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Original filing (PDF)20251015162643NAL0005417233001
BOEHRINGER INGELHEIM USA CORPORATION
Form 5500
FILING_RECEIVED
BOEHRINGER INGELHEIM USA CORPORATION MASTER INVESTMENT TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
38% in single holding19 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$4.8B
Net assets (EOY)
$4.7B
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
53 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)
$4.8B
Net assets (EOY)
$4.7B
Participating plans
2
latest filings citing this trust
Cited interest
$4.7B
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 BOEHRINGER INGELHEIM USA CORPORATION.
Plan sponsor
Name
BOEHRINGER INGELHEIM USA CORPORATION
EIN
74-3197526
Address
900 RIDGEBURY ROAD · P.O. BOX 368 · RIDGEFIELD, CT · 06877
Phone
(203) 798-9988
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
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $1.5M | — |
| PIMCO | 33-0629048 | — | NONE | $583K | — |
| LEGAL & GENERAL INVESTMENT MANAGEME | 20-8058531 | — | NONE | $582K | — |
| BOSTON PARTNERS GLOBAL INVESTORS IN | 98-0202744 | — | NONE | $535K | — |
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | — | NONE | $525K | — |
| JENNISON ASSOCIATES LLC | 22-2540245 | — | NONE | $470K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $463K | — |
| INVESCO ADVISERS, INC. | 58-1707262 | — | NONE | $342K | — |
| LEEWARD INVESTMENTS LLC | 37-2005153 | — | NONE | $321K | — |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 31-1019984 | — | NONE | $312K | — |
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $300K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $274K | — |
| THOMPSON SIEGEL & WALMSLEY LLC | 54-0854396 | — | NONE | $238K | — |
| AON CONSULTING INC | 22-2232264 | — | NONE | $210K | — |
| CHAMPLAIN INVESTMENT PARTNERS LLC | — | BURLINGTON, VT | NONE | $188K | — |
| ALLSPRING GLOBAL INVESTMENTS | 95-3692822 | — | NONE | $135K | — |
| BLACKROCK INSTITUTIONAL TRUST CO NA | 94-3112180 | — | NONE | $135K | — |
| CROWE LLP | 35-0921680 | — | NONE | $116K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $44K | — |
Investments
39 direct securities · 19 pooled funds· $3.2B(68% 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
$2.5B
19 holdings
Uncategorized
$763.9M
39 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500(R) INDEX NL SERVICES FUN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $942.7M | 19.6% | |
| SS TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 467 | Common Collective Trust | — | — | $205.1M | 4.3% | |
| SS S&P 500(R) FLAGSHIP NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 004 | Common Collective Trust | — | — | $191.9M | 4.0% | |
| SS TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $189.5M | 3.9% | |
| BLACKROCK MSCI ACWI EX-US INDEX NL BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4150063 / PN 001 | Common Collective Trust | — | — | $172.3M | 3.6% | |
| SS TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $168.5M | 3.5% | |
| SS TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $146.9M | 3.1% | |
| BLK MSCI EAFE EQ INDEX NL FUND | — | — | — | $107.2M | 2.2% | |
| SS TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $89.5M | 1.9% | |
| SS TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $81.8M | 1.7% | |
| SS 20+ YEAR U.S. TREASURY STRIPS IN STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 169 | Common Collective Trust | — | — | $78.9M | 1.6% | |
| STATE STREET MID CAP INDEX NL CL C STATE STREET GLOBAL ADVISOR TRUST CO · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $68.6M | 1.4% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $64.2M | 1.3% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $63.8M | 1.3% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $61.9M | 1.3% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $60.5M | 1.3% | |
| SS TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $53.3M | 1.1% | |
| EMERGING MARKETS INDEX NL FUND | — | — | — | $51.2M | 1.1% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $46.0M | 1.0% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $39.5M | 0.8% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $32.7M | 0.7% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $32.5M | 0.7% | |
| SS TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $25.2M | 0.5% | |
| SS TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $25.0M | 0.5% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL STATE STREET GLOBAL ADVISOR TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $23.3M | 0.5% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $21.3M | 0.4% | |
| U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $20.6M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $20.0M | 0.4% | |
| U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $19.1M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $17.6M | 0.4% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $16.1M | 0.3% | |
| BLK MSCI EQ IDX NL FD-CANADA | — | — | — | $14.0M | 0.3% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $11.0M | 0.2% | |
| SS TARGET RETIREMENT INCOME NL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $10.5M | 0.2% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $10.5M | 0.2% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $9.6M | 0.2% | |
| STRATEGIC COMPLETION NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-3525011 / PN 001 | Common Collective Trust | — | $8.1M | $8.7M | 0.2% | |
| U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $8.5M | 0.2% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $5.1M | 0.1% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $4.6M | <0.1% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $4.2M | <0.1% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $3.4M | <0.1% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $3.4M | <0.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $2.5M | <0.1% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $2.1M | <0.1% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $1.9M | <0.1% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $1.8M | <0.1% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $1.5M | <0.1% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $1.3M | <0.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $1.1M | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $892K | <0.1% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $735K | <0.1% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $651K | <0.1% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $525K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $370K | <0.1% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $273K | <0.1% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 16-1673805 / PN 001 | Common Collective Trust | — | — | $3 | <0.1% | |
| SS TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% |