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Original filing (PDF)20251014155855NAL0003339249001
WHIRLPOOL CORPORATION
Form 5500
FILING_RECEIVED
WHIRLPOOL 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
17,341
Accounts w/ balance
24,630
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.5B
How this plan invests
This plan
16 pooled trusts
Schedule D
24 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly 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 WHIRLPOOL CORPORATION.
Plan sponsor
Name
WHIRLPOOL CORPORATION
EIN
38-1490038
Address
2000 NORTH M-63, MAIL DROP 2070 · BENTON HARBOR, MI · 49022
Phone
(269) 923-5000
Industry
Manufacturingsee all
Plan administrator
Name
WHIRLPOOL 401(K) COMMITTEE
EIN
37-1838398
City
BENTON HARBOR, MI
Phone
(269) 923-5000
Plan characteristics
Plan number
001
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)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.3M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.1M | — |
| BDO USA LLP | 13-5381590 | — | NONE | $77K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $43K | — |
| TOWERS WATSON INVESTMENT SVCS INC | 52-1868818 | — | NONE | $21K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $15K | — |
Investments
9 direct securities · 16 pooled funds· $3.6B(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
$2.2B
16 holdings
Uncategorized
$1.3B
7 holdings
Common Stocks
$187.6M
1 holding
Mutual Funds
$729K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Inst | — | — | — | $489.2M | 14.2% | |
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $293.1M | 8.5% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $271.6M | 7.9% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $259.0M | 7.5% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $212.9M | 6.2% | |
| Vanguard Extended Market Index Fund: Inst'l Plus Shares | — | — | — | $188.8M | 5.5% | |
| * Whirlpool Corporation ER Stock Fund | Common Stocks | — | — | $187.6M | 5.4% | |
| Vanguard Value Index Fund Institutional Shares | — | — | — | $184.5M | 5.3% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $181.4M | 5.3% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $171.7M | 5.0% | |
| Vanguard Institutional Total Bond Market Index Trust | — | — | — | $160.6M | 4.7% | |
| VFTC INST TL BND MK IX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $160.6M | 4.7% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $156.4M | 4.5% | |
| Vanguard FTSE All-World ex-US Index Fund: Inst'l Plus Shares | — | — | — | $152.7M | 4.4% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $127.6M | 3.7% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $109.8M | 3.2% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $80.5M | 2.3% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $75.1M | 2.2% | |
| various dates through 2039 | — | — | — | $44.7M | 1.3% | |
| VFTC TARGET RET INCOME TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $39.1M | 1.1% | |
| Brokerage Accounts * Vanguard Self-Directed Brokerage Accounts | — | — | — | $38.8M | 1.1% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $24.3M | 0.7% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.6M | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $835K | <0.1% | |
| s * Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $729K | <0.1% |