Original filing (PDF)20251008121549NAL0003265331001

THE WILLIAMS COMPANIES, INC.

Name: THE WILLIAMS COMPANIES, INC. — THE WILLIAMS INVESTMENT PLUS PLAN, Form 5500 (2024)
Creator: THE WILLIAMS COMPANIES, INC.

Form 5500

FILING_RECEIVED

THE WILLIAMS INVESTMENT PLUS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

5,692

Accounts w/ balance

7,360

Plan assets (EOY)

$2.0B

Net assets (EOY)

$2.0B

How this plan invests

This plan

15 pooled trusts

Schedule D

378 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (3 bps vs 5 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILLIAMS COMPANIES, INC..

Plan sponsor

Name

THE WILLIAMS COMPANIES, INC.

EIN

73-0569878

Address

P. O. BOX 2400, MD 42 · TULSA, OK · 74102

Phone

(800) 945-5426

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

THE WILLIAMS COMPANIES, INC. ADMINISTRATIVE COMMITTEE

EIN

73-1288043

City

TULSA, OK

Phone

(800) 945-5426

Plan characteristics

Plan number

008

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVEST. INSTL. OPER. CO.,	04-2647786	—	PARTY-IN-INTEREST	$271K	—
MERCER INVESTMENT CONSULTING, INC.	61-0736136	—	PARTY-IN-INTEREST	$164K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	PARTY-IN-INTEREST	$82K	—
MERCER (US) INC.	13-2834414	—	PARTY-IN-INTEREST	$12K	—

Investments

362 direct securities · 15 pooled funds· $2.0B(99% 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.

Uncategorized

$1.1B

362 holdings

Common Collective Trust

$890.3M

15 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Institutional Index Fund Institutional Plus	—	533,576	—	$265.1M	13.4%
VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001	Common Collective Trust	1,670,283	—	$159.9M	8.1%
VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001	Common Collective Trust	1,733,512	—	$145.9M	7.4%
Self-Directed Brokerage Fund	—	—	—	$139.9M	7.1%
VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001	Common Collective Trust	1,270,263	—	$129.4M	6.5%
VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001	Common Collective Trust	731,712	—	$73.0M	3.7%
Dodge & Cox Stock Fund Class X	—	271,575	—	$69.8M	3.5%
FIDELITY MANAGEDINCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	61,705,276	—	$61.7M	3.1%
VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001	Common Collective Trust	657,761	—	$58.8M	3.0%
FIDELITY DIVERSIFIED INTN'L COMM PL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134	Common Collective Trust	3,008,582	—	$56.3M	2.8%
VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001	Common Collective Trust	432,456	—	$53.7M	2.7%
Vanguard Extended Market Index Fund Institutional	—	292,134	—	$42.1M	2.1%
NVIDIA CORP	—	311,511	—	$41.8M	2.1%
VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001	Common Collective Trust	503,114	—	$40.4M	2.0%
MICROSOFT CORP	—	95,047	—	$40.1M	2.0%
PRUDENTIAL CORE PLUS BOND FUND CL5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165	Common Collective Trust	182,921	—	$34.1M	1.7%
APPLE INC	—	129,673	—	$32.5M	1.6%
AMAZON.COM INC	—	136,241	—	$29.9M	1.5%
VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001	Common Collective Trust	386,165	—	$29.2M	1.5%
Participant Loans	—	—	—	$28.3M	1.4%
Vanguard Total International Stock Index Fund Institutional	—	198,634	—	$25.2M	1.3%
VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001	Common Collective Trust	331,207	—	$21.6M	1.1%
ALPHABET INC CL C	—	112,478	—	$21.4M	1.1%
META PLATFORMS INC CL A	—	36,556	—	$21.4M	1.1%
Fidelity U.S. Bond Index Fund	—	1,818,886	—	$18.6M	0.9%
VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001	Common Collective Trust	222,375	—	$15.1M	0.8%
The Williams Companies, Inc.	—	217,989	—	$11.8M	0.6%
PIMCO Real Return Fund Institutional Class	—	1,126,198	—	$11.2M	0.6%
TESLA INC	—	27,414	—	$11.1M	0.6%
ELI LILLY & CO	—	13,175	—	$10.2M	0.5%
VISA INC CL A	—	31,148	—	$9.8M	0.5%
VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001	Common Collective Trust	242,841	—	$9.8M	0.5%
MASTERCARD INC CL A	—	15,287	—	$8.0M	0.4%
SERVICENOW INC	—	7,478	—	$7.9M	0.4%
NETFLIX INC	—	7,966	—	$7.1M	0.4%
BROADCOM INC	—	28,469	—	$6.6M	0.3%
CARVANA CO CL A	—	29,216	—	$5.9M	0.3%
INTUITIVE SURGICAL INC	—	10,604	—	$5.5M	0.3%
UNITEDHEALTH GROUP INC	—	9,222	—	$4.7M	0.2%
ALPHABET INC CL A	—	24,193	—	$4.6M	0.2%
T-MOBILE US INC	—	15,587	—	$3.4M	0.2%
THE BOOKING HOLDINGS INC	—	653	—	$3.2M	0.2%
CHUBB LTD	—	11,697	—	$3.2M	0.2%
CHIPOTLE MEXICAN GRILL INC	—	51,040	—	$3.1M	0.2%
SYNOPSYS INC	—	5,665	—	$2.7M	0.1%
ASML HLDG NV (NY REG SHS) NEW YORK REGISTERED SHAR	—	3,830	—	$2.7M	0.1%
SHOPIFY INC CL A	—	23,571	—	$2.5M	0.1%
CONSTELLATION ENERGY CORP	—	10,650	—	$2.4M	0.1%
DANAHER CORP	—	9,975	—	$2.3M	0.1%
GE AEROSPACE	—	13,068	—	$2.2M	0.1%
INTUIT INC	—	3,459	—	$2.2M	0.1%
THERMO FISHER SCIENTIFIC INC	—	4,125	—	$2.1M	0.1%
ROPER TECHNOLOGIES INC	—	3,427	—	$1.8M	<0.1%
STRYKER CORP	—	4,882	—	$1.8M	<0.1%
MORGAN STANLEY	—	12,654	—	$1.6M	<0.1%
ROSS STORES INC	—	10,345	—	$1.6M	<0.1%
CARLYLE GROUP INC (THE)	—	30,730	—	$1.6M	<0.1%
PRIMO BRANDS CORP A	—	50,320	—	$1.5M	<0.1%
TAIWAN SEMIC MFG CO LTD SP ADR	—	7,828	—	$1.5M	<0.1%
GOLDMAN SACHS GROUP INC	—	2,610	—	$1.5M	<0.1%
ELF BEAUTY INC	—	11,410	—	$1.4M	<0.1%
VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001	Common Collective Trust	58,377	—	$1.4M	<0.1%
TJX COMPANIES INC NEW	—	11,725	—	$1.4M	<0.1%
MARSH & MCLENNAN COS INC	—	6,503	—	$1.4M	<0.1%
DOXIMITY INC	—	25,781	—	$1.4M	<0.1%
DYNATRACE INC	—	24,975	—	$1.4M	<0.1%
S&P GLOBAL INC	—	2,724	—	$1.4M	<0.1%
TALEN ENERGY CORP	—	6,672	—	$1.3M	<0.1%
MONOLITHIC POWER SYS INC	—	2,269	—	$1.3M	<0.1%
CONFLUENT INC	—	47,248	—	$1.3M	<0.1%
SHARKNINJA INC	—	13,414	—	$1.3M	<0.1%
DOORDASH INC	—	7,649	—	$1.3M	<0.1%
SHERWIN WILLIAMS CO	—	3,672	—	$1.2M	<0.1%
BRIGHT HORIZONS FAMILY SOLUTIONS INC	—	11,109	—	$1.2M	<0.1%
CHEMED CORP	—	2,323	—	$1.2M	<0.1%
TE CONNECTIVITY PLC	—	8,596	—	$1.2M	<0.1%
LINDE PLC	—	2,925	—	$1.2M	<0.1%
STRIDE INC	—	11,630	—	$1.2M	<0.1%
EXLSERVICE HOLDINGS INC	—	26,091	—	$1.2M	<0.1%
COLGATE-PALMOLIVE CO	—	12,706	—	$1.2M	<0.1%
BROWN BROTHERS HARRIMAN STIF FUND	—	1,152,265	—	$1.2M	<0.1%
SEA LTD ADR	—	10,691	—	$1.1M	<0.1%
MANHATTAN ASSOCIATES INC	—	4,197	—	$1.1M	<0.1%
CLEARWATER ANALYTICS HOLDINGS INC	—	41,071	—	$1.1M	<0.1%
MERCURY SYSTEMS INC	—	26,535	—	$1.1M	<0.1%
MUELLER INDUSTRIES INC	—	13,753	—	$1.1M	<0.1%
SCHWAB CHARLES CORP	—	14,226	—	$1.1M	<0.1%
EVEREST GROUP LTD	—	2,880	—	$1.0M	<0.1%
FLYWIRE CORP	—	50,494	—	$1.0M	<0.1%
NEW FORTRESS ENERGY INC	—	67,801	—	$1.0M	<0.1%
COGNEX CORP	—	28,175	—	$1.0M	<0.1%
PROCTER & GAMBLE CO	—	6,000	—	$1.0M	<0.1%
Q2 HOLDINGS INC	—	9,877	—	$994K	<0.1%
CF INDUSTRIES HOLDINGS INC	—	11,543	—	$985K	<0.1%
CASELLA WASTE SYS INC CL A	—	9,205	—	$974K	<0.1%
POOL CORP	—	2,839	—	$968K	<0.1%
PLANET FITNESS INC CL A	—	9,762	—	$965K	<0.1%
NVENT ELECTRIC PLC	—	14,075	—	$959K	<0.1%
INSULET CORP	—	3,634	—	$949K	<0.1%
T ROWE PRICE GOVERNMENT RESERVE INVESTMENT FUND	—	941,236	—	$941K	<0.1%
EXACT SCIENCES CORP	—	16,490	—	$927K	<0.1%
OLD DOMINION FREIGHT LINES INC	—	5,144	—	$907K	<0.1%
ACV AUCTIONS INC CL A	—	41,967	—	$906K	<0.1%
PURE STORAGE INC CL A	—	14,474	—	$889K	<0.1%
CROWDSTRIKE HOLDINGS INC	—	2,596	—	$888K	<0.1%
TRANSDIGM GROUP INC	—	695	—	$881K	<0.1%
GE VERNOVA INC	—	2,654	—	$873K	<0.1%
BRINKS CO	—	9,386	—	$871K	<0.1%
PENUMBRA INC	—	3,662	—	$870K	<0.1%
CHURCHILL DOWNS INC	—	6,501	—	$868K	<0.1%
HUMANA INC	—	3,391	—	$860K	<0.1%
BLUEPRINT MEDICINES CORP	—	9,782	—	$853K	<0.1%
AZEK CO INC	—	17,815	—	$846K	<0.1%
EPAM SYSTEMS INC	—	3,615	—	$845K	<0.1%
FISERV INC	—	3,976	—	$817K	<0.1%
BROWN BROTHERS HARRIMAN STIF FUND	—	814,616	—	$815K	<0.1%
REGAL REXNORD CORP	—	5,228	—	$811K	<0.1%
FRESHPET INC	—	5,464	—	$809K	<0.1%
INSPIRE MEDICAL SYSTEMS INC	—	4,360	—	$808K	<0.1%
NICE LTD SPON ADR	—	4,751	—	$807K	<0.1%
FTAI AVIATION LTD	—	5,575	—	$803K	<0.1%
ELEVANCE HEALTH INC	—	2,161	—	$797K	<0.1%
INSMED INC	—	11,331	—	$782K	<0.1%
NEOGEN CORP	—	63,680	—	$773K	<0.1%
CHART INDUSTRIES INC	—	4,037	—	$770K	<0.1%
BROWN BROTHERS HARRIMAN STIF FUND	—	766,120	—	$766K	<0.1%
WHITECAP RESOURCES INC	—	106,196	—	$753K	<0.1%
GLAUKOS CORP	—	4,979	—	$747K	<0.1%
TPG INC	—	11,849	—	$745K	<0.1%
WILLSCOT HOLDINGS CORP	—	21,864	—	$731K	<0.1%
WESTERN ALLIANCE BANCORP	—	8,704	—	$727K	<0.1%
CAMECO CORP	—	13,888	—	$714K	<0.1%
ALLISON TRANSMISSION HLDGS INC	—	6,600	—	$713K	<0.1%
AMICUS THERAPEUTICS INC	—	75,043	—	$707K	<0.1%
SCHLUMBERGER LTD	—	18,200	—	$698K	<0.1%
LANCASTER COLONY CORP	—	3,988	—	$690K	<0.1%
CINTAS CORP	—	3,742	—	$684K	<0.1%
CURTISS WRIGHT CORPORATION	—	1,923	—	$682K	<0.1%
NOVANTA INC	—	4,396	—	$672K	<0.1%
BWX TECHNOLOGIES INC	—	5,897	—	$657K	<0.1%
ADVANCED DRAINAGE SYSTEMS INC	—	5,678	—	$656K	<0.1%
GUIDEWIRE SOFTWARE INC	—	3,860	—	$651K	<0.1%
LULULEMON ATHLETICA INC	—	1,676	—	$641K	<0.1%
TENABLE HOLDINGS INC	—	16,265	—	$641K	<0.1%
JAZZ PHARMA PLC	—	5,200	—	$640K	<0.1%
BALDWIN INSURANCE GROUP INC/THE	—	16,426	—	$637K	<0.1%
ADYEN BV	—	426	—	$634K	<0.1%
NRG ENERGY INC	—	6,900	—	$623K	<0.1%
BURLINGTON STORES INC	—	2,162	—	$616K	<0.1%
DATADOG INC CL A	—	4,282	—	$612K	<0.1%
JABIL INC	—	4,200	—	$604K	<0.1%
TWIST BIOSCIENCE CORP	—	12,998	—	$604K	<0.1%
MONDELEZ INTL INC	—	9,900	—	$591K	<0.1%
ACADIA HEALTHCARE CO INC	—	14,750	—	$585K	<0.1%
UNITED THERAPEUTICS CORP DEL	—	1,600	—	$565K	<0.1%
BILL HOLDINGS INC	—	6,610	—	$560K	<0.1%
MUELLER INDUSTRIES INC	—	7,000	—	$556K	<0.1%
FIRSTSERVICE CORP	—	3,045	—	$551K	<0.1%
MADRIGAL PHARMACEUTICALS INC	—	1,763	—	$544K	<0.1%
CNO FINANCIAL GROUP INC	—	14,600	—	$543K	<0.1%
EXELIXIS INC	—	16,300	—	$543K	<0.1%
FOX CORP CL A	—	11,100	—	$539K	<0.1%
LOUISIANA PACIFIC CORP	—	5,147	—	$533K	<0.1%
CREDO TECHNOLOGY GROUP HOLDING LTD	—	7,925	—	$533K	<0.1%
ARROW ELECTRONICS INC	—	4,700	—	$532K	<0.1%
EAGLE MATERIALS INC	—	2,132	—	$526K	<0.1%
PENSKE AUTOMOTIVE GROUP INC	—	3,400	—	$518K	<0.1%
REVOLVE GROUP INC	—	15,414	—	$516K	<0.1%
CNH INDUSTRIAL NV	—	45,300	—	$513K	<0.1%
UNUM GROUP	—	7,000	—	$511K	<0.1%
TEXAS INSTRUMENTS INC	—	2,582	—	$484K	<0.1%
TEXTRON INC	—	6,300	—	$482K	<0.1%
AVANTOR INC	—	22,735	—	$479K	<0.1%
BIO TECHNE CORP	—	6,612	—	$476K	<0.1%
MOLSON COORS BEVERAGE CO B	—	8,300	—	$476K	<0.1%
LATTICE SEMICONDUCTOR CORP	—	8,353	—	$473K	<0.1%
BUILDERS FIRSTSOURCE	—	3,300	—	$472K	<0.1%
INGREDION INC	—	3,400	—	$468K	<0.1%
FIRST HORIZON CORP	—	22,800	—	$459K	<0.1%
TOLL BROTHERS INC	—	3,600	—	$453K	<0.1%
ZIONS BANCORP	—	8,200	—	$445K	<0.1%
AGCO CORP	—	4,700	—	$439K	<0.1%
GLOBUS MEDICAL INC	—	5,185	—	$429K	<0.1%
UNITED AIRLINES HOLDINGS INC	—	4,400	—	$427K	<0.1%
RYDER SYSTEM INC	—	2,700	—	$424K	<0.1%
VARONIS SYSTEMS INC	—	9,428	—	$419K	<0.1%
OWENS CORNING INC	—	2,400	—	$409K	<0.1%
SNAP-ON INCORPORATED	—	1,200	—	$407K	<0.1%
KOSMOS ENERGY LTD	—	115,275	—	$394K	<0.1%
PULTEGROUP INC	—	3,600	—	$392K	<0.1%
PARSONS CORP	—	4,120	—	$380K	<0.1%
UNIVERSAL HEALTH SVCS INC CL B	—	2,100	—	$377K	<0.1%
BERRY GLOBAL GROUP INC	—	5,800	—	$375K	<0.1%
DROPBOX INC CL A	—	12,300	—	$369K	<0.1%
CUSTOMERS BANCORP INC	—	7,500	—	$365K	<0.1%
HOST HOTELS & RESORTS INC	—	20,800	—	$364K	<0.1%
FLEX LTD	—	9,400	—	$361K	<0.1%
RANGE RESOURCES CORP	—	9,902	—	$356K	<0.1%
BLOCK H & R INC	—	6,600	—	$349K	<0.1%
SANMINA CORP	—	4,600	—	$348K	<0.1%

Showing top 200 of 377 investments by value.