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Original filing (PDF)20250922112327NAL0006003536001
GLENCORE LTD.
Form 5500
FILING_RECEIVED
GLENCORE LTD. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
338
Accounts w/ balance
440
Plan assets (EOY)
$75.2M
Net assets (EOY)
$75.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "S SHARES / UNITS Fidelity 500 Index" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLENCORE LTD..
Plan sponsor
Name
GLENCORE LTD.
EIN
13-2942178
Address
330 MADISON AVE · NEW YORK, NY · 10017
Phone
(646) 949-2500
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | NONE | $49K | — |
Investments
31 direct securities· $75.1M(100% of reported assets)
Uncategorized
$55.5M
30 holdings
Mutual Funds
$19.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS Fidelity 500 Index | Mutual Funds | — | $96K | $19.6M | 26.1% | |
| FIXED ANNUITY CONTRACT * Lincoln Stable Value Account | — | — | $5.0M | $6.1M | 8.1% | |
| Goldman Sachs Gqg Partners International Opportunities Class R6 | — | — | $258K | $5.0M | 6.7% | |
| JPMorgan Large Cap Growth Class R3 | — | — | $59K | $4.6M | 6.1% | |
| Blackrock Equity Dividend Investor A Shares | — | — | $232K | $4.4M | 5.8% | |
| Western Asset Core Bond Class A | — | — | $351K | $3.6M | 4.8% | |
| American Funds 2045 Target Date Retirement Class R6 American | — | — | $149K | $3.2M | 4.2% | |
| Funds 2055 Target Date Retirement Class R6 American Funds 2030 | — | — | $114K | $3.0M | 4.0% | |
| Target Date Retirement Class R6 American Funds 2040 Target Date | — | — | $161K | $2.8M | 3.7% | |
| Retirement Class R6 | — | — | $116K | $2.4M | 3.2% | |
| Fidelity Mid Cap Index | — | — | $66K | $2.2M | 3.0% | |
| American Funds 2050 Target Date Retirement Class R6 | — | — | $103K | $2.2M | 2.9% | |
| Janus Henderson Balanced Class A | — | — | $42K | $1.9M | 2.5% | |
| American Funds 2060 Target Date Retirement Class R6 | — | — | $79K | $1.4M | 1.9% | |
| Invesco Discovery Class A | — | — | $13K | $1.2M | 1.6% | |
| American Funds 2035 Target Date Retirement Class R6 Macquarie | — | — | $64K | $1.2M | 1.6% | |
| Systematic Emerging Markets Equity | — | — | $64K | $1.2M | 1.6% | |
| Ishares MSCI Eafe International Index Class K | — | — | $71K | $1.1M | 1.4% | |
| Columbia Small Cap Index Institutional 3 Class | — | — | $48K | $1.1M | 1.4% | |
| American Funds 2025 Target Date Retirement Class R6 | — | — | $66K | $996K | 1.3% | |
| Loomis Sayles Strategic Income Class A | — | — | $74K | $891K | 1.2% | |
| Victory Sycamore Small Company Opportunity Class A | — | — | $19K | $870K | 1.2% | |
| Cohen and Steers real Estate Securities Inc Class Institutional | — | — | $50K | $869K | 1.2% | |
| Blackrock Global Allocation Investor A Shares | — | — | $33K | $620K | 0.8% | |
| Allspring Special Mid Cap Value | — | — | $12K | $539K | 0.7% | |
| Blackrock High Yield Investor A Shares | — | — | $70K | $499K | 0.7% | |
| Van Eck Cm Commodity Index Class I | — | — | $7K | $477K | 0.6% | |
| 9.50% with maturities through 2054 | — | — | — | $438K | 0.6% | |
| American Funds 2065 Target Date Retirement Class R6 American | — | — | $23K | $397K | 0.5% | |
| Funds 2020 Target Date Retirement Class R6 American Funds 2015 | — | — | $17K | $231K | 0.3% | |
| Target Date Retirement Class R6 245 | — | — | — | $3K | <0.1% |
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