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Original filing (PDF)20251015164400NAL0005165857001
GENERAL MILLS, INC.
Form 5500
FILING_RECEIVED
GENERAL MILLS PENSION PLAN
Defined-benefit pension plan
Signals · 4
100% in single holding100% employer stockNo recordkeeper disclosed9 service providers
Active participants
4,151
Accounts w/ balance
—
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
7 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Plan’s interest in General Mills Master Trusts Investments in two Master Trust accounts that consist of pooled funds and investments in common stock of the Company" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- 13 bps in Schedule C fees — 162% 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 GENERAL MILLS, INC..
Plan sponsor
Name
GENERAL MILLS, INC.
EIN
41-0274440
Address
ONE GENERAL MILLS BOULEVARD, MO2-E · MINNEAPOLIS, MN · 554261348
Phone
(877) 430-4015
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENERAL MILLS, INC | 41-0274440 | — | PLAN ADMINISTRATOR | $245K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 86-1849232 | — | NONE | $778K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $490K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $329K | — |
| KPMG, LLP | 13-5565207 | — | NONE | $56K | — |
| XEROX CORPORATION | 16-0468020 | — | NONE | $36K | — |
| DELOITTE & TOUCHE | 13-3891517 | — | NONE | $21K | — |
| REFINITIV EIKON | 20-4530702 | — | NONE | $20K | — |
| CBIZ | 20-1128317 | — | NONE | $15K | — |
Investments
2 direct securities · 7 pooled funds· $3.0B(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.
Uncategorized
$1.5B
2 holdings
Master Trust
$1.5B
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Plan’s interest in General Mills Master Trusts Investments in two Master Trust accounts that consist of pooled funds and investments in common stock of the Company | — | — | $1.4B | $1.5B | 99.6% | |
| GENERAL MILLS GROUP TRUST-PFF GENERAL MILLS, INC. · EIN 41-1939866 / PN 004 | Master Trust | — | — | $480.6M | 31.7% | |
| GMI INVESTMENT TRUST-POOLED EQUITY GENERAL MILLS, INC. · EIN 04-6736853 / PN 001 | Master Trust | — | — | $257.5M | 17.0% | |
| GENERAL MILLS RIP HEDGING GENERAL MILLS, INC. · EIN 41-1939866 / PN 039 | Master Trust | — | — | $227.1M | 15.0% | |
| GENERAL MILLS GROUP TRUST-PRAF GENERAL MILLS, INC. · EIN 41-1939866 / PN 005 | Master Trust | — | — | $217.5M | 14.3% | |
| GENERAL MILLS GROUP TRUST-PPEF GENERAL MILLS, INC. · EIN 41-1939866 / PN 003 | Master Trust | — | — | $191.8M | 12.6% | |
| GMI INVESTMENT TRUST-POOLED INTL. GENERAL MILLS, INC. · EIN 04-6736853 / PN 002 | Master Trust | — | — | $132.6M | 8.7% | |
| General Mills short-term investment accounts EB Temp Investment Fund | — | — | $6.6M | $6.6M | 0.4% | |
| GENERAL MILLS GROUP TRUST-INT ASSET GENERAL MILLS, INC. · EIN 41-1939866 / PN 043 | Master Trust | — | — | $4.2M | 0.3% |