Meritor Acquisition and 2022 Financial Results slide image

Meritor Acquisition and 2022 Financial Results

Table of Contents Quoted prices in active markets for identical assets Fair Value Measurements at December 31, 2021 Significant other observable inputs In millions Equities U.S. Non-U.S. Fixed income Government debt Corporate debt U.S. Non-U.S. Net cash equivalents (1) S (Level 1) 115 S 38 (Level 2) Significant unobservable inputs (Level 3) Total 115 38 37 30 489 19 270 57 67 489 19 327 Private markets and real assets (2) 551 551 Net plan assets subject to leveling S 460 $ 595 $ 551 $ 1,606 Pending trade/purchases/sales 2 Accruals (3) 6 Investments measured at net asset value 1,934 Net plan assets $ 3,548 (1) Cash equivalents include commercial paper, short-term government/agency, mortgage and credit instruments. (2) The instruments in private markets and real assets, for which quoted market prices are not available, are valued at their estimated fair value as determined by applicable investment managers or by audited financial statements of the funds. Private markets include equity, venture capital and private credit instruments and funds. Real assets include real estate and infrastructure. (3) Accruals include interest or dividends that were not settled at December 31. Certain of our assets are valued based on their respective net asset value (NAV) (or its equivalent), as an alternative to estimated fair value due to the absence of readily available market prices. The fair value of each such investment category was as follows: • • . U.S. and Non-U.S. Corporate Debt ($938 million and $995 million at December 31, 2022 and 2021, respectively) - These commingled funds have observable NAVs provided to investors and provide for liquidity either immediately or within a couple of days. U.S. and Non-U.S. Equities ($224 million and $145 million at December 31, 2022 and 2021, respectively)- These commingled funds have observable NAVs provided to investors and provide for liquidity either immediately or within a couple of days. Government Debt ($227 million and $361 million at December 31, 2022 and 2021, respectively) - These commingled funds have observable NAVs provided to investors and provide for liquidity either immediately or within a couple of days. Real Estate ($154 million and $171 million at December 31, 2022 and 2021, respectively) - This asset type represents different types of real estate including development property, industrial property, individual mortgages, office property, property investment companies and retail property. These funds are valued using NAVs and allow quarterly or more frequent redemptions. Asset/Mortgage Backed Securities ($277 million and $262 million at December 31, 2022 and 2021, respectively) - This asset type represents investments in fixed- and floating-rate loans. These funds are valued using NAVs and allow quarterly or more frequent redemptions. Diversified Strategies ($18 million at December 31, 2022) - These commingled funds invest in commodities, fixed income and equity securities. They have observable NAVs provided to investors and provide for liquidity either immediately or within a couple of days. 100
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