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Original filing (PDF)20251009153322NAL0004044995004
TOYOTA MOTOR NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN
Defined-benefit pension plan
Signals · 3
49% in single holdingNo recordkeeper disclosed14 service providers
Active participants
4,646
Accounts w/ balance
—
Plan assets (EOY)
$4.6B
Net assets (EOY)
$4.5B
How this plan invests
This plan
10 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "date" is 49% of plan.
- 22 bps in Schedule C fees — 347% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOYOTA MOTOR NORTH AMERICA, INC..
Plan sponsor
Name
TOYOTA MOTOR NORTH AMERICA, INC.
EIN
95-3141669
Address
6565 HEADQUARTERS DRIVE, W1-3C · PLANO, TX · 752045965
Phone
(877) 248-1635
Industry
Wholesale Tradesee all
Plan administrator
Name
TOYOTA MOTOR NORTH AMERICA, INC. NORTH AMERICAN BENEFITS COMMITTEE
EIN
95-3141669
City
PLANO, TX
Phone
(877) 248-1635
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | N/A | $2.0M | — |
| LOOMIS SAYLES | 04-3200030 | — | N/A | $1.5M | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | N/A | $1.4M | — |
| WELLINGTON MANAGEMENT COMPANY LLP | 47-1167553 | — | N/A | $1.2M | — |
| INVESCO ADVISORS, INC. | 58-1707262 | — | N/A | $932K | — |
| PGIM INC | 22-2540245 | — | N/A | $813K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | N/A | $777K | — |
| MFS INSTITUTIONAL ADVISORS | 04-3247425 | — | N/A | $593K | — |
| BOSTON PARTNERS GLOBAL INVESTORS | 98-0202744 | — | N/A | $444K | — |
| BROWN ADVISORY, INC. | 52-2112409 | — | N/A | $403K | — |
| CONDUENT HUMAN RESOURCE SERVICES | 81-2983623 | — | N/A | $196K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $81K | — |
| GOLDMAN SACHS TRUST COMPANY | 13-4166989 | — | N/A | $41K | — |
| POLARIS CAPITAL MANAGEMENT, LLC | 74-3243565 | — | N/A | $0 | — |
Investments
8 direct securities · 10 pooled funds· $2.7B(57% 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.
Uncategorized
$2.3B
8 holdings
103-12 Investment Entity
$185.2M
7 holdings
Common Collective Trust
$143.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| date | — | — | $1.1B | $1.1B | 24.4% | |
| Selling | — | — | $1.1B | $1.1B | 24.4% | |
| COLTV SHORT TERM INVT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $83.9M | 1.8% | |
| (loss) (i) Net gain or 78,598,127 | — | — | $78.6M | $66.3M | 1.4% | |
| MHTC CIT - MFS INTERNATIONAL GROWTH MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $59.6M | 1.3% | |
| ADAMS STREET 2015 GLOBAL FUND LP ADAMS STREET PARTNERS LLC · EIN 38-3939413 / PN 001 | 103-12 Investment Entity | — | — | $40.2M | 0.9% | |
| ADAMS STREET 2016 GLOBAL FUND LP ADAMS STREET PARTNERS LLC · EIN 61-1769236 / PN 001 | 103-12 Investment Entity | — | — | $38.8M | 0.8% | |
| ADAMS STREET 2013 GLOBAL FUND LP ADAMS STREET PARTNERS LLC · EIN 38-3888080 / PN 001 | 103-12 Investment Entity | — | — | $30.6M | 0.7% | |
| ADAMS STREET 2012 GLOBAL FUND LP ADAMS STREET PARTNERS LLC · EIN 45-3710109 / PN 001 | 103-12 Investment Entity | — | — | $24.0M | 0.5% | |
| ADAMS STREET 2011 US FUND LP ADAMS STREET PARTNERS LLC · EIN 27-3682668 / PN 001 | 103-12 Investment Entity | — | — | $17.7M | 0.4% | |
| ADAMS STREET GL OP SECONDARY FDS ADAMS STREET PARTNERS LLC · EIN 45-3710222 / PN 001 | 103-12 Investment Entity | — | — | $17.4M | 0.4% | |
| ADAMS STREET PTNSHP FD 2010 US FUND ADAMS STREET PARTNERS LLC · EIN 27-1058929 / PN 001 | 103-12 Investment Entity | — | — | $16.6M | 0.4% | |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan08-15-2048 | — | — | — | $21K | <0.1% | |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan 04-22-204211-15-2030/08-14-2020 REG05-24-2031 BEO 07-15-204907-15-20492.559% DUE 02-25- | — | — | — | $20K | <0.1% | |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan 07-21-2042 BEO 04-22-2042 BEO 11-02-2027 04-01-2050 REG 10-31-2038DUE 10-24-2029 03-15-2042 09-20-204208-16-2043 10-01-2040 | — | — | — | $20K | <0.1% | |
| DUE 02-15-2042 REG1.375% 11-15-20401.375% 11-15-20402.25% DUE 08-15- | — | — | $20K | $20K | <0.1% | |
| Toyota Motor Sales, U.S.A., Inc. Pension Plan | — | — | — | $20K | <0.1% | |
| HARDING LOEVNER COLLECTIVE INVESTME GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |