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Original filing (PDF)20251015104521NAL0002267811003
KOMATSU MINING CORP.
Form 5500
FILING_RECEIVED
KOMATSU MINING CORP. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
4,016
Accounts w/ balance
5,467
Plan assets (EOY)
$923.4M
Net assets (EOY)
$923.4M
How this plan invests
This plan
21 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOMATSU MINING CORP..
Plan sponsor
Name
KOMATSU MINING CORP.
EIN
39-1566457
Address
PO BOX 554 · MILWAUKEE, WI · 532010554
Phone
(414) 670-4400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OPS | 04-2647786 | — | RECORDKEEPER | $207K | — |
Investments
6 direct securities · 21 pooled funds· $1.1B(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
$867.6M
21 holdings
Uncategorized
$223.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street S&P 500 Index Fund, Class II | — | — | — | $185.7M | 20.1% | |
| SS S&P 500 IDX LENDING CL II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $185.7M | 20.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $106.0M | 11.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $90.8M | 9.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $82.9M | 9.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $72.8M | 7.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $70.2M | 7.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $47.1M | 5.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $46.3M | 5.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $42.9M | 4.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $31.0M | 3.4% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $24.7M | 2.7% | |
| Registered investment companies Baird Aggregate Bond Fund, Institutional | — | — | — | $19.5M | 2.1% | |
| SS RUSSELL SM MD CAP IDX CL II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $19.5M | 2.1% | |
| SS GLBL ALL CAP EX US IDX CL II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $15.9M | 1.7% | |
| Participant loans (interest of 4.25% to 9.50%) | — | — | — | $13.0M | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $12.9M | 1.4% | |
| GQG PARTNERS INTL EQUITY CIT RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $9.3M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.4% | |
| State Street U.S. Inflation Protected Bond Index Fund, Class II | — | — | — | $3.5M | 0.4% | |
| SS US INFL PRO BD LENDING CL II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $3.5M | 0.4% | |
| State Street U.S. Bond Index Fund, Class XIV | — | — | — | $1.3M | 0.1% | |
| SS US BD IDX LENDING CL XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.3M | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| Money market fund Vanguard Federal Money Market Fund | — | — | — | $227K | <0.1% | |
| WELLS FARGO DISCOVERY CIT WELLS FARGO BANK, N.A. · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CARDINAL CAPITAL MASTER COLL TR SEI TRUST COMPANY · EIN 82-5482374 / PN 115 | Common Collective Trust | — | — | $0 | <0.1% |
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