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Original filing (PDF)20250925084550NAL0007459777001
LINDE INC.
Form 5500
FILING_RECEIVED
LINDE U.S. PENSION PLAN
Defined-benefit pension plan
Signals · 3
37% in single holdingNo recordkeeper disclosed16 service providers
Active participants
6,808
Accounts w/ balance
—
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MFB NT RUSSELL 1000 GROWTH INDEX (no filing on disk)]" is 37% of plan.
- 30 bps in Schedule C fees — 502% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINDE INC..
Plan sponsor
Name
LINDE INC.
EIN
06-1249050
Address
10 RIVERVIEW DRIVE · DANBURY, CT · 068106268
Phone
(203) 837-2000
Industry
Manufacturingsee all
Plan administrator
Name
ADMIN AND INVESTMENT COMMITTEES FOR THE LINDE U.S. RETIREMENT PLANS
EIN
06-1249050
City
DANBURY, CT
Phone
(203) 837-2000
Plan characteristics
Plan number
335
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY REAL ESTATE ADVISOR | 20-0109235 | — | NONE | $1.6M | — |
| MAWER INVESTMENT MANAGEMENT LTD. | 26-3761443 | — | NONE | $1.1M | — |
| AON | 36-3871028 | — | NONE | $1.0M | — |
| SHENKMAN CAPITAL | 13-3280361 | — | NONE | $628K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $362K | — |
| DODGE & COX | 94-1441976 | — | NONE | $339K | — |
| PRUDENTIAL INVESTMENTS | 22-1211670 | — | NONE | $318K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $251K | — |
| JP MORGAN INVESTMENTS | 13-3200244 | — | NONE | $181K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $150K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $122K | — |
| CORONATION FUND MANAGERS | — | — | NONE | $121K | — |
| COHNREZNICK | 22-1478099 | — | NONE | $57K | — |
| OMNIPRINT | 06-1461554 | — | NONE | $21K | — |
| GROOM LAW GROUP | 51-1219029 | — | NONE | $12K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | NONE | $12K | — |
Investments
6 pooled funds· $1.4B(66% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFB NT RUSSELL 1000 GROWTH INDEX NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 099 | Common Collective Trust | — | — | $513.2M | 24.7% | |
| MFB NT RUSSELL 1000 VALUE INDEX FUN GLOBAL TRUST COMPANY · EIN 45-6138589 / PN 098 | Common Collective Trust | — | — | $225.1M | 10.8% | |
| MAWER COLLECTIVE INVESTMENT TRUST GLOBAL TRUST COMPANY · EIN 38-7140710 / PN 001 | Common Collective Trust | — | — | $212.7M | 10.2% | |
| MFB NT AGGR BOND IND FUND LENDING NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $151.2M | 7.3% | |
| MFB RUSSELL 2000 INDEX FUND NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $142.5M | 6.8% | |
| MFB NT COLLECTIVE S&P500 INDEX FUND NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $133.2M | 6.4% |