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Original filing (PDF)20251015122220NAL0006236352001
MITSUBISHI CHEMICAL AMERICA, INC
Form 5500
FILING_RECEIVED
MITSUBISHI CHEMICAL AMERICA EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Active participants
3,393
Accounts w/ balance
4,635
Plan assets (EOY)
$670.0M
Net assets (EOY)
$670.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITSUBISHI CHEMICAL AMERICA, INC.
Plan sponsor
Name
MITSUBISHI CHEMICAL AMERICA, INC
EIN
52-2196843
Address
9115 HARRIS CORNERS PKWY · CHARLOTTE, NC · 28269
Phone
(734) 623-0464
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $363K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES LLP | — | NEWPORT NEWS, VA | AUDITOR | $85K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LISKOW & LEWIS, APLC | — | NEW ORLEANS, LA | ATTORNEY | $44K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | OTHER | $98K | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $895 | — |
Investments
11 pooled funds· $379.4M(57% 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
$338.9M
9 holdings
Pooled Separate Account
$40.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $85.0M | 12.7% | |
| PIONEER LARGE CAP GROWTH PORT CL R1 GREAT GRAY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $81.2M | 12.1% | |
| T. ROWE PRICE INTERNATIONAL CORE EQ T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $38.4M | $43.9M | 6.6% | |
| MFS MID CAP GROWTH FUND CL S GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $30.8M | 4.6% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $28.9M | 4.3% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $25.4M | 3.8% | |
| AMERICAN CENTURY US MID CAP VALUE E SEI TRUST COMPANY · EIN 30-6406015 / PN 009 | Common Collective Trust | — | — | $22.0M | 3.3% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $18.5M | 2.8% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $15.3M | $16.6M | 2.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $15.2M | 2.3% | |
| BLACKROCK RUSSELL 2500 R GREAT GRAY · EIN 82-3424312 / PN 361 | Common Collective Trust | — | — | $12.0M | 1.8% |