Back to filter
Original filing (PDF)20251015114353NAL0004749329001
ANHEUSER-BUSCH COMPANIES, LLC
Form 5500
FILING_RECEIVED
ANHEUSER-BUSCH 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 3
26% in single holdingNo recordkeeper disclosed7 service providers
Active participants
13,288
Accounts w/ balance
20,725
Plan assets (EOY)
$3.6B
Net assets (EOY)
$3.6B
How this plan invests
This plan
19 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VFTC INSTITUTIONAL 500 INDEX TRUST (extraction pending)]" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANHEUSER-BUSCH COMPANIES, LLC.
Plan sponsor
Name
ANHEUSER-BUSCH COMPANIES, LLC
EIN
43-1162835
Address
ONE BUSCH PLACE 202-9N · ST LOUIS, MO · 631181852
Phone
(314) 577-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
059
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
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $675K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $485K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $160K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $100K | — |
| CLARK SCHAEFER HACKETT | 31-0800053 | — | NONE | $30K | — |
| BROADRIDGE | 22-3844417 | — | NONE | $13K | — |
| RUBINBROWN, LLP | 43-0765316 | — | NONE | $9K | — |
Investments
2 direct securities · 19 pooled funds· $3.1B(85% 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
$2.9B
19 holdings
Uncategorized
$160.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $748.3M | 20.7% | |
| VFTC INST EXT MKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $329.8M | 9.1% | |
| VFTC TTL BOND MKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $198.5M | 5.5% | |
| VFTC TARGET RETIREMENT 2030 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $188.3M | 5.2% | |
| VFTC TARGET RETIREMENT 2035 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $181.1M | 5.0% | |
| VFTC TARGET RETIREMENT 2045 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $173.5M | 4.8% | |
| VFTC TARGET RETIREMENT 2055 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $165.6M | 4.6% | |
| VFTC TARGET RETIREMENT 2050 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $165.0M | 4.6% | |
| VANGUARD TARGET RET. MASTER TR | — | — | — | $156.9M | 4.3% | |
| VFTC TARGET RETIREMENT 2040 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $156.9M | 4.3% | |
| TRP BLUE CHIP GROWTH TRUST T2 CLASS T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $151.4M | 4.2% | |
| VFTC TARGET RETIREMENT 2025 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $151.2M | 4.2% | |
| VFTC TARGET RETIREMENT 2020 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $93.2M | 2.6% | |
| VFTC TARGET RETIREMENT 2060 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $87.9M | 2.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $43.5M | 1.2% | |
| VFTC TARGET RETIREMENT INCO TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | 0.465 | — | $28.3M | 0.8% | |
| VFTC TARGET RETIREMENT 2065 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $27.9M | 0.8% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $20.8M | 0.6% | |
| [DFE: VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT INCOME AND GROWTH TRUST PLUS (extraction pending)] | — | — | — | $3.5M | <0.1% | |
| VFTC TARGET RET INC AND GR TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $3.5M | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.3M | <0.1% |