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Original filing (PDF)20251013083156NAL0002078338001
INTERNATIONAL PAPER COMPANY
Form 5500
FILING_RECEIVED
INTERNATIONAL PAPER CO RET ACCT - MID CAP 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)
$336.5M
Net assets (EOY)
$336.3M
How this plan invests
3 plans
invest in this fund
This trust
pooled vehicle
46 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)
$336.5M
Net assets (EOY)
$336.3M
Participating plans
3
latest filings citing this trust
Cited interest
$337.0M
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
226
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 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK | 04-1867445 | — | TRUSTEE | $52K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $278K | — |
| PZENA CAPITAL MANAGEMENT | 13-3860154 | — | NONE | $260K | — |
| EARNEST PARTNERS, LLC | — | ATLANTA, GA | NONE | $253K | — |
| WESTFIELD CAPITAL MANAGEMENT | 80-0175963 | — | NONE | $243K | — |
| CHAMPLAIN INVESTMENT PARTNERS | 45-2193092 | — | NONE | $228K | — |
| NEWSOUTH | 62-1237720 | — | NONE | $208K | — |
| INTERNATIONAL PAPER | 13-0872805 | — | SELF | $16K | — |
| STATE STREET GLOBAL ADVISORS | 58-2009206 | — | NONE | $2K | — |
Investments
46 direct securities· $13.4M(4% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CURRENT 1,148,364.00 | — | — | $338K | $1.4M | 0.4% | |
| CURRENT 1,229,243.281,229,243.281,945,517.201,945,517.20 | — | — | $148K | $988K | 0.3% | |
| VALUE 768,924.96768,924.96 737,692.20794,261.51754,783.62754,783.62 845,817.96845,817.96581,846.40581,846.40440,532.38440,532.38 | — | — | — | $979K | 0.3% | |
| VALUE 527,372.64527,372.64267,873.62267,873.62 | — | — | $8K | $923K | 0.3% | |
| CURRENT 1,391,667.101,321,630.521,321,630.522,844,039.902,844,039.90 | — | — | $118K | $847K | 0.3% | |
| VALUE 247,790.40247,790.40778,240.19778,240.19499,356.00499,356.00835,062.80835,062.80277,568.40277,568.40886,724.98886,724.98 | — | — | $7K | $755K | 0.2% | |
| VALUE 323,699.21323,699.21 | — | — | $4K | $723K | 0.2% | |
| VALUE 931,944.20931,944.20 | — | — | $5K | $711K | 0.2% | |
| CURRENT 1,451,736.651,451,736.65 | — | — | $129K | $696K | 0.2% | |
| CURRENT 2,406,299.352,406,299.351,445,601.601,445,601.602,490,200.802,490,200.802,027,611.442,027,611.44 | — | — | $28K | $676K | 0.2% | |
| CURRENT 1,396,686.691,396,686.691,620,523.401,089,424.351,089,424.351,336,614.651,336,614.651,270,457.611,270,457.611,515,488.941,515,488.941,525,599.921,525,599.92 | — | — | $526K | $638K | 0.2% | |
| CURRENT 1,610,571.841,610,571.84 | — | — | $397K | $505K | 0.2% | |
| CURRENT 1,939,968.001,037,697.211,037,697.21 | — | — | $48K | $447K | 0.1% | |
| CURRENT 1,149,620.641,149,620.64 | — | — | $480K | $403K | 0.1% | |
| CURRENT 1,039,400.301,039,400.30 | — | — | $794K | $387K | 0.1% | |
| CURRENT 1,125,893.72 | — | — | $283K | $333K | <0.1% | |
| CURRENT 2,274,949.202,274,949.201,364,155.811,364,155.811,531,953.71 | — | — | $677K | $306K | <0.1% | |
| CURRENT 1,027,550.111,027,550.111,689,948.751,689,948.751,246,288.67 | — | — | $704K | $279K | <0.1% | |
| CURRENT 1,254,792.001,254,792.001,056,017.601,056,017.601,596,983.631,581,793.291,581,793.29 | — | — | $582K | $268K | <0.1% | |
| CURRENT 1,386,946.24 | — | — | $454K | $193K | <0.1% | |
| CURRENT 2,374,979.312,374,979.31 | — | — | $60K | $158K | <0.1% | |
| CURRENT 1,012,947.21 | — | — | $815K | $148K | <0.1% | |
| CURRENT 1,306,069.60 | — | — | $457K | $123K | <0.1% | |
| COMPOSITE | — | — | — | $109K | <0.1% | |
| COMPOSITE | — | — | — | $91K | <0.1% | |
| CURRENT 1,127,173.501,127,173.501,615,142.661,615,142.66 | — | — | $615K | $72K | <0.1% | |
| RATE ------------------- COMPOSITE | — | — | — | $53K | <0.1% | |
| COMPOSITE | — | — | — | $37K | <0.1% | |
| COMPOSITE | — | — | — | $23K | <0.1% | |
| COMPOSITE | — | — | — | $14K | <0.1% | |
| VALUE 728,795.10868,188.53 | — | — | $7K | $10K | <0.1% | |
| VALUE 795,394.86795,394.86610,401.00610,401.00446,171.88446,171.88 | — | — | $5K | $9K | <0.1% | |
| VALUE 534,300.00534,300.00 | — | — | $393K | $8K | <0.1% | |
| COMPOSITE | — | — | — | $8K | <0.1% | |
| VALUE 829,846.44829,846.44630,008.94630,008.94 | — | — | $6K | $8K | <0.1% | |
| VALUE 706,542.84706,542.84216,446.24216,446.24 | — | — | $8K | $7K | <0.1% | |
| VALUE 744,077.60744,077.60 | — | — | $7K | $6K | <0.1% | |
| VALUE 582,917.36864,426.16686,610.80686,610.80662,884.47662,884.47446,394.00446,394.00 | — | — | $4K | $6K | <0.1% | |
| RATE 4,190.0004,190.000 2,888.0002,888.0002,369.0002,369.0003,880.0003,880.000 2,504.0002,504.0003,922.0003,922.000 | — | — | — | $6K | <0.1% | |
| VALUE 694,140.10694,140.10944,417.60181,476.12965,133.99965,133.99 | — | — | $5K | $5K | <0.1% | |
| VALUE 505,952.93505,952.93973,336.00973,336.00700,080.15700,080.15 | — | — | $6K | $5K | <0.1% | |
| VALUE 812,104.60808,418.80 | — | — | $8K | $5K | <0.1% | |
| RATE 2,277.0002,277.0007,409.0007,409.000 7,600.0007,600.000 8,155.0003,086.0003,086.000 | — | — | — | $3K | <0.1% | |
| VALUE 389,418.00389,418.00 | — | — | $5K | $2K | <0.1% | |
| VALUE 545,640.02545,640.02 | — | — | $7K | $2K | <0.1% | |
| VALUE 944,368.50944,368.50 | — | — | $10K | $1K | <0.1% |