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Original filing (PDF)20251014095335NAL0003548096001
USG CORPORATION
Form 5500
FILING_RECEIVED
USG CORPORATION INVESTMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
6,416
Accounts w/ balance
7,886
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
13 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USG CORPORATION.
Plan sponsor
Name
USG CORPORATION
EIN
36-3329400
Address
550 WEST ADAMS STREET · CHICAGO, IL · 60661
Phone
(312) 436-4000
Industry
Manufacturingsee all
Plan administrator
Name
PENSION & INVESTMENT PLAN COMMITTEE
EIN
36-2947633
City
CHICAGO, IL
Phone
(312) 436-4000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $364K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROU | 26-4789150 | — | INVESTMENT ADVISOR | $77K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH USA LLC | 36-1436000 | — | INSURANCE AGENT/BROK | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $29K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY | 36-1453176 | — | ATTORNEY/LEGAL | $42K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
9 direct securities · 13 pooled funds· $1.0B(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
$793.8M
13 holdings
Uncategorized
$212.7M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 - | — | — | — | $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 | — | — | — | $9.2M | 0.9% | |
| MFS Institutional International Equity Fund | — | — | — | $7.8M | 0.8% | |
| Vanguard Total International Stock Fund | — | — | — | $7.7M | 0.8% | |
| Vanguard Total Bond Market Fund | — | — | — | $6.5M | 0.6% | |
| Fidelity** Fidelity Retirement Money Market Fund | — | — | — | $1.1M | 0.1% |