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Original filing (PDF)20251013114437NAL0001243137001
BASF CORPORATION
Form 5500
FILING_RECEIVED
BASF CORPORATION SAVINGS PLAN MASTER TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$6.7B
Net assets (EOY)
$6.6B
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
41 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)
$6.7B
Net assets (EOY)
$6.6B
Participating plans
2
latest filings citing this trust
Cited interest
$6.6B
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 BASF CORPORATION.
Plan sponsor
Name
BASF CORPORATION
EIN
84-5171020
Address
100 PARK AVENUE · FLORHAM PARK, NJ · 07932
Phone
—
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
102
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $518K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA | 36-3109431 | — | INVESTMENT ADVISOR | $209K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT | $25K | — |
Investments
25 direct securities · 16 pooled funds· $6.6B(99% 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
$3.7B
16 holdings
Uncategorized
$2.9B
25 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $916.3M | 13.7% | |
| VANGUARD PRIMECAP FUND ADMIRAL SHARES Registered Investment Companies | — | — | — | $896.8M | 13.4% | |
| VANGUARD FTC TARGET RET 2030 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $418.2M | 6.3% | |
| VANGUARD FTC TARGET RET 2035 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $399.3M | 6.0% | |
| T. ROWE PRICE MID-CAP GROWTH FUND Managed Portfolios | — | — | — | $380.5M | 5.7% | |
| VANGUARD WINDSOR II FUND ADMIRAL SHARES Registered Investment Companies | — | — | — | $373.3M | 5.6% | |
| VANGUARD FTC TARGET RET 2040 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $329.5M | 4.9% | |
| VANGUARD FTC TARGET RET 2050 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $312.5M | 4.7% | |
| VANGUARD FTC TARGET RET 2045 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $299.4M | 4.5% | |
| VANGUARD FTC TARGET RET 2025 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $299.1M | 4.5% | |
| VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES Registered Investment Companies | — | — | — | $224.6M | 3.4% | |
| VANGUARD EXTENDED MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $188.2M | 2.8% | |
| RIVER ROAD SMALL-MID CAP VALUE FUND Managed Portfolios | — | — | — | $147.3M | 2.2% | |
| VANGUARD FTC TARGET RET 2055 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $147.0M | 2.2% | |
| PIMCO INCOME FUND INSTITUTIONAL CLASS Registered Investment Companies | — | — | — | $114.0M | 1.7% | |
| VANGUARD FTC TARGET RET 2020 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $96.8M | 1.4% | |
| PIMCO TOTAL RETURN FUND Managed Portfolios | — | — | — | $83.7M | 1.3% | |
| VANGUARD FTC TARGET RET 2060 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $82.4M | 1.2% | |
| interest, collateral, par, or maturity value BASF STABLE VALUE FUND NATIONWIDE LIFE INS CO Unallocated Insurance Contract | — | — | — | $64.6M | 1.0% | |
| MASSACHUSETTS MUTUAL Unallocated Insurance Contract | — | — | — | $64.3M | 1.0% | |
| STATE ST BK & TR CO BOSTON Unallocated Insurance Contract | — | — | — | $63.6M | 1.0% | |
| CHASE MANHATTAN BANK Unallocated Insurance Contract | — | — | — | $61.7M | 0.9% | |
| PRUDENTIAL INS CO AMERICA Unallocated Insurance Contract | — | — | — | $60.3M | 0.9% | |
| VANGUARD FTC TARGET RET INC TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $58.0M | 0.9% | |
| PACIFIC LIFE INS CO Unallocated Insurance Contract | — | — | — | $54.8M | 0.8% | |
| EMERGING MARKETS EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $50.0M | 0.7% | |
| AMERICAN GENERAL LIFE Unallocated Insurance Contract | — | — | — | $49.3M | 0.7% | |
| NEW YORK LIFE INSURANCE CO WBS Unallocated Insurance Contract | — | — | — | $49.0M | 0.7% | |
| TRANSAMERICA PREMIER LIFE Unallocated Insurance Contract | — | — | — | $48.3M | 0.7% | |
| PIMCO INFLATION RESPONSE MULTI-ASSET FUND INSTITUTIONAL Registered Investment Companies | — | — | — | $43.3M | 0.6% | |
| CITIBANK Unallocated Insurance Contract | — | — | — | $38.5M | 0.6% | |
| METROPOLITAN LIFE INC CO Unallocated Insurance Contract | — | — | — | $33.8M | 0.5% | |
| VANGUARD TOTAL BOND MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $30.6M | 0.5% | |
| METROPOLITAN LIFE INC CO Unallocated Insurance Contract | — | — | — | $29.5M | 0.4% | |
| VANGUARD TOTAL INTL STOCK MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $27.9M | 0.4% | |
| VANGUARD FTC TARGET RET 2065 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $22.5M | 0.3% | |
| FIDELITY STIF Unallocated Insurance Contract | — | — | — | $13.7M | 0.2% | |
| ENVIRONMENTAL, SOCIAL, AND GOVERNANCE FUND Managed Portfolios | — | — | — | $13.6M | 0.2% | |
| NEW YORK LIFE INSURANCE CO GIC Unallocated Insurance Contract | — | — | — | $12.8M | 0.2% | |
| interest, collateral, par, or maturity value * BASF SE SPON ADR Common Stock | — | — | — | $6.3M | <0.1% | |
| FIMM MM GOVERNMENT PORTFOLIO - INSTL CL Money Market/Interest Bearing Cash | — | — | — | $25K | <0.1% |