Original filing (PDF)20251006155038NAL0006560048001

MARS, INCORPORATED

Name: MARS, INCORPORATED — U. S. RETIREMENT PLAN, Form 5500 (2024)
Creator: MARS, INCORPORATED

Form 5500

FILING_RECEIVED

U. S. RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed44 service providers

Active participants

8,193

Accounts w/ balance

—

Plan assets (EOY)

$5.1B

Net assets (EOY)

$5.1B

How this plan invests

This plan

10 pooled trusts

Schedule D

150 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

21 bps in Schedule C fees — 319% 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 MARS, INCORPORATED.

Plan sponsor

Name

MARS, INCORPORATED

EIN

22-1594774

Address

800 HIGH STREET · HACKETTSTOWN, NJ · 07840

Phone

(703) 821-4900

Industry

Manufacturingsee all

Plan administrator

Name

U.S. BENEFIT PLANS COMMITTEE

EIN

22-1594774

City

HACKETTSTOWN, NJ

Phone

(703) 821-4900

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

3J · U.S. plan covering Puerto Rico residents

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

44 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIG	52-1540171	—	NONE	$3.8M	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$2.1M	—
ARROWSTREET, LP	04-3472863	—	NONE	$1.7M	—
NORTHERN TRUST	36-1561860	—	NONE	$762K	—
ACADIAN ASSET MANAGEMENT	04-2929221	—	NONE	$451K	—
JP MORGAN CHASE BANK	13-4994650	—	NONE	$385K	—
PERFORMANCE VENTURE CAPITAL	26-1895337	—	NONE	$319K	—
MCDERMOTT WILL & EMERY LLP	36-1453176	—	NONE	$274K	—
VOYA INVESTMENT TRUST COMPANY	06-1440627	—	NONE	$189K	—
PRICEWATERHOUSECOOPERS	13-4008324	—	NONE	$143K	—
WELLINGTON TRUST COMPANY NA	46-2110724	—	NONE	$135K	—
HUE COMMUNICATIONS	—	ARLINGTON, VA	NONE	$110K	—
SEGALL BRYANT & HAMILL LLC	35-2679129	—	NONE	$105K	—
PWC US TAX LLP	92-0460586	—	NONE	$80K	—
ANGELO GORDON & CO.	13-3478879	—	NONE	$47K	—
HARRISON STREET ADVISORS LLC	45-3147571	—	NONE	$28K	—
WESTBROOK	—	PALM BEACH GARDENS, FL	NONE	$25K	—
STATE STREET GLOBAL ADVISORS TRUST	81-4017137	—	NONE	$21K	—
RHUMBLINE ADVISERS	04-3118582	—	NONE	$11K	—
TSG7B MANAGEMENT LLC	32-0476501	—	NONE	$5K	—
CROW HOLDINGS CAPITAL	27-4077052	—	NONE	$3K	—
WARBURG PINCUS GLOBAL GROWTH	82-5482931	—	NONE	$3K	—
UNITED STATES POWER FUND IV L.P.	—	LOS ANGELES, CA	NONE	$2K	—
ONEX PARTNERS MANAGER LP	—	NEW YORK, NY	NONE	$175	—
CAUSEWAY CAPITAL MANAGEMENT LLC	95-4861480	—	NONE	$0	—
CORTEC MANAGEMENT VII, LLC	84-2768609	—	NONE	$0	—
BOLDHAVEN MANAGEMENT LLP	—	—	NONE	$0	—
TENAYA CAPITAL	—	PALO ALTO, CA	NONE	$0	—
SHASTA VENTURES V GP, LLC	81-4925227	—	NONE	$0	—
RAINE CAPITAL LLC	80-0600921	—	NONE	$0	—
CORTEC MANAGEMENT VI, LLC	47-2972091	—	NONE	$0	—
GREYSTAR INVESTMENT GROUP, LLC	36-3890381	—	NONE	$0	—
MGG SF EVERGREEN (CAYMAN) FUND	20-5077097	—	NONE	$0	—
RIVERWOOD CAPITAL MANAGEMENT LP	26-4649660	—	NONE	$0	—
CARILLON TOWER ADVISERS	47-2484963	—	NONE	$0	—
THACKERAY PARTNERS LP	20-1944763	—	NONE	$0	—
CARTER-HASTON INVESTMENT PARTNERS	45-2910279	—	NONE	$0	—
ACTIS GP LLP	—	—	NONE	$0	—
LONG WHARF CAPITAL	27-3699952	—	NONE	$0	—
LBA REALTY LLC	20-2138561	—	NONE	$0	—
TREXQUANT OFFSHORE FUND	—	STAMFORD, CT	NONE	$0	—
TRUST COMPANY OF WEST	95-3703295	—	NONE	$0	—
GREYSTAR REAL ESTATE PARTNERS	36-3890381	—	NONE	$0	—
SHAMROCK CAPITAL ADVISORS LLC	27-1748810	—	NONE	-$3K	—

Investments

141 direct securities · 10 pooled funds· $5.4B(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

$4.9B

141 holdings

Common Collective Trust

$352.0M

5 holdings

103-12 Investment Entity

$82.6M

5 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
INTERNATIONAL VALUE INSTITUTIONAL SERIES	—	—	—	$878.1M	17.3%
PRIVATE EQUITY	—	—	—	$670.9M	13.2%
GOLDEN TREE HIGH YIELD FUND (OVERSEAS) LP	—	—	—	$613.8M	12.1%
U.S. Retirement Plan	—	—	—	$355.5M	7.0%
TSG7B MANAGEMENT LLC	—	—	—	$320.5M	6.3%
WARBURG PINCUS PRIVATE EQUITY	—	—	—	$260.8M	5.1%
ELLINGTON STRATEGIC MORTGAGE INVESTMENT LP FUND	—	—	—	$225.9M	4.4%
HEDGELOG FUND	—	—	—	$197.7M	3.9%
STRATEGIC PORTFOLIOS/RESTRICTED LTC SPD - STRATEGIC	—	—	—	$185.9M	3.7%
NORTHERN TRUST COMPANY	—	—	—	$152.5M	3.0%
COLLECTIVE SHORT TERM INVESTMENT FD NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 068	Common Collective Trust	—	—	$152.5M	3.0%
GRAHAM PARTNERS V LP	—	—	—	$118.6M	2.3%
LONG WHARF REAL ESTATE PARTNERS V LP	—	—	—	$103.3M	2.0%
VOYA PRIVATE CREDIT TRUST FUND VOYA · EIN 06-1440627 / PN 096	Common Collective Trust	—	—	$81.9M	1.6%
HILDENE OPPORTUNITIES OFFSHORE FUND, LTD	—	—	—	$65.0M	1.3%
GOLDENTREE SHORT DURATION HIGH YIELD FUND LP	—	—	—	$62.9M	1.2%
SEI TRUST COMPANY	—	—	—	$60.0M	1.2%
METLIFE INV MANAGER CIT SEI TRUST COMPANY · EIN 46-2596644 / PN 062	Common Collective Trust	—	—	$60.0M	1.2%
RELIANCE TRUST COMPANY	—	—	—	$57.5M	1.1%
COLL LONG DURATION TOTAL RET BD FD RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 012	Common Collective Trust	—	—	$57.5M	1.1%
HOLOCENE ADVISORS, LP	—	—	—	$46.2M	0.9%
CARTER-HASTON INVESTMENT PARTNERS	—	—	—	$45.3M	0.9%
ARCM FEEDER FUND IV LTD	—	—	—	$40.3M	0.8%
BLUECOVE EQUITY FUND LTD	—	—	—	$39.0M	0.8%
LAURION CAPITAL LIMITED	—	—	—	$38.9M	0.8%
ACADIAN EMERGING MARKETS EQUITY II ACADIAN · EIN 04-2929221 / PN 012	103-12 Investment Entity	—	—	$34.3M	0.7%
BAYVIEW OPPORTUNITY OFFSHORE VI 2 LP	—	—	—	$32.3M	0.6%
INVESTMENT-GRADE DEBT AND INTEREST RATE HEDGING ASSETS	—	—	—	$27.0M	0.5%
TREXQUANT PARTNERS LD A-2 TRFFAB	—	—	—	$21.9M	0.4%
LITTLEJOHN FUND VI LP	—	—	—	$21.5M	0.4%
KOHLBERG TE INVESTORS IX LP	—	—	—	$21.0M	0.4%
PACIFIC NOS GLOBAL EM EQUITY FUND GLOBAL TRUST COMPANY · EIN 99-3769075 / PN 002	103-12 Investment Entity	—	—	$20.0M	0.4%
SHAMROCK CAPITAL GROWTH FUND V LP	—	—	—	$19.8M	0.4%
ACADIAN INTL SMALL CAP LONG/SHORT F ACADIAN · EIN 04-2929221 / PN 001	103-12 Investment Entity	—	—	$18.7M	0.4%
ALEUTIAN FUND	—	—	—	$17.3M	0.3%
S&P MINI MSCI EAFE	—	—	—	$15.1M	0.3%
SCSS MSGI JAPAN INDEX ND FUND	—	—	—	$13.1M	0.3%
ONEX PARTNERS V LP	—	—	—	$12.1M	0.2%
QUAD-C PARTNERS IX LP	—	—	—	$11.9M	0.2%
RAINE PARTNERS IV LP	—	—	—	$11.6M	0.2%
STG VI-A LP	—	—	—	$11.1M	0.2%
WESTBROOK REALTY MANAGEMENT XL LP	—	—	—	$10.6M	0.2%
S&P MINI 500 INDEX FUTURE	—	—	—	$10.6M	0.2%
CARILLON TOWER ADVISORS	—	—	—	$10.5M	0.2%
SRS-1, A SERIES OF STRATEGIC REAL ESTATE SERIES FUND LP	—	—	—	$8.7M	0.2%
BLACKROCK INSTITUTIONAL TRUST CO	—	—	—	$7.0M	0.1%
PAC NORTH OF SOUTH EM ALL CAP EQ FD GLOBAL TRUST COMPANY · EIN 84-2642916 / PN 001	103-12 Investment Entity	—	—	$7.0M	0.1%
GREEN COURT CHINA OPPORTUNITY FUND LLC	—	—	—	$6.9M	0.1%
STG V-A LP	—	—	—	$6.8M	0.1%
TSG6 MANAGEMENT LLC	—	—	—	$5.5M	0.1%
LONG WHARF REAL ESTATE PARTNERS IV LP	—	—	—	$5.0M	<0.1%
RUBRIC CAPITAL	—	—	—	$4.7M	<0.1%
SHAMROCK CAPITAL GROWTH FUND IV LP	—	—	—	$4.6M	<0.1%
BAYVIEW OPPORTUNITY OFFSHORE LP	—	—	—	$4.4M	<0.1%
WARBURG PINCUS PRIVATE EQUITY	—	—	—	$4.3M	<0.1%
NAVIGATE ASIA FUND VI LP	—	—	—	$4.2M	<0.1%
VIKING GLOBAL INVESTORS LP	—	—	—	$4.1M	<0.1%
WESTBROOK BE FUND X LP	—	—	—	$3.9M	<0.1%
MAGNETAR FINANCIAL LLC	—	—	—	$3.8M	<0.1%
SIG	—	—	—	$3.8M	<0.1%
WARBURG PINCUS PRIVATE EQUITY	—	—	—	$3.4M	<0.1%
UNION CAPITAL EQUITY PARTNERS III-A	—	—	—	$3.4M	<0.1%
SHASTA VENTURES V LP	—	—	—	$3.3M	<0.1%
SCALE VENTURE PARTNERS VIII, LP	—	—	—	$3.0M	<0.1%
GREEN COURT CHINA OPPORTUNITY FUND GREEN COURT CAPITAL MANAGEMENT LTD · EIN 82-3546826 / PN 001	103-12 Investment Entity	—	—	$2.7M	<0.1%
SHAMROCK CAPITAL GROWTH FUND V LP	—	—	—	$2.7M	<0.1%
TSG7A MANAGEMENT LLC	—	—	—	$2.5M	<0.1%
TWO SIGMA ADVISERS LP	—	—	—	$2.2M	<0.1%
FIDELITY LONG CORP COMMINGLED FUND	—	—	—	$2.2M	<0.1%
STRATEGIC VENTURE SERIES FUND	—	—	—	$2.1M	<0.1%
ALTAFRIED MANAGED FUND	—	—	—	$2.1M	<0.1%
CATERTON PARTNERS VII	—	—	—	$2.0M	<0.1%
CORTEC MANAGEMENT VII, LLC	—	—	—	$2.0M	<0.1%
TENAYA CAPITAL VII, LP	—	—	—	$1.7M	<0.1%
TSG9 MANAGEMENT LLC	—	—	—	$1.6M	<0.1%
ONEX PARTNERS VI LP	—	—	—	$1.5M	<0.1%
TSG8 MANAGEMENT LLC	—	—	—	$1.5M	<0.1%
THOR URBAN PROPERTY FUND	—	—	—	$1.3M	<0.1%
LONG WHARF REAL ESTATE PARTNERS VI LP	—	—	—	$1.1M	<0.1%
AT&T INC COM	—	—	—	$999K	<0.1%
THOR URBAN PROPERTY FUND II INC	—	—	—	$920K	<0.1%
TREXQUANT OFFSHORE FUND	—	—	—	$815K	<0.1%
TREXQUANT INVESTMENT LP	—	—	—	$787K	<0.1%
LBA REALTY LLC	—	—	—	$533K	<0.1%
LITTLEJOHN FUND VII LP	—	—	—	$462K	<0.1%
EMERGING MARKETS ALPHA ADVANTAGE FUND - STRATEGIC LTD. CLASS A	—	—	—	$415K	<0.1%
JP MORGAN CHASE BANK	—	—	—	$385K	<0.1%
PERFORMANCE VENTURE CAPITAL	—	—	—	$319K	<0.1%
DEERFIELD MANAGEMENT COMPANY LLC	—	—	—	$289K	<0.1%
NEOGENOMICS INC COM NEW	—	—	—	$281K	<0.1%
HARRISON STREET ADVISORS LLC	—	—	—	$280K	<0.1%
MCDERMOTT WILL & EMERY LLP	—	—	—	$274K	<0.1%
THACKERAY PARTNERS LP	—	—	—	$274K	<0.1%
CITIGROUP INC COM	—	—	—	$233K	<0.1%
GRAHAM PARTNERS IV LP	—	—	—	$222K	<0.1%
CHUBB LTD ORD	—	—	—	$220K	<0.1%
THACKERAY PARTNERS RLTY FUND V LP	—	—	—	$216K	<0.1%
CME GROUP INC	—	—	—	$205K	<0.1%
RIVERWOOD CAPITAL MANAGEMENT LP	—	—	—	$196K	<0.1%
S&P MINI MSCI EMERGING MKT	—	—	—	$172K	<0.1%
CARNIVAL CORP COM	—	—	—	$163K	<0.1%
LONG WHARF CAPITAL LLC	—	—	—	$156K	<0.1%
SHAMROCK CAPITAL ADVISORS LLC	—	—	—	$155K	<0.1%
SILVERPEAK LEGACY PENSION PARTNERS II LP	—	—	—	$151K	<0.1%
RIVERWOOD CAPITAL PARTNERS III LP	—	—	—	$149K	<0.1%
PRICEWATERHOUSECOOPERS	—	—	—	$143K	<0.1%
DELUXE CORP COM	—	—	—	$140K	<0.1%
WELLINGTON TRUST COMPANY NA	—	—	—	$135K	<0.1%
RAINE CAPITAL LLC	—	—	—	$133K	<0.1%
GREYSTAR REAL ESTATE PARTNERS LLC	—	—	—	$124K	<0.1%
LITTLEJOHN FUND V LP	—	—	—	$116K	<0.1%
CAPITAL ONE FINL CORP COM	—	—	—	$114K	<0.1%
HUE COMMUNICATIONS	—	—	—	$110K	<0.1%
SEGALL BRYANT & HAMILL LLC	—	—	—	$105K	<0.1%
SHASTA VENTURES V GP, LLC	—	—	—	$82K	<0.1%
DICK’S SPORTING GOODS INC OC-COM	—	—	—	$81K	<0.1%
PWC US TAX LLP	—	—	—	$80K	<0.1%
MOONAY USA INC COM	—	—	—	$66K	<0.1%
TENAYA CAPITAL	—	—	—	$61K	<0.1%
RAINE PARTNERS III, LP	—	—	—	$61K	<0.1%
THACKERAY PARTNERS RLTY FUND IV LP	—	—	—	$57K	<0.1%
BERRY GLOBAL GROUP INC	—	—	—	$51K	<0.1%
THACKERAY PARTNERS RLTY FUND V LP	—	—	—	$48K	<0.1%
RIVERWOOD CAPITAL PARTNERS II LP	—	—	—	$47K	<0.1%
MGG SF EVERGREEN (CAYMAN) FUND	—	—	—	$44K	<0.1%
KING STREET CAPITAL MANAGEMENT LP	—	—	—	$32K	<0.1%
CONDUENT	—	—	—	$31K	<0.1%
ERIE INDEMNITY CO	—	—	—	$29K	<0.1%
WARBURG PINCUS PRIVATE EQUITY IX	—	—	—	$25K	<0.1%
WESTBROOK	—	—	—	$25K	<0.1%
CROW HOLDINGS CAPITAL	—	—	—	$24K	<0.1%
FMC CORP COM	—	—	—	$24K	<0.1%
TENAYA CAPITAL VII LP	—	—	—	$19K	<0.1%
ENCORE GROUP LIMITED	—	—	—	$15K	<0.1%
CONCENTRIX CORP COM USD0.001	—	—	—	$14K	<0.1%
OSHIKOSH CORPORATION	—	—	—	$12K	<0.1%
CADENCE BK COM	—	—	—	$12K	<0.1%
TREXQUANT OFFSHORE FUND	—	—	—	$11K	<0.1%
TREXQUANT OFFSHORE FUND	—	—	—	$11K	<0.1%
ELEMENT CAPITAL FEEDER FUND LIMITED	—	—	—	$11K	<0.1%
RHUMBLINE ADVISERS	—	—	—	$11K	<0.1%
KB HOME COM	—	—	—	$7K	<0.1%
CENTERBRIDGE SPECIAL CREDIT PARTNERS LP	—	—	—	$6K	<0.1%
TREXQUANT OFFSHORE FUND	—	—	—	$6K	<0.1%
WARBURG PINCUS GLOBAL GROWTH	—	—	—	$3K	<0.1%
UNITED STATES POWER FUND IV LP	—	—	—	$2K	<0.1%
UNICO CORE PLUS PARTNERS LP	—	—	—	$800	<0.1%
CLAYTON DUBILIER & RICE FD VI	—	—	—	$472	<0.1%
CROW HOLDINGS REALTY PARTNERS VII LP	—	—	—	$172	<0.1%
STRATEGIC NON-CORE EMERGING MARKETS EQUITY TRUST	—	—	—	$100	<0.1%
UBS EMERGING MARKET EQUITY OPP FUND UBS · EIN 36-3762086 / PN 140	Common Collective Trust	—	—	$0	<0.1%