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Original filing (PDF)20251014074851NAL0001087523001
TAKEDA PHARMACEUTICALS U.S.A., INC
Form 5500
FILING_RECEIVED
BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN
Defined-benefit pension plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
482
Accounts w/ balance
—
Plan assets (EOY)
$394.8M
Net assets (EOY)
$392.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
78
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "State Street Institutional Treasury Plus Money Market Fund" is 44% of plan.
- 52 bps in Schedule C fees — 425% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKEDA PHARMACEUTICALS U.S.A., INC.
Plan sponsor
Name
TAKEDA PHARMACEUTICALS U.S.A., INC
EIN
13-4013710
Address
730 STOCKTON DRIVE · EXTON, PA · 19341
Phone
(224) 554-6800
Industry
Manufacturingsee all
Plan administrator
Name
TAKEDA PHARMACEUTICALS U.S.A., INC. U.S. BENEFIT ADMIN/INVESTMENT COMM
EIN
13-4013710
City
CAMBRIDGE, MA
Phone
(224) 554-6800
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 23-1159360 | — | NONE | $1.4M | — |
| MERCER | 12-2834414 | — | NONE | $545K | — |
| STATE STREET BANK | 04-1867445 | — | NONE | $90K | — |
| CROWE LLP | 35-0921680 | — | NONE | $32K | — |
Investments
12 direct securities · 3 pooled funds· $358.5M(91% 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
$182.0M
3 holdings
Uncategorized
$176.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Institutional Treasury Plus Money Market Fund | — | — | $156.5M | $156.5M | 39.6% | |
| MERCER ACTIVE LONG CORPORATE FIXED MERCER · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $128.1M | $139.9M | 35.4% | |
| MERCER ACTIVE INTERMEDIATE CREDIT F MERCER · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $19.6M | $21.6M | 5.5% | |
| MERCER LONG GOVERNMENT FIXED INCOME MERCER · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $20.1M | $20.5M | 5.2% | |
| United States Treasury | — | — | $4.2M | $3.7M | 0.9% | |
| United States Treasury | — | — | $2.7M | $2.6M | 0.7% | |
| United States Treasury | — | — | $2.6M | $2.6M | 0.7% | |
| United States Treasury | — | — | $2.5M | $2.0M | 0.5% | |
| United States Treasury | — | — | $2.5M | $1.9M | 0.5% | |
| United States Treasury | — | — | $2.5M | $1.9M | 0.5% | |
| United States Treasury | — | — | $2.5M | $1.9M | 0.5% | |
| United States Treasury | — | — | $1.3M | $1.2M | 0.3% | |
| United States Treasury | — | — | $986K | $978K | 0.2% | |
| United States Treasury | — | — | $861K | $910K | 0.2% | |
| United States Treasury | — | — | $221K | $235K | <0.1% |