Back to filter
Original filing (PDF)20250813093903NAL0008002323001
MICHELIN NORTH AMERICA, INC
Form 5500
FILING_RECEIVED
MICHELIN RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed18 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 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 471% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHELIN NORTH AMERICA, INC.
Plan sponsor
Name
MICHELIN NORTH AMERICA, INC
EIN
11-1724631
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 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | 13-3200244 | — | NONE | $803K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $797K | — |
| PIMCO | 33-0629048 | — | NONE | $782K | — |
| CONDUENT HR SERVICES | 32-0293031 | — | NONE | $639K | — |
| WELLINGTON MANAGEMENT | 04-2683227 | — | NONE | $578K | — |
| BLACKROCK INSTITUTIONAL TRUST CO NA | 94-3112180 | — | NONE | $522K | — |
| 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 | — |
| BLACKROCK FINANCIAL MANAGEMENT | 13-3806691 | — | NONE | $133K | — |
| ACADIAN | 04-2929221 | — | NONE | $130K | — |
| PEREGRINE CAPITAL MARKET | 41-6257136 | — | NONE | $110K | — |
| ROBECO INVESTMENT MANAGEMENT | 04-3270358 | — | NONE | $109K | — |
| SIGULER GUFF ADVISORS, LLC | 13-3855629 | — | NONE | $38K | — |
| MORGAN STANLEY CAPITAL INTERNATIONA | 13-4038723 | — | NONE | $5K | — |
Investments
12 pooled funds· $696.8M(31% 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.
| Investment | Type | Current value | % 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% |
| SHORT TERM INVESTMENT FUND BLACKROCK INSTIT TRUST CO · EIN 94-6450621 / PN 001 | 103-12 Investment Entity | $120 | <0.1% |
| LONG DURATION CORP CREDIT SCREENED BLACKROCK INSTIT TRUST CO · EIN 27-4520291 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |