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Original filing (PDF)20251014085152NAL0003460208001
MILLERKNOLL, INC.
Form 5500
FILING_RECEIVED
MILLERKNOLL RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
7,001
Accounts w/ balance
9,843
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
34 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 79% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLERKNOLL, INC..
Plan sponsor
Name
MILLERKNOLL, INC.
EIN
38-0837640
Address
855 EAST MAIN AVENUE · ZEELAND, MI · 494641366
Phone
(616) 654-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
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
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $719K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $302K | — |
| 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 | — |
Investments
22 direct securities · 34 pooled funds· $2.0B(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
$1.1B
34 holdings
Uncategorized
$796.6M
20 holdings
Mutual Funds
$47.9M
1 holding
Common Stocks
$41.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $70.7M | 4.9% | |
| Vanguard Retirement 2040 Trust I | — | — | — | $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 | — | — | — | $63.9M | 4.5% | |
| Vanguard Retirement 2045 Trust I | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $49.0M | 3.4% | |
| s * Vanguard Wellington Fund | Mutual Funds | — | — | $47.9M | 3.3% | |
| Vanguard Retirement 2055 Trust I | — | — | — | $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 | — | — | — | $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 | — | — | — | $26.2M | 1.8% | |
| Vanguard Retirement 2060 Trust I | — | — | — | $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 | — | — | — | $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 | — | — | — | $20.1M | 1.4% | |
| Vanguard Retirement Income Trust II | — | — | — | $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. | — | — | — | $11.1M | 0.8% | |
| Vanguard Retirement 2065 Trust I | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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