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Original filing (PDF)20250720183125NAL0001672546001
CUMMINS INC.
Form 5500
FILING_RECEIVED
CUMMINS INC. MASTER RETIREMENT SAVINGS TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$6.4B
Net assets (EOY)
$6.4B
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
35 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)
$6.4B
Net assets (EOY)
$6.4B
Participating plans
2
latest filings citing this trust
Cited interest
$6.4B
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 CUMMINS INC..
Plan sponsor
Name
CUMMINS INC.
EIN
23-2662529
Address
500 JACKSON STREET, MAIL CODE 60128 · COLUMBUS, IN · 47201
Phone
(877) 377-5000
Plan administrator
Name
CUMMINS BENEFITS POLICY COMMITTEE
EIN
35-0257090
City
COLUMBUS, IN
Phone
(877) 377-4357
Plan characteristics
Plan number
102
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-20
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE KNOWN | $2.2M | — |
| J.P. MORGAN INVESTMENT MGMT, INC. | 13-3200244 | — | NONE KNOWN | $619K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE KNOWN | $278K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE KNOWN | $147K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE KNOWN | $0 | — |
Investments
16 direct securities · 24 pooled funds· $6.8B(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
$5.3B
24 holdings
Uncategorized
$1.5B
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLL S&P 500 INDX FD-LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $819.5M | 12.8% | |
| Corporate Stock - Common CUMMINS INC | — | — | — | $761.8M | 11.9% | |
| LOOMIS SAYLES LARGE CAP GRWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $493.5M | 7.7% | |
| TARGET RETIREMENT 2035 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $467.5M | 7.3% | |
| TARGET RETIREMENT 2030 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $456.9M | 7.1% | |
| TARGET RETIREMENT 2045 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $409.0M | 6.4% | |
| TARGET RETIREMENT 2040 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $403.1M | 6.3% | |
| TARGET RETIREMENT 2050 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $380.7M | 5.9% | |
| CMNGLD PEN TF (INT INCOME BOND) JPM JPMORGAN CHASE BANK, N.A. · EIN 81-2998560 / PN 001 | Common Collective Trust | — | — | $358.0M | 5.6% | |
| TARGET RETIREMENT 2025 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $343.9M | 5.4% | |
| TARGET RETIREMENT 2055 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $235.5M | 3.7% | |
| MFO VANGUARD INDEX TR EXTENDED MKT INDEXFD INSTL PLUS SHS | — | — | — | $228.3M | 3.6% | |
| TARGET RETIREMENT 2060 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $141.7M | 2.2% | |
| TARGET RETIREMENT 2020 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $122.7M | 1.9% | |
| CAPITAL GROUP GRWTH FD AMERICA TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 662 | Common Collective Trust | — | — | $116.8M | 1.8% | |
| ARISTOTLE COLLECTIVE INVSTMNT TRUST SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $95.6M | 1.5% | |
| MFO VANGUARD TARGET RET INCOME TR SEL | — | — | — | $92.8M | 1.4% | |
| TARGET RETIREMENT INC TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $92.8M | 1.4% | |
| Value of Interest In Common/Collective Trusts MFB NT COLLECTIVE AGGREGATE BOND INDEX FUND - LENDING - TIER H | — | — | — | $62.6M | 1.0% | |
| NT COLL AGG BD INDX FD-LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $62.6M | 1.0% | |
| MFO CF SPRUCEGROVE INTERNATIONAL CIT CLASS C 85210730-2852 | — | — | — | $61.3M | 1.0% | |
| SPRUCEGROVE COLLECTIVE INVESTMENT SEI TRUST COMPANY · EIN 82-3729482 / PN 112 | Common Collective Trust | — | — | $61.3M | 1.0% | |
| MFO DODGE & COX FDS STOCK FUND X | — | — | — | $55.2M | 0.9% | |
| MFO ARISTOTLE COLLECTIVE INVT TR 04044U20-2503 | — | — | — | $53.9M | 0.8% | |
| BNYM WALTER SCOTT INTL EQUITY FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 344 | Common Collective Trust | — | — | $42.3M | 0.7% | |
| MFO ARISTOTLE COLLECTIVE INVT TR SMALL/MID CAP EQUITY COLLECTIV 04044U | — | — | — | $41.7M | 0.7% | |
| EARNEST PARTNERS MULT INVSTNT TRUST SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $40.5M | 0.6% | |
| MFO BAIRD FDS INC CORE PLUS BD FD INSTL CL SHS | — | — | — | $38.8M | 0.6% | |
| MFB NT COLLECTIVE ALL COUNTRY WORLD EX-US INDEX FUND-LENDING | — | — | — | $38.0M | 0.6% | |
| NT COLL ACWI EX-US FD-LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 039 | Common Collective Trust | — | — | $38.0M | 0.6% | |
| TARGET RETIREMENT 2065 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $34.7M | 0.5% | |
| Stable Value Fund Value of Interest In Common/Collective Trusts MFO JP MORGAN CHASE BK LIQUIDITY FUND | — | — | — | $14.5M | 0.2% | |
| CMNGLD PEN TF (LIQUIDITY) JPM JPMORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $14.5M | 0.2% | |
| MFO PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | — | — | — | $14.1M | 0.2% | |
| NT COLL SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $11.8M | 0.2% | |
| Value of Interest in Registered Investment Companies MFO ADVISORS INNER CIRCLE FUND GQG PRTN INSTL | — | — | — | $11.4M | 0.2% | |
| TARGET RETIREMENT 2070 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.2% | |
| Wrapper Contract - Transamerica #MDA00817 | — | — | — | $8.3M | 0.1% | |
| Wrapper Contract - Nationwide # CMN-0316 | — | — | — | $8.2M | 0.1% | |
| Wrapper Contract - MetLife #GAC-38067 | — | — | — | $8.1M | 0.1% |