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Original filing (PDF)20251014110942NAL0003728048003
S.C. JOHNSON & SON, INC.
Form 5500
FILING_RECEIVED
S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
3,242
Accounts w/ balance
4,651
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
10 pooled trusts
Schedule D
191 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Northern Trust Northern Trust Corporation S&P 500 Index N/R" is 28% of plan.
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.C. JOHNSON & SON, INC..
Plan sponsor
Name
S.C. JOHNSON & SON, INC.
EIN
39-0379990
Address
1525 HOWE STREET · RACINE, WI · 53403
Phone
(262) 260-2000
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS ADMINISTRATION COMMITTEE
EIN
39-1246792
City
RACINE, WI
Phone
(262) 260-2000
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKERTILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $1.0M | — |
Investments
175 direct securities · 10 pooled funds· $1.7B(98% 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
$1.2B
10 holdings
Uncategorized
$328.6M
173 holdings
Mutual Funds
$158.4M
1 holding
Common Stocks
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FUND - NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $481.1M | 27.7% | |
| NT COLLECTIVE ALL COUNTRY WORLD IND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $192.4M | 11.1% | |
| NT COLLECTIVE S&P 400 INDEX FUND - NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $164.8M | 9.5% | |
| Dodge & Cox Dodge and Cox Income N/R | Mutual Funds | — | — | $158.4M | 9.1% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $141.6M | 8.2% | |
| HARRIS ASSOCIATES COLLECTIVE INVEST SEI TRUST COMPANY · EIN 26-4757392 / PN 037 | Common Collective Trust | — | — | $81.2M | 4.7% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $68.4M | 3.9% | |
| Fully Benefit-Responsive Investment Contracts Pacific Mutual Life Insurance Company Synthetic investment contract N/R | — | — | — | $54.4M | 3.1% | |
| Artisan Partners Artisan MidCap Institutional Class N/R | — | — | — | $44.6M | 2.6% | |
| Self-directed Brokerage Account Brokeragelink N/R | — | — | — | $35.3M | 2.0% | |
| NT COLLECTIVE S&P 600 INDEX FUND - NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 245 | Common Collective Trust | — | — | $33.1M | 1.9% | |
| Fidelity Investments Retirement Government Money Market Fund N/R | — | — | — | $32.5M | 1.9% | |
| EARNEST PARTNERS MULTIPLE INVESTMEN SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $25.6M | 1.5% | |
| Artisan Partners Artisan International Growth N/R | — | — | — | $23.8M | 1.4% | |
| THE COLLECTIVE LSV U.S. SMALL CAP V RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 002 | Common Collective Trust | — | — | $13.4M | 0.8% | |
| Notes Receivable From Participants Interest rates: 3.25% - 9.50% $0 | — | — | — | $11.7M | 0.7% | |
| Legg Mason Brandywine Global Opportunities Bond Fund Class IS N/R | — | — | — | $9.3M | 0.5% | |
| Fidelity Investments Fidelity Short Term Investment Fund N/R | — | — | — | $8.0M | 0.5% | |
| JPMORGAN CHASE & CO Common Stock N/R | — | — | — | $5.7M | 0.3% | |
| Wasatch Global Investors Wasatch Core Growth CIT Class A N/R | — | — | — | $5.6M | 0.3% | |
| WASATCH MASTER COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $5.6M | 0.3% | |
| SALESFORCE INC Common Stock N/R | — | — | — | $3.5M | 0.2% | |
| AMERICAN EXPRESS CO Common Stock N/R | — | — | — | $3.3M | 0.2% | |
| ALPHABET INC CL C Common Stock N/R | Common Stocks | — | — | $3.2M | 0.2% | |
| BERKSHIRE HATHAWAY INC CL B Common Stock N/R | — | — | — | $3.1M | 0.2% | |
| MARKEL GROUP INC Common Stock N/R | — | — | — | $3.0M | 0.2% | |
| UNION PACIFIC CORP Common Stock N/R | — | — | — | $2.9M | 0.2% | |
| HCA HEALTHCARE INC Common Stock N/R | — | — | — | $2.9M | 0.2% | |
| META PLATFORMS INC CL A Common Stock N/R | — | — | — | $2.8M | 0.2% | |
| UNITEDHEALTH GROUP INC Common Stock N/R | — | — | — | $2.8M | 0.2% | |
| AMAZON.COM INC Common Stock N/R | — | — | — | $2.7M | 0.2% | |
| VISA INC CL A Common Stock N/R | — | — | — | $2.4M | 0.1% | |
| THE BOOKING HOLDINGS INC Common Stock N/R | — | — | — | $2.4M | 0.1% | |
| GODADDY INC CL A Common Stock N/R | — | — | — | $2.3M | 0.1% | |
| UBER TECHNOLOGIES INC Common Stock N/R | — | — | — | $2.3M | 0.1% | |
| APPLIED MATERIALS INC Common Stock N/R | — | — | — | $2.1M | 0.1% | |
| NVR INC Common Stock N/R | — | — | — | $2.1M | 0.1% | |
| CHENIERE ENERGY INC Common Stock N/R | — | — | — | $2.1M | 0.1% | |
| VIPER ENERGY INC Common Stock N/R | — | — | — | $2.0M | 0.1% | |
| MICROSOFT CORP Common Stock N/R | — | — | — | $2.0M | 0.1% | |
| JOHNSON CONTROLS INTERNATIONAL Common Stock N/R | — | — | — | $2.0M | 0.1% | |
| POST HOLDINGS INC Common Stock N/R | — | — | — | $2.0M | 0.1% | |
| UNITED THERAPEUTICS CORP DEL Common Stock N/R | — | — | — | $1.9M | 0.1% | |
| APPLE INC Common Stock N/R | — | — | — | $1.9M | 0.1% | |
| RELIANCE INC Common Stock N/R | — | — | — | $1.8M | 0.1% | |
| BROADCOM INC Common Stock N/R | — | — | — | $1.7M | <0.1% | |
| JONES LANG LASALLE INC Common Stock N/R | — | — | — | $1.7M | <0.1% | |
| KENVUE INC Common Stock N/R | — | — | — | $1.6M | <0.1% | |
| SITIO ROYALTIES CORP Common Stock N/R | — | — | — | $1.6M | <0.1% | |
| BROOKFIELD INFRASTRUCTURE CORP Common Stock N/R | — | — | — | $1.5M | <0.1% | |
| MIDDLEBY CORP Common Stock N/R | — | — | — | $1.4M | <0.1% | |
| CONSTELLATION BRANDS INC CL A Common Stock N/R | — | — | — | $1.4M | <0.1% | |
| BROOKFIELD RENEWABLE CORP Common Stock N/R | — | — | — | $1.4M | <0.1% | |
| DAVITA INC Common Stock N/R | — | — | — | $1.3M | <0.1% | |
| GE HEALTHCARE TECHNOLOGIES INC Common Stock N/R | — | — | — | $1.3M | <0.1% | |
| Short-Term Investment Funds * Fidelity Investments SSBK Government Short Term Investment Fund N/R | — | — | — | $1.1M | <0.1% | |
| CURTISS WRIGHT CORPORATION Common Stock N/R | — | — | — | $1.1M | <0.1% | |
| COMCAST CORP CL A Common Stock N/R | — | — | — | $1.1M | <0.1% | |
| SIRIUS XM HOLDINGS INC Common Stock N/R | — | — | — | $1.1M | <0.1% | |
| STARBUCKS CORP Common Stock N/R | — | — | — | $896K | <0.1% | |
| UNITED RENTALS INC Common Stock N/R | — | — | — | $591K | <0.1% | |
| AMERIPRISE FINANCIAL INC Common Stock N/R | — | — | — | $523K | <0.1% | |
| HOWMET AEROSPACE INC Common Stock N/R | — | — | — | $438K | <0.1% | |
| LPL FINL HLDGS INC Common Stock N/R | — | — | — | $397K | <0.1% | |
| FIFTH THIRD BANCORP Common Stock N/R | — | — | — | $359K | <0.1% | |
| ZEBRA TECHNOLOGIES CORP CL A Common Stock N/R | — | — | — | $356K | <0.1% | |
| CENCORA INC Common Stock N/R | — | — | — | $340K | <0.1% | |
| NORFOLK SOUTHERN CORP Common Stock N/R | — | — | — | $339K | <0.1% | |
| CHECK POINT SOFTWARE TECHS LTD Common Stock N/R | — | — | — | $325K | <0.1% | |
| SIMON PPTY GROUP INC - REIT Common Stock N/R | — | — | — | $317K | <0.1% | |
| FLEX LTD Common Stock N/R | — | — | — | $311K | <0.1% | |
| TEXTRON INC Common Stock N/R | — | — | — | $297K | <0.1% | |
| HUNTINGTON BANCSHARES INC Common Stock N/R | — | — | — | $290K | <0.1% | |
| EVERCORE INC A Common Stock N/R | — | — | — | $283K | <0.1% | |
| SYNCHRONY FINANCIAL Common Stock N/R | — | — | — | $276K | <0.1% | |
| PARKER HANNIFIN CORP Common Stock N/R | — | — | — | $272K | <0.1% | |
| EBAY INC Common Stock N/R | — | — | — | $268K | <0.1% | |
| CARLYLE GROUP INC (THE) Common Stock N/R | — | — | — | $264K | <0.1% | |
| ALLEGION PLC Common Stock N/R | — | — | — | $260K | <0.1% | |
| DTE ENERGY CO Common Stock N/R | — | — | — | $257K | <0.1% | |
| MARKEL GROUP INC Common Stock N/R | — | — | — | $250K | <0.1% | |
| EXPEDITORS INTL OF WASH INC Common Stock N/R | — | — | — | $249K | <0.1% | |
| PACKAGING CORP OF AMERICA Common Stock N/R | — | — | — | $237K | <0.1% | |
| CENTERPOINT ENERGY INC Common Stock N/R | — | — | — | $236K | <0.1% | |
| MASCO CORPORATION Common Stock N/R | — | — | — | $235K | <0.1% | |
| AMETEK INC NEW Common Stock N/R | — | — | — | $234K | <0.1% | |
| WYNDHAM HOTELS & RESORTS INC Common Stock N/R | — | — | — | $231K | <0.1% | |
| KEYSIGHT TECHNOLOGIES INC Common Stock N/R | — | — | — | $229K | <0.1% | |
| DIAMONDBACK ENERGY INC Common Stock N/R | — | — | — | $223K | <0.1% | |
| RB GLOBAL INC Common Stock N/R | — | — | — | $219K | <0.1% | |
| ROBERT HALF INC Common Stock N/R | — | — | — | $218K | <0.1% | |
| REGENCY CENTERS CORP REIT Common Stock N/R | — | — | — | $217K | <0.1% | |
| EQT CORPORATION Common Stock N/R | — | — | — | $216K | <0.1% | |
| GENERAC HOLDINGS INC Common Stock N/R | — | — | — | $214K | <0.1% | |
| RANGE RESOURCES CORP Common Stock N/R | — | — | — | $211K | <0.1% | |
| LAMAR ADVERTISING CO CL A Common Stock N/R | — | — | — | $209K | <0.1% | |
| CF INDUSTRIES HOLDINGS INC Common Stock N/R | — | — | — | $208K | <0.1% | |
| BALL CORP Common Stock N/R | — | — | — | $206K | <0.1% | |
| CURTISS WRIGHT CORPORATION Common Stock N/R | — | — | — | $204K | <0.1% | |
| FIRSTENERGY CORP Common Stock N/R | — | — | — | $201K | <0.1% | |
| MOLINA HEALTHCARE INC Common Stock N/R | — | — | — | $195K | <0.1% | |
| SS&C TECHNOLOGIES HOLDINGS INC Common Stock N/R | — | — | — | $189K | <0.1% | |
| L3HARRIS TECHNOLOGIES INC Common Stock N/R | — | — | — | $188K | <0.1% | |
| DOVER CORP Common Stock N/R | — | — | — | $187K | <0.1% | |
| FORTIVE CORP Common Stock N/R | — | — | — | $185K | <0.1% | |
| TEMPUR SEALY INTERNATIONAL INC Common Stock N/R | — | — | — | $184K | <0.1% | |
| FRONTDOOR INC Common Stock N/R | — | — | — | $182K | <0.1% | |
| NVR INC Common Stock N/R | — | — | — | $180K | <0.1% | |
| ROSS STORES INC Common Stock N/R | — | — | — | $179K | <0.1% | |
| VICI PPTYS INC Common Stock N/R | — | — | — | $177K | <0.1% | |
| ENTERGY CORP Common Stock N/R | — | — | — | $177K | <0.1% | |
| BLOCK H & R INC Common Stock N/R | — | — | — | $175K | <0.1% | |
| AON PLC Common Stock N/R | — | — | — | $174K | <0.1% | |
| CHURCHILL DOWNS INC Common Stock N/R | — | — | — | $173K | <0.1% | |
| NETAPP INC Common Stock N/R | — | — | — | $170K | <0.1% | |
| LAMB WESTON HOLDINGS INC Common Stock N/R | — | — | — | $169K | <0.1% | |
| RALPH LAUREN CORP Common Stock N/R | — | — | — | $167K | <0.1% | |
| ALASKA AIR GROUP INC Common Stock N/R | — | — | — | $164K | <0.1% | |
| AFFILIATED MANAGERS GRP INC Common Stock N/R | — | — | — | $162K | <0.1% | |
| EXTRA SPACE STORAGE INC Common Stock N/R | — | — | — | $161K | <0.1% | |
| SLM CORP Common Stock N/R | — | — | — | $158K | <0.1% | |
| CHORD ENERGY CORP Common Stock N/R | — | — | — | $157K | <0.1% | |
| EQUITY RESIDENTIAL REIT Common Stock N/R | — | — | — | $155K | <0.1% | |
| HUMANA INC Common Stock N/R | — | — | — | $154K | <0.1% | |
| BEACON ROOFING SUPPLY INC Common Stock N/R | — | — | — | $151K | <0.1% | |
| EAST WEST BANCORP INC Common Stock N/R | — | — | — | $150K | <0.1% | |
| TE CONNECTIVITY PLC Common Stock N/R | — | — | — | $149K | <0.1% | |
| TRAVELERS COMPANIES INC Common Stock N/R | — | — | — | $148K | <0.1% | |
| EQUITY LIFESTYLE PPTYS INC Common Stock N/R | — | — | — | $146K | <0.1% | |
| FIDELITY NATL INFORM SVCS INC Common Stock N/R | — | — | — | $144K | <0.1% | |
| RELIANCE INC Common Stock N/R | — | — | — | $141K | <0.1% | |
| LANDSTAR SYSTEM INC Common Stock N/R | — | — | — | $135K | <0.1% | |
| COMMERCIAL METALS CO Common Stock N/R | — | — | — | $135K | <0.1% | |
| RENAISSANCERE HLDGS LTD Common Stock N/R | — | — | — | $133K | <0.1% | |
| FREEPORT MCMORAN INC Common Stock N/R | — | — | — | $133K | <0.1% | |
| COCA-COLA EUROPACIFIC PARTNERS Common Stock N/R | — | — | — | $132K | <0.1% | |
| DISCOVER FIN SVCS Common Stock N/R | — | — | — | $131K | <0.1% | |
| SCIENCE APPLICATIONS INTERNATIONCommon Stock N/R | — | — | — | $129K | <0.1% | |
| OGE ENERGY CORP Common Stock N/R | — | — | — | $129K | <0.1% | |
| GENTEX CORP Common Stock N/R | — | — | — | $127K | <0.1% | |
| US FOODS HOLDING CORP Common Stock N/R | — | — | — | $125K | <0.1% | |
| EASTGROUP PPTYS INC Common Stock N/R | — | — | — | $124K | <0.1% | |
| DUPONT DE NEMOURS INC Common Stock N/R | — | — | — | $122K | <0.1% | |
| ESSEX PROPERTY TRUST INC Common Stock N/R | — | — | — | $122K | <0.1% | |
| WEATHERFORD INTERNATIONAL PLC Common Stock N/R | — | — | — | $121K | <0.1% | |
| LEIDOS HOLDINGS INC Common Stock N/R | — | — | — | $113K | <0.1% | |
| ARROW ELECTRONICS INC Common Stock N/R | — | — | — | $108K | <0.1% | |
| MICROCHIP TECHNOLOGY Common Stock N/R | — | — | — | $106K | <0.1% | |
| RESIDEO TECHNOLOGIES INC Common Stock N/R | — | — | — | $105K | <0.1% | |
| MARATHON PETROLEUM CORP Common Stock N/R | — | — | — | $100K | <0.1% | |
| ROCKET COS INC Common Stock N/R | — | — | — | $100K | <0.1% | |
| COGNIZANT TECH SOLUTIONS CL A Common Stock N/R | — | — | — | $100K | <0.1% | |
| PHILLIPS 66 Common Stock N/R | — | — | — | $99K | <0.1% | |
| JACOBS SOLUTIONS INC Common Stock N/R | — | — | — | $98K | <0.1% | |
| ITT INC Common Stock N/R | — | — | — | $98K | <0.1% | |
| HALLIBURTON CO Common Stock N/R | — | — | — | $97K | <0.1% | |
| DELL TECHNOLOGIES INC CL C Common Stock N/R | — | — | — | $97K | <0.1% | |
| SYSCO CORP Common Stock N/R | — | — | — | $95K | <0.1% | |
| OLIN CORP Common Stock N/R | — | — | — | $94K | <0.1% | |
| WATTS WATER TECH INC CL A Common Stock N/R | — | — | — | $94K | <0.1% | |
| AVANTOR INC Common Stock N/R | — | — | — | $92K | <0.1% | |
| HARLEY-DAVIDSON INC Common Stock N/R | — | — | — | $92K | <0.1% | |
| MOSAIC CO NEW Common Stock N/R | — | — | — | $91K | <0.1% | |
| DARDEN RESTAURANTS INC Common Stock N/R | — | — | — | $91K | <0.1% | |
| GEN DIGITAL INC Common Stock N/R | — | — | — | $90K | <0.1% | |
| GARMIN LTD Common Stock N/R | — | — | — | $89K | <0.1% | |
| REXFORD INDUSTRIAL REALTY INC Common Stock N/R | — | — | — | $89K | <0.1% | |
| LAM RESEARCH CORP Common Stock N/R | — | — | — | $87K | <0.1% | |
| ICON PLC Common Stock N/R | — | — | — | $87K | <0.1% | |
| AMERICAN ELECTRIC POWER CO INC Common Stock N/R | — | — | — | $83K | <0.1% | |
| INVITATION HOMES INC Common Stock N/R | — | — | — | $82K | <0.1% | |
| SOLVENTUM CORP Common Stock N/R | — | — | — | $81K | <0.1% | |
| MAPLEBEAR INC Common Stock N/R | — | — | — | $81K | <0.1% | |
| PRIMO BRANDS CORP A Common Stock N/R | — | — | — | $81K | <0.1% | |
| BWX TECHNOLOGIES INC Common Stock N/R | — | — | — | $78K | <0.1% | |
| MSC INDUSTRIAL DIRECT CO CL A Common Stock N/R | — | — | — | $78K | <0.1% | |
| SENSATA TECHNOLOGIES HOLDING PLCommon Stock N/R | — | — | — | $73K | <0.1% | |
| FERGUSON ENTERPRISES INC Common Stock N/R | — | — | — | $69K | <0.1% | |
| VOYA FINANCIAL INC Common Stock N/R | — | — | — | $68K | <0.1% | |
| NRG ENERGY INC Common Stock N/R | — | — | — | $68K | <0.1% | |
| LENNAR CORP CL A Common Stock N/R | — | — | — | $66K | <0.1% | |
| BUILDERS FIRSTSOURCE Common Stock N/R | — | — | — | $63K | <0.1% | |
| MASTERBRAND INC Common Stock N/R | — | — | — | $55K | <0.1% | |
| UFP INDUSTRIES INC Common Stock N/R | — | — | — | $55K | <0.1% | |
| COCA COLA CONSOLIDATED INC Common Stock N/R | — | — | — | $16K | <0.1% |