5500 Analyzer
Back to filter
Original filing (PDF)20250908114157NAL0032626672001

WEYERHAEUSER COMPANY

Form 5500
FILING_RECEIVED
WEYERHAEUSER 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
7,901
Accounts w/ balance
13,453
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
25 pooled trusts
Schedule D
31 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "through November 2039 * Vanguard Institutional 500 Index Trust Common/Collective Trust" is 30% of plan.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEYERHAEUSER COMPANY.
Plan sponsor
Name
WEYERHAEUSER COMPANY
EIN
91-0470860
Address
220 OCCIDENTAL AVE S · SEATTLE, WA · 98104
Phone
(206) 539-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
035
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$701K
VANGUARD ADVISERS INC.23-2811930NONE$307K

Investments

10 direct securities · 25 pooled funds· $2.7B(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
$2.2B
25 holdings
Uncategorized
$537.2M
10 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD INSTITUTIONAL 500 IDX TRST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001
Common Collective Trust
$721.1M29.8%
VANGUARD INSTITUTIONAL EXT MKT TRST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001
Common Collective Trust
$211.7M8.7%
Shares Company Registered Investment * Vanguard Wellesley Income Fund Adminral Shares$151.7M6.3%
VFTC TARGET RET 2035 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001
Common Collective Trust
$139.6M5.8%
VFTC TARGET RET 2025 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001
Common Collective Trust
$136.1M5.6%
Vanguard Institutional Total Bond Market Index Trust Common/Collective Trust$135.5M5.6%
VANGUARD INST TOT BD MKT IX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001
Common Collective Trust
$135.5M5.6%
Vanguard Institutional Total International Stock * Common/Collective Trust$131.0M5.4%
VANG INST TOT INTL ST MT IX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001
Common Collective Trust
$131.0M5.4%
VFTC TARGET RET 2030 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001
Common Collective Trust
$130.3M5.4%
VFTC TARGET RET 2045 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001
Common Collective Trust
$91.5M3.8%
VFTC TARGET RET 2040 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001
Common Collective Trust
$83.7M3.5%
Registered Investment * Vanguard Federal Money Market Fund$66.6M2.7%
IGT INVESCO SHRTTRM BOND
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 215
Common Collective Trust
$62.6M2.6%
VFTC TARGET RET 2050 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001
Common Collective Trust
$61.3M2.5%
VFTC TARGET RET 2055 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001
Common Collective Trust
$57.0M2.4%
VFTC TARGET RET 2020 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001
Common Collective Trust
$45.7M1.9%
VFTC TARGET RET INCOME TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001
Common Collective Trust
$43.3M1.8%
VFTC TARGET RET 2060 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001
Common Collective Trust
$34.9M1.4%
VFTC TARGET RET 2065 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001
Common Collective Trust
$16.4M0.7%
Invesco Intermediate Fund Collective Trust$13.8M0.6%
IGT INVESCO INT
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 212
Common Collective Trust
$13.8M0.6%
IGT JENNISON INT
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 218
Common Collective Trust
$13.8M0.6%
Interest, Collateral, and Par ** Value or Maturity Value Interest rates range from * Participant Loans 8.75% to 9.50%, maturing$13.0M0.5%
Wrapper Contract Wrapper Contract$10.3M0.4%
IGT LOOMIS SAYLES INT
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 217
Common Collective Trust
$6.9M0.3%
PIMCO Intermediate Fund Collective Trust$6.9M0.3%
IGT PIMCO INT
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 207
Common Collective Trust
$6.9M0.3%
IGT LOOMIS SAYLES CORE
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 224
Common Collective Trust
$6.9M0.3%
IGT INVESCO CORE
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 225
Common Collective Trust
$6.9M0.3%
IGT PIMCO CORE
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 219
Common Collective Trust
$6.9M0.3%
IGT DODGE & COX CORE
INVESCO TRUST COMPANY · EIN 61-1246990 / PN 244
Common Collective Trust
$6.9M0.3%
Company Vanguard Inflation-Protected Securities Fund: Ad Registered Investment$6.0M0.2%
Company Registered Investment * Vanguard Federal Money Market Fund$2.5M0.1%
VFTC TARGET RET 2070 TR I
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001
Common Collective Trust
$2.0M<0.1%