The W.K. Kellogg Foundation Savings Plan

• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2
• Opportunity

  Few collective trusts

  0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.

  Schedule H, line 4i
• Informational

  High assets / participant

  Assets per participant exceed $250,000 - top-decile high-value plan.

  Schedule H, line 1l and line 6g

Industry

81 - Other Services (except Public Administration)

Plan type

Defined contribution

Participants

100-249

Cohort

2,198 peers

Snapshot

2025

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

• 2C
  Money purchase plan

  Money purchase pension plan other than a target benefit plan.
• 2F
  ERISA section 404(c) plan

  This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2T
  Default investment account

  Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
• 3F
  Leased employees

  Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.