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Original filing (PDF)20251013081544NAL0000834177001
INTERNATIONAL PAPER COMPANY
Form 5500
FILING_RECEIVED
INTERNATIONAL PAPER CO RET ACCT - BOND POOL
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
29% in single holding6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$332.0M
Net assets (EOY)
$227.3M
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
67 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)
$332.0M
Net assets (EOY)
$227.3M
Participating plans
2
latest filings citing this trust
Cited interest
$227.8M
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
224
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)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK | 04-1867445 | — | TRUSTEE | $127K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT | 95-2705767 | — | NONE | $152K | — |
| PRUDENTIAL (PGIM) | 22-2540247 | — | NONE | $123K | — |
| PIMCO | 33-0629048 | — | NONE | $42K | — |
| INTERNATIONAL PAPER | 13-0872805 | — | SELF | $19K | — |
| STATE STREET GLOBAL ADVISORS | 58-2009206 | — | NONE | $1K | — |
Investments
58 direct securities · 1 pooled fund· $14.4M(4% 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
$9.3M
58 holdings
Common Collective Trust
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PASSIVE BD MKT INDEX SECS LEN STATE STR BK AND TR CO INVT FDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $5.2M | 1.6% | |
| COMPOSITE | — | — | $32.4M | $2.8M | 0.8% | |
| CURRENT | — | — | $414K | $900K | 0.3% | |
| CURRENT 5,006,465.705,006,465.70 | — | — | $570K | $871K | 0.3% | |
| CURRENT 2,332,782.122,332,782.122,844,877.802,844,877.802,933,326.162,933,326.163,562,395.063,562,395.061,591,046.731,591,046.73 | — | — | $137K | $746K | 0.2% | |
| CURRENT 1,665,377.951,665,377.954,703,250. | — | — | $703K | $703K | 0.2% | |
| CURRENT-116,459.03-116,459.03 | — | — | $207K | $418K | 0.1% | |
| CURRENT 2,404,947.052,404,947.05 | — | — | $405K | $351K | 0.1% | |
| CURRENT 1,336,000.001,336,000. | — | — | $336K | $348K | 0.1% | |
| CURRENT 2,093,330.852,093,330.85 | — | — | $93K | $299K | <0.1% | |
| CURRENT | — | — | $100K | $278K | <0.1% | |
| CURRENT-298,073.45-298,073.45 | — | — | $500K | $278K | <0.1% | |
| CURRENT 2,179,718.752,179,718.751,398,567.181,398,567.18 | — | — | $399K | $268K | <0.1% | |
| COMPOSITE 6,200,000. | — | — | $6.2M | $200K | <0.1% | |
| CURRENT-400,000.00-400,000.00 | — | — | $200K | $100K | <0.1% | |
| CURRENT 1,099,135. | — | — | $1.1M | $99K | <0.1% | |
| COMPOSITE | — | — | $54K | $93K | <0.1% | |
| RATE ------------------- COMPOSITE | — | — | — | $81K | <0.1% | |
| RATE ------------------- COMPOSITE | — | — | — | $76K | <0.1% | |
| RATE 1.000 01/15/20391.000 06/25/20571.000 05/25/ | — | — | $20K | $21K | <0.1% | |
| RATE 2.000 02/15/20552.500 01/15/20552.500 02/13/20553.000 02/13/20553.500 02/15/20554.000 03/15/20554.500 03/15/20555.000 01/15/20555.000 02/13/20555.000 05/15/20545.500 02/15/ | — | — | $21K | $21K | <0.1% | |
| RATE 1.000 09/25/20331.000 07/05/20374.147 06/15/20512.964 10/15/ | — | — | $20K | $21K | <0.1% | |
| RATE 4.000 09/01/20424.000 10/01/20424.000 01/01/20435.500 07/01/20536.500 12/01/20536.000 02/01/20545.500 06/01/20542.500 09/20/20513.500 03/15/20453.500 10/20/20463.500 10/20/ | — | — | $20K | $20K | <0.1% | |
| RATE 1.625 01/16/20501.000 10/05/20292.062 10/05/20291.000 10/05/20292.056 10/05/20291.000 06/01/20332.900 06/01/ | — | — | $20K | $20K | <0.1% | |
| RATE 4.625 05/15/20544.250 08/15/20540.125 10/15/20252.875 05/15/20321.125 01/15/20334.000 02/29/20283.875 03/31/20253.875 08/15/20334.625 09/15/20264.875 10/31/20304.375 11/30/20304.000 01/31/ | — | — | $20K | $20K | <0.1% | |
| RATE 1.000 12/20/20261.000 01/15/20502.000 01/15/20501.000 01/22/20501.750 01/22/20501.000 06/20/20281.000 06/20/20285.000 06/20/20281.000 12/16/ | — | — | $20K | $20K | <0.1% | |
| RATE 5.320 02/16/20272.496 07/01/ | — | — | — | $20K | <0.1% | |
| RATE 1.000 12/16/20304.750 12/20/20331.000 12/20/20281.000 06/20/20313.750 06/20/20313.500 12/18/20251.000 12/18/ | — | — | $20K | $20K | <0.1% | |
| RATE 4.000 12/19/20544.500 08/01/20252.500 12/01/20326.000 12/01/20535.000 01/01/20546.000 08/01/20543.000 07/01/20284.000 11/01/20524.000 08/01/20424.000 12/01/20420.000 04/14/20200.010 04/14/ | — | — | $20K | $20K | <0.1% | |
| VALUE 101,781.50101,781.50 | — | — | $2K | $10K | <0.1% | |
| COMPOSITE | — | — | $4K | $10K | <0.1% | |
| MAT DATE | — | — | $10K | $10K | <0.1% | |
| COMPOSITE | — | — | — | $9K | <0.1% | |
| MAT DATE 822,111.04822,111.04557,593.75557,593.75 | — | — | $9K | $8K | <0.1% | |
| COMPOSITE 230,535.25230,535.25 960,010.92960,010.92 | — | — | — | $8K | <0.1% | |
| VALUE 764,844.95764,844.95 | — | — | $5K | $8K | <0.1% | |
| COMPOSITE 430,000.00430,000.00200,000.00200,000.00200,000.00200,000.00200,000.00200,000.00 | — | — | — | $8K | <0.1% | |
| VALUE 445,388.36445,388.36 | — | — | $8K | $8K | <0.1% | |
| MAT DATE 114,112.30114,112.30435,472.00435,472.00249,772.60249,772.60191,698.00191,698.00112,200.52112,200.52 | — | — | $2K | $8K | <0.1% | |
| VALUE 207,100.01207,100.01 | — | — | $7K | $7K | <0.1% | |
| MAT DATE | — | — | $7K | $7K | <0.1% | |
| MAT DATE 198,264.00198,264.00110,353.83110,353.83170,898.60170,898.60418,216.44418,216.44 | — | — | $9K | $6K | <0.1% | |
| COMPOSITE 200,000.00200,000.00 100,000.00100,000.00184,780.82184,780.82 158,512.24158,512.24110,522.69110,522.69 | — | — | — | $6K | <0.1% | |
| COMPOSITE | — | — | — | $6K | <0.1% | |
| COMPOSITE | — | — | $5K | $6K | <0.1% | |
| COMPOSITE | — | — | — | $5K | <0.1% | |
| RATE ------------------ | — | — | $65K | $5K | <0.1% | |
| COMPOSITE | — | — | $7K | $5K | <0.1% | |
| COMPOSITE | — | — | — | $4K | <0.1% | |
| MAT DATE 471,364.60471,364.60 | — | — | $3K | $3K | <0.1% | |
| COMPOSITE | — | — | — | $3K | <0.1% | |
| VALUE 105,519.80105,519.80362,519.63362,519.63263,214.29263,214.29377,156.47377,156.47179,482.30179,482.30127,745.59127,745.59172,527.73172,527.73 | — | — | $3K | $3K | <0.1% | |
| COMPOSITE | — | — | — | $3K | <0.1% | |
| COMPOSITE | — | — | $5K | $3K | <0.1% | |
| COMPOSITE | — | — | $7K | $3K | <0.1% | |
| VALUE 787,736.10787,736.10553,590.63553,590.63 | — | — | $4K | $3K | <0.1% | |
| VALUE 422,416.92422,416.92 | — | — | $2K | $2K | <0.1% | |
| VALUE | — | — | $2K | $2K | <0.1% | |
| VALUE 202,597.80202,597.80 | — | — | $1K | $1K | <0.1% |