Back to filter
Original filing (PDF)20250710141915NAL0006662897001
C.H. ROBINSON COMPANY, INC.
Form 5500
FILING_RECEIVED
ROBINSON COMPANIES RETIREMENT PLAN
401(k) retirement plan
Active participants
8,285
Accounts w/ balance
14,526
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
20 pooled trusts
Schedule D
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.H. ROBINSON COMPANY, INC..
Plan sponsor
Name
C.H. ROBINSON COMPANY, INC.
EIN
41-1956721
Address
14701 CHARLSON ROAD · SUITE 1600 · EDEN PRAIRIE, MN · 55347
Phone
(952) 683-2800
Industry
Transportation & Warehousingsee 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
2025-07-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE 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 | $603K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $59K | — |
Investments
8 direct securities · 20 pooled funds· $2.2B(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
$1.6B
20 holdings
Uncategorized
$591.7M
7 holdings
Common Stocks
$34.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RT L&G ACWI EX US A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $362.5M | 20.2% | |
| Legal & General S&P 500 DC CIT | — | — | — | $347.3M | 19.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $258.3M | 14.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $179.1M | 10.0% | |
| Victory Integrity Small/Mid-Cap Value Fund | — | — | — | $141.5M | 7.9% | |
| VICT INT SMMDCP VL E GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $141.5M | 7.9% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $114.5M | 6.4% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $78.6M | 4.4% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $76.7M | 4.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $65.9M | 3.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $63.7M | 3.5% | |
| CT BALANCED TRUST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 110 | Common Collective Trust | — | — | $56.9M | 3.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $50.5M | 2.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $50.5M | 2.8% | |
| Galliard Stable Return Fund (1) | — | — | — | $47.2M | 2.6% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $47.2M | 2.6% | |
| CHRW common stock (1) | Common Stocks | — | — | $34.1M | 1.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $31.1M | 1.7% | |
| RT L&G RUSSELL 2000 RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 007 | Common Collective Trust | — | — | $21.2M | 1.2% | |
| Legal & General MSCI AC World ex USD CIT | — | — | — | $15.2M | 0.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $13.3M | 0.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $10.6M | 0.6% | |
| PIMCO All Asset Fund | — | — | — | $8.7M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $677K | <0.1% |