S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN Investment Options

Available Funds in S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Below is the lineup of investment options available to participants in S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.

When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.

Total Available Funds: 180
Investment Description
Fidelity Investments SSBK Government Short Term Investment Fund N/R
Fidelity Investments Fidelity Short Term Investment Fund N/R
Dodge & Cox Dodge and Cox Income N/R
Legg Mason Brandywine Global Opportunities Bond Fund Class IS N/R
Northern Trust Northern Trust Corporation S&P 400 Index N/R
Fidelity Investments Fidelity Contrafund N/R
Artisan Partners Artisan International Growth N/R
Artisan Partners Artisan MidCap Institutional Class N/R
Northern Trust Northern Trust Corporation S&P 500 Index N/R
Northern Trust Northern Trust All County World Ex-US Index N/R
Northern Trust Northern Trust Corporation S&P 600 Index N/R
LSV Asset Management LSV Small Cap Value Fund N/R
EARNEST Partners EARNEST Partners International Fund N/R
Wasatch Global Investors Wasatch Core Growth CIT Class A N/R
ALPHABET INC CL C Common Stock N/R
AMAZON.COM INC Common Stock N/R
AMERICAN EXPRESS CO Common Stock N/R
APPLE INC Common Stock N/R
APPLIED MATERIALS INC Common Stock N/R
BERKSHIRE HATHAWAY INC CL B Common Stock N/R
BROADCOM INC Common Stock N/R
BROOKFIELD INFRASTRUCTURE CORPCommon Stock N/R
BROOKFIELD RENEWABLE CORP Common Stock N/R
CHENIERE ENERGY INC Common Stock N/R
COMCAST CORP CL A Common Stock N/R
CONSTELLATION BRANDS INC CL A Common Stock N/R
CURTISS WRIGHT CORPORATION Common Stock N/R
DAVITA INC Common Stock N/R
GE HEALTHCARE TECHNOLOGIES INC Common Stock N/R
GODADDY INC CL A Common Stock N/R
HCA HEALTHCARE INC Common Stock N/R
JOHNSON CONTROLS INTERNATIONALCommon Stock N/R
JONES LANG LASALLE INC Common Stock N/R
JPMORGAN CHASE & CO Common Stock N/R
KENVUE INC Common Stock N/R
MARKEL GROUP INC Common Stock N/R
META PLATFORMS INC CL A Common Stock N/R
MICROSOFT CORP Common Stock N/R
MIDDLEBY CORP Common Stock N/R
NVR INC Common Stock N/R
POST HOLDINGS INC Common Stock N/R
RELIANCE INC Common Stock N/R
SALESFORCE INC Common Stock N/R
SIRIUS XM HOLDINGS INC Common Stock N/R
SITIO ROYALTIES CORP Common Stock N/R
STARBUCKS CORP Common Stock N/R
THE BOOKING HOLDINGS INC Common Stock N/R
UBER TECHNOLOGIES INC Common Stock N/R
UNION PACIFIC CORP Common Stock N/R
UNITED RENTALS INC Common Stock N/R
UNITED THERAPEUTICS CORP DEL Common Stock N/R
UNITEDHEALTH GROUP INC Common Stock N/R
VIPER ENERGY INC Common Stock N/R
VISA INC CL A Common Stock N/R
AFFILIATED MANAGERS GRP INC Common Stock N/R
ALASKA AIR GROUP INC Common Stock N/R
ALLEGION PLC Common Stock N/R
AMERICAN ELECTRIC POWER CO INC Common Stock N/R
AMERIPRISE FINANCIAL INC Common Stock N/R
AMETEK INC NEW Common Stock N/R
AON PLC Common Stock N/R
ARROW ELECTRONICS INC Common Stock N/R
AUTOZONE INC Common Stock N/R
AVANTOR INC Common Stock N/R
AVERY DENNISON CORP Common Stock N/R
BALL CORP Common Stock N/R
BEACON ROOFING SUPPLY INC Common Stock N/R
BLOCK H & R INC Common Stock N/R
BOYD GAMING CORP Common Stock N/R
BUILDERS FIRSTSOURCE Common Stock N/R
BWX TECHNOLOGIES INC Common Stock N/R
CARLYLE GROUP INC (THE) Common Stock N/R
CENCORA INC Common Stock N/R
CENTERPOINT ENERGY INC Common Stock N/R
CF INDUSTRIES HOLDINGS INC Common Stock N/R
CHECK POINT SOFTWARE TECHS LTD Common Stock N/R
CHORD ENERGY CORP Common Stock N/R
CHURCHILL DOWNS INC Common Stock N/R
COCA COLA CONSOLIDATED INC Common Stock N/R
COCA-COLA EUROPACIFIC PARTNERS Common Stock N/R
COGNIZANT TECH SOLUTIONS CL A Common Stock N/R
COMMERCIAL METALS CO Common Stock N/R
DARDEN RESTAURANTS INC Common Stock N/R
DELL TECHNOLOGIES INC CL C Common Stock N/R
DIAMONDBACK ENERGY INC Common Stock N/R
DISCOVER FIN SVCS Common Stock N/R
DOVER CORP Common Stock N/R
DTE ENERGY CO Common Stock N/R
DUPONT DE NEMOURS INC Common Stock N/R
EAST WEST BANCORP INC Common Stock N/R
EASTGROUP PPTYS INC Common Stock N/R
EBAY INC Common Stock N/R
ENTERGY CORP Common Stock N/R
EQT CORPORATION Common Stock N/R
EQUIFAX INC Common Stock N/R
EQUITY LIFESTYLE PPTYS INC Common Stock N/R
EQUITY RESIDENTIAL REIT Common Stock N/R
ESSEX PROPERTY TRUST INC Common Stock N/R
EVERCORE INC A Common Stock N/R
EXPEDITORS INTL OF WASH INC Common Stock N/R
EXTRA SPACE STORAGE INC Common Stock N/R
FERGUSON ENTERPRISES INC Common Stock N/R
FIDELITY NATL INFORM SVCS INC Common Stock N/R
FIFTH THIRD BANCORP Common Stock N/R
FIRST AMERICAN FINANCIAL CORP Common Stock N/R
FIRSTENERGY CORP Common Stock N/R
FLEX LTD Common Stock N/R
FORTIVE CORP Common Stock N/R
FREEPORT MCMORAN INC Common Stock N/R
FRONTDOOR INC Common Stock N/R
GARMIN LTD Common Stock N/R
GEN DIGITAL INC Common Stock N/R
GENERAC HOLDINGS INC Common Stock N/R
GENTEX CORP Common Stock N/R
HALLIBURTON CO Common Stock N/R
HARLEY-DAVIDSON INC Common Stock N/R
HOWMET AEROSPACE INC Common Stock N/R
HUMANA INC Common Stock N/R
HUNTINGTON BANCSHARES INC Common Stock N/R
ICON PLC Common Stock N/R
INTERDIGITAL INC Common Stock N/R
INVITATION HOMES INC Common Stock N/R
ITT INC Common Stock N/R
JACOBS SOLUTIONS INC Common Stock N/R
KEYSIGHT TECHNOLOGIES INC Common Stock N/R
L3HARRIS TECHNOLOGIES INC Common Stock N/R
LAM RESEARCH CORP Common Stock N/R
LAMAR ADVERTISING CO CL A Common Stock N/R
LAMB WESTON HOLDINGS INC Common Stock N/R
LANDSTAR SYSTEM INC Common Stock N/R
LEIDOS HOLDINGS INC Common Stock N/R
LENNAR CORP CL A Common Stock N/R
LPL FINL HLDGS INC Common Stock N/R
MAPLEBEAR INC Common Stock N/R
MARATHON PETROLEUM CORP Common Stock N/R
MASCO CORPORATION Common Stock N/R
MASTERBRAND INC Common Stock N/R
MICROCHIP TECHNOLOGY Common Stock N/R
MOLINA HEALTHCARE INC Common Stock N/R
MOSAIC CO NEW Common Stock N/R
MSC INDUSTRIAL DIRECT CO CL A Common Stock N/R
NETAPP INC Common Stock N/R
NORFOLK SOUTHERN CORP Common Stock N/R
NRG ENERGY INC Common Stock N/R
OGE ENERGY CORP Common Stock N/R
OLIN CORP Common Stock N/R
PACKAGING CORP OF AMERICA Common Stock N/R
PARKER HANNIFIN CORP Common Stock N/R
PHILLIPS 66 Common Stock N/R
PRIMO BRANDS CORP A Common Stock N/R
RALPH LAUREN CORP Common Stock N/R
RANGE RESOURCES CORP Common Stock N/R
RB GLOBAL INC Common Stock N/R
REGENCY CENTERS CORP REIT Common Stock N/R
RENAISSANCERE HLDGS LTD Common Stock N/R
RESIDEO TECHNOLOGIES INC Common Stock N/R
REXFORD INDUSTRIAL REALTY INC Common Stock N/R
ROBERT HALF INC Common Stock N/R
ROCKET COS INC Common Stock N/R
ROSS STORES INC Common Stock N/R
SCIENCE APPLICATIONS INTERNATIONCommon Stock N/R
SENSATA TECHNOLOGIES HOLDING PLCommon Stock N/R
SIMON PPTY GROUP INC – REIT Common Stock N/R
SLM CORP Common Stock N/R
SOLVENTUM CORP Common Stock N/R
SS&C TECHNOLOGIES HOLDINGS INC Common Stock N/R
SYNCHRONY FINANCIAL Common Stock N/R
SYSCO CORP Common Stock N/R
TE CONNECTIVITY PLC Common Stock N/R
TEMPUR SEALY INTERNATIONAL INC Common Stock N/R
TEXTRON INC Common Stock N/R
TRAVELERS COMPANIES INC Common Stock N/R
UFP INDUSTRIES INC Common Stock N/R
US FOODS HOLDING CORP Common Stock N/R
VICI PPTYS INC Common Stock N/R
VOYA FINANCIAL INC Common Stock N/R
WATTS WATER TECH INC CL A Common Stock N/R
WEATHERFORD INTERNATIONAL PLC Common Stock N/R
WYNDHAM HOTELS & RESORTS INC Common Stock N/R
ZEBRA TECHNOLOGIES CORP CL A Common Stock N/R

How to Build a Smart Portfolio in Your 401(k)

Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:

  1. Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
  2. Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
  3. Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
  4. Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
  5. Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.

Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.

Model Asset Allocation Portfolios

Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN. See Asset Allocation Portfolio Templates for a detailed guide.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Four Core Asset Portfolio 4.74% 18.86% 12.42% 5.72% 8.01% 7.30% 6.92%
Five Core Asset Portfolio 4.70% 18.79% 12.38% 5.55% 7.97% 7.19% 6.94%
Three Core Asset Portfolio 4.57% 19.80% 13.11% 6.19% 8.52% 7.64% 7.10%
Two Core Asset Portfolio 3.87% 19.18% 13.68% 6.85% 9.34% 8.84% 7.95%
Yale Endowment Template 5.35% 17.45% 11.87% 5.56% 8.33% 7.96% 7.55%
S&P 500 Index 5.96% 30.43% 21.65% 12.98% 15.09% 13.73% 10.93%
Data as of 05/01/2026, Common starting date is 12/31/2000

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