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Original filing (PDF)20251002091339NAL0000177619001
MARATHON PETROLEUM COMPANY LP
Form 5500
FILING_RECEIVED
MARATHON PETROLEUM THRIFT PLAN
401(k) retirement plan
Active participants
18,320
Accounts w/ balance
27,613
Plan assets (EOY)
$8.3B
Net assets (EOY)
$8.3B
How this plan invests
This plan
20 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARATHON PETROLEUM COMPANY LP.
Plan sponsor
Name
MARATHON PETROLEUM COMPANY LP
EIN
31-1537655
Address
539 SOUTH MAIN STREET · FINDLAY, OH · 45840
Phone
(419) 422-2121
Industry
Manufacturingsee all
Plan administrator
Name
DUANE F BOECKER PLAN ADMINISTRATOR
EIN
93-3402507
City
FINDLAY, OH
Phone
(419) 422-2121
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GJC CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $132K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $1.7M | — |
Investments
20 direct securities · 20 pooled funds· $8.3B(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
$5.4B
20 holdings
Uncategorized
$2.9B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL CLASS E GEODE CAPITAL MANGEMENT LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $3.3M | $901.0M | 10.8% | |
| FIDELITY GROWTH COMMINGLED POOL FIDELITY MANAGMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | $11.2M | $794.1M | 9.5% | |
| Marathon Petroleum Corporation Marathon Petroleum Corporation Common Stock | — | — | $5.7M | $789.3M | 9.5% | |
| FIDELITY CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | $15.4M | $705.4M | 8.5% | |
| Vanguard Value Index Inst | — | — | $5.4M | $356.2M | 4.3% | |
| FIDELITY FREEDOM BLEND 2035 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | $12.2M | $354.2M | 4.3% | |
| FIDELITY FREEDOM BLEND 2045 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | $11.0M | $340.9M | 4.1% | |
| FIDELITY FREEDOM BLEND 2040 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | $10.8M | $329.5M | 4.0% | |
| FIDELITY FREEDOM BLEND 2050 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | $10.0M | $303.9M | 3.7% | |
| SPARTAN EXT MARKET INDEX CLASS E GEODE CAPITAL MANGEMENT LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | $1.8M | $303.7M | 3.6% | |
| BrokerageLink Self-Directed Brokerage Accounts | — | — | — | $293.7M | 3.5% | |
| FIDELITY FREEDOM BLEND 2030 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | $10.9M | $283.7M | 3.4% | |
| Fidelity Investments MM Government | — | — | $253.4M | $253.4M | 3.0% | |
| SPARTAN INTL INDEX E GEODE CAPITAL MANGEMENT LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | $1.7M | $229.3M | 2.8% | |
| Dodge & Cox Income X | — | — | $18.2M | $225.2M | 2.7% | |
| FIDELITY FREEDOM BLEND 2055 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | $6.4M | $208.9M | 2.5% | |
| FIDELITY FREEDOM BLEND 2025 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | $6.6M | $170.0M | 2.0% | |
| FIDELITY INTERNATIONAL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 138 | Common Collective Trust | — | $7.7M | $139.9M | 1.7% | |
| Vanguard Small Cap Index Is Pl | — | — | $399K | $132.5M | 1.6% | |
| Loans to Plan Participants Interest rates ranging from 3.25% - 9.25% — | — | — | — | $116.1M | 1.4% | |
| JPM Emerging Markets Eq Fund Class R6 | — | — | $3.6M | $108.5M | 1.3% | |
| ALLSPRING SPECIAL MID CAP VALUE E2 SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | $6.1M | $101.2M | 1.2% | |
| Baird Mid Cap Inst | — | — | $4.3M | $100.9M | 1.2% | |
| FIDELITY FREEDOM BLEND 2060 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | $4.3M | $95.5M | 1.1% | |
| Vanguard Total Bond Market Is Pl | — | — | $8.8M | $83.6M | 1.0% | |
| FIDELITY FREEDOM BLEND 2020 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | $3.2M | $74.3M | 0.9% | |
| Fidelity Government Income Fund | — | — | $8.2M | $73.8M | 0.9% | |
| Massachusetts Mutual Actively Managed Global Wrap*** Wrapper Contract 30135 2.21% | — | — | — | $57.1M | 0.7% | |
| State Street Bank & Trust Company Boston Actively Managed Global Wrap*** Wrapper Contract 111013 2.21% | — | — | — | $47.4M | 0.6% | |
| Nationwide Life Insurance Actively Managed Global Wrap*** Wrapper Contract FID_MAP_IP-1013 2.22% | — | — | — | $44.7M | 0.5% | |
| Metropolitan Life Insurance Actively Managed Global Wrap*** Wrapper Contract 38086 2.21% | — | — | — | $39.9M | 0.5% | |
| American General Life Actively Managed Global Wrap*** Wrapper Contract 1627813 2.21% | — | — | — | $38.6M | 0.5% | |
| TransAmerica Premier Life Actively Managed Global Wrap*** Wrapper Contract FDA00086TR-00 2.21% | — | — | — | $37.6M | 0.5% | |
| Pacific Life Insurance Actively Managed Global Wrap*** Wrapper Contract G-027835.19 2.21% | — | — | — | $37.5M | 0.4% | |
| Stable Value Contract Carriers JP Morgan Chase Actively Managed Global Wrap*** Wrapper Contract MARAPETRO-7-11 2.21% | — | — | — | $36.7M | 0.4% | |
| FIDELITY FREEDOM BLEND 2065 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | $1.8M | $31.8M | 0.4% | |
| FIDELITY FREEDOM BLEND 2015 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | $943K | $21.0M | 0.3% | |
| FIDELITY FREEDOM BLEND INC T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | $861K | $14.5M | 0.2% | |
| FIDELITY FREEDOM BLEND 2010 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | $337K | $7.1M | <0.1% | |
| Fidelity Management Trust Company Interest-Bearing Cash-Fidelity Institutional Cash Portfolios; Money Market Portfolio; Class A Money Market Pool Discount rate 4.48% | — | — | — | $5.0M | <0.1% |