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Original filing (PDF)20251015174416NAL0002823715001
JOHN BEAN TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
JOHN BEAN TECHNOLOGIES CORPORATION DEFINED CONTRIBUTION MASTER TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
99% in single holding
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$450.1M
Net assets (EOY)
$450.1M
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
46 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)
$450.1M
Net assets (EOY)
$450.1M
Participating plans
1
latest filings citing this trust
Cited interest
$450.1M
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 JOHN BEAN TECHNOLOGIES CORPORATION.
Plan sponsor
Name
JOHN BEAN TECHNOLOGIES CORPORATION
EIN
91-1650317
Address
70 WEST MADISON STREET, SUITE 4400 · CHICAGO, IL · 60602
Phone
(312) 861-5900
Plan administrator
Name
EMPLOYEE BENEFITS PLAN COMMITTEE
EIN
91-1650317
City
CHICAGO, IL
Phone
(312) 861-5900
Plan characteristics
Plan number
004
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)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $179K | — |
| FIDELITY INV. INST. OPER. CO. INC. | 04-2647786 | — | NONE | $147K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $27K | — |
Investments
32 direct securities · 14 pooled funds· $253.3M(56% 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
$248.8M
14 holdings
Uncategorized
$4.5M
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $43.1M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $36.6M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $34.9M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $30.7M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $27.6M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $23.3M | 5.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $16.0M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $12.8M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.2M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088331 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.2% | |
| Historical Cost$2,166,391.79$1,319,044.65$1,757,739.67 $4,927,905.94$7,546,927.30 | — | 7,534,774.86 | $2.4M | $4.5M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1761338 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $228K | <0.1% | |
| EIN: 91-1650317; PN: 004 | — | 10,885.937 | $3K | $46K | <0.1% | |
| EIN-PN 61-643430 | — | 2 | $1 | $952 | <0.1% | |
| 4 If the name and/or EIN of the plan sponsor or the plan name has changed since the last return/report filed for this plan | — | 4 | $12 | $678 | <0.1% | |
| 1c(13) 156738 | — | 629 | $179 | $597 | <0.1% | |
| Docusign Envelope ID: 621CD94B-5E82-4B39-85B7 | — | 681 | $419 | $590 | <0.1% | |
| (5) Investment advisory and investment management fees ........................ | — | 2 | -$5 | $263 | <0.1% | |
| (12) Total administrative expenses. Add lines 2i(1) through (11) ................. | — | 2 | -$12 | $142 | <0.1% | |
| EIN-PN 30-6303214 | — | 1 | $365 | $94 | <0.1% | |
| Net income (loss). Subtract line 2j from line 2d........................................................ | — | 2 | $610 | $88 | <0.1% | |
| EIN-PN 52-1309931 | — | 1 | $159 | $72 | <0.1% | |
| EIN-PN 35-6941729 | — | 1 | $348 | $67 | <0.1% | |
| EIN-PN 38-7010946 | — | 1 | $431 | $54 | <0.1% | |
| (1) XX This form is filed for a CCT, PSA, DCG or MTIA. (2) X It will be attached to the next Form 5500 pursuant to | — | 29 | $252 | $50 | <0.1% | |
| EIN-PN 37-6495447 | — | 1 | $233 | $42 | <0.1% | |
| (4) IQPA audit fees ..................................................................................... | — | 2 | -$4 | $35 | <0.1% | |
| EIN-PN 36-7594871 | — | 1 | $128 | $18 | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103 | — | 8 | $252 | $12 | <0.1% | |
| Schedule D (Form 5500) | — | 202 | $4 | $11 | <0.1% | |
| Form 5500 | — | 121 | $0 | $9 | <0.1% | |
| EIN-PN 85-1761338 | — | 1 | $238 | $9 | <0.1% | |
| City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions) 91-165031 | — | 701 | $234 | $8 | <0.1% | |
| (3) Recordkeeping fees .............................................................................. | — | 2 | -$3 | $7 | <0.1% | |
| EIN-PN 35-6941728 | — | 1 | $122 | $6 | <0.1% | |
| (C) Registered investment company shares (e.g. mutual funds) .......... 2b | — | -2 | $972 | $5 | <0.1% | |
| 4 CCTs and PSAs do not complete Part IV. MTIAs, 103-12 IEs, and GIAs do not complete lines 4a, 4e, 4f, 4g, 4h | — | 4 | $4 | $5 | <0.1% | |
| For calendar plan year 2024 or fiscal plan year beginning 01/01/2024 and ending | — | 12 | $31 | $4 | <0.1% | |
| For Paperwork Reduction Act Notice, see the Instructions for Form 5500. Schedule H (Form | — | 550 | $0 | $4 | <0.1% | |
| the exceptions to providing the notice applied under 29 CFR | — | 252 | $0 | $4 | <0.1% | |
| 3 Complete lines 3a through | — | 3 | $550 | $3 | <0.1% | |
| Form 550 | — | 0 | $202 | $2 | <0.1% | |
| and 1i. CCTs, PSAs, and | — | 103 | $12 | $1 | <0.1% |