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Original filing (PDF)20250813084718NAL0025076146001

DEERE & COMPANY

Form 5500
FILING_RECEIVED
JOHN DEERE PENSION TRUST (MASTER TRUST)
Pooled investment trusta fund that other plans invest in — not a participant plan
Signals · 1
46 service providers
Active participants
Accounts w/ balance
Plan assets (EOY)
$13.3B
Net assets (EOY)
$12.0B
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing

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)
$13.3B
Net assets (EOY)
$12.0B
Participating plans
1
latest filings citing this trust
Cited interest
$11.0B
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 DEERE & COMPANY.
Plan sponsor
Name
DEERE & COMPANY
EIN
36-2382580
Address
ONE JOHN DEERE PLACE · MOLINE, IL · 61265
Phone
(309) 765-8000
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

46 rows
Other
46
NameEINLocationRelationDirect compIndirect comp
STRATEGIC PARTNERS FND SOL ADV LP26-0288589NONE$5.6M
GCM CUSTOMIZED FUND INVEST GROUP LP80-0952472NONE$4.1M
PIMCO33-0629048NONE$2.2M
GROSVENOR CAPITAL MGMT L.P.36-3795985NONE$1.4M
NISA48-1140940NONE$1.2M
PGIM22-2540245NONE$1.2M
DEERE & CO.36-2382580ADMINISTRATOR$1.1M
BLACKROCK INST TRUST COMPANY, N.A.94-3112180NONE$941K
JACOB LEVY EQUITY MGMT, INC.22-2774695NONE$894K
LOOMIS SAYLES & CO LP04-3200030NONE$814K
LOGAN CIRCLE PARTNERS82-2405817NONE$748K
ALLSPRING INTERMEDIATE II LLC86-3510848NONE$700K
P/E GLOBAL LLC13-4161463NONE$594K
ARROWSTREET CAPTIAL, LP04-3472863NONE$572K
WABASH AVENUE PARTNERS V, L.P.81-2679691NONE$467K
INVESTOR SCIENCES GROUP20-5728838NONE$448K
PINEBRIDGE INVESTMENTS06-1078320NONE$438K
CAMDEN ASSET MANAGEMENT, LP95-4319164NONE$392K
MWAM95-3703295NONE$364K
THE BANK OF NEW YORK MELLON13-5160382NONE$255K
LSV ASSET MANAGEMENT23-2772200NONE$203K
FULLER & THALER ASSET MANAGEMEN INC94-3176968NONE$186K
JEFFRIES LLC95-2622900NONE$149K
STETSON STREET PARTNERS, L.P.51-0536180NONE$146K
BLOOMBERG FINANCE LP06-1818168NONE$126K
FORD EQUITY RESEARCH33-0202189NONE$118K
BAILLIE GIFFORD OVERSEAS LTD22-3438530NONE$115K
COLUMBIA THREADNEEDLE41-1533211NONE$108K
MFS04-3247425NONE$106K
LAKE STREET PARTNERS IV, L.P.61-1672492NONE$99K
WELLINGTON MANAGEMENT30-0835489NONE$67K
HORSLEY BRIDGE PARTNERS, LLC94-3263443NONE$67K
ASPECT CAPITAL LIMITEDNONE$61K
ICE BENCHMARK ADMINISTRATIONNONE$43K
FACTSET DATA SYSTEMS INC13-2953224NONE$23K
S&P CAPITAL IQ LLC13-4155501NONE$14K
ERNST & YOUNG LLP34-6565596NONE$8K
DEBEVOISE & PLIMPTONNEW YORK, NYNONE$7K
STRATEGIC ECONOMIC DECISIONS74-2139464NONE$5K
INDIA DIRECTORATE OF ENFORCEMENTNONE$1K
DICKENS AVENUE PARTNER VI,US L.P.84-4250992NONE$930
GLOBETAXNEW YORK, NYNONE$200
PARTNERS GROUP (USA) INC.13-4118892NONE$0
COLUMBUS DRIVE PARTNERS, L.P.26-3060273NONE$0
HELLMANN & FRIEDMAN LP26-1958956NONE-$2K
JDPT MANAGER, LLC80-0905495NONE-$1.1M

Investments

19 pooled funds· $2.3B(17% 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
$1.8B
13 holdings
Pooled Separate Account
$276.5M
1 holding
103-12 Investment Entity
$183.5M
5 holdings
InvestmentTypeCurrent value% of plan
LONG DURATION CORP CREDIT SCREENED
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001
Common Collective Trust
$724.7M5.4%
EB TEMPORARY INVESTMENT FD
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023
Common Collective Trust
$498.4M3.7%
PRIVEST
PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 020
Pooled Separate Account
$276.5M2.1%
RUSSELL 1000 INDEX FD
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6589508 / PN 001
Common Collective Trust
$147.3M1.1%
INTER DURATION CORP CREDIT SCREENED
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2229248 / PN 001
Common Collective Trust
$144.7M1.1%
INTERMEDIATE GOVERNMENT BOND INDX F
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001
Common Collective Trust
$90.7M0.7%
ARROWSTREET INTL EQ - ACWI EXUS FD
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP · EIN 45-6500555 / PN 003
Common Collective Trust
$84.6M0.6%
HARBOURVEST INTL PRT EQ PART VIII-P
HARBOURVEST PARTNERS LLC · EIN 98-1326404 / PN 001
103-12 Investment Entity
$50.3M0.4%
ALL WEATHER 12 LTD
BRIDGEWATER · EIN 98-0630292 / PN 001
103-12 Investment Entity
$49.1M0.4%
HARBOURVEST INTL PRT EQ PART VII-PS
HARBOURVEST PARTNERS LLC · EIN 98-1162279 / PN 001
103-12 Investment Entity
$47.0M0.4%
SCHRODER INTL ALPHA TRUST CL 1
SCHRODER COLLECTIVE INVESTMENT TRUST · EIN 46-4679164 / PN 001
Common Collective Trust
$41.0M0.3%
TSY U.S. 25+ YR KEY RATE DUR
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001
Common Collective Trust
$39.1M0.3%
MSCI ACWI EX-US IMI INDEX FD
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371939 / PN 001
Common Collective Trust
$28.0M0.2%
HARBOURVEST INTL PRT EQ PART IX-PSH
HARBOURVEST PARTNERS LLC · EIN 98-1510170 / PN 001
103-12 Investment Entity
$25.5M0.2%
HARBOURVEST INTL PRT EQ PAR VI-CAYM
HARBOURVEST PARTNERS LLC · EIN 98-0582576 / PN 001
103-12 Investment Entity
$11.7M<0.1%
TSY U.S. 15 YR KEY RATE DUR NON-LEN
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001
Common Collective Trust
$4.4M<0.1%
TSY US10 YR KEY RATE DUR NL FD
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001
Common Collective Trust
$2.7M<0.1%
SHORT TERM INVEST FD
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001
Common Collective Trust
$3K<0.1%
BLK MSCI EQUITY INDEX FD
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-4171792 / PN 001
Common Collective Trust
$42<0.1%