Back to filter
Original filing (PDF)20251010125134NAL0007741681001
AMCOR FLEXIBLES NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
AMCOR 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
6,523
Accounts w/ balance
8,439
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
31 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 124% 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 AMCOR FLEXIBLES NORTH AMERICA, INC..
Plan sponsor
Name
AMCOR FLEXIBLES NORTH AMERICA, INC.
EIN
43-0178130
Address
2200 BADGER AVE · OSHKOSH, WI · 54904
Phone
(888) 860-2879
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $936K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $358K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $62K | — |
| BAKER TILLY US LLP | — | NEW CASTLE, PA | NONE | $30K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | — | MINNEAPOLIS, MN | NONE | $6K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $5K | — |
Investments
10 direct securities · 31 pooled funds· $1.2B(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
$1.1B
31 holdings
Uncategorized
$97.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $191.3M | 15.3% | |
| VANGUARD TARGET RET TR PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $126.2M | 10.1% | |
| VANGUARD TARGET RET TR PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $111.8M | 9.0% | |
| VANGUARD TARGET RET TR PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $95.9M | 7.7% | |
| VANGUARD TOTAL BOND MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $88.2M | 7.1% | |
| VANGUARD TARGET RET TR PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $79.9M | 6.4% | |
| VANGUARD TARGET RET TR PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $68.5M | 5.5% | |
| VANGUARD TOTAL INTL STOCK INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $67.7M | 5.4% | |
| VANGUARD TARGET RET TR PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $64.0M | 5.1% | |
| VANGUARD EXTENDED MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $54.7M | 4.4% | |
| VANGUARD TARGET RET TR PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $44.2M | 3.5% | |
| Employer Securitiesb * Amcor Company Stock Fund Amcor Company Stock Fund N/R | — | — | — | $35.6M | 2.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $34.9M | 2.8% | |
| HARBOR CAPITAL APPRECIATION R HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $22.5M | 1.8% | |
| VANGUARD TARGET RET TR PLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $21.5M | 1.7% | |
| VANGUARD TARGET RET TR PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $19.6M | 1.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST CO · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $19.3M | 1.5% | |
| VANGUARD TAR RET TR PLUS INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $18.5M | 1.5% | |
| Participant Loans Interest rates: 4.25 - 9.50% $0 | — | — | — | $17.4M | 1.4% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $12.8M | 1.0% | |
| Blackrock Equity Dividend Fund N/R | — | — | — | $9.5M | 0.8% | |
| Vanguardb Fund Federal Money Market Inv N/R | — | — | — | $8.9M | 0.7% | |
| VANGUARD TARGET RET TR PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $7.5M | 0.6% | |
| T. Rowe Priceb Institutional Mid Cap Equity Growth Fund N/R | — | — | — | $6.2M | 0.5% | |
| Loomis Sayles Small Cap Growth Instl N/R | — | — | — | $5.5M | 0.4% | |
| PIMCO Income Class A Fund N/R | — | — | — | $5.2M | 0.4% | |
| Registered Investment Fundsb b American Funds Beacon Small Cap Value R6 N/R | — | — | — | $3.3M | 0.3% | |
| MFS Mid Cap Value Fund N/R | — | — | — | $3.2M | 0.3% | |
| MFS International Intrinsic Value Fund N/R | — | — | — | $3.0M | 0.2% | |
| VANGUARD TARGET RET TR PLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $359K | <0.1% | |
| VANGUARD TARGET RETIRE 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE INC TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |