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Original filing (PDF)20251006102900NAL0001786067001
JOHNSON CONTROLS, INC.
Form 5500
FILING_RECEIVED
JOHNSON CONTROLS PENSION PLAN
Defined-benefit pension plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
3,012
Accounts w/ balance
—
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Corporate issues" is 31% of plan.
- 21 bps in Schedule C fees — 323% 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 JOHNSON CONTROLS, INC..
Plan sponsor
Name
JOHNSON CONTROLS, INC.
EIN
39-0380010
Address
5757 N GREEN BAY AVENUE · MILWAUKEE, WI · 53209
Phone
(414) 524-1200
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFITS POLICY COMMITTEE
EIN
39-0380010
City
MILWAUKEE, WI
Phone
(414) 524-1200
Plan characteristics
Plan number
028
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $1.7M | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $1.3M | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $51K | — |
| FOLEY & LARDNER | 39-0473800 | — | NONE | $18K | — |
Investments
11 direct securities · 1 pooled fund· $2.9B(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.
Master Trust
$1.4B
1 holding
Uncategorized
$1.3B
9 holdings
OTHER
$92.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHNSON CONTROLS MASTER PENSION TRU JOHNSON CONTROLS, INC. · EIN 39-0380010 / PN 024 | Master Trust | — | — | $1.4B | 100.0% | |
| Corporate issues | — | — | — | $449.7M | 31.3% | |
| Investment in real estate | — | — | — | $240.1M | 16.7% | |
| U.S. government and federal agency securities | — | — | — | $237.6M | 16.5% | |
| Investment in alternatives | — | — | — | $224.4M | 15.6% | |
| Foreign issues | — | — | — | $115.6M | 8.0% | |
| Fixed Income | OTHER | — | — | $85.0M | 5.9% | |
| Foreign stocks | — | — | — | $44.8M | 3.1% | |
| Municipal issues | — | — | — | $23.7M | 1.7% | |
| Cash & cash equivalents | — | — | — | $8.0M | 0.6% | |
| Fixed Income | OTHER | — | — | $7.9M | 0.5% | |
| Domestic stocks | — | — | — | $185K | <0.1% |