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Original filing (PDF)20251010104106NAL0007965633001
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
Form 5500
FILING_RECEIVED
STATE FARM 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
58% in single holdingNo recordkeeper disclosed
Active participants
67,476
Accounts w/ balance
99,752
Plan assets (EOY)
$19.0B
Net assets (EOY)
$19.0B
How this plan invests
This plan
18 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Employee Benefit Index Fund Common Collective Trust Portfolio" is 58% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY.
Plan sponsor
Name
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
EIN
37-0533100
Address
ONE STATE FARM PLAZA · BLOOMINGTON, IL · 617100001
Phone
(309) 763-5911
Industry
Finance & Insurancesee all
Plan administrator
Name
PENSION ADMINISTRATIVE COMMITTEE
EIN
37-0533100
City
BLOOMINGTON, IL
Phone
(309) 763-5911
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
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
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $586K | — |
Investments
5 direct securities · 18 pooled funds· $19.3B(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
$18.0B
18 holdings
Uncategorized
$1.2B
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC EMPLOYEE BENEFIT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3080210 / PN 001 | Common Collective Trust | — | — | $11.0B | 58.1% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $1.6B | 8.6% | |
| Vanguard Short-Term Bond Index Fund Institutional Plus Mutual Fund | — | — | — | $772.8M | 4.1% | |
| VFTC TARGET RET 2030 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $768.5M | 4.0% | |
| VFTC TARGET RET 2035 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $677.2M | 3.6% | |
| VFTC TARGET RET 2025 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $588.4M | 3.1% | |
| VFTC TARGET RET 2050 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $527.7M | 2.8% | |
| VFTC TARGET RET 2040 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $522.9M | 2.8% | |
| VFTC TARGET RET 2045 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $443.4M | 2.3% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $434.1M | 2.3% | |
| VFTC TARGET RET INCOME TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $281.0M | 1.5% | |
| VFTC TARGET RET 2020 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $269.7M | 1.4% | |
| VFTC TARGET RET 2055 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $265.4M | 1.4% | |
| Vanguard Institutional Extended Market Index Trust Common Collective Trust Portfolio | — | — | — | $216.9M | 1.1% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $216.9M | 1.1% | |
| VFTC TARGET RET 2060 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $157.2M | 0.8% | |
| Participant loans 4.25% - 9.50% | — | — | — | $120.1M | 0.6% | |
| Vanguard Institutional Total International Stock Market Index Trust Common Collective Trust Portfolio | — | — | — | $116.7M | 0.6% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $116.7M | 0.6% | |
| VFTC TARGET RET 2065 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $58.2M | 0.3% | |
| VFTC TARGET RET INC & GROWTH TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $24.9M | 0.1% | |
| VFTC TARGET RET 2070 TR SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $11.8M | <0.1% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $8.3M | <0.1% |