Valero Energy Corporation Pension Plan
Sponsored by Valero Energy Corporation · EIN 741828067 · Plan #005
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 6,554
- 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 · 96% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Post Advisory Group, Llc CRD 108860 | deterministic · 100% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cooke And Bieler Lp | Investment advisory (plan), Investment management, Direct payment from the plan | $869,911 |
| Victory Capital Management | Investment advisory (plan), Investment management, Direct payment from the plan | $865,039 |
| Post Advisory Group, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $724,046 |
| Earnest Partners, Llc | Investment management fees (direct), Soft dollars commissions | $623,200 |
| Barrow Hanley Mewhinney And Strauss | Investment advisory (plan), Investment management, Direct payment from the plan | $599,312 |
| Pacific Investment Mgmt. Co Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $598,094 |
| Fiera Capital Inc. | Investment advisory (plan), Investment management, Direct payment from the plan | $539,302 |
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $528,686 |
| Segall Bryant & Hamill | Investment advisory (plan), Investment management, Direct payment from the plan | $416,560 |
| Aberdeen Standard Investments, Inc. | Investment advisory (plan), Investment management, Direct payment from the plan | $266,674 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $210,000 |
| Principal Trust Company | Trustee (institutional), Direct payment from the plan, Distribution (12b-1) fees | $182,236 |
| Blackrock Institutional Trust Co Na | Trustee (institutional), Trustee (discretionary), Investment management | $121,802 |
| Northern Trust Corporation | Investment advisory (plan), Investment management, Direct payment from the plan | $40,793 |
| John Hancock | Insurance services, Direct payment from the plan | $24,785 |
| Jpmorgan Chase Bank, Na | Trustee (discretionary), Investment advisory (plan), Investment management | $22,926 |