Michelle Worgess signed USG Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USG Corporation's EIN is 36-3329400.
Download the official 2024 Form 5500 (PDF) for USG Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USG Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $364K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROU | 26-4789150 | — | INVESTMENT ADVISOR | $77K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $141.7M | 14.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $125.3M | 12.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $99.4M | 9.9% | |
| Vanguard Institutional Index Trust | Common Collective Trusts | — | — | $84.4M | 8.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $80.3M | 8.0% | |
| TRP BLUE CHIP GR T1 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $77.3M | 7.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $64.7M | 6.4% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $48.9M | 4.9% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $41.5M | 4.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $41.2M | 4.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $40.3M | 4.0% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $32.0M | 3.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $27.9M | 2.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $23.9M | 2.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $18.5M | 1.8% | |
| Participants** Participant notes receivable - Interest rates ranging from 3.25 to 9.50 percent - | Other securities | — | — | $15.2M | 1.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $12.0M | 1.2% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $9.2M | 0.9% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $7.8M | 0.8% | |
| Vanguard Total International Stock Fund | Mutual Funds | — | — | $7.7M | 0.8% | |
| Vanguard Total Bond Market Fund | Mutual Funds | — | — | $6.5M | 0.6% | |
| Fidelity** Fidelity Retirement Money Market Fund | Mutual Funds | — | — | $1.1M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH USA LLC | 36-1436000 | — | INSURANCE AGENT/BROK | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY | 36-1453176 | — | ATTORNEY/LEGAL | $42K | — |
