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Original filing (PDF)20250829104938NAL0006162195001

WESTROCK COMPANY

Form 5500
FILING_RECEIVED
WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST
Pooled investment trusta fund that other plans invest in — not a participant plan
Signals · 1
12% employer stock
Active participants
Accounts w/ balance
Plan assets (EOY)
$4.8B
Net assets (EOY)
$4.8B
How this plan invests
3 plans
invest in this fund
This trust
pooled vehicle
592 securities
Schedule of Assets

This is a pooled fund: many plans invest in it, and it holds the underlying securities.

Master trust / DFE filing
Pooled investment vehicle

This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.

Pooled assets (EOY)
$4.8B
Net assets (EOY)
$4.8B
Participating plans
3
latest filings citing this trust
Cited interest
$4.8B
across citing plans' latest filings

Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.

Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.

Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTROCK COMPANY.
Plan sponsor
Name
WESTROCK COMPANY
EIN
46-6182151
Address
1000 ABERNATHY RD · ATLANTA, GA · 30328
Phone
(770) 448-2193
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
2025-08-29
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
MFS INSTITUTIONAL ADVISORSBOSTON, MANONE$657K
EMPOWER ANNUITY INSURANCE COMPANY84-0467907NONE$69K

Investments

502 direct securities · 21 pooled funds· $5.2B(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
$4.2B
21 holdings
Uncategorized
$983.8M
502 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SSGA S&P 500 INDEX FUND CLASS K
STATE STREET BANK · EIN 90-0337987 / PN 388
Common Collective Trust
$930.5M19.2%
SSGA TARGET RETIREMENT 2030 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 434
Common Collective Trust
$501.7M10.4%
SSGA TARGET RETIREMENT 2035 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 435
Common Collective Trust
$416.1M8.6%
WELLS FARGO STABLE RETURN FUND
WELLS FARGO · EIN 47-6524425 / PN 001
Common Collective Trust
$379.3M7.8%
WELLS FARGO STABLE RETURN FUND$373.9M7.7%
SSGA TARGET RETIREMENT 2025 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 433
Common Collective Trust
$303.4M6.3%
SSGA TARGET RETIREMENT 2040 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 436
Common Collective Trust
$286.3M5.9%
SSGA TARGET RETIREMENT 2045 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 437
Common Collective Trust
$205.6M4.3%
SSGA RUSSELL SMALL/MID CAP INDEX CK
STATE STREET BANK · EIN 90-0337987 / PN 461
Common Collective Trust
$166.5M3.4%
SSGA TARGET RETIREMENT 2050 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 438
Common Collective Trust
$159.0M3.3%
STATE ST US BND INDX NL CL M
STATE STREET BANK · EIN 90-0337987 / PN 495
Common Collective Trust
$130.5M2.7%
SSGA GLOBAL ALL CAP EQUITY EX-US CK
STATE STREET BANK · EIN 90-0337987 / PN 456
Common Collective Trust
$122.3M2.5%
SSGA TARGET RETIREMENT 2020 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 432
Common Collective Trust
$114.9M2.4%
SSGA TARGET RETIREMENT 2055 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 439
Common Collective Trust
$107.9M2.2%
MFS INTERNATIONAL EQUITY
MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013
Common Collective Trust
$97.9M$97.3M2.0%
SSGA TARGET RETIREMENT INCOME NL FU
STATE STREET BANK · EIN 90-0337987 / PN 440
Common Collective Trust
$82.8M1.7%
SSGA TARGET RETIREMENT 2060 NL FUND
STATE STREET BANK · EIN 90-0337987 / PN 424
Common Collective Trust
$65.5M1.4%
PRUDENTIAL CORE PLUS BOND FUND
PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165
Common Collective Trust
$56.0M$56.9M1.2%
DODGE & COX INCOME FUND CLASS X$55.4M$56.5M1.2%
PIONEER EMERGING MARKETS EQUITY
GREAT GRAY TRUST COMPANY LLC · EIN 38-7275304 / PN 773
Common Collective Trust
$41.9M$41.5M0.9%
NVIDIA CORP COMMON STOCK$9.3M$29.4M0.6%
SSGA TARGET RETIREMENT 2065 NL FUND
STATE STREET BANK · EIN 32-6528132 / PN 044
Common Collective Trust
$26.1M0.5%
APPLE INC COMMON STOCK$8.6M$25.8M0.5%
MICROSOFT CORP COMMON STOCK$8.1M$24.2M0.5%
AMAZON.COM INC COMMON STOCK$9.9M$17.6M0.4%
META PLATFORMS INC COMMON STOCK$8.0M$14.7M0.3%
ALPHABET INC COMMON STOCK CL.A$3.1M$9.7M0.2%
VISA INC COMMON STOCK CL.A$6.5M$8.5M0.2%
SPOTIFY TECHNOLOGY SA COMMON STOCK$4.3M$7.5M0.2%
ABBVIE INC COMMON STOCK$6.3M$7.2M0.1%
AMERIPRISE FINANCIAL INC COMMON STOCK$3.6M$6.3M0.1%
JOHNSON & JOHNSON COMMON STOCK$6.5M$6.2M0.1%
ALPHABET INC COMMON STOCK CL.C$2.5M$6.2M0.1%
JPMORGAN CHASE & CO COMMON STOCK$3.7M$6.1M0.1%
SALESFORCE COM INC COMMON STOCK$4.4M$5.9M0.1%
MCKESSON CORPORATION COMMON STOCK$2.5M$5.9M0.1%
Wells Fargo Stable Return Fund$5.4M0.1%
BLACKROCK LIQ FDS FEDFUND INST BLACKROCK LIQ FDS FEDFUND-IN$5.2M$5.2M0.1%
VERISK ANALYTICS INC COMMON STOCK CL.A$4.3M$5.1M0.1%
AMERICAN EXPRESS CO COMMON STOCK$3.9M$5.1M0.1%
ALTRIA GROUP INC COMMON STOCK$4.1M$4.8M<0.1%
KIMBERLY-CLARK CORP COMMON STOCK$5.1M$4.7M<0.1%
LAM RESEARCH CORP COMMON STOCK$3.1M$4.6M<0.1%
HOME DEPOT INC COMMON STOCK$3.6M$4.5M<0.1%
CIGNA CORP COMMON STOCK$4.0M$4.5M<0.1%
COREBRIDGE FINANCIAL INC COMMON STOCK$3.8M$4.5M<0.1%
SERVICENOW INC COMMON STOCK$3.0M$4.1M<0.1%
TESLA INC COMMON STOCK$2.9M$4.0M<0.1%
PFIZER INC COMMON STOCK$4.9M$4.0M<0.1%
O REILLY AUTOMOTIVE INC COMMON STOCK$2.7M$4.0M<0.1%
WELLS FARGO & CO COMMON STOCK$2.7M$3.9M<0.1%
PHILLIPS 66 COMMON STOCK$3.6M$3.7M<0.1%
CSX CORP COMMON STOCK$3.6M$3.6M<0.1%
TECHNIPFMC LTD COMMON STOCK$3.3M$3.6M<0.1%
NEXTERA ENERGY INC COMMON STOCK$3.9M$3.5M<0.1%
APPLIED MATERIALS INC COMMON STOCK$1.7M$3.4M<0.1%
NXP SEMICONDUCTORS NV COMMON STOCK$3.3M$3.4M<0.1%
GENERAL MILLS INC COMMON STOCK$3.7M$3.4M<0.1%
BOOKING HOLDINGS INC COMMON STOCK$2.0M$3.3M<0.1%
WESTINGHOUSE AIR BRAKE TECH CO COMMON STOCK$3.0M$3.3M<0.1%
RPM INTERNATIONAL INC COMMON STOCK$2.9M$3.2M<0.1%
JONES LANG LASALLE INC COMMON STOCK$2.5M$3.2M<0.1%
ESSEX PROPERTY TRUST INC COMMON STOCK$3.3M$3.0M<0.1%
GUIDEWIRE SOFTWARE INC COMMON STOCK$3.5M$3.0M<0.1%
PVH CORP COMMON STOCK$2.8M$3.0M<0.1%
BUILDERS FIRSTSOURCE INC COMMON STOCK$2.2M$3.0M<0.1%
PG&E CORP COMMON STOCK$2.4M$2.8M<0.1%
CONOCOPHILLIPS COMMON STOCK$3.2M$2.8M<0.1%
POPULAR INC COMMON STOCK$2.6M$2.8M<0.1%
ESSENTIAL PROPERTIES REALTY TR COMMON STOCK$2.5M$2.7M<0.1%
DOMINION ENERGY INC COMMON STOCK$2.3M$2.5M<0.1%
COLGATE PALMOLIVE CO COMMON STOCK$2.1M$2.4M<0.1%
TE CONNECTIVITY PLC COMMON STOCK$2.4M$2.4M<0.1%
BROADCOM INC COMMON STOCK$1.3M$2.3M<0.1%
WP CAREY INC COMMON STOCK$2.4M$2.3M<0.1%
CARGURUS INC COMMON STOCK$1.4M$2.3M<0.1%
EDISON INTERNATIONAL COMMON STOCK$2.0M$2.3M<0.1%
HARTFORD FINL SVCS GROUP INC COMMON STOCK$1.6M$2.3M<0.1%
ARGENX SE COMMON STOCK - ADR$1.2M$2.2M<0.1%
VERTEX PHARMACEUTICALS INC COMMON STOCK$1.3M$2.2M<0.1%
NORTHERN TRUST CORP COMMON STOCK$1.8M$2.2M<0.1%
CITIGROUP INC COMMON STOCK$1.9M$2.1M<0.1%
CNH INDUSTRIAL NV COMMON STOCK$2.3M$2.1M<0.1%
GENERAL ELECTRIC CO COMMON STOCK$2.3M$2.1M<0.1%
LEIDOS HOLDINGS INC COMMON STOCK$2.3M$2.1M<0.1%
BERKSHIRE HATHAWAY INC COMMON STOCK CL.B$1.2M$2.0M<0.1%
RYDER SYSTEM INC COMMON STOCK$1.3M$2.0M<0.1%
BANK OF AMERICA CORP COMMON STOCK$2.1M$1.9M<0.1%
EASTMAN CHEMICAL CO COMMON STOCK$1.9M$1.8M<0.1%
WEST PHARMACEUTICAL SVSC INC COMMON STOCK$1.6M$1.7M<0.1%
MEDTRONIC PLC & INC COMMON STOCK$1.9M$1.7M<0.1%
EATON CORP PLC COMMON STOCK$602K$1.7M<0.1%
UNITED AIR LINES INC COMMON STOCK$775K$1.7M<0.1%
SKYLINE CORP COMMON STOCK$1.2M$1.6M<0.1%
TYLER TECHNOLOGIES INC COMMON STOCK$1.2M$1.6M<0.1%
MASCO CORP COMMON STOCK$1.7M$1.6M<0.1%
MOTOROLA SOLUTIONS INC COMMON STOCK$1.1M$1.6M<0.1%
AZEK CO INC COMMON STOCK$1.2M$1.6M<0.1%
QUALCOMM INC COMMON STOCK$1.8M$1.6M<0.1%
ISHARES RUSSELL 2000 INDEX FUND$1.6M$1.5M<0.1%
AZZ INC COMMON STOCK$1.5M$1.5M<0.1%
BIOGEN INC COMMON STOCK$2.6M$1.5M<0.1%
ASCENDIS PHARMA A/S COMMON STOCK - ADR$1.3M$1.4M<0.1%
ARAMARK HOLDINGS CORP COMMON STOCK$1.5M$1.4M<0.1%
TRINET GROUP INC COMMON STOCK$1.3M$1.4M<0.1%
MASTERCARD INC COMMON STOCK CL.A$955K$1.4M<0.1%
DIGITALOCEAN HOLDINGS INC COMMON STOCK$1.4M$1.3M<0.1%
SCHNEIDER NATIONAL INC-CL B COMMON STOCK$1.0M$1.3M<0.1%
EVEREST RE GROUP LTD COMMON STOCK$1.3M$1.3M<0.1%
GENERAL DYNAMICS CORP COMMON STOCK$1.1M$1.3M<0.1%
MONDELEZ INTERNATIONAL INC COMMON STOCK$1.4M$1.3M<0.1%
ACCENTURE PLC COMMON STOCK CL.A$1.1M$1.3M<0.1%
ELI LILLY & CO COMMON STOCK$536K$1.3M<0.1%
DROPBOX INC COMMON STOCK CL.A$1.1M$1.3M<0.1%
MAGNITE INC COMMON STOCK$1.1M$1.2M<0.1%
ATLASSIAN CORPORATION COMMON STOCK CL.A$1.0M$1.2M<0.1%
FIVERR INTERNATIONAL LTD COMMON STOCK$945K$1.2M<0.1%
T MOBILE US INC COMMON STOCK$1.1M$1.2M<0.1%
AMENTUM HOLDINGS INC COMMON STOCK$1.4M$1.2M<0.1%
HOME BANCSHARES INC COMMON STOCK$771K$1.2M<0.1%
AMERIS BANCORP COMMON STOCK$806K$1.1M<0.1%
LATTICE SEMICONDUCTOR CORP COMMON STOCK$1.2M$1.1M<0.1%
CADENCE BANK COMMON STOCK$964K$1.1M<0.1%
AMERICAN HEALTHCARE REIT INC COMMON STOCK$625K$1.1M<0.1%
TRUPANION INC COMMON STOCK$710K$1.1M<0.1%
AMERANT BANCORP INC COMMON STOCK$1.0M$1.1M<0.1%
UMB FINL CORP COMMON STOCK$704K$1.0M<0.1%
LIVE NATION ENTERTAINMENT INC COMMON STOCK$703K$1.0M<0.1%
INDEPENDENCE REALTY TRUST INC COMMON STOCK$1.0M$1.0M<0.1%
TANGER FACTORY OUTLET CTRS INC COMMON STOCK$934K$1.0M<0.1%
BOOT BARN HOLDINGS INC COMMON STOCK$712K$1.0M<0.1%
SHAKE SHACK INC COMMON STOCK CL.A$697K$1.0M<0.1%
CABOT CORP COMMON STOCK$681K$996K<0.1%
NATIONAL BANK HOLD COMMON STOCK CL.A$814K$994K<0.1%
LIBERTY MEDIA CORP COMMON STOCK$782K$992K<0.1%
ORGANON & CO COMMON STOCK$1.4M$985K<0.1%
ARGAN INC COMMON STOCK$540K$978K<0.1%
CHEFS WAREHOUSE INC COMMON STOCK$607K$935K<0.1%
AGCO CORP COMMON STOCK$934K$934K<0.1%
SHOPIFY INC COMMON STOCK CL.A$394K$928K<0.1%
BOSTON SCIENTIFIC CORP COMMON STOCK$602K$917K<0.1%
SL GREEN REALTY CORP COMMON STOCK$866K$912K<0.1%
TRADEWEB MARKETS INC COMMON STOCK CL.A$567K$899K<0.1%
QUANTA SERVICES INC COMMON STOCK$525K$881K<0.1%
IQVIA HOLDINGS INC COMMON STOCK$943K$878K<0.1%
ABBOTT LABORATORIES COMMON STOCK$875K$861K<0.1%
TECNOGLASS INC COMMON STOCK$574K$860K<0.1%
IDACORP INC COMMON STOCK$761K$847K<0.1%
VERACYTE INC COMMON STOCK$744K$842K<0.1%
CINEMARK HOLDINGS INC COMMON STOCK$362K$841K<0.1%
INSMED INC COMMON STOCK$743K$839K<0.1%
SAIA INC COMMON STOCK$622K$837K<0.1%
EQUITABLE HOLDINGS INC COMMON STOCK$542K$823K<0.1%
DATADOG INC COMMON STOCK CL.A$614K$815K<0.1%
MATADOR RESOURCES CO COMMON STOCK$824K$809K<0.1%
VIAVI SOLUTIONS INC COMMON STOCK$729K$808K<0.1%
BANK OF NEW YORK MELLON CORP COMMON STOCK$549K$807K<0.1%
OUTFRONT MEDIA INC COMMON STOCK$803K$799K<0.1%
WERNER ENTERPRISES INC COMMON STOCK$833K$798K<0.1%
CHART INDUSTRIES INC COMMON STOCK$650K$797K<0.1%
TEXAS CAPITAL BANCSHARES INC COMMON STOCK$595K$794K<0.1%
ASSURED GUARANTY LTD COMMON STOCK$554K$792K<0.1%
ONE GAS INC COMMON STOCK$698K$788K<0.1%
MOOG INC COMMON STOCK CL.A$628K$781K<0.1%
OLD NATL BANCORP IND COMMON STOCK$763K$780K<0.1%
ENTERPRISE FINANCIAL SERVICE COMMON STOCK$576K$775K<0.1%
EOG RESOURCES INC COMMON STOCK$719K$774K<0.1%
DECKERS OUTDOOR CORP COMMON STOCK$512K$771K<0.1%
ALIGNMENT HEALTHCARE INC COMMON STOCK$563K$764K<0.1%
EASTERN BANKSHARES INC COMMON STOCK$720K$761K<0.1%
MARVELL TECHNOLOGY INC COMMON STOCK$483K$759K<0.1%
HUBSPOT INC COMMON STOCK$380K$749K<0.1%
METLIFE INC COMMON STOCK$494K$743K<0.1%
SIRIUSPOINT LTD COMMON STOCK$472K$733K<0.1%
NRG ENERGY INC COMMON STOCK$223K$722K<0.1%
MACERICH CO COMMON STOCK$761K$719K<0.1%
HUBBELL INC COMMON STOCK$508K$708K<0.1%
VALLEY NATL BANCORP COMMON STOCK$708K$706K<0.1%
DOORDASH INC COMMON STOCK$469K$704K<0.1%
MA COM TECH SOLUTIONS HLDGS COMMON STOCK$517K$702K<0.1%
XYLEM INC COMMON STOCK$722K$698K<0.1%
STATE STREET CORP COMMON STOCK$521K$697K<0.1%
SYNOPSYS INC COMMON STOCK$507K$696K<0.1%
STEPSTONE GROUP INC COMMON STOCK$412K$689K<0.1%
SEMTECH CORP COMMON STOCK$500K$687K<0.1%
KROGER CO COMMON STOCK$313K$685K<0.1%
RAMBUS INC COMMON STOCK$459K$684K<0.1%
HAMILTON LANE INC COMMON STOCK CL.A$471K$682K<0.1%
PURE STORAGE INC COMMON STOCK CL.A$664K$669K<0.1%
ARISTA NETWORKS INC COMMON STOCK$224K$662K<0.1%
XENIA HOTELS & RESORTS INC COMMON STOCK$532K$658K<0.1%
FRESHPET INC COMMON STOCK$275K$654K<0.1%
MONOLITHIC POWER SYSTEMS INC COMMON STOCK$573K$652K<0.1%
ABERCROMBIE & FITCH CO COMMON STOCK CL.A$622K$648K<0.1%
CREDO TECHNOLOGY GROUP HOLDING COMMON STOCK$242K$644K<0.1%
SYNCHRONY FINANCIAL COMMON STOCK$287K$637K<0.1%
ICHOR HOLDINGS LTD COMMON STOCK$677K$635K<0.1%
ATLANTA BRAVES HOLDINGS INC COMMON STOCK$442K$631K<0.1%
HP INC COMMON STOCK$439K$630K<0.1%
DXP ENTERPRISES INC COMMON STOCK$601K$628K<0.1%
Showing top 200 of 523 investments by value.