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Original filing (PDF)20250710142238NAL0003561907001

HESS CORPORATION

Form 5500
FILING_RECEIVED
HESS CORPORATION EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
1,520
Accounts w/ balance
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
10 pooled trusts
Schedule D
2,721 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 31 bps in Schedule C fees — 522% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HESS CORPORATION.
Plan sponsor
Name
HESS CORPORATION
EIN
13-4921002
Address
1501 MCKINNEY STREET · HOUSTON, TX · 77010
Phone
(713) 496-5500
Industry
Manufacturingsee all
Plan administrator
Name
HESS CORPORATION EMPLOYEE BENEFIT PLANS COMMITTEE
EIN
13-2857739
City
HOUSTON, TX
Phone
(713) 496-5500
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
Trustee phone

Service providers (Schedule C)

15 rows
Other
15
NameEINLocationRelationDirect compIndirect comp
WINSLOW CAPITAL MANAGEMENT, LLC90-0860898NONE$708K
WELLINGTON MANAGEMENT COMPANY LLP47-1167553NONE$647K
WCM INVESTMENT MANAGEMENT, LLC95-3046237NONE$602K
VAUGHAN NELSON INV MGMT, LP04-3304963NONE$545K
LSV ASSET MANAGEMENT23-2772200NONE$538K
THE NORTHERN TRUST COMPANY36-1561860NONE$514K
LAZARD ASSET MANAGEMENT LLC05-0530199NONE$467K
BARROW HANLEY MEWHINNEY & STRAUSS75-2403190NONE$378K
BLACKROCK FINANCIAL MANAGEMENT, INC13-3806691NONE$327K
DEMARCHE ASSOCIATES, INC.43-1493130NONE$304K
LOOMIS SAYLES & COMPANY LP04-3200030NONE$264K
MERCER13-2834414NONE$207K
WESTERN ASSET MANAGEMENT COMPANY95-2705767NONE$188K
GROOM LAW GROUP52-1219029NONE$105K
FID INV INST OPS CO04-2647786NONE$32K

Investments

2,632 direct securities · 10 pooled funds· $1.9B(99% of reported assets)

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.

Uncategorized
$1.6B
2630 holdings
103-12 Investment Entity
$155.0M
8 holdings
Common Collective Trust
$52.8M
1 holding
Pooled Separate Account
$13.8M
1 holding
PARTNERSHIP/JOINT VENTURE
$5.9M
1 holding
OTHER
$234K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
BLACKROCK MCKINNEY OPPORTUNITIES FUND LP$131.1M$167.5M8.9%
ALPINVEST HARVEST FUND, LP$69.8M$82.7M4.4%
LSV INTERNATIONAL VALUE EQ TRUST
LSV ASSET MANAGEMENT · EIN 20-0726879 / PN 001
103-12 Investment Entity
$35.1M$72.2M3.9%
NT COLLECTIVE GOVT SHORT TERM INVT
NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068
Common Collective Trust
$52.8M$52.8M2.8%
EMERGING MARKETS EQUITY GROUP TRUST
LAZARD ASSET MANAGEMENT LLC · EIN 13-5545100 / PN 002
103-12 Investment Entity
$48.0M$42.0M2.2%
PRIVATE ADVISORS SECONDARY FUND VI, LP$24.2M$37.0M2.0%
HARRISON STREET CORE PROPERTY FUND C, L.P$38.1M$36.8M2.0%
PRIVATE ADVISORS SECONDARY FD V,LP
PRIVATE ADVISORS SECONDARY FUND V, LP · EIN 47-4252449 / PN 001
103-12 Investment Entity
$23.1M$29.0M1.5%
UTD STATES TREAS ZERO CPN 0% DUE 05-15-2051$31.3M$26.8M1.4%
ABBOTT CAPITAL PRIVATE EQUITY FUND VII (OFFSHORE), LP$14.3M$26.0M1.4%
POMONA CAPITAL X LP$21.3M$25.6M1.4%
HANCOCK US REAL ESTATE FUND, L.P.$15.1M$24.4M1.3%
UTD STATES TREAS ZERO CPN 0% DUE 11-15-2050$28.6M$23.3M1.2%
UNITED STATES TREAS BD STRIPPED PRIN PMT00123 08-15-2048 (UNDDATE) REG$26.3M$23.1M1.2%
LANDMARK REAL ESTATE PARTNERS VIII, L.P$13.5M$21.3M1.1%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2049$23.9M$20.7M1.1%
POMONA CAPITAL IX LP$10.2M$20.3M1.1%
UTD STATES TREAS ZERO CPN 0% DUE 08-15-2047$22.9M$19.9M1.1%
NB CROSSROADS XX- PLAN ASSET ALLOCATION LP 1.00$18.4M1.0%
UNITED STATES TREAS BD STRIPPED PRIN PMT00109 11-15-2045 (UNDDATE) REG$19.4M$17.7M0.9%
UTD STATES TREAS ZERO CPN 0% DUE 11-15-2048$21.0M$17.6M0.9%
UNITED STATES TREAS BD STRIPPED DUE 08-15-2045$19.1M$17.3M0.9%
UNITED STATES TREAS BD STRIPPED 08-15-2052$16.4M$15.5M0.8%
MICROSOFT CORP COM$8.8M$15.3M0.8%
PRINCIPAL REAL ESTATE INV U.S PROP
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027
Pooled Separate Account
$11.5M$13.8M0.7%
UNITED STATES TREAS BD STRIPPED PRIN PMT15/02/2052 02-15-2052 (UNDDATE) BEO$13.2M$12.8M0.7%
UNITED STATES TREAS BD STRIPPED PRIN PMT00104 ZCPN DUE 11-15-2044 REG$13.1M$12.2M0.7%
AMAZON COM INC COM$6.6M$12.2M0.6%
UNITED STATES OF AMER TREAS STRIP 02-15-2045$12.9M$11.9M0.6%
UTD STATES TREAS ZERO CPN 0% DUE 08-15-2051$12.9M$11.8M0.6%
NVIDIA CORP COM$2.2M$11.7M0.6%
WI TREASURY SEC 3.375% DUE 11-15-2048 REG$11.0M$10.7M0.6%
WESTERN ASSET MBS PORT
WESTERN ASSET MANAGEMENT COMPANY · EIN 20-1575792 / PN 001
103-12 Investment Entity
$7.0M$9.1M0.5%
APPLE INC COM STK$6.2M$8.9M0.5%
UNITED STATES TREAS SEC STRIPPED 11-15-2048$9.3M$8.4M0.4%
ALPHABET INC CAPITAL STOCK USD0.001 CL A$4.6M$7.2M0.4%
UNITED STATES OF AMER TREAS BONDS 4.0% 11-15-2042$7.6M$7.1M0.4%
FNMA SINGLE FAMILY MORTGAGE 2.5% 30 YEARS SETTLES JANUARY$7.3M$7.1M0.4%
UNITED STATES OF AMER TREAS BONDS DTD 4.0% 11-15-2052$7.0M$7.0M0.4%
META PLATFORMS INC COM USD0.000006 CL 'A'$3.1M$6.5M0.3%
UNITED STATES TREAS SEC STRIPPED INT PMT 08-15-2045 (UNDDATE) REG$6.9M$6.1M0.3%
Interests ABBOTT CAPITAL PRIVATE EQUITY FUND VI (OFFSHORE), LP
PARTNERSHIP/JOINT VENTURE
$8.8M$5.9M0.3%
SPOTIFY TECHNOLOGY S A COM EUR0.025$3.9M$5.8M0.3%
BROADCOM INC COM$3.1M$5.4M0.3%
UNITED STATES OF AMER TREAS BONDS 4.125% 08-15-2044$5.4M$5.2M0.3%
UNITED STATES OF AMER TREAS NOTES 4.125% 10-31-2026$5.0M$5.0M0.3%
UNITED STATES OF AMER TREAS NOTES 4.125% 10-31-2029$5.0M$4.9M0.3%
UNITED STATES TREAS BD STRIPPED PRIN PMT00112 05-15-2046 (UNDDATE) REG$5.3M$4.8M0.3%
ORACLE CORP COM$3.2M$4.5M0.2%
CARNIVAL CORP COM PAIRED$2.9M$4.4M0.2%
ENTERGY CORP NEW COM$3.0M$4.4M0.2%
US TREASURY N/B 3.875% 08-15-2034$4.4M$4.3M0.2%
ALPHABET INC CAP STK USD0.001 CL C$3.0M$4.3M0.2%
UNITED STATES TREAS BDS 1.875% 11-15-2051$4.5M$4.2M0.2%
AIR PROD & CHEM INC COM$3.6M$4.0M0.2%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2050$4.8M$4.0M0.2%
JPMORGAN CHASE & CO 5.534% 11-29-2045$4.1M$3.9M0.2%
TESLA INC COM USD0.001$2.2M$3.9M0.2%
BANK OF AMERICA CORP$3.5M$3.9M0.2%
ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10$2.8M$3.8M0.2%
UNITED STATES TREAS BDS TREASURY BOND 2.375% DUE 11-15-2049 REG$4.1M$3.8M0.2%
KEURIG DR PEPPER INC COM$3.7M$3.8M0.2%
FIDELITY NATL INFORMATION SVCS INC COM STK$3.7M$3.7M0.2%
PHILIP MORRIS INTL COM STK NPV$2.9M$3.6M0.2%
LAS VEGAS SANDS CORP COM STK$3.5M$3.6M0.2%
EXXON MOBIL CORP COM$3.8M$3.5M0.2%
ENBRIDGE INC COM$3.0M$3.4M0.2%
GALLAGHER ARTHUR J & CO COM$3.5M$3.4M0.2%
UNITED STATES OF AMER TREAS STRIP 0% 02-15-2047$3.9M$3.3M0.2%
MASTERCARD INC CL A$2.1M$3.2M0.2%
NOVO NORDISK A/S SER'B'DKK0.1$2.1M$3.1M0.2%
QUALCOMM INC COM$2.0M$3.0M0.2%
CHARTER 5.375% 05-01-2047$2.9M$3.0M0.2%
CRH ORD EUR 0.32$2.0M$3.0M0.2%
JOHNSON CTLS INTL PLC COM USD0.01$2.6M$3.0M0.2%
LITHIA MTRS INC COM CL A$2.3M$2.9M0.2%
US TREASURY N/B 4.125% 11-30-2029$3.0M$2.9M0.2%
TSY INFL IX N/B 0.125% 02-15-2052$3.4M$2.9M0.2%
ADR SEA LTD ADR$2.1M$2.9M0.2%
SAFRAN SA EUR0.20$2.4M$2.9M0.2%
AVANTOR INC COM$3.0M$2.9M0.2%
FERRARI NV COM EUR0.01$1.2M$2.8M0.2%
XCEL ENERGY INC COM$2.7M$2.8M0.2%
SAP SE$2.9M$2.8M0.1%
COMCAST CORP NEW-CL A$2.8M$2.7M0.1%
GOLDMAN SACHS GROUP INC 4.017% 10-31-2038$2.6M$2.6M0.1%
SERVICENOW INC COM USD0.001$1.1M$2.6M0.1%
ELI LILLY & CO COM$1.9M$2.5M0.1%
VICI PPTYS INC COM$2.6M$2.5M0.1%
PERMIAN RES CORP CL A$2.3M$2.4M0.1%
SANOFI SPONSORED ADR$2.4M$2.4M0.1%
DUKE ENERGY 5.3% DUE 02-15-2040$2.5M$2.4M0.1%
PINNACLE W. CAP CORP COM$2.2M$2.4M0.1%
ASTRAZENECA ORD USD0.25$2.4M$2.4M0.1%
AMERICAN EXPRESS CO$674K$2.4M0.1%
HALLIBURTON CO COM$2.8M$2.3M0.1%
INTUITIVE SURGICAL INC COM NEW STK$1.3M$2.3M0.1%
UNITED STATES TREAS BDS 4.625% 05-15-2044$2.4M$2.3M0.1%
CHIPOTLE MEXICAN GRILL INC COM STK$1.8M$2.3M0.1%
UNITEDHEALTH GROUP INC COM$1.3M$2.3M0.1%
MERCK & CO INC NEW COM$1.7M$2.3M0.1%
Corporate Stock - Common 3I GROUP ORD GBP0.738636$2.0M$2.3M0.1%
UNITED STATES OF AMER TREAS BONDS DTD 4.125% 08-15-2053$2.5M$2.2M0.1%
AMERICAN INTERNATIONAL GROUP INC COM$1.1M$2.2M0.1%
COMCAST CORP NEW 3.9% DUE 03-01-2038$2.3M$2.2M0.1%
ROLLS ROYCE HLDGS ORD GBP0.20$2.2M$2.2M0.1%
ICON PLC COM$1.9M$2.2M0.1%
MITSUBISHI HVY IND NPV$1.8M$2.2M0.1%
MEITUAN USD0.00001 B CLASS$2.7M$2.2M0.1%
UNITED STATES OF AMER TREAS NOTES 4.375% 07-15-2027$2.2M$2.2M0.1%
O REILLY AUTOMOTIVE INC NEW COM USD0.01$1.8M$2.1M0.1%
PUB STORAGE COM$1.9M$2.1M0.1%
AXALTA COATING SYSTEMS LTD COM USD1.00$1.9M$2.1M0.1%
HSBC HOLDINGS PLC 6.332% 03-09-2044$2.1M$2.1M0.1%
ELEMENT SOLUTION INC COM$1.2M$2.1M0.1%
ARCH CAPITAL GROUP COM STK$1.6M$2.0M0.1%
CANADIAN PAC KANS CITY LTD$1.2M$2.0M0.1%
PHILLIPS 66 COM$1.3M$2.0M0.1%
APTIV PLC NEW ORD USD0.01$1.9M$2.0M0.1%
MICROSOFT CORP 2.921% 03-17-2052 USD$2.2M$2.0M0.1%
ANHEUSER BUSCH INBEV WORLDWIDE INC 5.45% 01-23-2039$2.1M$2.0M0.1%
AT&T INC 3.8% 12-01-2057$2.1M$2.0M0.1%
GE AEROSPACE$1.8M$2.0M0.1%
ORACLE CORP 3.6% DUE 04-01-2040 REG$2.0M$2.0M0.1%
SIEMENS ENERGY AG NPV$1.6M$2.0M0.1%
JACOBS SOLUTIONS INC COM$1.6M$2.0M0.1%
ANHEUSER-BUSCH COS LLC CORP 4.7% 02-01-2036$2.0M$1.9M0.1%
BANK N S HALIFAX COM STK$1.7M$1.9M0.1%
JPMORGAN CHASE & CO 3.897% 01-23-2049$2.0M$1.9M0.1%
EATON CORP PLC COM USD0.50$1.8M$1.9M0.1%
HUNT J B TRANS SVCS INC COM$1.3M$1.9M0.1%
BOOKING HLDGS INC COM$1.7M$1.9M0.1%
WARNERMEDIA HLDGS INC 5.141% 03-15-2052$2.0M$1.9M0.1%
TRANE TECHNOLOGIES PLC COM USD1$1.4M$1.9M<0.1%
BURLINGTON NORTHN SANTA FE LLC 4.9 DUE 04-01-2044 REG$1.9M$1.9M<0.1%
ADYEN NV EUR0.01$1.7M$1.9M<0.1%
ELEVANCE HEALTH INC$1.2M$1.9M<0.1%
HONEYWELL INTERNATIONAL INC 5.25% 03-01-2054$2.0M$1.8M<0.1%
BANK OF AMERICA CORPORATION 4.244% 04-24-2038$1.8M$1.8M<0.1%
AUTOMATIC DATA PROCESSING INC COM$1.9M$1.8M<0.1%
COMERICA INC COM$1.5M$1.8M<0.1%
WESTERN ALLIANCE BANCORPORATION COM$1.1M$1.8M<0.1%
WILLIS TOWERS WATSON PLC COM USD0.000115$1.2M$1.8M<0.1%
KKR & CO INC CL A CL A$1.0M$1.8M<0.1%
WELLS FARGO & CO NEW COM STK$928K$1.8M<0.1%
PAC GAS & ELEC CO FIXED 4.5% DUE 07-01-2040$1.6M$1.8M<0.1%
COUPANG INC$1.5M$1.8M<0.1%
ATLASSIAN CORP CL A$1.8M$1.8M<0.1%
IBM INTERNAT CAPITAL 5.25% 02-05-2044$1.8M$1.8M<0.1%
ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT)$682K$1.8M<0.1%
WYNN RESORTS LTD COM$2.0M$1.8M<0.1%
NETFLIX INC COM STK$1.0M$1.7M<0.1%
VERIZON 4.812% DUE 03-15-2039$1.7M$1.7M<0.1%
ADR ICICI BK LTD$1.3M$1.7M<0.1%
BAE SYSTEMS ORD GBP0.025$1.4M$1.7M<0.1%
COMCAST CORP NEW FIXED 2.937% DUE 11-01-2056$1.9M$1.7M<0.1%
WELLS FARGO & COMPANY 5.557% 07-25-2034$1.7M$1.7M<0.1%
MEDTRONIC PLC COMMON STOCK$1.9M$1.7M<0.1%
FISERV INC COM$1.6M$1.7M<0.1%
PVTPL BNP PARIBAS 5.906% 11-19-2035$1.7M$1.6M<0.1%
SCHNEIDER ELECTRIC EUR4.00$1.0M$1.6M<0.1%
ZIONS BANCORPORATION N A$1.2M$1.6M<0.1%
BEACON ROOFING SUPPLY INC COM$976K$1.6M<0.1%
APPLE INC 3.85% DUE 08-04-2046$1.7M$1.6M<0.1%
LAM RESH CORP COM NEW$1.3M$1.6M<0.1%
UNITED STATES OF AMER TREAS NOTES 4.25% 11-15-2034$1.6M$1.6M<0.1%
ELECTR ARTS COM$1.3M$1.6M<0.1%
GOLDMAN SACHS GROUP INC 5.561% 11-19-2045$1.6M$1.6M<0.1%
FIRST AMERN FINL CORP COM STK$1.4M$1.6M<0.1%
ECOLAB INC COM STK USD1$1.6M$1.5M<0.1%
COMPASS GROUP ORD GBP0.1105$1.3M$1.5M<0.1%
WELLS FARGO & CO 4.4% DUE 06-14-2046$1.6M$1.5M<0.1%
JPMORGAN CHASE & CO 3.882% 07-24-2038$1.6M$1.5M<0.1%
AT&T INC 3.5% DUE 09-15-2053 REG$1.6M$1.5M<0.1%
WORKDAY INC CL A COM USD0.001$1.3M$1.5M<0.1%
TEXAS INSTRUMENTS INC COM$1.6M$1.5M<0.1%
WESTERN ASSET FRN HIGH INCOME FUND
WESTERN ASSET MANAGEMENT COMPANY · EIN 20-0219988 / PN 001
103-12 Investment Entity
$1.5M<0.1%
CF WESTN AST FLOATING RATE HI INC FD LLC$1.1M$1.5M<0.1%
CUSHMAN & WAKEFIELD INC$1.3M$1.5M<0.1%
STERIS PLC ORD USD0.001$1.3M$1.5M<0.1%
ABBVIE INC 4.05% DUE 11-21-2039 REG$1.5M$1.5M<0.1%
PVTPL BROADCOM INC SR NT 3.5% 02-15-2041/01-19-2021$1.5M$1.5M<0.1%
ORACLE CORP 3.8% 11-15-2037$1.5M$1.5M<0.1%
INTEL CORP 3.734% 12-08-2047 BEO$1.7M$1.5M<0.1%
MONDAY COM LTD COM NPV$1.4M$1.5M<0.1%
CELESTICA INC COM NPV$853K$1.5M<0.1%
SYNOPSYS INC COM$1.3M$1.5M<0.1%
STRYKER CORP$1.4M$1.5M<0.1%
COGNIZANT TECH SOLUTIONS CORP CL A$1.2M$1.5M<0.1%
FAIR ISAAC CORPORATION COM$1.0M$1.5M<0.1%
UNITED STATES OF AMER TREAS NOTES 4.125% 11-30-2031$1.5M$1.5M<0.1%
UBS GROUP AG USD0.10 (REGD)$1.3M$1.5M<0.1%
MERCADOLIBRE INC COM STK$1.2M$1.5M<0.1%
ASM INTL NV EUR0.04$827K$1.5M<0.1%
META PLATFORMS INC 5.6% DUE 05-15-2053$1.4M$1.4M<0.1%
LINDE PLC$1.1M$1.4M<0.1%
PFIZER INVESTMENT ENTER 5.11% 05-19-2043$1.5M$1.4M<0.1%
MORGAN STANLEY 3.971% 07-22-2038$1.4M$1.4M<0.1%
HILTON WORLDWIDE HLDGS INC COM NEW COM NEW$730K$1.4M<0.1%
MARSH & MCLENNAN COS INC 5.0% 03-15-2035$1.4M$1.4M<0.1%
Showing top 200 of 2,642 investments by value.