Battelle Memorial Institute's EIN is 31-4379427.
Download the official 2023 Form 5500 (PDF) for Battelle Memorial Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Battelle Memorial Institute's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BATTELLE PENSION TRUST BATTELLE MEMORIAL INSTITUTE · EIN 31-4379427 / PN 004 | Master Trust | — | — | $1.8B | 99.4% | |
| Northern Trust Company | Common Stocks | — | $1.8B | $1.8B | 99.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| FIDELITY INVESTMENTS | — | BOSTON, MA | NONE | $327K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MFS INVESTMENT MANAGEMENT | — | BOSTON, MA | NONE | $480K | — |
| POLARIS CAPITAL MANAGEMENT LLC | 74-3243565 | — | NONE | $249K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | NONE | $143K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | NONE | $138K | — |
| BLACK CREEK INVESTMENT MANAGEMENT | — | — | NONE | $112K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWNSEND HOLDINGS LLC | 45-3073569 | — | NONE | $1.2M | — |
| TELUS HEALTH (US) LTD. | 52-1883918 | — | NONE | $579K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $473K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $351K | — |
| BAILLIE GIFFORD OVERSEAS, LTD. | 22-3438530 | — | NONE | $307K | — |
| LINDSELL TRAIN LIMITED | 98-1104976 | — | NONE | $303K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $276K | — |
| ENCAP INVESTMENTS LP | — | HOUSTON, TX | NONE | $247K | — |
| MERCER | 13-2834414 | — | NONE | $198K | — |
| BRANT STREET CAPITALS | — | — | NONE | $194K | — |
| BATTELLE MEMORIAL INSTITUTE | 31-4279427 | — | PLAN SPONSOR | $132K | — |
| MEADEN & MOORE, LTD. | 34-1818258 | — | NONE | $48K | — |
| HERRONPALMER | 46-5438594 | — | NONE | $35K | — |
| CLARION LION PROPERTIES FUND | 13-4087331 | — | NONE | $28K | — |
| PRUDENTIAL INSURANCE CO OF AMERICA | 22-1211670 | — | NONE | $25K | — |
| INVESCO INVESTMENT SERVICES, INC. | — | KANSAS CITY, MO | NONE | $23K | — |
| CAMBRIDGE ASSOCIATES LLC | 04-3515240 | — | NONE | $19K | — |
| FORTRESS JAPAN OPPORTUNITY FUND | 98-0662006 | — | NONE | $15K | — |
| CROWE LLP | 35-0921680 | — | NONE | $12K | — |
| STEVE YOUNG | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $11K | — |
| LEONARD ESSEX | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $10K | — |
| ANTONIO CAXIDE | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $10K | — |
| MARTIN CONGER | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $10K | — |
| BROOKFIELD | — | NEW YORK, NY | NONE | $8K | — |
| KENT RINKER | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $7K | — |
