Original filing (PDF)20250919100605NAL0002920979001

Milwaukee Brewers Baseball Club, Limited Partnership

Name: Milwaukee Brewers Baseball Club, Limited Partnership — Form 5500 Plan 002 (2024)
Creator: Milwaukee Brewers Baseball Club, Limited Partnership
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Milwaukee Brewers Baseball Club Retirement Savings Plan

401(k) retirement plan · Milwaukee Brewers Baseball Club, Limited Partnership's Milwaukee Brewers Baseball Club Retirement Savings Plan held $63.7M in plan assets for 490 participants in 2024, with Empower as recordkeeper.

Signals · 1

44% employer stock

Active participants

490

Accounts w/ balance

638

Plan assets (EOY)

$63.7M

Net assets (EOY)

$63.7M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILWAUKEE BREWERS BASEBALL CLUB, LIMITED PARTNERSHIP.

Plan sponsor

Name

MILWAUKEE BREWERS BASEBALL CLUB, LIMITED PARTNERSHIP

EIN

39-1136376all filings

Address

AMERICAN FAMILY FIELD · ONE BREWERS WAY · MILWAUKEE, WI · 53214

Phone

(414) 902-4400

Industry

Arts, Entertainment, Recreation

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

2025-09-19

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$6K	—

Investments

26 direct securities· $63.7M(100% of reported assets)

Common Stocks

$27.8M

13 holdings

Common Collective Trusts

$17.4M

3 holdings

Mutual Funds

$11.8M

4 holdings

Other securities

$6.4M

5 holdings

Bonds / Notes

$206K

1 holding

					% of plan
Vanguard Funds Vanguard 500 Index Fund N/R	Common Collective Trusts	—	—	$13.3M	20.9%
Dodge & Cox Funds Dodge & Cox Stock Fund N/R	Mutual Funds	—	—	$6.1M	9.6%
Insurance Company Retirement 2035 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$4.6M	7.3%
Insurance Company Retirement 2045 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$3.8M	6.0%
Insurance Company Retirement 2040 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$3.1M	4.9%
Insurance Company * Massachusetts Mutual Life MassMutual Core Bond I N/R	Common Stocks	—	—	$3.1M	4.8%
Insurance Company Retirement 2055 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$3.0M	4.7%
American Funds American Europacific Growth Opps N/R	Mutual Funds	—	—	$2.9M	4.5%
Insurance Company Retirement 2050 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$2.8M	4.4%
Institutional * Massachusetts Mutual Life MassMutual Blue Chip Growth I N/R	Other securities	—	—	$2.7M	4.3%
Insurance Company Retirement 2030 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$2.4M	3.7%
Fully Benefit-Responsive Investment Contracts * Massachusetts Mutual Life SAGIC Core Bond N/R	Other securities	—	—	$2.4M	3.7%
Vanguard Funds Vanguard Small Cap Index Fund N/R	Common Collective Trusts	—	—	$2.3M	3.5%
Vanguard Funds Vanguard Mid Cap Index Fund N/R	Common Collective Trusts	—	—	$1.9M	2.9%
Janus Mutual Funds Janus Henderson Venture Fund N/R	Mutual Funds	—	—	$1.6M	2.5%
Insurance Company Retirement 2025 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$1.6M	2.4%
Insurance Company Retirement 2015 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$1.3M	2.1%
Fund American Funds American Funds Amer Mutual Fund N/R	Mutual Funds	—	—	$1.2M	1.9%
Insurance Company Retirement Blend Fund * Massachusetts Mutual Life Select MassMutual Mid Cap Growth N/R	Common Stocks	—	—	$1.1M	1.8%
Allspring Spec Mid Cap Value Fund N/R	Other securities	—	—	$927K	1.5%
Insurance Company Retirement 2060 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$692K	1.1%
Insurance Company Retirement 2020 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$321K	0.5%
MacQuarie Small Cap Value N/R	Other securities	—	—	$279K	0.4%
Insurance Company Loans * Participant Loans Interest rates: 5.25%-10.50% $0	Bonds / Notes	—	—	$206K	0.3%
Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Other securities	—	—	$127K	0.2%
Insurance Company Retirement 2005 Fund * Massachusetts Mutual Life MassMutual Select T.Rowe Pr N/R	Common Stocks	—	—	$7K	<0.1%