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Original filing (PDF)20251013144009NAL0002216336001
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
Form 5500
FILING_RECEIVED
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
60 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$46.2B
Net assets (EOY)
$45.3B
How this plan invests
10 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing
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)
$46.2B
Net assets (EOY)
$45.3B
Participating plans
10
latest filings citing this trust
Cited interest
$45.3B
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 THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES.
Plan sponsor
Name
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
EIN
91-0425694
Address
P.O. BOX 3707 M/C 6X5-08 · SEATTLE, WA · 981242207
Phone
(866) 473-2016
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFIT PLANS COMMITTEE
EIN
58-2405861
City
CHICAGO, IL
Phone
(312) 544-2297
Plan characteristics
Plan number
062
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
60 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MYRA R. DRUCKER | — | BETHEL, CT | EBIC ADVISOR | $41K | — |
| ROBERT J MANILLA | — | HONOR, MI | EBIC ADVISOR | $39K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $3.3M | — |
Other
57| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTL TRUST COMPANY, N.A. | 94-3112180 | — | SERVICE PROVIDER | $8.9M | — |
| PACIFIC INVESTMENT MANAGEMENT LLC | 33-0629048 | — | SERVICE PROVIDER | $3.8M | — |
| OAKTREE CAPITAL MANAGEMENT, L.P. | 26-0189082 | — | SERVICE PROVIDER | $3.7M | — |
| WELLINGTON MANAGEMENT COMPANY, LLP | 30-0835489 | — | SERVICE PROVIDER | $3.3M | — |
| CAPITAL INTERNATIONAL, INC. | 95-4154361 | — | SERVICE PROVIDER | $3.2M | — |
| J.P. MORGAN INVMT MANAGEMENT INC. | 13-3200244 | — | SERVICE PROVIDER | $3.2M | — |
| GRANTHAM, MAYO, VAN OTTERLOO & CO | 04-2691242 | — | SERVICE PROVIDER | $3.1M | — |
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | SERVICE PROVIDER | $2.6M | — |
| LEGAL & GENERAL INVT MNGMT AMERICA | 20-8058531 | — | SERVICE PROVIDER | $2.5M | — |
| WILLIAM BLAIR INVESTMENT MNGMT LLC | 47-2614791 | — | SERVICE PROVIDER | $2.3M | — |
| MARATHON ASSET MANAGEMENT LIMITED | 98-1669899 | — | SERVICE PROVIDER | $2.2M | — |
| ARTISAN PARTNERS LIMITED PARTNERSHP | 30-0551775 | — | SERVICE PROVIDER | $2.1M | — |
| MORGAN STANLEY INVESTMENT MNGMT INC | 13-3040307 | — | SERVICE PROVIDER | $2.0M | — |
| MFS INSTITUTIONAL ADVISORS, INC. | 04-3247425 | — | SERVICE PROVIDER | $2.0M | — |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | 13-3575636 | — | SERVICE PROVIDER | $1.9M | — |
| ARROWSTREET CAPITAL, LP | 04-3472863 | — | SERVICE PROVIDER | $1.8M | — |
| WESTERN ASSET MANAGEMENT CO. LLC | 52-1200960 | — | SERVICE PROVIDER | $1.8M | — |
| ERNST & YOUNG U.S., LLP | 34-6565596 | — | SERVICE PROVIDER | $1.6M | — |
| HOTCHKIS AND WILEY CAPITAL MGMT LLC | 95-4871957 | — | SERVICE PROVIDER | $1.6M | — |
| BAILLIE GIFFORD OVERSEAS LTD (BGO) | 22-3438530 | — | SERVICE PROVIDER | $1.6M | — |
| PAYDEN & RYGEL | 95-3921788 | — | SERVICE PROVIDER | $1.3M | — |
| SNYDER CAPITAL MANAGEMENT, L.P | 04-3370184 | — | SERVICE PROVIDER | $1.3M | — |
| NEXT CENTURY GROWTH INVESTORS, LLC | 41-1923871 | — | SERVICE PROVIDER | $1.2M | — |
| CLEARBRIDGE INVESTMENTS NA PTY LTD | 98-0672901 | — | SERVICE PROVIDER | $1.0M | — |
| HARRIS ASSOCIATES L.P. | 04-3276558 | — | SERVICE PROVIDER | $1.0M | — |
| NUVEEN ASSET MANAGEMENT, LLC | 27-4357327 | — | SERVICE PROVIDER | $975K | — |
| LONGFELLOW INVT MANAGEMENT CO, LLC | 04-2933956 | — | SERVICE PROVIDER | $974K | — |
| JENNISON ASSOCIATES LLC | 22-2540245 | — | SERVICE PROVIDER | $794K | — |
| ALBOURNE AMERICA LLC | 91-2164625 | — | SERVICE PROVIDER | $734K | — |
| SCHRODER INVESTMENT MANAGEMENT NA | 13-4064144 | — | SERVICE PROVIDER | $730K | — |
| NUMERIC INVESTORS LLC | 04-3068821 | — | SERVICE PROVIDER | $675K | — |
| HOGAN LOVELLS US LLP | 53-0084704 | — | SERVICE PROVIDER | $584K | — |
| PUGH CAPITAL MANAGEMENT, INC. | 91-1522082 | — | SERVICE PROVIDER | $564K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | SERVICE PROVIDER | $532K | — |
| NEUBERGER BERMAN INVT ADVISERS LLC | 02-0654486 | — | SERVICE PROVIDER | $523K | — |
| MSCI INC. | 13-4038723 | — | SERVICE PROVIDER | $503K | — |
| MARINER INVESTMENT GROUP, LLC | 51-0661527 | — | SERVICE PROVIDER | $363K | — |
| ALTER DOMUS (US) LLC | 32-0394877 | — | SERVICE PROVIDER | $338K | — |
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1479618 | — | SERVICE PROVIDER | $331K | — |
| AON INVESTMENTS USA | 36-3109431 | — | SERVICE PROVIDER | $308K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | SERVICE PROVIDER | $244K | — |
| RUSSELL INVESTMENTS CAPITAL, LLC | 91-1659779 | — | SERVICE PROVIDER | $242K | — |
| HAMILTON LANE BEHALF OF SHOTT CAPIT | 23-2962336 | — | SERVICE PROVIDER | $216K | — |
| CORECOMMODITY MANAGEMENT, LLC | 65-1211841 | — | SERVICE PROVIDER | $197K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | SERVICE PROVIDER | $195K | — |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | 26-2897240 | — | SERVICE PROVIDER | $110K | — |
| PAUL HASTINGS LLP | 95-2209675 | — | SERVICE PROVIDER | $95K | — |
| BLOOMBERG L.P. | 13-3417984 | — | SERVICE PROVIDER | $81K | — |
| DASSETI, INC. | 36-4917197 | — | SERVICE PROVIDER | $68K | — |
| NED DAVIS RESEARCH, INC. | 59-2026201 | — | SERVICE PROVIDER | $51K | — |
| CEM BENCHMARKING INC. | 98-0180257 | — | SERVICE PROVIDER | $33K | — |
| EVESTMENT ALLIANCE, LLC | 58-2540972 | — | SERVICE PROVIDER | $31K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 | — | SERVICE PROVIDER | $23K | — |
| FX TRANSPARENCY, LLC | 26-4678158 | — | SERVICE PROVIDER | $20K | — |
| S&P GLOBAL LIMITED | — | — | SERVICE PROVIDER | $10K | — |
| NORTHERN TRUST CORPORATION | 45-6138589 | — | SERVICE PROVIDER | $7K | — |
| HUDSON ADVISORS, L.P. | 75-2578511 | — | SERVICE PROVIDER | $0 | — |
Investments
8 pooled funds· $3.5B(8% 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
$2.8B
6 holdings
103-12 Investment Entity
$361.5M
1 holding
Pooled Separate Account
$325.2M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMCB LIQUIDITY FUND J.P. MORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001 | Common Collective Trust | $787.6M | 1.7% |
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | $776.5M | 1.7% |
| BLACKROCK ALPHA ADV GLOBAL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-3333490 / PN 001 | Common Collective Trust | $515.8M | 1.1% |
| CAPITAL GROUP INT'L EQUITY FUND CAPITAL GROUP · EIN 95-6597294 / PN 003 | Common Collective Trust | $404.8M | 0.9% |
| MARATHON LONDON INT'L GROUP TRUST MARATHON ASSET MANAGEMENT LIMITED · EIN 61-6506892 / PN 001 | 103-12 Investment Entity | $361.5M | 0.8% |
| PRUDENTIAL RE INV SEPARATE ACCOUNT PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | $325.2M | 0.7% |
| JPMCB STRATEGIC PROPERTY FUND J.P. MORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $229.4M | 0.5% |
| BLACKROCK EM FLEXIBLE DYNAMIC BOND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-5249183 / PN 001 | Common Collective Trust | $135.1M | 0.3% |