Original filing (PDF)20250813093903NAL0008002323001

MICHELIN NORTH AMERICA, INC

Name: MICHELIN NORTH AMERICA, INC — MICHELIN RETIREMENT PLAN, Form 5500 (2023)
Creator: MICHELIN NORTH AMERICA, INC

Form 5500

FILING_RECEIVED

MICHELIN RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

84% employer stock18 service providers

Active participants

3,464

Accounts w/ balance

—

Plan assets (EOY)

$2.2B

Net assets (EOY)

$2.1B

How this plan invests

This plan

12 pooled trusts

Schedule D

75 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

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

Plan sponsor

Name

MICHELIN NORTH AMERICA, INC

EIN

11-1724631all filings

Address

PO BOX 19001 · ONE PARKWAY SOUTH · GREENVILLE, SC · 296029001

Phone

(864) 458-5000

Industry

Manufacturingsee all

Plan administrator

Name

MICHELIN NORTH AMERICA, INC PENSION AND BENEFITS BOARD

EIN

11-2395567

City

GREENVILLE, SC

Phone

(864) 458-5000

Plan characteristics

Plan number

010

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSE COOPERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

18 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONDUENT HR SERVICES	32-0293031	—	NONE	$639K	—

Investment manager

Investments

75 direct securities · 12 pooled funds· $727.3M(33% 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.

103-12 Investment Entity

$696.8M

12 holdings

Common Stocks

$25.4M

54 holdings

Other securities

$5.1M

21 holdings

					% of plan
NT COLL 1-10 YR INT GOVT BD INDX FD NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 057	103-12 Investment Entity	—	—	$204.7M	9.2%
INTERMEDIATE GOVT BOND INDEX FD BLACKROCK INSTIT TRUST CO · EIN 94-3118548 / PN 001	103-12 Investment Entity	—	—	$121.4M	5.4%
NT COLLECTIVE LONG-TERM GOVT BOND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 057	103-12 Investment Entity	—	—	$84.3M	3.8%
NT COLLECTIVE LONG-TERM CREDIT BOND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 057	103-12 Investment Entity	—	—	$73.9M	3.3%
TREASURY US 5 YR KEY RATE DURATION BLACKROCK INSTIT TRUST CO · EIN 47-4104495 / PN 001	103-12 Investment Entity	—	—	$56.7M	2.5%
NT COLLECTIVE RUSSELL 3000 INDEX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 057	103-12 Investment Entity	—	—	$49.3M	2.2%
TREASURY US 10 YR KEY RATE DURATION BLACKROCK INSTIT TRUST CO · EIN 47-4226866 / PN 001	103-12 Investment Entity	—	—	$47.3M	2.1%
MSIM POOLED INT'L EQUITY TRUST MORGAN STANLEY ASSET MANAGEMENT · EIN 04-3222247 / PN 001	103-12 Investment Entity	—	—	$31.2M	1.4%
TREASURY US 15 YR KEY RATE DURATION BLACKROCK INSTIT TRUST CO · EIN 45-3856099 / PN 001	103-12 Investment Entity	—	—	$19.4M	0.9%
PIMCO LONG DURATION CORP BOND FUND PIMCO · EIN 33-0629048 / PN 001	103-12 Investment Entity	—	—	$8.6M	0.4%
CONSTELLATION SOFTWARE INC	Common Stocks	409.448	$292K	$1.0M	<0.1%
SAP SE	Common Stocks	6,576.844	$594K	$1.0M	<0.1%
HEINEKEN NV	Common Stocks	9,553.482	$937K	$971K	<0.1%
SHELL PLC	Common Stocks	26,948.868	$749K	$882K	<0.1%
TAIWAN SEMICONDUCTOR SP ADR	Common Stocks	8,226.992	$507K	$856K	<0.1%
BARRICK GOLD CORP	Common Stocks	45,078.293	$776K	$814K	<0.1%
QIAGEN N.V.	Other securities	18,110.697	$835K	$787K	<0.1%
SAMSUNG ELECTRONICS CO LTD	Common Stocks	11,727.636	$490K	$712K	<0.1%
CARLSBERG AS B	Other securities	5,489.124	$770K	$689K	<0.1%
RECKITT BENCKISER GROUP PLC	Common Stocks	9,859.57	$636K	$680K	<0.1%
UNIVERSAL MUSIC GROUP NV	Common Stocks	23,581.897	$516K	$673K	<0.1%
LEGRAND SA	Common Stocks	6,371.444	$599K	$663K	<0.1%
HEXAGON AB B SHS	Common Stocks	52,894.518	$490K	$635K	<0.1%
SAFRAN SA	Common Stocks	3,588.268	$316K	$633K	<0.1%
AIA GROUP LTD	Common Stocks	70,041.192	$542K	$610K	<0.1%
ROCHE HOLDING AG GENUSSCHEIN	Common Stocks	2,056.861	$550K	$598K	<0.1%
KONE OYJ B	Common Stocks	11,938.474	$537K	$597K	<0.1%
HALMA PLC	Common Stocks	20,133.287	$504K	$585K	<0.1%
PERNOD RICARD SA	Common Stocks	3,163.921	$534K	$559K	<0.1%
DHL GROUP	Common Stocks	11,258.11	$406K	$557K	<0.1%
DEUTSCHE BOERSE AG	Common Stocks	2,668.008	$456K	$549K	<0.1%
BRITISH AMERICAN TOBACCO PLC	Common Stocks	18,393.198	$709K	$538K	<0.1%
STATE STR INSTL INVT TR	Other securities	527,790.946	$528K	$528K	<0.1%
DBS GROUP HOLDINGS LTD	Common Stocks	20,823.144	$465K	$527K	<0.1%
SVENSKA HANDELSBANKEN A SHS	Common Stocks	47,639.402	$475K	$518K	<0.1%
MONCLER SPA	Common Stocks	8,396.737	$364K	$517K	<0.1%
THALES SA	Common Stocks	3,435.899	$367K	$509K	<0.1%
INFINEON TECHNOLOGIES AG	Common Stocks	12,015.253	$371K	$502K	<0.1%
AXA SA	Common Stocks	15,015.543	$357K	$490K	<0.1%
SANOFI	Other securities	4,905.619	$402K	$487K	<0.1%
TRYG A/S	Other securities	21,973.26	$503K	$478K	<0.1%
LVMH MOET HENNESSY LOUIS VUI	Other securities	579.322	$251K	$471K	<0.1%
PRUDENTIAL PLC	Common Stocks	39,815.454	$559K	$449K	<0.1%
HISCOX LTD	Common Stocks	31,776.034	$370K	$427K	<0.1%
RELX PLC	Common Stocks	10,575.042	$200K	$419K	<0.1%
ASSOCIATED BRITISH FOODS PLC	Common Stocks	13,870.511	$359K	$418K	<0.1%
ATLAS COPCO AB A SHS	Common Stocks	23,450.413	$284K	$404K	<0.1%
UBS GROUP AG REG	Common Stocks	12,915.723	$231K	$401K	<0.1%
EPIROC AB A	Other securities	19,755.342	$297K	$398K	<0.1%
EXPERIAN PLC	Common Stocks	9,603.489	$272K	$392K	<0.1%

1–50 of 87

1 / 2

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.

Prudential / PGIM$449K

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WELLINGTON MANAGEMENT	04-2683227	—	NONE	$578K	—
BLACKROCK INSTITUTIONAL TRUST CO NA	94-3112180	—	NONE	$522K	—
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Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN	13-3200244	—	NONE	$803K	—
NORTHERN TRUST	36-1561860	—	NONE	$797K	—
LOGAN CIRCLE	20-8262386	—	NONE	$465K	—
LEGAL & GENERAL INVESTMENT	20-8058531	—	NONE	$393K	—
AKSIA LLC	20-5385739	—	NONE	$298K	—
AON CONSULTING	22-2232264	—	NONE	$277K	—
SCHRODERS	13-4064414	—	NONE	$161K	—
MFS GLOBAL LOW VOLATILITY	04-3247425	—	NONE	$140K	—
PEREGRINE CAPITAL MARKET	41-6257136	—	NONE	$110K	—
MORGAN STANLEY CAPITAL INTERNATIONA	13-4038723	—	NONE	$5K	—