LISA Logan signed Millerknoll, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millerknoll, Inc.'s EIN is 38-0837640.
Download the official 2024 Form 5500 (PDF) for Millerknoll, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millerknoll, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $719K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $302K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $187.5M | 13.1% | |
| NT COLLECTIVE S&P 500 DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $139.6M | 9.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM STABLE VALUE FUND · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $107.6M | 7.5% | |
| Vanguard Retirement 2035 Trust I | Mutual Funds | — | — | $87.4M | 6.1% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $87.4M | 6.1% | |
| Vanguard Retirement 2030 Trust I | Mutual Funds | — | — | $75.7M | 5.3% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $75.7M | 5.3% | |
| BlackRock Black Rock Equity Dividend Fund I Class | Other securities | — | — | $70.7M | 4.9% | |
| Vanguard Retirement 2040 Trust I | Mutual Funds | — | — | $68.2M | 4.8% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $68.2M | 4.8% | |
| Dodge & Cox Total Income Fund | Mutual Funds | — | — | $63.9M | 4.5% | |
| Vanguard Retirement 2045 Trust I | Mutual Funds | — | — | $60.0M | 4.2% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $60.0M | 4.2% | |
| Vanguard Retirement 2050 Trust I | Mutual Funds | — | — | $59.3M | 4.1% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $59.3M | 4.1% | |
| Vanguard Retirement 2025 Trust I | Mutual Funds | — | — | $55.1M | 3.8% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $55.1M | 3.8% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $49.0M | 3.4% | |
| s * Vanguard Wellington Fund | Mutual Funds | — | — | $47.9M | 3.3% | |
| Vanguard Retirement 2055 Trust I | Mutual Funds | — | — | $43.4M | 3.0% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $43.4M | 3.0% | |
| * MillerKnoll, Inc. Common Stock (1,827,337 shares) | Common Stocks | — | — | $41.3M | 2.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $38.3M | 2.7% | |
| NT COLLECTIVE AGGREGATE BOND FD NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $34.8M | 2.4% | |
| Northern Trust Global Investments Ex-US Investable Market Index Fund | Common Collective Trusts | — | — | $29.7M | 2.1% | |
| NT ALL COUNTRY WORLD EX-US INVESTAB NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $29.7M | 2.1% | |
| NT COLLECTIVE S&P 400 DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $27.9M | 1.9% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $26.2M | 1.8% | |
| Vanguard Retirement 2060 Trust I | Mutual Funds | — | — | $24.9M | 1.7% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $24.9M | 1.7% | |
| Vanguard Retirement 2020 Trust I | Mutual Funds | — | — | $21.4M | 1.5% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $21.4M | 1.5% | |
| Calvert U.S. Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $20.1M | 1.4% | |
| Vanguard Retirement Income Trust II | Mutual Funds | — | — | $18.6M | 1.3% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $18.6M | 1.3% | |
| through April of 2033. | Other securities | — | — | $11.1M | 0.8% | |
| Vanguard Retirement 2065 Trust I | Mutual Funds | — | — | $7.8M | 0.5% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $7.8M | 0.5% | |
| NT RUSSELL 2000 INDEX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 096 | Common Collective Trust | — | — | $5.8M | 0.4% | |
| Driehaus Emerging Markets Growth Fund | Other securities | — | — | $3.9M | 0.3% | |
| MFS MID CAP GROWTH FUND CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| MFS MIDCAP VALUE FUND CT WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $640K | <0.1% | |
| Vanguard Retirement 2070 Trust I | Mutual Funds | — | — | $407K | <0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $407K | <0.1% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAP FINANCIAL PARTNERS LLC |
| 26-0058143 |
| — |
| NONE |
| $90K |
| — |
| BEMANAGED | 59-3835428 | — | NONE | $59K | — |
| BEMANAGED | 92-1408508 | — | NONE | $55K | — |
| MCCONNELL & JONES LLP | 76-0488832 | — | NONE | $33K | — |
| BDO | 13-5381590 | — | NONE | $19K | — |
