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Original filing (PDF)20251015154459NAL0005320017001
AMCOR RIGID PACKAGING, USA LLC
Form 5500
FILING_RECEIVED
AMCOR RIGID PACKAGING PENSION PLAN
Defined-benefit pension plan
Signals · 3
39% in single holdingNo recordkeeper disclosed6 service providers
Active participants
235
Accounts w/ balance
—
Plan assets (EOY)
$53.4M
Net assets (EOY)
$53.3M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Portfolio PIMCO Long Term Credit Bond" is 39% of plan.
- 52 bps in Schedule C fees — 224% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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 DR. · SUITE 100 · ANN ARBOR, MI · 48108
Phone
(734) 428-9741
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $170K | — |
| THE NORTHERN TRUST CORPORATION | 36-1561860 | — | NONE | $55K | — |
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | NONE | $20K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-4722389 | — | NONE | $13K | — |
| BAKER TILLY VIRCHOW KRAUSE LLP | 39-0859910 | — | NONE | $12K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | NONE | $7K | — |
Investments
10 direct securities· $50.8M(95% of reported assets)
Uncategorized
$49.5M
9 holdings
Mutual Funds
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Portfolio PIMCO Long Term Credit Bond | — | — | $19.4M | $20.1M | 37.5% | |
| Fund Vanguard Long Term Admiral | — | — | $19.9M | $19.3M | 36.2% | |
| Fidelity 500 Index Fund | — | — | $2.4M | $4.7M | 8.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | $1.3M | $1.3M | 2.4% | |
| MFS International Intrinsic Value | — | — | $1.3M | $1.1M | 2.2% | |
| Vanguard Developed Markets Index | — | — | $1.2M | $1.1M | 2.1% | |
| Fidelity Extended Market Index Fund | — | — | $720K | $1.0M | 1.9% | |
| Fund T. Rowe Price Mid Cap Equity Growth Fund | — | — | $874K | $891K | 1.7% | |
| American Beacon Funds Small Cap Value Fund | — | — | $878K | $725K | 1.4% | |
| Fund * Northern Trust Company Institutional Funds Treasury | — | — | $547K | $547K | 1.0% |