Deforester L. Jones signed Shell USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shell USA, Inc.'s EIN is 13-1299890.
Download the official 2024 Form 5500 (PDF) for Shell USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shell USA, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FMR LLC | 04-3532603 | — | NONE | $3.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT | 30-0835489 | — | NONE | $2.2M | — |
| LOGAN CIRCLE PARTNERS LP | 20-8285225 | — | NONE | $1.1M | — |
| ROBECO INSTITUTIONAL ASSET MGMT | 13-3200244 | — | NONE | $458K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $378K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 13-4008324 | — | NONE | $273K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $163K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSCI, INC. | 13-4038723 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE | 22-1211670 | — | NONE | $2.7B | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $1.9M | — |
| PGIM, INC. | 22-2540245 | — | NONE | $1.9M | — |
| DODGE & COX | 94-1441976 | — | NONE | $1.2M | — |
| AON CONSULTING | 13-2784145 | — | NONE | $951K | — |
| FRANK RUSSELL COMPANY | 91-0604934 | — | NONE | $874K | — |
| MORGAN, LEWIS AND BOCKIUS LLP | 83-8091050 | — | NONE | $197K | — |
| BLACKSTONE HOLDINGS I, LP | 26-0288589 | — | NONE | $186K | — |
| K & L GATES LLP | 25-0921018 | — | NONE | $175K | — |
| STATE STREET BANK AND TRUST | 04-1867445 | — | NONE | $175K | — |
| MERCER | 30-0282430 | — | NONE | $175K | — |
| MANAGER, INVEST ADMIN AND CONTROLS | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $170K | — |
| SR. FINANCIAL ANALYST | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $148K | — |
| SR. PENSION AND SAVINGS ANALYST | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $135K | — |
| MANAGER, PENSION ADMIN | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $130K | — |
| PENSION AND SAVINGS ANALYST | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $95K | — |
| NORTHERN TRUST INVESTMENTS INC | 36-2723087 | — | NONE | $73K | — |
| FINANCE ANALYST | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $48K | — |
| KIRKLAND & ELLIS LLP | 36-1326630 | — | NONE | $36K | — |
| GOODWIN PROCTER LLP | 04-1378465 | — | NONE | $24K | — |
| SIMPSON THACHER & BARTLETT LLP | 13-5395280 | — | NONE | $13K | — |
| WEIL GOTSHAL & MANGES LLP | 13-1456110 | — | NONE | $8K | — |
| PLATINUM EQUITY PARTNERS II LLP | 95-4666134 | — | NONE | $5K | — |
| PENSION AND SAVINGS ANALYST | 13-1299890 | — | EMPLOYEE OF PLAN SPONSOR | $215 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONG DURATION CORPORATE CREDIT FUND BLACKROCK INSTITUTIONAL TRUST CO. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | $561.9M | $659.9M | 6.8% | |
| MSCI ACWI IMI INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO. · EIN 82-5170825 / PN 001 | Common Collective Trust | — | $552.1M | $565.5M | 5.8% | |
| COLLECTIVE TRUST GOVERNMENT STIF THE BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001 | Common Collective Trust | — | $346.0M | $347.5M | 3.6% | |
| U S TREASURY BD PRIN STRIP 8/15/2051 | Other securities | — | $258.5M | $228.7M | 2.4% | |
| WTC CTF EMERGING LOCAL DEBT WELLINGTON MANAGEMENT COMPANY · EIN 04-2755549 / PN 001 | Common Collective Trust | — | $236.3M | $195.2M | 2.0% | |
| U S TREASURY BD PRIN STRIP 11/15/2050 | Other securities | — | $227.2M | $176.8M | 1.8% | |
| PSA188 - EQUITY FIXED INCOME FUND EQUITABLE LIFE INSURANCE CO. · EIN 13-5770651 / PN 188 | Pooled Separate Account | — | — | $168.0M | 1.7% | |
| PRIME PROPERTY FUND LLC | Other securities | — | $118.0M | $150.2M | 1.5% | |
| U S TREASURY BD PRIN STRIP 2/15/2052 | Other securities | — | $147.3M | $132.9M | 1.4% | |
| JPMCB SPF | Other securities | — | $102.0M | $120.0M | 1.2% | |
| U S TREASURY BD PRIN STRIP 11/15/2051 | Other securities | — | $120.6M | $104.4M | 1.1% | |
| PENNZOIL SA#188 - EQUITY | Common Stocks | — | $40.0M | $86.8M | 0.9% | |
| PENNZOIL SA#188 - FIXED INCOME | Common Stocks | — | $40.0M | $81.1M | 0.8% | |
| INVESCO CORE REAL ESTATE USA | Mutual Funds | — | $77.1M | $79.2M | 0.8% | |
| U S TREASURY BD PRIN STRIP 2/15/2049 | Other securities | — | $70.9M | $65.0M | 0.7% | |
| APOLLO INVESTMENT FUND IX LP | Other securities | — | $32.9M | $60.7M | 0.6% | |
| U S TREASURY BD CPN STRIP 8/15/2045 | Other securities | — | $74.5M | $60.1M | 0.6% | |
| U S TREASURY BD PRIN STRIP 2/15/2051 | Other securities | — | $88.5M | $57.8M | 0.6% | |
| U S TREASURY BD PRIN STRIP 5/15/2051 | Other securities | — | $65.4M | $57.7M | 0.6% | |
| THOMA BRAVO FUND XIII-A LP | Other securities | — | $26.3M | $56.9M | 0.6% | |
| PLATINUM CAP EQ PTNRS V LP | Other securities | — | $38.1M | $56.2M | 0.6% | |
| U S TREASURY BD CPN STRIP 5/15/2048 | Other securities | — | $56.0M | $55.9M | 0.6% | |
| ONEX PARTNERS V LP | Other securities | — | $30.2M | $54.3M | 0.6% | |
| U S TREASURY BD PRIN STRIP 5/15/2052 | Other securities | — | $60.1M | $53.8M | 0.6% | |
| U S TREASURY BD PRIN STRIP 2/15/2047 | Other securities | — | $79.7M | $52.8M | 0.5% | |
| U S TREASURY BD CPN STRIP 8/15/2049 | Other securities | — | $52.4M | $48.6M | 0.5% | |
| U S TREASURY BD CPN STRIP 2/15/2046 | Other securities | — | $69.3M | $48.2M | 0.5% | |
| U S TREASURY BD PRIN STRIP 8/15/2050 | Other securities | — | $51.7M | $47.8M | 0.5% | |
| U S TREASURY BD CPN STRIP 5/15/2049 | Other securities | — | $49.3M | $45.8M | 0.5% | |
| ROARK CAPITAL PARTNERS IV LP | Other securities | — | $19.7M | $43.9M | 0.5% | |
| GRYPHON PARTNERS V-A LP | Other securities | — | $22.3M | $43.9M | 0.5% | |
| AMERICAN INDUST PTNR CAP VII | Other securities | — | $17.6M | $41.5M | 0.4% | |
| CLAYTON DUBILIER RICE FD X LP | Other securities | — | $25.7M | $40.9M | 0.4% | |
| U S TREASURY BD PRIN STRIP 5/15/2049 | Other securities | — | $43.7M | $40.3M | 0.4% | |
| CARLYLE EUROPE TECH PRTN IV | Other securities | — | $24.6M | $39.8M | 0.4% | |
| VERITAS CAPITAL FUND VII LP | Other securities | — | $24.2M | $39.7M | 0.4% | |
| CASH INTEREST BEARING | Cash / Money Market | — | $39.3M | $39.3M | 0.4% | |
| U S TREASURY BOND 11/15/2044 | U.S. Treasuries | — | $40.7M | $39.0M | 0.4% | |
| U S TREASURY BD PRIN STRIP 8/15/2048 | Other securities | — | $58.2M | $38.7M | 0.4% | |
| NORDIC CAPITAL X ALPHA LP | Other securities | — | $24.3M | $38.3M | 0.4% | |
| U S TREASURY BD PRIN STRIP 5/15/2053 | Other securities | — | $40.6M | $38.1M | 0.4% | |
| PERMIRA VII LP I | Other securities | — | $28.7M | $35.9M | 0.4% | |
| ROARK CAPITAL PTNRS V TE LP | Other securities | — | $21.6M | $35.7M | 0.4% | |
| CASH NON-INTEREST BEARING | Cash / Money Market | — | $34.8M | $34.8M | 0.4% | |
| LONE STAR FD XI (BERMUDA) LP | Other securities | — | $33.0M | $34.2M | 0.4% | |
| ADVENT INTL GPE IX LP | Other securities | — | $22.8M | $33.6M | 0.3% | |
| U S TREASURY BD CPN STRIP 2/15/2047 | Other securities | — | $33.4M | $33.2M | 0.3% | |
| H&F CAP PTNRS IX PARALLEL LP | Other securities | — | $16.6M | $32.4M | 0.3% | |
| U S TREASURY BD CPN STRIP 11/15/2047 | Other securities | — | $34.2M | $31.8M | 0.3% | |
| BLACKSTONE RE PARTNERS IXTE1 | Other securities | — | $23.0M | $30.7M | 0.3% |
