Back to filter
Original filing (PDF)20250730111146NAL0004571361001
MASTERCARD INTERNATIONAL INCORPORATED
Form 5500
FILING_RECEIVED
MASTERCARD SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
11,144
Accounts w/ balance
14,304
Plan assets (EOY)
$3.9B
Net assets (EOY)
$3.9B
How this plan invests
This plan
23 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTERCARD INTERNATIONAL INCORPORATED.
Plan sponsor
Name
MASTERCARD INTERNATIONAL INCORPORATED
EIN
95-2536378
Address
2000 PURCHASE STREET · PURCHASE, NY · 105772405
Phone
(914) 249-2000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | NONE | $1.7M | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | NONE | $44K | — |
Investments
5 direct securities · 23 pooled funds· $4.9B(100% 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
$3.8B
23 holdings
Uncategorized
$1.1B
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Trust Company U.S. Large Cap Equity Fund - P | — | — | — | $762.1M | 19.7% | |
| S&P 500(R) INDEX SECURITIES LENDING STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $762.1M | 19.7% | |
| T. ROWE PRICE LARGE-CAP GROWTH TRUS T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $349.3M | 9.0% | |
| RUSSELL SMALL MID CAP INDEX SECURIT STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $316.3M | 8.2% | |
| CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $242.0M | 6.2% | |
| State Street Global Advisors Trust Company International Equity Fund | — | — | — | $214.0M | 5.5% | |
| INTERNATIONAL INDEX SECURITIES LEND STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $214.0M | 5.5% | |
| TARGET RETIREMENT 2045 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $202.4M | 5.2% | |
| TARGET RETIREMENT 2050 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $192.6M | 5.0% | |
| TARGET RETIREMENT 2035 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $179.5M | 4.6% | |
| TARGET RETIREMENT 2040 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $177.6M | 4.6% | |
| TARGET RETIREMENT 2055 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $156.0M | 4.0% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $152.5M | 3.9% | |
| EARNEST PARTNERS MULTIPLE INVESTMEN SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $142.5M | 3.7% | |
| ARISTOTLE COLLECTIVE INVESTMENT TRU SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $129.8M | 3.4% | |
| TARGET RETIREMENT 2030 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $125.8M | 3.2% | |
| TARGET RETIREMENT 2060 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $102.5M | 2.6% | |
| Artisan Partners International Growth Trust | — | — | — | $85.8M | 2.2% | |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $85.8M | 2.2% | |
| TARGET RETIREMENT 2025 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $66.1M | 1.7% | |
| Brokerage Account Mutual Fund Window | — | — | — | $57.2M | 1.5% | |
| STRATEGIC COMPLETION NON-LENDABLE BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $49.5M | 1.3% | |
| TARGET RETIREMENT 2065 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $33.6M | 0.9% | |
| WILLIAM BLAIR EMERGING MARKETS LEAD GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 009 | Common Collective Trust | — | — | $31.9M | 0.8% | |
| MACKAY SHIELDS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 47-1818241 / PN 076 | Common Collective Trust | — | — | $31.0M | 0.8% | |
| Participant Notes Receivable Interest range 4.23%-9.50% Maturity date 01/15/2025-12/31/2034 | — | — | — | $26.1M | 0.7% | |
| TARGET RETIREMENT 2020 SECURITIES L STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $24.4M | 0.6% | |
| TARGET RETIREMENT INCOME SEC STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $24.2M | 0.6% |