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Original filing (PDF)20251003121454NAL0000849699001

PRECISION CASTPARTS CORP

Form 5500
FILING_RECEIVED
PRECISION CASTPARTS CORP MASTER TRUST DEFINED BENEFIT PLANS
Pooled investment trusta fund that other plans invest in — not a participant plan
Active participants
Accounts w/ balance
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
4 plans
invest in this fund
This trust
pooled vehicle
33 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)
$1.3B
Net assets (EOY)
$1.3B
Participating plans
4
latest filings citing this trust
Cited interest
$1.3B
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 PRECISION CASTPARTS CORP.
Plan sponsor
Name
PRECISION CASTPARTS CORP
EIN
13-7073447
Address
5885 MEADOWS ROAD, SUITE 620 · LAKE OSWEGO, OR · 97035
Phone
(503) 946-4800
Plan administrator
Name
PRECISION CASTPARTS CORP
EIN
13-7073447
City
LAKE OSWEGO, OR
Phone
(503) 946-4800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
BNY MELLON ASSET SERVICING13-5160382N/A$81K
VANTAGE CONSULTING GROUP, INC54-1333680N/A$56K

Investments

33 direct securities · 1 pooled fund· $1.4B(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.

Uncategorized
$1.3B
33 holdings
Common Collective Trust
$19.3M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
LIBERTY MEDIA CORP-LIBERTY FOR2,241,878$207.7M15.4%
KROGER CO/THE2,642,811$161.6M12.0%
AMAZON.COM INC707,950$155.3M11.5%
LOUISIANA-PACIFIC CORP1,319,884$136.7M10.1%
AON PLC359,974$129.3M9.6%
US TREASURY BILL115,000,000$112.1M8.3%
ALLY FINANCIAL INC2,879,795$103.7M7.7%
VERISIGN INC362,815$75.1M5.6%
SIRIUS XM HOLDINGS INC1,952,727$44.5M3.3%
US TREASURY BILL30,000,000$29.3M2.2%
LIBERTY MEDIA CORP-LIBERTY LIV425,806$29.0M2.1%
US TREASURY BILL25,000,000$24.5M1.8%
US TREASURY BILL25,000,000$24.4M1.8%
COLLECTIVE US GOV'T STIF 20 BPS
THE BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001
Common Collective Trust
$19.3M1.4%
LIBERTY MEDIA CORP-LIBERTY LIV253,049$16.8M1.2%
US TREASURY BILL15,000,000$14.7M1.1%
US TREASURY BILL15,000,000$14.6M1.1%
COLLECTIVE US GOV'T STIF 20 BPS13,886,640.1$13.9M1.0%
SINOVATION FUND III LP11,561,466$11.6M0.9%
WI HARPER FUND VIII LP11,466,007$11.5M0.8%
SRB OPCO II INC5,834,780.14$5.8M0.4%
COLLECTIVE US GOV'T STIF 20 BPS5,369,967.75$5.4M0.4%
NEW VENTURES LLC4,797,227$4.8M0.4%
INNOVATION WORKS DEVELOPMENT FUND II3,948,869$3.9M0.3%
WI HARPER FUND VII LP3,092,652$3.1M0.2%
ATLANTA BRAVES HOLDINGS INC64,926$2.5M0.2%
INNOVATION WORKS DEVELOPMENT FD LP1,083,378$1.1M<0.1%
ADC THERAPEUTICS SA538,695$1.1M<0.1%
VIMAC EARLY STAGE FUND L.P.543,840.33$544K<0.1%
METAGE GLOBAL STRATEGIES FUND LTD1,294.547$479K<0.1%
GREY K ENVIRONMENTAL FUND II LP348,350$348K<0.1%
EUR (EURO)1,467.55$2K<0.1%
BNY MELLON CASH RESERVE443.9$444<0.1%
CHF (SWISS FRANC)0.21$0<0.1%