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Original filing (PDF)20250829104717NAL0011093025001

WESTROCK COMPANY

Form 5500
FILING_RECEIVED
WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
12% employer stockNo recordkeeper disclosed
Active participants
31,545
Accounts w/ balance
42,311
Plan assets (EOY)
$5.0B
Net assets (EOY)
$5.0B
How this plan invests
This plan
1 pooled trust
Schedule D
594 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
91
/ 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
88
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
  • 12% of plan in employer / sponsor stock.
  • 7 bps in Schedule C fees — modestly 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 WESTROCK COMPANY.
Plan sponsor
Name
WESTROCK COMPANY
EIN
47-3335141
Address
1000 ABERNATHY ROAD NE · ATLANTA, GA · 30328
Phone
(770) 448-2193
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
018
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total 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
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY—GREENWOOD VILLAGE, CONONE$1.6M—
EMPOWER ADVISORY GROUP, LLC—GREENWOOD VILLAGE, CONONE$1.4M—
ROCATON INVESTMENT ADVISORS LLC—NORWALK, CTNONE$324K—
QDRO CONSULTANTS COMPANY, LLC—MEDINA, OHNONE$13K—

Investments

521 direct securities · 1 pooled fund· $9.6B(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.

Master Trust
$4.8B
1 holding
Uncategorized
$4.8B
521 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
WESTROCK CO 401(K) RETIREMENT TRUST
WESTROCK COMPANY · EIN 46-6182151 / PN 001
Master Trust
——$4.8B97.0%
SSGA S&P 500 INDEX FUND CLASS K———$930.5M18.7%
SSGA TARGET RETIREMENT 2030 NL FUND M———$501.7M10.1%
SSGA TARGET RETIREMENT 2035 NL FUND M———$416.1M8.4%
WELLS FARGO STABLE RETURN FUND———$373.9M7.5%
SSGA TARGET RETIREMENT 2025 NL FUND M———$303.4M6.1%
SSGA TARGET RETIREMENT 2040 NL FUND M———$286.3M5.7%
SSGA TARGET RETIREMENT 2045 NL FUND M———$205.6M4.1%
SSGA RUSSELL SMALL/MID CAP INDEX FUND K———$166.5M3.3%
SSGA TARGET RETIREMENT 2050 NL FUND M———$159.0M3.2%
STATE ST US BND INDX NL CL M———$130.5M2.6%
SSGA GLOBAL ALL CAP EQUITY EX-US INDEX K———$122.3M2.5%
SSGA TARGET RETIREMENT 2020 NL FUND M———$114.9M2.3%
SSGA TARGET RETIREMENT 2055 NL FUND M———$107.9M2.2%
MFS INTERNATIONAL EQUITY CIT——$97.9M$97.3M2.0%
SSGA TARGET RETIREMENT INCOME NL FUND M———$82.8M1.7%
SSGA TARGET RETIREMENT 2060 NL FUND M———$65.5M1.3%
PRUDENTIAL CORE PLUS BOND FUND CLASS 15——$56.0M$56.9M1.1%
DODGE & COX INCOME FUND CLASS X——$55.4M$56.5M1.1%
PIONEER EMERGING MARKETS EQUITY FOCUS——$41.9M$41.5M0.8%
NVIDIA CORP COMMON STOCK——$9.3M$29.4M0.6%
SSGA TARGET RETIREMENT 2065 NL FUND M———$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———$5.2M0.1%
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 522 investments by value.