Original filing (PDF)20250813134359NAL0010942288001

THE ROCKEFELLER FOUNDATION

Name: THE ROCKEFELLER FOUNDATION — THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION, Form 5500 (2024)
Creator: THE ROCKEFELLER FOUNDATION

Form 5500

FILING_RECEIVED

THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION

Defined-benefit pension plan

Signals · 1

48% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$99.4M

Net assets (EOY)

$99.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ROCKEFELLER FOUNDATION.

Plan sponsor

Name

THE ROCKEFELLER FOUNDATION

EIN

13-1659629

Address

420 FIFTH AVENUE · NEW YORK, NY · 100182702

Phone

(212) 869-8500

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

THE ROCKEFELLER FOUNDATION

EIN

13-1659629

City

NEW YORK, NY

Phone

(212) 869-8500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON	23-1159360	—	NONE	$122K	—
SILCHESTER INTERNATIONAL INVESTORS	36-7045783	—	NONE	$104K	—
BANK OF NEW YORK MELLON	13-5160382	—	NONE	$35K	—
STATE STREET GLOBAL ADVISORS TRUST	81-4017137	—	NONE	$31K	—

Investments

4 direct securities · 2 pooled funds· $99.4M(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.

Common Collective Trust

$57.7M

2 holdings

Uncategorized

$41.7M

4 holdings