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Original filing (PDF)20251014125438NAL0001374019001
PUBLIC STORAGE
Form 5500
FILING_RECEIVED
PS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,502
Accounts w/ balance
2,708
Plan assets (EOY)
$221.9M
Net assets (EOY)
$221.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBLIC STORAGE.
Plan sponsor
Name
PUBLIC STORAGE
EIN
95-3551121
Address
701 WESTERN AVE · GLENDALE, CA · 91201
Phone
(818) 244-8080
Industry
Real Estatesee all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $184K | — |
Investments
30 direct securities · 3 pooled funds· $250.6M(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.
Uncategorized
$186.5M
30 holdings
Common Collective Trust
$64.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Habor Trust Company, Inc. Capital Appreciation Retirement | — | — | — | $29.1M | 13.1% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $29.1M | 13.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $23.8M | 10.7% | |
| Public storage Company common shares | — | — | — | $17.9M | 8.0% | |
| The Vanguard Group Target Retirement 2045 Fund | — | — | — | $12.4M | 5.6% | |
| The Vanguard Group Windsor II Admiral Fund | — | — | — | $12.2M | 5.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $11.2M | 5.1% | |
| The Vanguard Group Target Retirement 2035 Fund | — | — | — | $10.9M | 4.9% | |
| The Vanguard Group Target Retirement 2050 Fund | — | — | — | $10.7M | 4.8% | |
| Fidelity Investments Contrafund | — | — | — | $9.4M | 4.2% | |
| The Vanguard Group Target Retirement 2040 Fund | — | — | — | $9.2M | 4.2% | |
| The Vanguard Group Target Retirement 2030 Fund | — | — | — | $8.7M | 3.9% | |
| The Vanguard Group Explorer Admiral Fund | — | — | — | $6.7M | 3.0% | |
| The Vanguard Group Target Retirement 2025 Fund | — | — | — | $6.7M | 3.0% | |
| Carillon Eagle Mid Cap Growth Fund/R6 | — | — | — | $5.6M | 2.5% | |
| The Vanguard Group Target Retirement 2055 Fund | — | — | — | $5.5M | 2.5% | |
| The Vanguard Group Mid-Cap Index Admiral Fund | — | — | — | $4.6M | 2.1% | |
| JP Morgan Value Advantage Fund - R6 | — | — | — | $4.0M | 1.8% | |
| Dodge & Cox International Stock Fund | — | — | — | $3.7M | 1.7% | |
| Fidelity Investments Low Price Stock Fund | — | — | — | $3.6M | 1.6% | |
| The Vanguard Group Short Term Federal Admiral Fund | — | — | — | $3.3M | 1.5% | |
| Fidelity Investments Total Bond K6 Fund | — | — | — | $3.2M | 1.5% | |
| American Funds EuroPacific Growth Fund/R6 | — | — | — | $3.2M | 1.5% | |
| The Vanguard Group Small-Cap Index Admiral Fund | — | — | — | $3.1M | 1.4% | |
| Principal Real Estate Securities Fund - R6 | — | — | — | $3.0M | 1.4% | |
| The Vanguard Group Total Bond Market Index Admiral Fund | — | — | — | $2.3M | 1.0% | |
| The Vanguard Group Target Retirement 2020 Fund | — | — | — | $2.1M | 1.0% | |
| The Vanguard Group Target Retirement 2060 Fund | — | — | — | $1.8M | 0.8% | |
| The Vanguard Group Total International Stock Market Admiral Fund | — | — | — | $1.3M | 0.6% | |
| The Vanguard Group Target Retirement Income Fund | — | — | — | $1.2M | 0.5% | |
| Schwab self-directed Various investment securities | — | — | — | $386K | 0.2% | |
| The Vanguard Group Target Retirement 2070 Fund | — | — | — | $382K | 0.2% | |
| The Vanguard Group Target Retirement 2065 Fund | — | — | — | $337K | 0.2% |
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