Schaeffler Group USA Inc.'s EIN is 57-0517596.
Download the official 2022 Form 5500 (PDF) for Schaeffler Group USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Schaeffler Group USA Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. | 30-0282430 | — | NONE | $482K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S BANK NATIONAL ASSOCIATION | — | MINNEAPOLIS, MN | TRUSTEE | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCER ACTIVE INT CR FIXED INC MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $59.7M | $57.7M | 33.7% | |
| MGI ACTIVE LONG CORP INV PORTFOLIO MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $60.1M | $57.1M | 33.3% | |
| MGI US CORE PASSIVE FIXED INCOME MERCER TRUST COMPANY LLC · EIN 03-0566612 / PN 007 | Common Collective Trust | — | $46.9M | $43.3M | 25.3% | |
| MGI LONG DURATION PASSIVE FIXED INC MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $10.8M | $9.6M | 5.6% | |
| ULTRA LONG DURATION PORTFOLIO MERCER TRUST COMPANY LLC · EIN 83-2461327 / PN 047 | Common Collective Trust | — | $5.9M | $2.3M | 1.4% | |
| First Am Funds U.S. Treasury Money Market Fund | Cash / Money Market | — | $1.3M | $1.3M | 0.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | NONE | $556K | — |
