How big is Thomson Reuters Holdings Inc.'s plan?

Thomson Reuters Holdings Inc.'s plan reported $1.4B in assets and 1,442 participants for 2024.

Original filing (PDF)20251014154541NAL0001607459001

Thomson Reuters Holdings Inc.

Name: Thomson Reuters Holdings Inc. — Thomson Reuters, Form 5500 (2024)
Creator: Thomson Reuters Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Thomson Reuters Group Pension Plan

Defined-benefit pension plan · Thomson Reuters Holdings Inc.'s Thomson Reuters Group Pension Plan held $1.4B in plan assets for 1,442 participants in 2024, with Alight Solutions as recordkeeper.

Signals · 1

12 service providers

Active participants

1,442

Accounts w/ balance

—

Plan assets (EOY)

$1.4B

Net assets (EOY)

$1.4B

People on this filing

April Christenson signed Thomson Reuters Holdings Inc.'s 2024 Form 5500 as plan administrator.

April Christenson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomson Reuters Holdings Inc.'s EIN is 06-1497995.

EIN 06-1497995

Plan number 001

Plan year 2024

ACK ID 20251014154541NAL0001607459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomson Reuters Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomson Reuters Holdings Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMSON REUTERS HOLDINGS INC..

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How this plan invests

This plan

3 pooled trusts

Schedule D

1,333 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (1st percentile).
Plan is frozen (1I) — no new benefit accrual.
Fragmented vendor stack (12 disclosed providers, 7 categories).

Plan sponsor

Name

THOMSON REUTERS HOLDINGS INC.

EIN

all filings

Address

2900 AMES CROSSING ROAD · SUITE 100 · EAGAN, MN · 55121

Phone

(651) 687-7000

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS, LLC	82-1061233	—	RECORD KEEPER	$954K	—

Investment manager

Name	EIN	Location	Relation	Direct comp

Investments

1,333 direct securities · 3 pooled funds· $1.4B(98% 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.

Other securities

$689.3M

72 holdings

Bonds / Notes

$402.1M

1236 holdings

Common Collective Trust

$82.8M

1 holding

Pooled Separate Account

$79.2M

1 holding

PARTNERSHIP/JOINT VENTURE

$39.9M

1 holding

U.S. Treasuries

$39.5M

2 holdings

Cash / Money Market

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Goldman Sachs$541.4M JPMorgan$119.2M Voya$83.8M Prudential / PGIM$80.3M Morgan Stanley$5.4M Wells Fargo / Allspring$5.0M MetLife$2.5M BlackRock / iShares$1.3M American Funds (Capital Group)

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Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GOLDMAN SACHS ASSET MANAGEMENT, LP	13-3575636	—	INVESTMENT MANAGER	$482K	—
PRUDENTIAL INSURANCE CO.	22-1211670	—	INVESTMENT MANAGER	$239K	—
VOYA INVESTMENT TRUST COMPANY	06-1440627	—	INVESTMENT MANAGER	$198K	—
STATE STREET GLOBAL ADVISORS	81-4017137	—	INVESTMENT MANAGER	$8K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN CHASE BANK NA	13-4994650	—	TRUSTEE AND INVEST MGR	$277K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRICEWATERHOUSECOOPERS LLP	13-4008324	—	NONE	$133K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCOME RESEARCH AND MANAGEMENT	04-2955404	—	NONE	$227K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$527K	—
MORGAN LEWIS & BOCKIUS LLP	23-0891050	—	NONE	$58K	—
HS2 BENEFITS	71-1019254	—	NONE	$14K	—

Common Stocks

$1.2M

5 holdings

					% of plan
38147X762 GOLDMAN SACHS GLOBAL MANAGED BETA FUND F FUNDS USD	Other securities	—	$176.8M	$192.4M	13.7%
38147N707 GOLDMAN SACHS MULTI-MANAGER GLOBAL EQUIT OPEN-END FUND USD	Other securities	—	$179.7M	$191.8M	13.7%
46699A9A6 JPMORGAN US GOVT MMKT FUND CAPITAL SHARE MONTHLY VARIABLE 12/31/2049	Other securities	—	$109.0M	$109.0M	7.8%
VOYA PRIVATE CREDIT TRUST FUND VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 095	Common Collective Trust	—	$73.0M	$82.8M	5.9%
38147N806 GOLDMAN SACHS MULTI-MANAGER REAL ASSETS OPEN-END FUND USD	Other securities	—	$75.8M	$82.6M	5.9%
PRIVEST PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 020	Pooled Separate Account	—	$79.3M	$79.2M	5.6%
38147N608 GOLDMAN SACHS MULTI-MANAGER NON-CORE FIX FUND OPEN-END FUND USD	Other securities	—	$83.5M	$74.6M	5.3%
INTERESTS ----------------------------------- ADI9911Q4 WEST STREET LOAN PARTNERS V EUROPE, SLP	PARTNERSHIP/JOINT VENTURE	—	$39.2M	$39.9M	2.8%
WNU4COM US ULTRA BOND CBT BOND 19/SEP/2024 WNU4 EXPIRES 09/19/2024 SIZE 100,000.0 0	U.S. Treasuries	—	—	$34.6M	2.5%
USDC USD CASH AT BROKER	Cash / Money Market	—	$34.1M	$34.1M	2.4%
912810QB7 UNITED STATES OF AMERICA BOND FIXED 4.25 SEMI-ANN. 4.250% 05/15/2039	Bonds / Notes	—	$15.6M	$13.6M	1.0%
912810QD3 UNITED STATES OF AMERICA BOND FIXED 4.37 SEMI-ANN. 4.375% 11/15/2039	Bonds / Notes	—	$15.4M	$13.4M	1.0%
USU4COM US LONG BOND(CBT) BOND 19/SEP/2024 USU4 EXPIRES 09/19/2024 SIZE 100,000.0 0	Other securities	—	—	$11.4M	0.8%
912810PW2 UNITED STATES OF AMERICA BOND FIXED 4.37 SEMI-ANN. 4.375% 02/15/2038	Bonds / Notes	—	$7.8M	$6.9M	0.5%
912810UB2 UNITED STATES OF AMERICA BOND FIXED 4.62 SEMI-ANN. 4.625% 05/15/2044	Bonds / Notes	—	$6.4M	$6.1M	0.4%
912803FM0 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 02/15/2050	Bonds / Notes	—	$10.8M	$5.7M	0.4%
UXYU4CO US 10YR ULTRA FUT BOND 19/SEP/2024 UXYU4 EXPIRES 09/19/2024 SIZE 100,000.0 0	U.S. Treasuries	—	—	$4.9M	0.3%
912803FJ7 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 05/15/2049	Bonds / Notes	—	$9.0M	$4.8M	0.3%
912803FV0 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 02/15/2051	Bonds / Notes	—	$8.8M	$4.6M	0.3%
912810TU2 UNITED STATES OF AMERICA BOND FIXED 4.37 SEMI-ANN. 4.375% 08/15/2043	Bonds / Notes	—	$3.7M	$3.6M	0.3%
912803FE8 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 08/15/2048	Bonds / Notes	—	$6.2M	$3.4M	0.2%
912803FD0 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 05/15/2048	Bonds / Notes	—	$6.0M	$3.3M	0.2%
912803DJ9 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 11/15/2039	Bonds / Notes	—	$4.1M	$2.9M	0.2%
TYU4COM US 10YR NOTE (CBT) BOND 19/SEP/2024 TYU4 EXPIRES 09/19/2024 SIZE 100,000.0 0	Other securities	—	—	$2.6M	0.2%
SHARES / PAR NONINTEREST-BEARING CASH ------------------------ GBP BRITISH POUND 0 .280 CASH	Cash / Money Market	—	$2.5M	$2.5M	0.2%
912833Z60 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 02/15/2038	Bonds / Notes	—	$3.0M	$2.2M	0.2%
SHARES / PAR 912803FL2 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 11/15/2049	Bonds / Notes	—	$3.9M	$2.1M	0.1%
912834HV3 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 05/15/2040	Bonds / Notes	—	$3.0M	$2.1M	0.1%
912803FK4 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 08/15/2049	Bonds / Notes	—	$3.7M	$2.0M	0.1%
06051GJE0 BANK OF AMERICA CORP CALLABLE MEDIUM TER SEMI-ANN. 2.676% 06/19/2041	Bonds / Notes	—	$2.1M	$1.8M	0.1%
06051GJW0 BANK OF AMERICA CORP CALLABLE NOTES VARI SEMI-ANN. 3.311% 04/22/2042	Bonds / Notes	—	$1.9M	$1.8M	0.1%
912834LX4 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 11/15/2042	Bonds / Notes	—	$2.7M	$1.7M	0.1%
00206RMN9 AT&T INC CALLABLE NOTES FIXED 3.8% 01/DE SEMI-ANN. 3.800% 12/01/2057	Bonds / Notes	—	$1.9M	$1.7M	0.1%
20030NDW8 COMCAST CORP CALLABLE NOTES FIXED 2.987% SEMI-ANN. 2.987% 11/01/2063	Bonds / Notes	—	$2.0M	$1.7M	0.1%
TUU4COM US 2YR NOTE (CBT) BOND 30/SEP/2024 TUU4 EXPIRES 09/30/2024 SIZE 200,000.0 0	Other securities	—	—	$1.7M	0.1%
68389XCA1 ORACLE CORP CALLABLE NOTES FIXED 3.95% 2 SEMI-ANN. 3.950% 03/25/2051	Bonds / Notes	—	$1.8M	$1.7M	0.1%
SHARES / PAR 912803FP3 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 05/15/2050	Bonds / Notes	—	$3.1M	$1.6M	0.1%
912834MD7 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 02/15/2043	Bonds / Notes	—	$2.5M	$1.6M	0.1%
61772BAC7 MORGAN STANLEY CALLABLE NOTES VARIABLE 2 SEMI-ANN. 3.217% 04/22/2042	Bonds / Notes	—	$1.8M	$1.6M	0.1%
912834JH2 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 11/15/2040	Bonds / Notes	—	$2.3M	$1.5M	0.1%
031162DT4 AMGEN INC CALLABLE NOTES FIXED 5.65% 02/ SEMI-ANN. 5.650% 03/02/2053	Bonds / Notes	—	$1.6M	$1.5M	0.1%
912803FG3 UNITED STATES OF AMERICA BOND ZERO CPN 1 SEMI-ANN. 0.000% 02/15/2049	Bonds / Notes	—	$2.8M	$1.5M	0.1%
FVZ4COM US 5YR NOTE (CBT) BOND 31/DEC/2024 FVZ4 EXPIRES 12/31/2024 SIZE 100,000.0 0	Other securities	—	—	$1.5M	0.1%
59562VAM9 BERKSHIRE HATHAWAY ENERGY CO CALLABLE BO SEMI-ANN. 6.125% 04/01/2036	Bonds / Notes	—	$1.5M	$1.5M	0.1%
03522AAJ9 ANHEUSER-BUSCH COS LLC / ANHEUSER-BUSCH SEMI-ANN. 4.900% 02/01/2046	Bonds / Notes	—	$1.6M	$1.5M	0.1%
172967NA5 CITIGROUP INC CALLABLE NOTES VARIABLE 09 SEMI-ANN. 1.462% 06/09/2027	Bonds / Notes	—	$1.4M	$1.5M	0.1%
30161NAC5 EXELON CORP CALLABLE NOTES FIXED 5.625% SEMI-ANN. 5.625% 06/15/2035	Bonds / Notes	—	$1.5M	$1.4M	0.1%
RATINGS: BAA1 BBB-	Other securities	—	—	$1.4M	0.1%
172967EW7 CITIGROUP INC NOTES FIXED 8.125% 15/JUL/ SEMI-ANN. 8.125% 07/15/2039	Bonds / Notes	—	$1.4M	$1.4M	0.1%
92343VGC2 VERIZON COMMUNICATIONS INC CALLABLE NOTE SEMI-ANN. 3.700% 03/22/2061	Bonds / Notes	—	$1.9M	$1.4M	0.1%

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