Back to filter
Original filing (PDF)20251015195726NAL0011315826001
MUFG BANK, LTD.
Form 5500
FILING_RECEIVED
MUFG BANK, LTD. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
40% in single holdingNo recordkeeper disclosed11 service providers
Active participants
4,560
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.0B
How this plan invests
This plan
9 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
100
Concentration risk
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VFTC INSTITUTIONAL 500 INDEX TRUST (extraction pending)]" is 40% of plan.
- 30 bps in Schedule C fees — 493% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
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 · 43RD 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
016
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RREEF AMERICA II LP | 92-1440977 | — | NONE | $1.1M | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $841K | — |
| PGIM, INC | 22-2540245 | — | NONE | $486K | — |
| TCW ASSET MANAGEMENT COMPANY | 95-2642764 | — | NONE | $391K | — |
| CALLAN | 25-0069218 | — | NONE | $141K | — |
| GALLAGHER BENEFIT SERVICES, INC | 36-4291971 | — | NONE | $126K | — |
| PILLSBURY WINTHROP SHAW PITTMAN LLP | 94-1311126 | — | NONE | $48K | — |
| PRUDENTIAL TRUST CO | 23-6994310 | — | NONE | $32K | — |
| JPMORGAN SECURITIES INC, NEW YORK | 13-4994650 | — | NONE | $11K | — |
| CITIGROUP GBL MKTS INC, NEW YORK | 03-4139952 | — | NONE | $9K | — |
| MORGAN STANLEY & CO INC, NY | 13-2655998 | — | NONE | $5K | — |
Investments
2 direct securities · 9 pooled funds· $240.9M(22% 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
$217.6M
7 holdings
Uncategorized
$23.3M
2 holdings
103-12 Investment Entity
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $87.8M | 8.2% | |
| VANGUARD INSTITUTIONAL FUND # 2276 VANGUARD FIDCUARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $51.7M | 4.8% | |
| PRUDENTIAL LONG GC FUND PRUDENTIAL INVESTMENT MANAGEMENT · EIN 22-2540245 / PN 001 | Common Collective Trust | — | — | $20.8M | 1.9% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $18.6M | 1.7% | |
| [DFE: VFTC INSTITUTIONAL EXTENDED MARKET INDEX TRUST (extraction pending)] | — | — | — | $17.7M | 1.7% | |
| VANGUARD INSTITUTIONAL FUND # 1757 VANGUARD FIDCUARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $17.7M | 1.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $15.4M | 1.4% | |
| [DFE: VFTC INSTITUTIONAL EXTENDED MARKET INDEX TRUST (extraction pending)] | — | — | — | $5.5M | 0.5% | |
| VANGUARD INSTITUTIONAL EXTND MKTS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| MONDRIAN FOCUSED EMERGING MKTS MONDRIAN INVESTMENT GROUP US, INC · EIN 20-3844853 / PN 006 | 103-12 Investment Entity | — | — | $0 | <0.1% | |
| MONDRIAN INTL SMALL CAP EQTY MONDRIAN INVESTMENT GROUP US, INC · EIN 33-1117950 / PN 007 | 103-12 Investment Entity | — | — | $0 | <0.1% |