How big is Glencore Ltd.'s plan?

Glencore Ltd.'s plan reported $56.9M in assets and 81 participants for 2024.

Original filing (PDF)20251007150015NAL0002766963001

Glencore Ltd.

Name: Glencore Ltd. — Glencore Ltd. Defined Benefit Plan, Form 5500 (2024)
Creator: Glencore Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Glencore Ltd. Defined Benefit Plan

Defined-benefit pension plan · Glencore Ltd.'s Glencore Ltd. Defined Benefit Plan held $56.9M in plan assets for 81 participants in 2024.

Signals · 1

33% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$56.9M

Net assets (EOY)

$56.9M

People on this filing

Cheryl Driscoll signed Glencore Ltd.'s 2024 Form 5500 as plan administrator.

Cheryl Driscoll — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Glencore Ltd.'s EIN is 13-2942178.

EIN 13-2942178

Plan number 003

Plan year 2024

ACK ID 20251007150015NAL0002766963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Glencore Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Glencore Ltd.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENCORE LTD..

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How this plan invests

This plan

184 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GLENCORE LTD.

EIN

all filings

Address

330 MADISON AVE · NEW YORK, NY · 10017

Phone

(646) 949-2500

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA	94-1687665	—	TRUSTEE	$22K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH,PIERCE, FENNER, SMITH	13-5674085	—	NONE	$240K	—

Investments

184 direct securities· $56.6M(100% of reported assets)

Common Stocks

$18.6M

116 holdings

U.S. Treasuries

$15.2M

19 holdings

Other securities

$13.9M

34 holdings

Bonds / Notes

$4.9M

9 holdings

Mutual Funds

$2.6M

4 holdings

Cash / Money Market

$1.1M

1 holding

Corporate Bonds

$343K

1 holding

					% of plan
Ishares Edge MSCI Min Vol USA ETF	Other securities	—	$3.2M	$4.1M	7.1%
PIMCO 25+ Year Zero Coupon US Treasury Index Fund	U.S. Treasuries	—	$5.5M	$3.9M	6.9%
S Ishares Core S&P Mid-Cap ETF	Mutual Funds	—	$1.5M	$2.3M	4.1%
Ishares Core S&P Small Cap ETF	Other securities	—	$1.6M	$2.3M	4.0%
Ishares Edge MSCI Min Vol Emerging Markets ETF	Other securities	—	$2.1M	$2.2M	3.9%
GOVERNMENT AND AGENCY OBLIGATIONS U.S Treasury Note 3.125%; November 15, 2028	U.S. Treasuries	—	$1.5M	$1.5M	2.7%
U.S Treasury Note 2.750%; April 30, 2027	U.S. Treasuries	—	$1.1M	$1.1M	2.0%
MONEY FUND BLF FedFund Cash Reserve	Cash / Money Market	—	$1.1M	$1.1M	1.9%
Microsoft Corp.	Common Stocks	—	$664K	$1.1M	1.9%
U.S Treasury Note 4.625%; September 15, 2026	U.S. Treasuries	—	$996K	$995K	1.7%
U.S Treasury Bond 3.125%; August 15, 2044	U.S. Treasuries	—	$1.0M	$968K	1.7%
JPMorgan Chase & Co. Var%; November 19, 2026	Common Stocks	—	$822K	$879K	1.5%
U.S Treasury Prin Strip Zero%; February 15, 2031	Other securities	—	$832K	$850K	1.5%
UnitedHealth Group Inc 5.150%; July 15, 2034	Bonds / Notes	—	$838K	$802K	1.4%
Nvidia	Other securities	—	$170K	$800K	1.4%
Verizon Communications, Inc. 2.100%; March 22, 2028	Bonds / Notes	—	$761K	$797K	1.4%
Oracle Corp. 6.150%; November 9, 2029	Bonds / Notes	—	$762K	$768K	1.3%
U.S Treasury Note 2.250%; February 15, 2027	U.S. Treasuries	—	$750K	$767K	1.3%
U.S Treasury Bond 3.125%; February 15, 2042	U.S. Treasuries	—	$749K	$707K	1.2%
Apple Inc.	Common Stocks	—	$394K	$679K	1.2%
CVS Health Corp. GLB 3.750%; April 1, 2030	Bonds / Notes	—	$655K	$658K	1.2%
Amazon Com Inc.	Common Stocks	—	$272K	$622K	1.1%
U.S Treasury Note 2.375%; May 15, 2029	U.S. Treasuries	—	$595K	$599K	1.1%
U.S Treasury Note 1.250%; August 15, 2031	U.S. Treasuries	—	$564K	$564K	1.0%
Broadcom Inc.	Common Stocks	—	$238K	$528K	0.9%
U.S Treasury Note 2.875%; May 15, 2032	U.S. Treasuries	—	$523K	$511K	0.9%
META Platforms Inc.	Common Stocks	—	$346K	$462K	0.8%
U.S Treasury Bond 2.250%; August 15, 2049	U.S. Treasuries	—	$503K	$453K	0.8%
U.S Treasury Note 4.375%; July 15, 2027	U.S. Treasuries	—	$449K	$448K	0.8%
U.S Treasury Note 4.500%; November 15, 2033	U.S. Treasuries	—	$443K	$445K	0.8%
Goldman Sachs Group Inc Var%; July 23, 2030	Common Stocks	—	$419K	$418K	0.7%
Citigroup, Inc. Var%; November 17, 2033	Common Stocks	—	$412K	$412K	0.7%
Alphabet Inc.	Common Stocks	—	$241K	$410K	0.7%
Wells Fargo & Company Ser Mtn GLB Var%; June 2, 2028	Common Stocks	—	$388K	$409K	0.7%
U.S Treasury Note 4.000%; January 31, 2029	U.S. Treasuries	—	$399K	$400K	0.7%
US Bancorp Var%; January 23, 2035	Common Stocks	—	$394K	$396K	0.7%
U.S Treasury Note 4.375%; November 30, 2028	U.S. Treasuries	—	$395K	$393K	0.7%
Enterprise Products Oper 4.850%; January 31, 2034	Bonds / Notes	—	$398K	$393K	0.7%
BP Cap Markets America Company Gaurantee GLB 4.812%; February 13, 2033	Bonds / Notes	—	$396K	$392K	0.7%
Elevance Health Inc 5.700%; February 15, 2055	Bonds / Notes	—	$413K	$391K	0.7%
U.S Treasury Bond 1.125%; May 15, 2040	U.S. Treasuries	—	$406K	$391K	0.7%
U.S Treasury Note 4.125% July 31, 2031	U.S. Treasuries	—	$402K	$385K	0.7%
Union Pacific Corp GLB 3.950%; September 10, 2028	Bonds / Notes	—	$406K	$382K	0.7%
Taiwan S Manufacturing	Other securities	—	$199K	$351K	0.6%
Visa Inc.	Common Stocks	—	$215K	$348K	0.6%
Wells Fargo & Co.	Common Stocks	—	$207K	$346K	0.6%
Anheuser-Busch Inbev Finance Company Guarantee GLB 4.900%; February 1, 2046	Corporate Bonds	—	$371K	$343K	0.6%
Morgan Stanley 4.375%; January 22, 2047	Bonds / Notes	—	$361K	$328K	0.6%
Eli Lilly & Co.	Common Stocks	—	$227K	$327K	0.6%
U.S Treasury Bond 2.250%; February 15, 2052	U.S. Treasuries	—	$350K	$312K	0.5%