER ST. · DEPT 0291 · CHICAGO, IL · 60607
Phone
(630) 623-3000
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
MCDONALD'S CORPORATION 401(K) PLAN ADMINISTRATIVE COMMITTEE
EIN
62-1543578
City
CHICAGO, IL
Phone
(877) 623-1955
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | 84-1532243 | — | NONE | $845K | — |
| AON HEWITT INVESTMENT CONSULTANTS | 36-2235791 | — | NONE | $514K | — |
| GOLDMAN SACHS ASSET MANAGEMENT LP | 13-3575636 | — | NONE | $238K | — |
| NORTHERN TRUST INVESTMENT INC | 36-1561860 | — | NONE | $108K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $55K | — |
| STATE STREET GLOBAL ADVISOR TRUST C | 81-4017137 | — | NONE | $662 | — |
Investments
5 direct securities · 43 pooled funds· $3.8B(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
$2.1B
36 holdings
Uncategorized
$1.5B
5 holdings
103-12 Investment Entity
$124.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| McDonalds Corp Com | — | — | — | $1.1B | 29.0% | |
| NT COLLECTIVE S&P INDEX FUND DC NON NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $587.9M | 15.7% | |
| McDonalds Corp Com | — | — | — | $359.9M | 9.6% | |
| AON HEWITT GLOBAL EQUITY CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 004 | Common Collective Trust | — | — | $338.5M | 9.0% | |
| NT COLLECTIVE EXTENDED EQUITY INDEX NORTHERN TRUST INVESTMENT INC · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $173.1M | 4.6% | |
| AON HEWITT INCOME CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 010 | Common Collective Trust | — | — | $171.0M | 4.6% | |
| COLLECTIVE ALL CTY WLD EX-US INV NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $127.0M | 3.4% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST INVESTMENT INC · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $99.0M | 2.6% | |
| LOOMIS SAYLES INTERMED GOV/CREDIT T LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 014 | Common Collective Trust | — | — | $74.3M | 2.0% | |
| INTERMEDIATE CORE FUND GOLDMAN SACHS TRUST CO NA · EIN 20-4742534 / PN 012 | Common Collective Trust | — | — | $67.6M | 1.8% | |
| SSGA 2035 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $57.3M | 1.5% | |
| WTC-CIF II INTERMEDIATE CORE WELLINGTON TRUST CO NA · EIN 04-6913417 / PN 154 | Common Collective Trust | — | — | $56.8M | 1.5% | |
| SSGA 2040 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $51.9M | 1.4% | |
| SSGA 2045 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $48.3M | 1.3% | |
| SSGA 2030 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $46.5M | 1.2% | |
| SSGA 2050 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $38.6M | 1.0% | |
| PGIM RETIREMENT REAL ESTATE II LP PRREF II LP · EIN 83-1921274 / PN 001 | 103-12 Investment Entity | — | — | $35.4M | 0.9% | |
| SSGA 2055 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $34.1M | 0.9% | |
| NT Collective Short Term INVT FD | — | — | — | $29.9M | 0.8% | |
| NTC COLLECTIVE STIF NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $29.9M | 0.8% | |
| McDonald's Loan Asset | — | — | — | $29.0M | 0.8% | |
| SSGA 2025 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $27.2M | 0.7% | |
| AON HEWITT INFLATION STRATEGY CLASS AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 011 | Common Collective Trust | — | — | $26.1M | 0.7% | |
| TERM FUND 2025 GOLDMAN SACHS TRUST CO NA · EIN 85-3895732 / PN 001 | 103-12 Investment Entity | — | — | $24.0M | 0.6% | |
| MULTI-ASSET CREDIT FUND II EATON VANCE TRUST CO · EIN 30-6442278 / PN 001 | Common Collective Trust | — | — | $23.8M | 0.6% | |
| SSGA 2060 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $23.8M | 0.6% | |
| TERM FUND 2027 GOLDMAN SACHS TRUST CO NA · EIN 88-4279844 / PN 001 | 103-12 Investment Entity | — | — | $21.2M | 0.6% | |
| TERM FUND 2028 GOLDMAN SACHS TRUST CO NA · EIN 93-4136622 / PN 001 | 103-12 Investment Entity | — | — | $21.1M | 0.6% | |
| TERM FUND 2026 GOLDMAN SACHS TRUST CO NA · EIN 87-3738069 / PN 001 | 103-12 Investment Entity | — | — | $20.2M | 0.5% | |
| EARNEST PARTNERS SMID CAP CORE CL A EARNEST PARTNERS · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $17.7M | 0.5% | |
| SSGA 2020 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $9.2M | 0.2% | |
| SSGA TARGET RET INCOME SL FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $7.5M | 0.2% | |
| TERM FUND 2024 GOLDMAN SACHS TRUST CO NA · EIN 84-3842960 / PN 100 | 103-12 Investment Entity | — | — | $2.5M | <0.1% | |
| SSGA 2065 SEC LENDING SER FD CL IV STATE STREET GLOBAL ADVISOR TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| STATE STREET REIT IND NON LEND CMX2 STATE STREET GLOBAL ADVISOR TRUST CO · EIN 04-0025081 / PN 352 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| McDonalds Corp Com | — | — | — | $335K | <0.1% | |
| AON HEWITT IND 2045 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2050 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 032 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2040 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2035 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2030 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 028 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2025 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 027 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2020 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2015 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2060 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 035 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND RETIR INC FD-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT IND 2055 RET SOL-CLASS 1 AON HEWITT COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 033 | Common Collective Trust | — | — | $0 | <0.1% | |
| TERM FUND 2023 GOLDMAN SACHS TRUST CO NA · EIN 83-2733840 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |