Fedex Corporation Employees' Pension Trust — Form 5500 plan (Fedex Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fedex Corporation Employees' Pension Trust is a benefit plan reported by Fedex Corporation under EIN 36-3288317 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $27,097,256,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fedex Corporation
- EIN
- 36-3288317
- Plan number
- 001
- Plan type
- 4
- Location
- Collierville, TN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $27,097,256,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250311221625NAL0036535234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,097,256,679
- Total liabilities (EOY)
- $1,285,164,897
- Net assets (EOY)
- $25,812,091,782
- Net assets (BOY)
- $24,840,605,520
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,755,305,395
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $39,229,693
- Total expenses
- $39,229,693
- Net increase / (decrease)
- $1,716,075,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silchester International Inv. Inc. | NONE | $3,217,828 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $2,974,292 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $2,840,981 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $2,651,564 | not reported in the loaded dataset | 2023 |
| Veritas Asset Management Llp | NONE | $2,511,959 | not reported in the loaded dataset | 2023 |
| Brigade Capital | NONE | $2,441,452 | $0 | 2023 |
| Lindsell Train | NONE | $2,373,384 | not reported in the loaded dataset | 2023 |
| Vontobel | NONE | $2,352,806 | not reported in the loaded dataset | 2023 |
| Baillie Gifford | NONE | $2,311,728 | not reported in the loaded dataset | 2023 |
| Dalton Investments LLC | NONE | $2,282,639 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital, Lp | NONE | $2,027,947 | not reported in the loaded dataset | 2023 |
| Shapiro Capital Management | NONE | $1,822,060 | not reported in the loaded dataset | 2023 |
| Jennison Associates | NONE | $1,797,840 | not reported in the loaded dataset | 2023 |
| Odey(U.S.A.) LLC | NONE | $1,627,459 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $1,366,268 | not reported in the loaded dataset | 2023 |
| State Street Corporation | TRUSTEE | $943,964 | $0 | 2023 |
| Ddj Capital Management Group | NONE | $932,300 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $654,126 | not reported in the loaded dataset | 2023 |
| Coronation Global Fund Managers | NONE | $552,555 | not reported in the loaded dataset | 2023 |
| Aqr Capital Management | NONE | $502,529 | not reported in the loaded dataset | 2023 |
| Ares Capital | NONE | $344,255 | not reported in the loaded dataset | 2023 |
| Ifm Infrastructure | NONE | $182,154 | not reported in the loaded dataset | 2023 |
| Balyasny | NONE | $156,794 | not reported in the loaded dataset | 2023 |
| Two Sigma Advisers, Lp | NONE | $90,535 | not reported in the loaded dataset | 2023 |
| Marshall Wace | NONE | $68,573 | not reported in the loaded dataset | 2023 |
| Fedex Office Commercial Press | PLAN SPONSOR | $56,225 | not reported in the loaded dataset | 2023 |
| Canyon | NONE | $42,254 | not reported in the loaded dataset | 2023 |
| 400 Capital | NONE | $38,794 | not reported in the loaded dataset | 2023 |
| Partners Group | NONE | $37,515 | not reported in the loaded dataset | 2023 |
| Waterfall | NONE | $32,271 | not reported in the loaded dataset | 2023 |
| Polar Asset Management Partners Inc | NONE | $27,971 | not reported in the loaded dataset | 2023 |
| Pgim Emd | NONE | $17,522 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $14,811 | not reported in the loaded dataset | 2023 |
| Brevam Howard | NONE | $9,749 | not reported in the loaded dataset | 2023 |
| Empyrean Capital Partners Lp | NONE | $6,048 | not reported in the loaded dataset | 2023 |
| Harrison Street | NONE | $6,002 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fedex Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Collierville, TN
- Silchester International Inv. Inc. — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Veritas Asset Management Llp — Schedule C compensation
- Brigade Capital — Schedule C compensation
- Lindsell Train — Schedule C compensation
- Vontobel — Schedule C compensation
- Baillie Gifford — Schedule C compensation
- Dalton Investments LLC — Schedule C compensation
- Arrowstreet Capital, Lp — Schedule C compensation
- Shapiro Capital Management — Schedule C compensation
- Jennison Associates — Schedule C compensation
- Odey(U.S.A.) LLC — Schedule C compensation
- Income Research & Management — Schedule C compensation
- State Street Corporation — Schedule C compensation
- Ddj Capital Management Group — Schedule C compensation
- Prudential — Schedule C compensation
- Coronation Global Fund Managers — Schedule C compensation
- Aqr Capital Management — Schedule C compensation
- Ares Capital — Schedule C compensation
- Ifm Infrastructure — Schedule C compensation
- Balyasny — Schedule C compensation
- Two Sigma Advisers, Lp — Schedule C compensation
- Marshall Wace — Schedule C compensation
- Fedex Office Commercial Press — Schedule C compensation
- Canyon — Schedule C compensation
- 400 Capital — Schedule C compensation
- Partners Group — Schedule C compensation
- Waterfall — Schedule C compensation
- Polar Asset Management Partners Inc — Schedule C compensation
- Pgim Emd — Schedule C compensation
- Polen Capital — Schedule C compensation
- Brevam Howard — Schedule C compensation
- Empyrean Capital Partners Lp — Schedule C compensation
- Harrison Street — Schedule C compensation