INTERNATIONAL PAPER COMPANY
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
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.
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.
Service providers (Schedule C)
8 rows| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK | 04-1867445 | — | TRUSTEE | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT, INC. | 20-2830751 | — | NONE | $1.1M | — |
| INTECH | — | WEST PALM BEACH, FL | NONE | $763K | — |
| SANDERS CAPITAL | 27-0705845 | — | NONE | $656K | — |
| BLACKROCK | 94-3112180 | — | NONE | $651K | — |
| JP MORGAN | 13-3200244 | — | NONE | $466K | — |
| INTERNATIONAL PAPER | 13-0872805 | — | SELF | $89K | — |
| STATE STREET GLOBAL ADVISORS | 58-2009206 | — | NONE | $592 | — |
Investments
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BGI ALPHA TILTS BARCLAYS GLOBAL INV · EIN 94-6581660 / PN 001 | Common Collective Trust | — | — | $379.0M | 22.7% | |
| US RESEARCH ENH IN COMMINGLED FUND JP MORGAN · EIN 13-6038768 / PN 001 | Common Collective Trust | — | — | $370.4M | 22.2% | |
| [DFE: STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I (extraction pending)] | — | — | — | $17.9M | 1.1% | |
| S AND P 500 FLAGSHIP FD SER A STATE STR BK AND TR CO INVT FDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $17.9M | 1.1% |