Original filing (PDF)20251013083405NAL0000382403001

INTERNATIONAL PAPER COMPANY

Name: INTERNATIONAL PAPER COMPANY — INTERNATIONAL PAPER CO RET ACCT - SMALL CO POOL, Form 5500 (2024)
Creator: INTERNATIONAL PAPER COMPANY

Form 5500

FILING_RECEIVED

INTERNATIONAL PAPER CO RET ACCT - SMALL CO POOL

Pooled investment trust — a fund that other plans invest in — not a participant plan

Signals · 1

9 service providers

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$491.6M

Net assets (EOY)

$491.0M

How this plan invests

3 plans

invest in this fund

This trust

pooled vehicle

69 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)

$491.6M

Net assets (EOY)

$491.0M

Participating plans

latest filings citing this trust

Cited interest

$491.6M

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 · 381970100

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

223

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)

9 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
STATE STREET BANK	04-1867445	—	TRUSTEE	$70K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARTISAN PARTNERS	30-0551775	—	NONE	$351K	—
HOOD RIVER CAPITAL MANAGEMENT	46-1294859	—	NONE	$347K	—
KESTREL INVESTMENT	94-3173193	—	NONE	$318K	—
WELLINGTON MANAGEMENT	30-0835489	—	NONE	$300K	—
SHAPIRO CAPITAL MGMT	20-4196445	—	NONE	$274K	—
BLACKROCK	94-3112180	—	NONE	$173K	—
INTERNATIONAL PAPER	13-0872805	—	SELF	$17K	—
STATE STREET GLOBAL ADVISORS	58-2009206	—	NONE	$439	—

Investments

69 direct securities · 2 pooled funds· $113.1M(23% 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.

Common Collective Trust

$91.8M

2 holdings

Uncategorized

$21.3M

69 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
BGI RUSSELL 2000 ALPHA TILTS FD BARCLAYS GLOBAL INVESTORS · EIN 94-3123057 / PN 001	Common Collective Trust	—	—	$79.9M	16.2%
RUSSELL 2000 INDEX SL STATE STREET BANK AND TR CO INVT FDS · EIN 04-0025081 / PN 012	Common Collective Trust	—	—	$12.0M	2.4%
CURRENT 2,319,297.762,319,297.76	—	—	$319K	$3.2M	0.6%
CURRENT 1,067,136.001,067,136.00	—	—	$67K	$1.9M	0.4%
CURRENT 1,024,776.001,024,776.003,250,584.003,250,584.00	—	—	$499K	$1.4M	0.3%
CURRENT 3,459,660.003,459,660.00	—	—	$728K	$1.1M	0.2%
CURRENT 1,130,377.951,130,377.95	—	—	$130K	$998K	0.2%
CURRENT 1,768,299.121,768,299.12	—	—	$768K	$888K	0.2%
CURRENT 2,271,685.422,271,685.42	—	—	$723K	$860K	0.2%
CURRENT 1,791,447.	—	—	$1.8M	$791K	0.2%
CURRENT 1,657,578.001,657,578.006,866,706.002,814,714.004,051,992.00	—	—	$45K	$730K	0.1%
CURRENT 3,254,358.253,254,358.25	—	—	$227K	$712K	0.1%
CURRENT 2,132,976.002,132,976.00	—	—	$822K	$685K	0.1%
CURRENT 3,525,978.003,525,978.00	—	—	$307K	$647K	0.1%
CURRENT 2,741,752.302,741,752.30	—	—	$742K	$613K	0.1%
CURRENT 2,550,940.002,550,940.002,812,535.681,209,405.	—	—	$209K	$603K	0.1%
CURRENT 1,200,807.30	—	—	$894K	$565K	0.1%
CURRENT 2,231,144.002,231,144.00	—	—	$231K	$562K	0.1%
CURRENT 1,046,121.031,046,121.031,494,568.	—	—	$495K	$495K	0.1%
CURRENT 3,608,117.743,608,117.74	—	—	$601K	$427K	<0.1%
CURRENT 1,698,722.291,698,722.291,795,289.101,795,289.10	—	—	$571K	$413K	<0.1%
CURRENT 1,276,200.881,276,200.881,457,174.951,457,174.95	—	—	$457K	$344K	<0.1%
CURRENT 1,153,105.801,153,105.80	—	—	$52K	$298K	<0.1%
CURRENT 1,807,473.001,807,473.00	—	—	$807K	$269K	<0.1%
CURRENT 1,041,215.961,041,215.96	—	—	$550K	$263K	<0.1%
CURRENT 1,044,145.181,044,145.18	—	—	$214K	$239K	<0.1%
CURRENT 1,386,153.651,386,153.65	—	—	$386K	$235K	<0.1%
CURRENT 1,480,158.551,480,158.55	—	—	$1.7M	$225K	<0.1%
CURRENT 1,049,677.181,049,677.18	—	—	$1.3M	$199K	<0.1%
CURRENT 1,754,785.671,754,785.67	—	—	$937K	$187K	<0.1%
CURRENT 1,171,849.	—	—	$1.2M	$172K	<0.1%
COMPOSITE	—	—	—	$122K	<0.1%
CURRENT 1,628,593.501,628,593.50	—	—	$629K	$116K	<0.1%
COMPOSITE	—	—	—	$111K	<0.1%
COMPOSITE	—	—	$73K	$99K	<0.1%
COMPOSITE	—	—	—	$82K	<0.1%
COMPOSITE	—	—	—	$82K	<0.1%
COMPOSITE	—	—	—	$67K	<0.1%
CURRENT 1,416,180.201,416,180.20	—	—	$416K	$57K	<0.1%
VALUE 44,159.0444,159.04	—	—	—	$57K	<0.1%
COMPOSITE	—	—	—	$55K	<0.1%
CURRENT 1,280,725.37	—	—	$1.3M	$52K	<0.1%
CURRENT 2,713,606.90	—	—	$323K	$51K	<0.1%
COMPOSITE	—	—	$63K	$45K	<0.1%
COMPOSITE	—	—	—	$42K	<0.1%
CURRENT 2,701,497.002,701,497.00	—	—	$182K	$34K	<0.1%
CURRENT 2,538,780.002,538,780.00	—	—	$446K	$32K	<0.1%
COMPOSITE	—	—	—	$29K	<0.1%
CURRENT 3,446,805.143,045,725.56	—	—	$926K	$28K	<0.1%
COMPOSITE	—	—	—	$23K	<0.1%
COMPOSITE	—	—	—	$23K	<0.1%
COMPOSITE	—	—	—	$19K	<0.1%
COMPOSITE	—	—	—	$17K	<0.1%
COMPOSITE	—	—	—	$14K	<0.1%
COMPOSITE	—	—	—	$12K	<0.1%
COMPOSITE	—	—	—	$12K	<0.1%
VALUE 176,966.72716,119.00716,119.00420,188.07420,188.07406,255.08406,255.08635,351.64635,351.64294,752.64294,752.64206,156.64206,156.64187,120.86187,120.86	—	—	$9K	$9K	<0.1%
RATE 1,968.0001,968.0004,537.0004,537.000	—	—	—	$9K	<0.1%
VALUE 140,173.10	—	—	$6K	$9K	<0.1%
MAT DATE 259,985.71259,985.71699,121.28699,121.28961,708.60961,708.60378,318.22378,318.22611,792.29611,792.29183,407.12183,407.12	—	—	$4K	$8K	<0.1%
COMPOSITE	—	—	$18K	$8K	<0.1%
VALUE 291,664.16291,664.16120,947.45120,947.45	—	—	$6K	$8K	<0.1%
COMPOSITE	—	—	—	$7K	<0.1%
RATE 8,573.0008,573.0001,896.0001,896.000	—	—	$6K	$7K	<0.1%
VALUE 224,959.47224,959.47	—	—	$1K	$4K	<0.1%
VALUE 256,132.80256,132.80719,796.00719,796.00962,887.68962,887.68412,686.67412,686.67619,885.75619,885.75249,790.24249,790.24	—	—	$7K	$3K	<0.1%
COMPOSITE	—	—	—	$2K	<0.1%
RATE ------------------- COMPOSITE	—	—	—	$2K	<0.1%
RATE 3,393.0003,393.000	—	—	—	$2K	<0.1%
CURRENT 3,257,266.383,257,266.38	—	—	$195K	$2K	<0.1%
RATE 8,070.0008,070.0006,620.0008,251.000 4,773.0004,773.000 2,707.0002,707.000	—	—	—	$1K	<0.1%