The Sherwin-williams Company 401(k): best low-cost funds
The Sherwin-williams Company 401(k) Plan · Plan #001 · Cleveland, OH
Suggested simple Boglehead mix
- US stocks (~60%): Vanguard Institutional 500 Index Trust
- International stocks (~20-30%): Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares
- Bonds (~10-20%): Vanguard Institutional Total Bond Market Index Trust
Fund names from the plan's public SEC Form 11-K filed 2025-06-23 (fund list in the annual report). Confirm they are on your current menu and check expense ratios. Adjust the bond share for your age and risk tolerance.
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Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| Contrafund Commingled Pool | Fidelity Management Trust Company | Common/collective trust | $533.7M |
| Vanguard Instit 500 Index Trust index | Vanguard Group, Inc. | Common/collective trust | $465.9M |
| T. Rowe Price Ret. 2030 Trust | T. Rowe Price Trust Company | Common/collective trust | $363.1M |
| T. Rowe Price Ret. 2035 Trust | T. Rowe Price Trust Company | Common/collective trust | $353.2M |
| T. Rowe Price Ret. 2040 Trust | T. Rowe Price Trust Company | Common/collective trust | $323.6M |
| T. Rowe Price Ret. 2050 Trust | T. Rowe Price Trust Company | Common/collective trust | $295.0M |
| T. Rowe Price Ret. 2045 Trust | T. Rowe Price Trust Company | Common/collective trust | $292.0M |
| T. Rowe Price Ret. 2055 Trust | T. Rowe Price Trust Company | Common/collective trust | $252.4M |
| T. Rowe Price Ret. 2025 Trust | T. Rowe Price Trust Company | Common/collective trust | $251.9M |
| T. Rowe Price Ret. 2060 Trust | T. Rowe Price Trust Company | Common/collective trust | $162.9M |
| Managed Income Portfolio II CL 3 | Fidelity Management Trust Company | Common/collective trust | $135.7M |
| Small CAP Opportunities Portfolio | Wellington Trust Company | Common/collective trust | $116.6M |
| Mid-cap Stock Commingled Pool | Fidelity Management Trust Company | Common/collective trust | $110.3M |
| Vanguard Instit Total Bond MKT TR index | Vanguard Group, Inc. | Common/collective trust | $105.9M |
| Invesco Core Plus Fixed Income Fund | Invesco Trust Company | Common/collective trust | $81.7M |
| T. Rowe Price Ret. 2020 Trust | T. Rowe Price Trust Company | Common/collective trust | $79.6M |
| LOW Priced Stock Commingled Pool | Fidelity Mangement Trust Company | Common/collective trust | $75.0M |
| T. Rowe Price Ret. 2065 Trust | T. Rowe Price Trust Company | Common/collective trust | $54.4M |
| T. Rowe Price Ret. 2015 Trust | T. Rowe Price Trust Company | Common/collective trust | $27.0M |
| T. Rowe Price Ret. 2005 Trust | T. Rowe Price Trust Company | Common/collective trust | $9.3M |
| T. Rowe Price Ret. 2010 Trust | T. Rowe Price Trust Company | Common/collective trust | $8.3M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $518.6M | 4.9% |
| Common/collective trusts | $4.1B | 38.8% |
| Employer securities (company stock) | $5.7B | 54.0% |
| Participant loans | $104.6M | 1.0% |
Fees paid from plan assets
| Contract administrator fees | $16,450 |
| Investment advisory & management fees | $951,339 |
| Other administrative fees | $926,723 |
| Total administrative expenses | $2.6M |
Reported administrative expenses were about 0.026% of average plan assets, or about $43 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251015174451NAL0005561537001. EIN 340526850.
FAQ
What are the best low-cost funds in the The Sherwin-williams Company 401(k)?
Based on public filings, index options include Vanguard Institutional 500 Index Trust (US stocks), Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (international stocks) and Vanguard Institutional Total Bond Market Index Trust (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the The Sherwin-williams Company 401(k)?
It appears so: the filing lists a US stock index fund, an international index fund and a bond index fund. The split between them depends on your own goals and risk tolerance.
How big is the The Sherwin-williams Company 401(k) plan?
The plan reported about $10.6B in net assets and 61,101 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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