Back to filter
Original filing (PDF)20251010130135NAL0012634112001
AMCOR RIGID PACKAGING USA, LLC
Form 5500
FILING_RECEIVED
AMCOR RIGID PACKAGING SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,030
Accounts w/ balance
4,119
Plan assets (EOY)
$483.8M
Net assets (EOY)
$483.8M
How this plan invests
This plan
31 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMCOR RIGID PACKAGING USA, LLC.
Plan sponsor
Name
AMCOR RIGID PACKAGING USA, LLC
EIN
36-4126680
Address
935 TECHNOLOGY DRIVE · ANN ARBOR, MI · 48108
Phone
(517) 867-0656
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3I · Requires investment in employer securities
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $337K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $98K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $23K | — |
| BAKER TILLY US LLP | — | APPLETON, WI | NONE | $19K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | — | MINNEAPOLIS, MN | NONE | $6K | — |
Investments
9 direct securities · 31 pooled funds· $475.2M(98% 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
$422.3M
31 holdings
Uncategorized
$52.9M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET TRUST PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $58.8M | 12.2% | |
| HARBOR CAPITAL APPRECIATION R HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $55.8M | 11.5% | |
| VANGUARD TARGET RET TRUST PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $46.5M | 9.6% | |
| VANGUARD INSTITUTIONAL INDEX CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $45.2M | 9.4% | |
| VANGUARD TARGET RET TRUST PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $38.7M | 8.0% | |
| VANGUARD TARGET RET TRUST PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $31.7M | 6.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $31.4M | 6.5% | |
| VANGUARD TARGET RET TRUST PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $26.1M | 5.4% | |
| VANGUARD TARGET RET TRUST PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $14.8M | 3.1% | |
| VANGUARD TARGET RET TRUST PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $11.5M | 2.4% | |
| VANGUARD TOTAL BOND MARKET INDEX CI VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $11.0M | 2.3% | |
| T. Rowe Price Institutional Mid Cap Equity Growth N/R | — | — | — | $10.9M | 2.3% | |
| VANGUARD TOTAL INTL STOCK INDEX CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $10.6M | 2.2% | |
| Participant Loans * Participant Loans Interest rates: 3.25% - 9.50% $0 | — | — | — | $9.9M | 2.1% | |
| MFS Mid Cap Value Fund N/R | — | — | — | $9.2M | 1.9% | |
| VANGUARD TARGET RET TRUST PLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $8.4M | 1.7% | |
| VANGUARD EXTENDED MARKET INDEX CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $7.4M | 1.5% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $7.0M | 1.4% | |
| Registered Investment Funds BlackRock Equity Dividend Instl Fund N/R | — | — | — | $6.6M | 1.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST CO · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $5.9M | 1.2% | |
| Loomis Sayles Small Cap Growth Instl N/R | — | — | — | $5.4M | 1.1% | |
| VANGUARD TARGET RET TRUST PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.1% | |
| American Beacon Small Cap Value R6 N/R | — | — | — | $3.9M | 0.8% | |
| Fund PIMCO Income Class A Fund N/R | — | — | — | $3.3M | 0.7% | |
| VANGUARD TARGET RET TRUST PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| VANGUARD TARGET RET TRUST PLUS INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| Vanguard Federal Money Market Inv N/R | — | — | — | $2.3M | 0.5% | |
| MFS International Intrinsic Value Fund N/R | — | — | — | $1.5M | 0.3% | |
| VANGUARD TARGET RET TRUST PLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $293K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |