Original filing (PDF)20251014151022NAL0004348128001

MITSUBISHI MOTORS NORTH AMERICA, INC.

Name: MITSUBISHI MOTORS NORTH AMERICA, INC. — MITSUBISHI MOTORS NORTH AMERICA, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: MITSUBISHI MOTORS NORTH AMERICA, INC.

Form 5500

FILING_RECEIVED

MITSUBISHI MOTORS NORTH AMERICA, INC. RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

45% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$150.4M

Net assets (EOY)

$150.4M

How this plan invests

This plan

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITSUBISHI MOTORS NORTH AMERICA, INC..

Plan sponsor

Name

MITSUBISHI MOTORS NORTH AMERICA, INC.

EIN

95-3673256

Address

4031 ASPEN GROVE DRIVE · SUITE 650 · FRANKLIN, TN · 37067

Phone

(615) 814-0202

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENTS	04-2452803	—	NONE	$549K	—
MERCER	13-2834414	—	NONE	$121K	—
PRINCIPAL BANK	42-1466678	—	NONE	$26K	—

Investments

10 direct securities· $150.4M(100% of reported assets)

					% of plan
SEI Intermediate Duration Credit Fund	Other securities	—	$75.3M	$67.1M	44.6%
SEI Long Duration Corporate Bond Fund	Other securities	—	$62.3M	$48.3M	32.1%
SEI Global Managed Volatility Fund	Other securities	—	$13.3M	$12.8M	8.5%
U.S. Treasury Stripped Zero Coupon Dated 08/15/2007	Other securities	—	$8.8M	$8.6M	5.7%
U.S. Treasury Stripped Dated 02/17/2009	Other securities	—	$7.0M	$6.5M	4.3%
U.S. Treasury Zero Coupon Dated 02/18/2014	Other securities	—	$2.4M	$2.4M	1.6%
U.S. Treasury Stripped Dated 02/15/2001	Other securities	—	$1.9M	$2.0M	1.3%
U.S. Treasury Stripped Dated 02/15/2023	Other securities	—	$1.9M	$1.6M	1.0%
Principal Short-Term Investment Fund	Other securities	—	$789K	$789K	0.5%
U.S. Treasury Stripped Zero Coupon Dated 02/15/2000	Other securities	—	$455K	$462K	0.3%