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Original filing (PDF)20251013083632NAL0000963985001
INTERNATIONAL PAPER COMPANY
Form 5500
FILING_RECEIVED
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
50% in single holding62 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$6.4B
Net assets (EOY)
$6.4B
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
1,924 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$6.4B
Net assets (EOY)
$6.4B
Participating plans
1
latest filings citing this trust
Cited interest
$6.4B
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL PAPER COMPANY.
Plan sponsor
Name
INTERNATIONAL PAPER COMPANY
EIN
13-0872805
Address
6400 POPLAR AVENUE · MEMPHIS, TN · 38197
Phone
(901) 419-9000
Plan administrator
Name
SVP - HUMAN RESOURCES INTERNATIONAL PAPER COMPANY
EIN
13-2912565
City
MEMPHIS, TN
Phone
(901) 419-9000
Plan characteristics
Plan number
213
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
62 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK | 04-1867445 | — | TRUSTEE | $1.4M | — |
Other
61Investments
1,888 direct securities · 4 pooled funds· $6.5B(100% 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.
Uncategorized
$6.3B
1888 holdings
Common Collective Trust
$199.8M
2 holdings
Pooled Separate Account
$2.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STRIPS | — | 5,995,498,572.26 | $3.5B | $3.2B | 50.5% | |
| EQUIITABLE LIFE GAC 0515 | — | — | — | $377.9M | 5.9% | |
| 99F536447 TRS USD R E | — | — | $237.0M | $237.0M | 3.7% | |
| 99F537023 TRS USD R E | — | — | $220.0M | $218.6M | 3.4% | |
| 99F551255 TRS USD R E | — | — | $168.2M | $165.8M | 2.6% | |
| JPM STRATEGIC PROPERTY JP MORGAN CHASE BANK, NA · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $160.7M | 2.5% | |
| BWU028ZY6 IRS USD P F | — | — | $146.2M | $146.9M | 2.3% | |
| BWU025TX1 IRS USD R V 12MSOFR | — | — | $147.2M | $145.8M | 2.3% | |
| CCPC CCMSCHUS2 COCCC | — | 5,184.759 | $98.1M | $145.7M | 2.3% | |
| BWU02DC46 IRS USD R V 12MSOFR | — | — | $144.1M | $144.1M | 2.3% | |
| SWU028YB7 IRS EUR R F | — | — | $142.4M | $138.4M | 2.2% | |
| SWPC0MWQ7 CDS USD R F | — | — | $138.5M | $136.5M | 2.1% | |
| SKYDEX COMMON | — | 7,972,242.759 | $90.0M | $128.6M | 2.0% | |
| SWU02CEU8 IRS EUR P V 06MEURIB SWUV2CEU0 CCPVANILLA | — | — | $127.3M | $126.4M | 2.0% | |
| 99F537460 TRS USD R E | — | — | $124.7M | $120.9M | 1.9% | |
| 99F553319 TRS USD R E | — | — | $102.5M | $102.5M | 1.6% | |
| 99F553335 TRS USD P V 00MFEDL | — | — | $99.4M | $99.3M | 1.6% | |
| 99F544730 TRS USD R E | — | — | $80.3M | $80.6M | 1.3% | |
| 99F559126 TRS USD R E | — | — | $76.2M | $76.4M | 1.2% | |
| STRIPS | — | 21,165,000 | $74.5M | $70.6M | 1.1% | |
| RES PATHFINDER FUND LP. | — | 19,067,091.27 | $19.1M | $70.2M | 1.1% | |
| MARATHON SEC PRVT STRATE | — | 23,718,206 | $23.7M | $69.2M | 1.1% | |
| STRIPS | — | 18,045,000 | $71.9M | $68.5M | 1.1% | |
| 99F539813 TRS USD R E | — | — | $67.8M | $67.5M | 1.1% | |
| SWU02CEU8 IRS EUR R F | — | — | $65.1M | $63.5M | 1.0% | |
| 99F534954 TRS USD R E | — | — | $63.2M | $63.2M | 1.0% | |
| DYAL III PENSION INVESTOR LP | — | 43,541,746.83 | $43.5M | $62.7M | 1.0% | |
| SHASTA VENTURE V, L.P. | — | 23,192,653.27 | $23.2M | $61.6M | 1.0% | |
| BREP EUROPE V LP | — | 15,043,952.64 | $36.7M | $57.6M | 0.9% | |
| STRIPS | — | 95,000,000 | $74.5M | $57.3M | 0.9% | |
| STRIPS | — | 75,000,000 | $53.2M | $56.4M | 0.9% | |
| BWU02ANR9 IRS USD R V 12MSOFR | — | — | $55.9M | $55.5M | 0.9% | |
| STRIPS | — | 75,000,000 | $52.5M | $55.1M | 0.9% | |
| STRIPS | — | 80,000,000 | $51.7M | $52.6M | 0.8% | |
| STRIPS | — | 100,000,000 | $69.1M | $52.0M | 0.8% | |
| CLARION INVESTORS III LP | — | 36,159,648.54 | $29.3M | $47.9M | 0.8% | |
| STRIPS | — | 65,000,000 | $44.8M | $47.1M | 0.7% | |
| STRIPS | — | 65,000,000 | $44.6M | $46.5M | 0.7% | |
| US TREASURY N/B | — | 113,540,000 | $49.6M | $46.1M | 0.7% | |
| STRIPS | — | 65,000,000 | $44.1M | $46.1M | 0.7% | |
| STRIPS | — | 65,000,000 | $43.7M | $45.5M | 0.7% | |
| STRIPS | — | 65,000,000 | $43.4M | $44.9M | 0.7% | |
| STRIPS | — | 50,180,000 | $48.1M | $44.8M | 0.7% | |
| STRIPS | — | 72,680,000 | $46.2M | $44.0M | 0.7% | |
| SWPC0MWW4 CDS USD R F | — | — | $43.8M | $43.8M | 0.7% | |
| STRIPS | — | 60,000,000 | $39.7M | $40.9M | 0.6% | |
| STRIPS | — | 60,000,000 | $39.4M | $40.4M | 0.6% | |
| FED HM LN PC POOL A72888 | — | 43,900,000 | $40.5M | $40.1M | 0.6% | |
| STRIPS | — | 75,000,000 | $56.1M | $40.0M | 0.6% | |
| JPM SPECIAL SITUATION JP MORGAN CHASE BANK, NA · EIN 13-3980309 / PN 001 | Common Collective Trust | — | — | $39.1M | 0.6% | |
| MAGNITUDE INSTITUTIONAL LTDLONG DURATION CORP BD PORTFOLI | — | — | — | $39.1M | 0.6% | |
| US TREASURY N/B | — | 22,540,000 | $40.0M | $37.7M | 0.6% | |
| STRIP PRINC | — | 79,510,000 | $41.6M | $36.7M | 0.6% | |
| US TREASURY N/B | — | 42,965,000 | $38.8M | $36.4M | 0.6% | |
| GENERAL ATLANT INV PTRN 2017 | — | 659,537 | $562K | $36.2M | 0.6% | |
| STRIPS | — | 18,480,000 | $37.5M | $36.0M | 0.6% | |
| STRIPS | — | 57,180,000 | $44.0M | $35.7M | 0.6% | |
| STRIPS | — | 45,000,000 | $33.0M | $35.7M | 0.6% | |
| STARWOOD DISTRESSED OPP FD XII | — | 13,614,538 | $17.5M | $35.6M | 0.6% | |
| STRIPS | — | 11,200,000 | $32.7M | $35.2M | 0.6% | |
| STRIPS | — | 45,000,000 | $32.4M | $34.8M | 0.5% | |
| STRIP PRINC | — | 62,710,000 | $37.9M | $34.7M | 0.5% | |
| DYAL IV PENSION INVESTORS LP | — | 26,887,296 | $26.9M | $34.5M | 0.5% | |
| STRIPS | — | 45,000,000 | $32.1M | $34.3M | 0.5% | |
| BWU02A7Z9 IRS USD R V 12MSOFR | — | — | $34.5M | $34.1M | 0.5% | |
| LIGHTYEAR FUND IV, L.P. | — | 18,718,226.06 | $18.7M | $33.8M | 0.5% | |
| STRIPS | — | 45,000,000 | $31.8M | $33.5M | 0.5% | |
| THOMA BRAVO FUND XIV A LP | — | 2,225,585.89 | $48K | $32.8M | 0.5% | |
| STRIP PRINC | — | 128,000,000 | $34.8M | $31.7M | 0.5% | |
| STRIPS | — | 50,000,000 | $31.5M | $31.7M | 0.5% | |
| STRIPS | — | 94,225,000 | $36.2M | $31.5M | 0.5% | |
| SCULPTOR RE PARALLEL FUND III | — | 22,689,866 | $20.8M | $31.5M | 0.5% | |
| US TREASURY N/B | — | 36,510,000 | $33.3M | $31.0M | 0.5% | |
| STRIPS | — | 11,035,000 | $37.9M | $29.7M | 0.5% | |
| US TREASURY N/B | — | 70,765,000 | $31.9M | $29.5M | 0.5% | |
| GRIDIRON CAPITAL FUND IV,LPA | — | 19,189,624.18 | $19.2M | $28.9M | 0.5% | |
| US TREASURY N/B | — | 14,785,000 | $30.2M | $28.8M | 0.5% | |
| NEWBURY EQUITY PARTNERS IV LP | — | 29,295,197.8 | $22.7M | $28.7M | 0.4% | |
| STRIP PRINC | — | 96,965,000 | $31.7M | $28.7M | 0.4% | |
| STRIPS | — | 65,455,000 | $32.6M | $28.0M | 0.4% | |
| STRIP PRINC | — | 92,645,000 | $30.9M | $27.5M | 0.4% | |
| KOHLBERG TE INVESTOR IX,LPT | — | 26,688,490 | $26.7M | $26.9M | 0.4% | |
| AG NET LEASE REALTY FUND IV | — | 41,785,254.72 | $41.8M | $26.7M | 0.4% | |
| STRIPS | — | 40,000,000 | $26.2M | $26.6M | 0.4% | |
| 99F542155 TRS USD R E | — | — | $27.0M | $26.6M | 0.4% | |
| 99F545802 TRS USD R E | — | — | $25.4M | $25.6M | 0.4% | |
| AG COMMERCIAL REAL ESTATE DEBT OPP HOLDINGS, LP | — | 17,822,355 | $17.8M | $25.5M | 0.4% | |
| CIREP IV INSTITUTIONAL FEEDER | — | 30,947,259.38 | $30.9M | $25.4M | 0.4% | |
| CROSSLINK CROSSOVER VII LP | — | 15,121,980.03 | $15.1M | $25.4M | 0.4% | |
| TORCHLIGHT DEBT FUND VII,LP | — | 13,924,265 | $13.9M | $25.1M | 0.4% | |
| 99F559084 TRS USD R E | — | — | $25.0M | $25.0M | 0.4% | |
| STRIPS | — | 30,540,000 | $32.7M | $24.6M | 0.4% | |
| STRIP PRINC | — | 116,525,000 | $27.4M | $24.5M | 0.4% | |
| STRIPS | — | 46,700,000 | $25.7M | $24.5M | 0.4% | |
| RIVERSTONE GLOB ENGY + PWR VI | — | 15,746,016 | $15.7M | $24.5M | 0.4% | |
| CIREP V INSTITUTIONAL FEEDER, | — | 12,064,546.94 | $12.1M | $24.4M | 0.4% | |
| STERLING GROUP PARTNRS V | — | 17,500,000 | $27.2M | $24.0M | 0.4% | |
| US TREASURY N/B | — | 21,000,000 | $25.0M | $23.6M | 0.4% | |
| STRIPS | — | 64,455,000 | $29.2M | $23.5M | 0.4% | |
| MONARCH CAP PART OFFSHE V LP | — | 62,840,875.67 | $62.8M | $23.4M | 0.4% | |
| GENERAL ATLAN INV PART2021 | — | 20,588,134 | $19.8M | $23.1M | 0.4% | |
| SENATOR G O FUND II LTD | — | 14,413,200.54 | $15.0M | $23.1M | 0.4% | |
| GLP CAPITAL PARTNERS IV | — | 21,653,466.61 | $21.7M | $22.8M | 0.4% | |
| STRIP PRINC | — | 70,110,000 | $25.0M | $22.6M | 0.4% | |
| MESA WEST CORE LENDING FUND | — | 24,722,157.53 | $27.1M | $22.5M | 0.4% | |
| BAIN CAPITAL FUND XIII,LP | — | 27,200,219.59 | $20.6M | $22.4M | 0.4% | |
| CARLYLE AVI LEASING FUND,LPC | — | 15,732,609 | $15.7M | $22.0M | 0.3% | |
| STRIPS | — | 70,765,000 | $26.9M | $21.6M | 0.3% | |
| US TREASURY N/B | — | 40,864,400 | $23.8M | $21.3M | 0.3% | |
| STRIPS | — | 72,545,000 | $22.9M | $21.3M | 0.3% | |
| STRIPS | — | 53,420,000 | $26.9M | $21.3M | 0.3% | |
| SABAL STRATEGIC OPPO FUND | — | 950,352,211.784 | $1.3B | $20.8M | 0.3% | |
| STRIP PRINC | — | 100,435,000 | $23.2M | $20.5M | 0.3% | |
| US TREASURY N/B | — | 36,635,000 | $22.8M | $20.4M | 0.3% | |
| US TREASURY N/B | — | 12,557,245.43 | $21.7M | $20.4M | 0.3% | |
| WELSH,CARSON,ANDERSON+STOWE XI LIMITED PARTNERSHIP INVESTMENTS | — | 24,553,946.81 | $13.6M | $19.9M | 0.3% | |
| STRIP PRINC | — | 64,145,000 | $21.8M | $19.8M | 0.3% | |
| WARBURG PINCUS GLOBAL GROWTH | — | 14,413,200.54 | $14.4M | $19.3M | 0.3% | |
| STRIPS | — | 16,130,000 | $21.4M | $19.3M | 0.3% | |
| STRIPS | — | 21,070,000 | $20.0M | $19.0M | 0.3% | |
| STRIP PRINC | — | 61,150,000 | $20.0M | $18.9M | 0.3% | |
| US TREASURY N/B | — | 71,920,000 | $20.9M | $18.8M | 0.3% | |
| US TREASURY N/B | — | 15,115,000 | $20.6M | $18.2M | 0.3% | |
| US TREASURY N/B | — | 10,530,000 | $20.2M | $18.1M | 0.3% | |
| STRIPS | — | 21,955,000 | $19.4M | $17.9M | 0.3% | |
| STRIP PRINC | — | 76,895,000 | $20.3M | $17.7M | 0.3% | |
| STRIP PRINC | — | 57,650,000 | $19.2M | $17.6M | 0.3% | |
| 99F553038 TRS USD P V 00MFEDL | — | — | $17.3M | $17.0M | 0.3% | |
| STRIP PRINC | — | 124,695,000 | $18.4M | $16.9M | 0.3% | |
| US TREASURY N/B | — | 32,305,000 | $19.0M | $16.9M | 0.3% | |
| LLR EQUITY PART INT VI LP | — | 18,986,118 | $2.2M | $16.8M | 0.3% | |
| US TREASURY N/B | — | 26,585,000 | $17.2M | $16.5M | 0.3% | |
| US TREASURY N/B | — | 25,995,000 | $16.8M | $16.1M | 0.3% | |
| CV XI(A), LPLAVIEN OFFSHORE DIS HOLDINGS | — | 16,286,528.23 | $16.3M | $16.1M | 0.3% | |
| STRIPS | — | 25,980,000 | $17.2M | $15.9M | 0.2% | |
| STRIPS | — | 11,635,000 | $16.6M | $15.9M | 0.2% | |
| US TREASURY N/B | — | 20,665,000 | $16.5M | $15.7M | 0.2% | |
| STRIP PRINC | — | 49,170,000 | $17.2M | $15.5M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.7M | $15.4M | 0.2% | |
| FED HM LN PC POOL G04843 | — | 16,400,000 | $15.4M | $15.4M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.6M | $15.3M | 0.2% | |
| SCULPTOR RE PARALLEL FUND IV | — | 20,755,732.74 | $24.6M | $15.1M | 0.2% | |
| STRIP PRINC | — | 48,220,000 | $15.9M | $15.1M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.4M | $14.9M | 0.2% | |
| US TREASURY N/B | — | 21,739,000 | $15.4M | $14.8M | 0.2% | |
| US TREASURY N/B | — | 61,595,000 | $15.3M | $14.7M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.3M | $14.7M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.3M | $14.5M | 0.2% | |
| US TREASURY N/B | — | 29,275,000 | $14.9M | $14.3M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.2M | $14.3M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.0M | $14.1M | 0.2% | |
| US TREASURY N/B | — | 37,693,515.34 | $14.9M | $14.1M | 0.2% | |
| STRIPS | — | 25,000,000 | $21.0M | $13.9M | 0.2% | |
| STRIP PRINC | — | 38,415,000 | $15.3M | $13.9M | 0.2% | |
| STRIPS | — | 19,030,000 | $14.7M | $13.9M | 0.2% | |
| US TREASURY N/B | — | 16,875,576.68 | $14.9M | $13.9M | 0.2% | |
| STRIP PRINC | — | 11,985,000 | $14.8M | $13.8M | 0.2% | |
| STRIPS | — | 1,570,000 | $14.1M | $13.8M | 0.2% | |
| STRIPS | — | 16,885,000 | $14.3M | $13.7M | 0.2% | |
| STRIPS | — | 25,000,000 | $20.9M | $13.7M | 0.2% | |
| STRIPS | — | 21,070,000 | $14.5M | $13.7M | 0.2% | |
| STRIPS | — | 25,000,000 | $20.8M | $13.5M | 0.2% | |
| FNMA POOL 535347 | — | 13,900,000 | $13.5M | $13.4M | 0.2% | |
| CASSA DEPOSITI E PRESTIT | — | 16,422,000 | $13.7M | $13.4M | 0.2% | |
| BANK OF AMERICA CORP | — | 4,730,000 | $13.6M | $12.8M | 0.2% | |
| STRIP PRINC | — | 36,750,000 | $13.7M | $12.6M | 0.2% | |
| US TREASURY N/B | — | 14,095,000 | $13.9M | $12.6M | 0.2% | |
| STRIPS | — | 20,000,000 | $12.5M | $12.5M | 0.2% | |
| STRIP PRINC | — | 41,695,000 | $13.9M | $12.5M | 0.2% | |
| BWU02A2D3 IRS EUR R V 06MEURIB SWUV2A2D5 CCPVANILLA | — | — | $13.2M | $12.4M | 0.2% | |
| CROSSLINK CROSSOVER FUND VI LP LIMITED PARTNERSHIP | — | 13,164,828.56 | $21.3M | $12.3M | 0.2% | |
| US TREASURY N/B | — | 17,410,000 | $12.3M | $11.9M | 0.2% | |
| STRIP PRINC | — | 22,180,000 | $13.2M | $11.9M | 0.2% | |
| US TREASURY N/B | — | 15,005,000 | $11.7M | $11.4M | 0.2% | |
| US TREASURY N/B | — | 16,108,776.56 | $10.5M | $11.3M | 0.2% | |
| STRIP PRINC | — | 36,975,000 | $12.4M | $11.1M | 0.2% | |
| STRIPS | — | 1,070,000 | $11.1M | $10.9M | 0.2% | |
| US TREASURY N/B | — | 14,084,765.52 | $11.1M | $10.4M | 0.2% | |
| COMCAST CORP | — | 6,327,000 | $14.0M | $10.2M | 0.2% | |
| SHASTA VENTURES IV, L.P. | — | 10,008,302.21 | $8.5M | $10.0M | 0.2% | |
| BWU025KY8 IRS USD R V 12MSOFR | — | — | $9.6M | $9.9M | 0.2% | |
| US TREASURY N/B | — | 12,464,000 | $6.7M | $9.8M | 0.2% | |
| US TREASURY N/B | — | 19,340,000 | $6.7M | $9.8M | 0.2% | |
| WELSH CARSON ANDRSN STOWE XII | — | 1,550,527.33 | $9.0M | $9.5M | 0.1% | |
| STRIPS | — | 4,610,000 | $10.1M | $9.5M | 0.1% | |
| US TREASURY N/B | — | 6,280,000 | $9.8M | $9.2M | 0.1% | |
| NEWBURY EQUITY PARTNERS II LP | — | 102,206,942.92 | $102.2M | $8.9M | 0.1% | |
| SHASTA VENTURES III | — | 14,652,031.91 | $14.7M | $8.6M | 0.1% | |
| MIDAMERICAN ENERGY CO | — | 10,000,000 | $8.5M | $8.6M | 0.1% | |
| US TREASURY N/B | — | 27,940,000 | $9.3M | $8.5M | 0.1% | |
| STRIP PRINC | — | 29,270,000 | $9.2M | $8.5M | 0.1% | |
| STRIP PRINC | — | 10,325,000 | $8.9M | $8.4M | 0.1% | |
| US TREASURY N/B | — | 6,185,000 | $8.7M | $8.0M | 0.1% | |
| US TREASURY N/B | — | 31,115,000 | $9.0M | $7.9M | 0.1% | |
| STRIPS | — | 16,095,000 | $1.1M | $7.8M | 0.1% | |
| ABBVIE INC | — | 9,520,000 | $8.9M | $7.8M | 0.1% | |
| ANHEUSER BUSCH INBEV WOR | — | 8,508,000 | $8.5M | $7.7M | 0.1% | |
| S8ACS45R2 IRS USD R F | — | — | $9.4M | $7.6M | 0.1% | |
| US TREASURY N/B | — | 11,390,000 | $8.5M | $7.6M | 0.1% | |
| US TREASURY N/B | — | 9,780,000 | $8.1M | $7.6M | 0.1% |
Showing top 200 of 1,892 investments by value.