Aramco U.S. Retirement Income Plan
Sponsored by Aramco Shared Benefits Company · EIN 844364434 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.5B
- Active participants
- 1,416
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| Related Fund Management, Llc CRD 156543 | fuzzy_auto · 94% | 2024 |
| Payden & Rygel CRD 107160 | fuzzy_auto · 98% | 2024 |
| Pgim Investments Llc CRD 105670 | deterministic · 100% | 2024 |
| Stepstone Group Lp CRD 143635 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Russell Investments Capital, Llc CRD 37550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Chase Bank N.A. | Accounting, Recordkeeping, Consulting (pension) | $1,548,339 |
| Jefferies International Limited | Investment advisory (plan), Valuation, Foreign entity | $952,034 |
| Goldman Sachs Vintage Vii | Investment management, Foreign entity, Direct payment from the plan | $925,832 |
| Pacific Investment Management Pimco | Investment management, Direct payment from the plan, Investment management fees (direct) | $827,975 |
| Related Fund Manager Core Sma | Investment management, Direct payment from the plan, Investment management fees (direct) | $603,318 |
| Partners Group Real Estate Sec 2017 | Investment management, Direct payment from the plan, Investment management fees (direct) | $534,582 |
| Gateway Fund Iii | Investment management, Foreign entity, Direct payment from the plan | $360,748 |
| Realterm Logistics | Investment management, Direct payment from the plan, Investment management fees (direct) | $257,729 |
| Willis Towers Watson | Actuarial, Consulting (pension), Valuation | $248,767 |
| Nisa Long Duration Us Credit | Investment management, Direct payment from the plan, Investment management fees (direct) | $233,640 |
| Pricewaterhousecoopers | Accounting, Direct payment from the plan | $203,367 |
| Milliman | Recordkeeping, Direct payment from the plan | $202,015 |
| Legal & General Long Duration Us | Investment management, Direct payment from the plan, Investment management fees (direct) | $190,962 |
| Wellington Cash Plus | Investment management, Foreign entity, Direct payment from the plan | $169,705 |
| Citadel Kensington | Investment management, Foreign entity, Investment management fees (indirect) | $155,035 |
| Aptia Insurance Services Group, Llc | Accounting, Claims processing, Recordkeeping | $150,000 |
| Brookfield Americas Infrastructure | Investment management, Foreign entity, Direct payment from the plan | $146,645 |
| Matrix Partners China Iii, Lp | Investment management, Foreign entity, Direct payment from the plan | $140,222 |
| Brookfield Strat Real Estate Ptnr | Investment management, Direct payment from the plan, Investment management fees (direct) | $137,357 |
| Pag Loan V Feeder Fund, Lp | Investment management, Foreign entity, Direct payment from the plan | $136,634 |
| Collas Crill Trust Limited | Consulting (general), Investment advisory (plan), Foreign entity | $109,452 |
| Lsv Em Equity | Investment management, Investment management fees (indirect), Soft dollars commissions | $97,688 |
| Stonepeak Infrastructure Fund Iv Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $78,809 |
| Payden & Rygel | Investment management, Direct payment from the plan, Investment management fees (direct) | $70,730 |
| Asf Vii | Investment management, Foreign entity, Direct payment from the plan | $62,205 |
| Pgim Investments | Investment management, Direct payment from the plan, Investment management fees (direct) | $50,008 |
| Stepstone Group Lp | Consulting (general), Investment advisory (plan), Other services | $50,000 |
| Neuberger Berman Iii | Investment management, Direct payment from the plan, Investment management fees (direct) | $43,999 |
| Russell Investments | Investment management, Direct payment from the plan, Investment management fees (direct) | $33,487 |
| Eqt Infrastructure V | Investment management, Direct payment from the plan, Investment management fees (direct) | $23,086 |
| Partners Group Global Infra 2015 | Investment management, Foreign entity, Direct payment from the plan | $22,122 |
| Financial Recovery Technologies | Consulting (general), Legal | $17,000 |
| Blackrock Long Term Govt Bond | Investment management, Direct payment from the plan, Investment management fees (direct) | $11,941 |
| Varde Fund X | Investment management, Foreign entity, Direct payment from the plan | $11,585 |
| Sustainalytics | Consulting (general), Investment advisory (plan), Other services | $11,348 |
| Europa Fund Iii | Investment management, Foreign entity, Direct payment from the plan | $9,862 |
| Vanguard | Accounting, Other services, Direct payment from the plan | $8,886 |
| Varde Inv Ptnrs Offshore | Investment management, Direct payment from the plan, Investment management fees (direct) | $0 |
| Polymer Asia (Cayman) Fund Ltd. | Investment management, Foreign entity, Investment management fees (indirect) | $0 |
| Capula Global Relative Value Fund | Investment management, Foreign entity, Investment management fees (indirect) | $0 |
| Magnetar Constellation Fund | Investment management, Foreign entity, Investment management fees (indirect) | $0 |
| De Shaw Composite Intl Fund | Investment management, Investment management fees (indirect), Soft dollars commissions | $0 |
| De Shaw Valence Fund | Investment management, Investment management fees (indirect), Soft dollars commissions | $0 |