Renee Metzler signed DUKE Energy Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DUKE Energy Corporation's EIN is 20-2777218.
Download the official 2024 Form 5500 (PDF) for DUKE Energy Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DUKE Energy Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $269K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENT MANAGEMENT LLC | 81-1735291 | — | NONE | $189K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Equity S&P 500 Index Fund | Common Collective Trusts | — | — | $2.9B | 25.6% | |
| Fidelity BrokerageLink | Mutual Funds | — | — | $1.1B | 9.5% | |
| Duke Energy Common Stock Fund | Common Stocks | — | — | $1.1B | 9.5% | |
| US Equity All Cap Blend Fund | Other securities | — | — | $928.3M | 8.2% | |
| US Equity Small/Midcap Blend Fund | Other securities | — | — | $572.2M | 5.1% | |
| Non-US Equity Blend Fund | Other securities | — | — | $527.1M | 4.7% | |
| Fixed Income Blend Fund | Other securities | — | — | $520.1M | 4.6% | |
| Non-US Equity Index Fund | Common Collective Trusts | — | — | $511.4M | 4.5% | |
| STABLE VALUE FUND WELLS FARGO BANK NA · EIN 94-1347393 / PN 000 | Common Collective Trust | — | — | $479.3M | 4.3% | |
| Security-backed (Synthetic) Investment Contracts | Other securities | — | — | $466.7M | 4.1% | |
| Target Retirement Date Fund 2045 | Other securities | — | — | $313.3M | 2.8% | |
| Target Retirement Date Fund 2030 | Other securities | — | — | $297.6M | 2.6% | |
| Target Retirement Date Fund 2040 | Other securities | — | — | $284.8M | 2.5% | |
| Target Retirement Date Fund 2050 | Other securities | — | — | $283.3M | 2.5% | |
| Target Retirement Date Fund 2035 | Other securities | — | — | $276.1M | 2.4% | |
| Target Retirement Date Fund 2055 | Other securities | — | — | $246.4M | 2.2% | |
| Target Retirement Date Fund 2025 | Other securities | — | — | $208.4M | 1.8% | |
| US Equity Small/Midcap Index Fund | Common Collective Trusts | — | — | $182.4M | 1.6% | |
| Target Retirement Date Fund 2060 | Other securities | — | — | $177.1M | 1.6% | |
| Target Retirement Date Fund Post Retirement | Other securities | — | — | $152.1M | 1.3% | |
| Participant Loans | Participant loans | — | — | $141.6M | 1.3% | |
| Fixed Income Index Fund | Common Collective Trusts | — | — | $95.5M | 0.8% | |
| Global Real Estate Investment Trust Fund | Common Collective Trusts | — | — | $23.4M | 0.2% | |
| Diversified Real Asset Fund | Other securities | — | — | $12.9M | 0.1% | |
| Short-Term Investment Fund A S | Other securities | — | — | $12.6M | 0.1% |
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 |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | NONE | $4.7M | — |
