Christen Davis signed Starbucks Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Starbucks Corporation's EIN is 91-1325671.
Download the official 2024 Form 5500 (PDF) for Starbucks Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Starbucks Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.7M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $963K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional 500 Index Trust | Common Collective Trusts | — | — | $544.8M | 11.1% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $544.8M | 11.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $431.5M | 8.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $411.8M | 8.4% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $407.2M | 8.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $395.4M | 8.1% | |
| Winslow Large Cap Growth Fund Class M | Other securities | — | — | $373.9M | 7.6% | |
| WINSLOW MS LGCP GRTH SEI TRUST COMPANY · EIN 27-3442979 / PN 010 | Common Collective Trust | — | — | $373.9M | 7.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $316.0M | 6.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $300.8M | 6.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $265.6M | 5.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $180.7M | 3.7% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $148.0M | 3.0% | |
| Boston Partners Boston Partners Large Cap Value Equity Fund Class D | Other securities | — | — | $139.7M | 2.9% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $139.7M | 2.9% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $112.8M | 2.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $110.6M | 2.3% | |
| Notes receivable from participants Loans to Participants, interest rates ranging from 4.25% to 9.50% with maturity dates ranging from 2024 to 2039 | Bonds / Notes | — | — | $95.1M | 1.9% | |
| Wells Fargo Galliard Stable Return Fund Class E | Other securities | — | — | $90.2M | 1.8% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $90.2M | 1.8% | |
| Dodge and Cox Dodge and Cox Income Fund Class X | Mutual Funds | — | — | $85.2M | 1.7% | |
| Legal & General Future World Developed Climate Change CIT Class A | Common Collective Trusts | — | — | $73.5M | 1.5% | |
| RT L&G FUT WLD DEV A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 032 | Common Collective Trust | — | — | $73.5M | 1.5% | |
| Vanguard Small Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $67.7M | 1.4% | |
| Vanguard Institutional Total International Stock Market Index Trust | Common Collective Trusts | — | — | $64.5M | 1.3% | |
| VANG TOT INT STK IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $64.5M | 1.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $56.4M | 1.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $45.2M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $44.1M | 0.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $40.1M | 0.8% | |
| NVN CORE IMPACT BOND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $33.1M | 0.7% | |
| VANG TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $24.4M | 0.5% | |
| PIMCO Real Return Fund Institutional | Mutual Funds | — | — | $16.8M | 0.3% | |
| Hartford Global Impact Fund Class R6 | Other securities | — | — | $4.7M | <0.1% | |
| Represents a party-in-interest. Amount is net of defaulted loans totaling $3,731,929 as of December 31, 2024. | Other securities | — | — | $3.7M | <0.1% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $645K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
