v3.26.1
Schedule H, Line 4i - Schedule of Assets (Held at End of Year)
12 Months Ended
Dec. 31, 2025
Employees' Profit Sharing and 401(k) Plan  
Schedule H, Line 4i - Schedule of Assets (Held at End of Year)  
Schedule H, Line 4i - Schedule of Assets (Held at End of Year)

UFP Industries, Inc. Employees’ Profit Sharing and 401(k) Plan

Schedule H, Line 4i – Schedule of Assets (Held at End of Year)

EIN #38-1465835 Plan #001

December 31, 2025

(a)

(b)

(c)

(e)

Description of Investment Including Maturity Date,

Identity of Issuer, Borrower, Lessor, or Similar Party

Rate of Interest, Collateral, Par, or Maturity Value

Current Value

Common stock:

*

UFP Industries, Inc.

UFP Industries, Inc. Common Stock

$

108,690,938

Collective investment trust funds:

*

Principal Global Investors Trust Company

Principal Stable Value Fund

55,299,440

Great Gray Trust Company, LLC

Large Cap Growth Fund II

88,369,269

T. Rowe Price Retirement Date 2065 Trust Fund

10,267,287

T. Rowe Price Retirement Date 2060 Trust Fund

16,413,580

T. Rowe Price Retirement Date 2055 Trust Fund

14,850,095

T. Rowe Price Retirement Date 2050 Trust Fund

63,450,170

T. Rowe Price Retirement Date 2045 Trust Fund

18,319,992

T. Rowe Price Retirement Date 2040 Trust Fund

64,633,069

T. Rowe Price Retirement Date 2035 Trust Fund

19,204,906

T. Rowe Price Retirement Date 2030 Trust Fund

59,906,058

T. Rowe Price Retirement Date 2025 Trust Fund

6,845,892

T. Rowe Price Retirement Date 2020 Trust Fund

23,712,847

T. Rowe Price Retirement Date 2015 Trust Fund

306,796

T. Rowe Price Retirement Date 2010 Trust Fund

4,716,099

446,295,500

Money market funds:

Allspring

Government Money Market Fund

2,132,168

Mutual funds:

Fidelity

Midcap Index Fund

33,108,901

Fidelity

Small Cap Index Fund

8,445,857

Fidelity

Small Cap Growth K6 Fund

1,372,590

Fidelity

International Stock Index Fund

11,239,413

Fidelity

US Bond Index Fund

4,419,657

Fidelity

500 Index Fund

63,379,408

Invesco

International Small-Mid Company Fund

820,065

Dodge & Cox

International Stock Fund

17,726,209

Dodge & Cox

Income Fund

9,845,834

PGIM

High Yield Fund

3,792,470

Neuberger Berman

Genesis Fund

12,884,562

American Mutual Fund

Growth and Income Fund

37,138,563

Carillon Eagle

Midcap Growth Fund

5,403,880

209,577,409

766,696,015

*

Participant loans

Collateralized by vested account balances, payable in monthly installments with interest rates ranging from 4.2% to 11.5%

24,364,049

$

791,060,064

*

Indicates a party-in-interest to the Plan.

Note: Column (d), cost, is not applicable, as all investments are participant-directed.