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Original filing (PDF)20251015213534NAL0011318898001
MITSUBISHI LOGISNEXT AMERICAS INC.
Form 5500
FILING_RECEIVED
MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN
401(k) retirement plan
Active participants
1,644
Accounts w/ balance
2,044
Plan assets (EOY)
$274.6M
Net assets (EOY)
$274.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITSUBISHI LOGISNEXT AMERICAS INC..
Plan sponsor
Name
MITSUBISHI LOGISNEXT AMERICAS INC.
EIN
34-1710051
Address
2121 W SAM HOUSTON PARKWAY N · HOUSTON, TX · 77043
Phone
(713) 365-1848
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $227K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $67K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $26K | — |
Investments
31 direct securities · 2 pooled funds· $274.6M(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
$254.6M
31 holdings
Common Collective Trust
$20.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies Alliance Bernstein Large Cap Growth Fund | — | — | — | $49.1M | 17.9% | |
| Fidelity Investments 500 Index Fund | — | — | — | $35.0M | 12.7% | |
| Fidelity Investments Fidelity Fdm Index 2035 IPR Fund | — | — | — | $19.9M | 7.2% | |
| Fidelity Investments Fidelity Fdm Index 2030 IPR Fund | — | — | — | $19.7M | 7.2% | |
| Fidelity Investments Fidelity Fdm Index 2040 IPR Fund | — | — | — | $17.3M | 6.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.7M | 5.7% | |
| Fidelity Investments Fidelity Fdm Index 2050 IPR Fund | — | — | — | $13.6M | 5.0% | |
| Fidelity Investments Balanced Fund | — | — | — | $13.2M | 4.8% | |
| Money Market Fund Vanguard Vang Vmmr-Fed MMKT Fund | — | — | — | $12.1M | 4.4% | |
| Fidelity Investments Fidelity Fdm Index 2045 IPR Fund | — | — | — | $9.5M | 3.5% | |
| Putnam Large Cap Value Fund | — | — | — | $6.7M | 2.4% | |
| Fidelity Investments Fidelity Fdm Index 2025 IPR Fund | — | — | — | $6.3M | 2.3% | |
| Fidelity Investments Fidelity Fdm Index 2055 IPR Fund | — | — | — | $6.2M | 2.3% | |
| Fidelity Investments International Index Fund | — | — | — | $5.4M | 1.9% | |
| Participant loans Loan to plan participants with varying maturity dates through October 2034 and interest rates ranging from 4.25% to 9.50% -0- | — | — | — | $5.3M | 1.9% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $5.1M | 1.9% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $5.0M | 1.8% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.3M | 1.6% | |
| John Hancock International Growth R6 Fund | — | — | — | $3.9M | 1.4% | |
| Fidelity Investments Fidelity Fdm Index 2060 IPR Fund | — | — | — | $3.9M | 1.4% | |
| American Century Small Cap Growth Fund | — | — | — | $3.3M | 1.2% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $3.0M | 1.1% | |
| Fidelity Investments Fidelity Fdm Index 2065 IPR Fund | — | — | — | $2.2M | 0.8% | |
| Fidelity Investments Fidelity Fdm Index 2020 IPR Fund | — | — | — | $1.6M | 0.6% | |
| Invesco Developing Markets Fund | — | — | — | $1.5M | 0.5% | |
| Franklin Small Cap Value Fund | — | — | — | $1.5M | 0.5% | |
| Hartford Strategic Income Fund | — | — | — | $1.4M | 0.5% | |
| Fidelity Investments Fidelity Fdm Index Income IPR Fund | — | — | — | $1.1M | 0.4% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $1.0M | 0.4% | |
| Fidelity Investments Fidelity Fdm Index 2015 IPR Fund | — | — | — | $490K | 0.2% | |
| MFS Global Real Estate Fund | — | — | — | $261K | <0.1% | |
| Fidelity Investments Fidelity Fdm Index 2005 IPR Fund ** - * Fidelity Investments Fidelity Fdm Index 2010 IPR Fund | — | — | — | $24K | <0.1% | |
| Fidelity Investments Fidelity Fdm Index 2070 IPR Fund | — | — | — | $15K | <0.1% |