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Original filing (PDF)20250716073352NAL0002893185001
PERRIGO COMPANY
Form 5500
FILING_RECEIVED
PERRIGO COMPANY PROFIT-SHARING AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,775
Accounts w/ balance
6,633
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERRIGO COMPANY.
Plan sponsor
Name
PERRIGO COMPANY
EIN
38-2799573
Address
515 EASTERN AVENUE · ALLEGAN, MI · 49010
Phone
(269) 673-8451
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
2025-07-16
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $235K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $196K | — |
Investments
13 direct securities · 14 pooled funds· $1.0B(99% 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
$645.4M
14 holdings
Uncategorized
$344.7M
11 holdings
Mutual Funds
$29.8M
1 holding
Common Stocks
$8.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Plus Shares 226,962 shares | — | — | — | $108.7M | 10.4% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $105.6M | 10.1% | |
| HARBOR CAP APPRECIATION CIT CLASS 4 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $87.9M | 8.4% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $83.8M | 8.0% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $81.1M | 7.8% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $78.7M | 7.6% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $61.8M | 5.9% | |
| Vanguard Equity Income Fund Admiral Shares 646,617 shares | — | — | — | $57.0M | 5.5% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $43.5M | 4.2% | |
| Money market fund * Vanguard Federal Money Market Fund 43,098,314 shares | — | — | — | $43.1M | 4.1% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $42.1M | 4.0% | |
| Baird Core Plus Bond Fund; Institutional Class 2,975,055 shares | Mutual Funds | — | — | $29.8M | 2.9% | |
| Neuberger Berman Genesis Fund; Class R6 449,331 shares | — | — | — | $29.4M | 2.8% | |
| Vanguard Total International Stock Index Fund; Inst'l Shares 215,070 shares | — | — | — | $27.3M | 2.6% | |
| Vanguard Extended Market Index Fund: Inst'l Shares 187,309 shares | — | — | — | $27.0M | 2.6% | |
| Vanguard Total Bond Market Index Fund; Inst'l Shares 2,406,490 shares | — | — | — | $22.8M | 2.2% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $18.5M | 1.8% | |
| SCHRODER INT MC EQ TR CL I SEI TRUST COMPANY · EIN 46-4869591 / PN 001 | Common Collective Trust | — | — | $16.9M | 1.6% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.1% | |
| MFS Int'l Growth Fund; Class R6 264,539 shares | — | — | — | $10.9M | 1.1% | |
| Participant loans*** account balances — | — | — | — | $9.7M | 0.9% | |
| * Perrigo Company plc ordinary shares 312,694 shares | Common Stocks | — | — | $8.0M | 0.8% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.8% | |
| Vanguard Inflation-Protected Securities Fund; Inst'l Shares 701,173 shares | — | — | — | $6.4M | 0.6% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $5.2M | 0.5% | |
| American Funds Capital World Bond Fund; Class R6 157,770 shares | — | — | — | $2.5M | 0.2% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $965K | <0.1% |