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Original filing (PDF)20250610164717NAL0025915344001
UNITED STATES STEEL CORPORATION AND AFFILIATED COS.
Form 5500
FILING_RECEIVED
UNITED STATES STEEL CORPORATION SAVINGS FUND PLAN FOR SALARIED EMPLOYEES
401(k) retirement plan
Signals · 1
11% employer stock
Active participants
2,644
Accounts w/ balance
5,074
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
23 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 11% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED STATES STEEL CORPORATION AND AFFILIATED COS..
Plan sponsor
Name
UNITED STATES STEEL CORPORATION AND AFFILIATED COS.
EIN
25-1897152
Address
600 GRANT STREET - ROOM 1681 · PITTSBURGH, PA · 152192800
Phone
(412) 433-5332
Industry
Manufacturingsee all
Plan administrator
Name
UNITED STATES STEEL AND CARNEGIE PENSION FUND
EIN
25-0851750
City
PITTSBURGH, PA
Phone
(412) 433-5790
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $122K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $165K | — |
| NEPC, LLC | 26-1429809 | — | CONSULTANT | $85K | — |
| BUCK GLOBAL LLC | 83-1116912 | — | CONSULTANT | $52K | — |
Investments
10 direct securities · 23 pooled funds· $1.6B(100% 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.
Common Collective Trust
$1.1B
23 holdings
Uncategorized
$471.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SECURITI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $276.2M | 17.1% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $181.9M | 11.2% | |
| U. S. Steel Stock Fund - Common Stock Employer-related security | — | — | — | $175.6M | 10.9% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $119.1M | 7.4% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | — | — | — | $90.9M | 5.6% | |
| FIDELITY INDEX TARGET DATE 2035 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $76.6M | 4.7% | |
| FIDELITY INDEX TARGET DATE 2030 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $74.9M | 4.6% | |
| FIDELITY INDEX TARGET DATE 2040 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $65.6M | 4.1% | |
| Vanguard WindsorTM II Fund - AdmiralTM Shares Mutual fund | — | — | — | $58.7M | 3.6% | |
| FIDELITY INDEX TARGET DATE 2045 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $57.2M | 3.5% | |
| FIDELITY INDEX TARGET DATE 2050 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $48.5M | 3.0% | |
| Vanguard Treasury Money Market Fund Investor Shares Interest-bearing cash | — | — | — | $45.9M | 2.8% | |
| Vanguard ExplorerTM Fund - AdmiralTM Shares Mutual fund | — | — | — | $43.4M | 2.7% | |
| STATE STREET U.S. BOND INDEX SECURI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $42.9M | 2.7% | |
| FIDELITY DIVERSIFIED INTERNATIONAL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $41.6M | 2.6% | |
| FIDELITY INDEX TARGET DATE 2025 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $34.9M | 2.2% | |
| FIDELITY INDEX TARGET DATE 2055 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $29.2M | 1.8% | |
| FIDELITY LOW-PRICED STOCK POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $22.3M | 1.4% | |
| Dodge & Cox Income Fund Class X Mutual fund | — | — | — | $21.5M | 1.3% | |
| Fidelity® Real Estate Investment Portfolio Mutual fund | — | — | — | $20.2M | 1.2% | |
| FIDELITY INDEX TARGET DATE 2020 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $15.5M | 1.0% | |
| STATE STREET GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $12.2M | 0.8% | |
| STATE STREET U.S. INFLATION PROTECT STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $11.5M | 0.7% | |
| with interest rates ranging * Participant Loans from 4.25% to 10.0% | — | — | — | $9.5M | 0.6% | |
| FIDELITY INDEX TARGET DATE 2060 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $9.1M | 0.6% | |
| FIDELITY INDEX TARGET DATE 2015 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $7.3M | 0.5% | |
| STATE STREET RUSSELL SMALL/MID CAP STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $6.7M | 0.4% | |
| Empower Guaranteed Income Fund Guaranteed income account | — | — | — | $5.6M | 0.3% | |
| FIDELITY INDEX TARGET DATE 2010 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| FIDELITY INDEX INCOME COMMINGLED FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| FIDELITY INDEX TARGET DATE 2065 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| U. S. Steel Stock Fund - Stock Purchase Account Employer-related security | — | — | — | $10K | <0.1% | |
| FIDELITY INDEX TARGET DATE 2070 COM FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS · EIN 20-4659714 / PN 219 | Common Collective Trust | — | — | $2K | <0.1% |