Back to filter
Original filing (PDF)20251212124343NAL0008231521001
MUFG BANK, LTD
Form 5500
FILING_RECEIVED
MUFG BANK LTD. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.9 moNo recordkeeper disclosed
Active participants
5,478
Accounts w/ balance
12,146
Plan assets (EOY)
$2.9B
Net assets (EOY)
$2.9B
How this plan invests
This plan
31 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUFG BANK, LTD.
Plan sponsor
Name
MUFG BANK, LTD
EIN
13-5611741
Address
1251 AVENUE OF THE AMERICAS · 10TH FLOOR · NEW YORK, NY · 10020
Phone
(866) 275-4717
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT, LLC | 84-1233483 | GREENWOOD VILLAGE, CO | NONE | $323K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $297K | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE | $40K | — |
| BNY MELLON | 13-2614959 | NEW YORK, NY | NONE | $6K | — |
Investments
21 direct securities · 31 pooled funds· $3.9B(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
$2.4B
31 holdings
Uncategorized
$1.6B
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGRD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $539.6M | 18.9% | |
| JPMorga n Cha s e Ba nk, N.A. JPMorga n La rge Ca p Growth Fund | — | — | — | $400.7M | 14.0% | |
| JPMORGAN LARGE CAP GROWTH FUND JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $400.7M | 14.0% | |
| The Va ngua rd Group, Inc. Va ngua rd Equi ty Income Fund Admi ra l Sha res | — | — | — | $222.9M | 7.8% | |
| INSTITUTIONAL EXTENDED MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $163.8M | 5.7% | |
| T. Rowe Pri ce As s ocia tes , Inc. T. Rowe Pri ce Ins titutiona l Sma l -Ca p Stock Fund | — | — | — | $154.1M | 5.4% | |
| The Va ngua rd Group, Inc. Va ngua rd Ta rget Retirement 2030 Trus t Pl us | — | — | — | $131.7M | 4.6% | |
| VAN TGT RET 2030 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $131.7M | 4.6% | |
| The Va ngua rd Group, Inc. Va ngua rd Ta rget Retirement 2035 Trus t Pl us | — | — | — | $105.2M | 3.7% | |
| VAN TGT RET 2035 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $105.2M | 3.7% | |
| VAN TGT RET 2040 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $102.7M | 3.6% | |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 004 | Common Collective Trust | — | — | $102.1M | 3.6% | |
| SEI Trus t Compa ny Ga l i a rd Intermedi a te Core Fund L | — | — | — | $99.1M | 3.5% | |
| GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $99.1M | 3.5% | |
| The Va ngua rd Group, Inc. Va ngua rd Ta rget Retirement 2045 Trus t Pl us | — | — | — | $92.3M | 3.2% | |
| VAN TGT RET 2045 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $92.3M | 3.2% | |
| METWEST TOTAL RETURN BOND FD SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $83.6M | 2.9% | |
| VAN TGT RET 2025 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $83.3M | 2.9% | |
| The Va ngua rd Group, Inc. Va ngua rd Ta rget Retirement Income Trus t Pl us | — | — | — | $70.8M | 2.5% | |
| VAN TGT RET INCOME PLUS VANGARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $70.8M | 2.5% | |
| SEI Inves tments Compa ny Schroder Interna tiona l Mul ti-Ca p Va l ue Trus t, Cl a s 1 | — | — | — | $66.6M | 2.3% | |
| SCHRODER INT'L MULTI-CAP EQUITY SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $66.6M | 2.3% | |
| The Va ngua rd Group, Inc. Va ngua rd Ins titutiona l Total Interna tiona l Stock Ma rket Index Trus t | — | — | — | $64.1M | 2.2% | |
| VAN INST TTL INTL ST MKT I VANGARD FIDUCIARY TRUST COMPANY · EIN 81-6311728 / PN 001 | Common Collective Trust | — | — | $64.1M | 2.2% | |
| VAN TGT RET 2050 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $62.9M | 2.2% | |
| VAN TGT RET 2020 PLUS VANGARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $58.9M | 2.1% | |
| Pa rticipa nt-directed brokera ge a ccounts Va rious i nves tments | — | — | — | $50.8M | 1.8% | |
| VAN TGT RET 2055 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $36.5M | 1.3% | |
| SEI Trus t Compa ny Ga l i a rd SA Intermedia te Core Fund J | — | — | — | $27.3M | 1.0% | |
| GALLIARD SA INTERMEDIATE CORE FUND SEI TRUST COMPANY · EIN 26-0232928 / PN 001 | Common Collective Trust | — | — | $27.3M | 1.0% | |
| SEI Trus t Compa ny Ga l i a rd SA Intermedia te Core Fund E | — | — | — | $27.1M | 0.9% | |
| GALLIARD SA INTERMEDIATE CORE FUND SEI TRUST COMPANY · EIN 94-6751921 / PN 001 | Common Collective Trust | — | — | $27.1M | 0.9% | |
| The Va ngua rd Group, Inc. Va ngua rd Ta rget Retirement 2060 Trus t Pl us | — | — | — | $23.4M | 0.8% | |
| VAN TGT RET 2060 PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $23.4M | 0.8% | |
| through 2044 | — | — | — | $14.8M | 0.5% | |
| The Va ngua rd Group, Inc. Va ngua rd Ta rget Retirement 2065 Trus t Pl us | — | — | — | $12.8M | 0.4% | |
| VAN TGT RET 2065 PLUS VANGARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $12.8M | 0.4% | |
| Prudentia l Life Ins . Co. Ins ura nce contra ct (wra p contra ct) | — | — | — | $5.5M | 0.2% | |
| Na tionwi de Li fe Ins . Co. Ins ura nce contra ct (wra p contra ct) | — | — | — | $5.3M | 0.2% | |
| America n Genera l Li fe Ins . Co. Ins ura nce contra ct (wra p contra ct) | — | — | — | $5.0M | 0.2% | |
| Voya Ret. Ins . a nd Annuity Co. Ins ura nce contra ct (wra p contra ct) | — | — | — | $4.9M | 0.2% | |
| SHORT-TERM INVESTMENT FUND II SEI TRUST COMPANY · EIN 92-2544088 / PN 004 | Common Collective Trust | — | — | $4.7M | 0.2% | |
| The Ba nk of New York Mell on BNY Mel l on Ca s h Res erve | — | — | — | $1.8M | <0.1% | |
| VAN TGT RET 2070 PLUS VANGARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.7M | <0.1% | |
| STABLE VALUE FUND J WELLS FARGO BANK, N.A. · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PRICE BLUE CHIP T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACK ROCK SHORT TERM INVST FD S WELLS FARGO BANK, N.A · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE RETURN FUND L WELLS FARGO BANK, N.A. · EIN 80-6183992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE VALUE FUND E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE VALUE FUND N WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD SA INTERMEDIATE CORE FUND SEI TRUST COMPANY · EIN 27-6724457 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE VALUE FUND F WELLS FARGO BANK, N.A. · EIN 52-2250957 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |