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Original filing (PDF)20251007064717NAL0004413633001
METLIFE GROUP, INC.
Form 5500
FILING_RECEIVED
METLIFE RETIREMENT PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Active participants
13,404
Accounts w/ balance
—
Plan assets (EOY)
$7.9B
Net assets (EOY)
$7.5B
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
34 securities
Schedule of Assets
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)
$7.9B
Net assets (EOY)
$7.5B
Participating plans
0
latest filings citing this trust
Cited interest
$0
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 METLIFE GROUP, INC..
Plan sponsor
Name
METLIFE GROUP, INC.
EIN
55-0790010
Address
501 US HIGHWAY 22 WEST · C/O HR BENEFITS · BRIDGEWATER, NJ · 088072441
Phone
(908) 253-1977
Industry
Finance & Insurancesee 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
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE AND TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $1.2M | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | PLAN SPONSOR | $23.4M | — |
| AUTOMATIC DATA PROCESSING | 94-1711583 | — | NONE | $621K | — |
| MILLIMAN | 91-0675641 | — | NONE | $53K | — |
Investments
6 direct securities · 30 pooled funds· $7.6B(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.2B
30 holdings
Uncategorized
$435.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLOOMBERG US LONG CREDIT IND 686 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $1.1B | $988.2M | 12.5% | |
| METLIFE LONG DURATION BOND 333 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $1.3B | $966.2M | 12.2% | |
| LONG DURATION GOV'T CREDIT 566 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $847.5M | $759.1M | 9.6% | |
| BARCLAYS US LONG GOV/BOND INDEX 800 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $862.0M | $744.6M | 9.4% | |
| US LONG GOV/CREDIT BOND 817 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $785.4M | $652.8M | 8.3% | |
| BLOOMBERG US INTERMEDIATE TREA 930 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $561.9M | $560.4M | 7.1% | |
| MET I&R PRIVATE EQUITY 285 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | $390.1M | $372.6M | 4.7% | |
| BLOOMBERG US INTERMEDIATE CRED 931 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $375.3M | $336.3M | 4.3% | |
| BLOOMBERG US INTERMEDIATE CRED 932 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $349.2M | $335.6M | 4.2% | |
| MetLife Index S&P 500 (MI) | — | — | $173.3M | $250.2M | 3.2% | |
| METROPOLITAN INDEX FD MI VIA SA #II METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | — | $250.2M | 3.2% | |
| INTERNATIONAL EQUITY FUND 372 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $166.8M | $207.5M | 2.6% | |
| MNGD PRIVATE PLACEMENTS 894 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $186.0M | $186.4M | 2.4% | |
| MNGD PRIVATE PLACEMENTS 892 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $190.0M | $179.5M | 2.3% | |
| PRIVATE REAL ESTATE INV TRUST 564 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $183.1M | $170.9M | 2.2% | |
| U.S. AGGREGATE BOND INDEX 836 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $190.5M | $161.3M | 2.0% | |
| U.S. AGGREGATE BOND INDEX 835 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $182.4M | $160.5M | 2.0% | |
| MLIC | — | — | $112.3M | $112.3M | 1.4% | |
| METLIFE CORE PROPERTY FUND 746 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $82.1M | $83.6M | 1.1% | |
| MLIC | — | — | $44.8M | $36.4M | 0.5% | |
| METLIFE RETIREMENT PLAN REIT 469 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $29.7M | $31.9M | 0.4% | |
| BARCLAYS US LONG GOV'T CREDIT 819 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $11.1M | $18.3M | 0.2% | |
| 401(h) - Bloomberg US Long Credit Index (#686) | — | — | $17.3M | $15.4M | 0.2% | |
| 401(h) - Barclays US Long Gov/Bond Index (#800) | — | — | $16.8M | $14.5M | 0.2% | |
| HEITMAN AMERICA REAL ESTATE 759 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $11.4M | $11.8M | 0.1% | |
| HAMILTON LANE PRIVATE EQUITY 794 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $1.2M | $9.7M | 0.1% | |
| 401(h) - MetLife Index S&P 500 (MI) | — | — | $4.8M | $6.9M | <0.1% | |
| LONG DURATION BOND 565 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $5.5M | $5.9M | <0.1% | |
| BARCLAYS HIGH YIELD INDEX 700 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $5.7M | $5.6M | <0.1% | |
| MARKIT IBOXX USD LIQUID INDEX 891 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $4.1M | $4.0M | <0.1% | |
| DERIVATIVES AND CASH ACCOUNT SUBD METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $2.5M | $2.5M | <0.1% | |
| MARKIT IBOXX USD LIQUID INDEX 893 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $1.1M | $1.1M | <0.1% | |
| METLIFE I & R HEDGE FUND 672 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $447K | $439K | <0.1% | |
| BAILLIE GIFFORD OVERSEAS LIMITED739 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $807K | $272K | <0.1% | |
| NEUBERGER HEDGE FUND 424 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | $30K | $6K | <0.1% | |
| BARCLAYS AGG CORE INDEX FUND 377 METROPOLITAN LIFE INSURANCE COMPANY · EIN 13-5881829 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |