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Original filing (PDF)20251014160141NAL0006780850001
US FOODS, INC.
Form 5500
FILING_RECEIVED
US FOODS CONSOLIDATED DEFINED BENEFIT RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
367
Accounts w/ balance
—
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US FOODS, INC..
Plan sponsor
Name
US FOODS, INC.
EIN
36-3642294
Address
9399 HIGGINS ROAD, SUITE 100 · ROSEMONT, IL · 60018
Phone
(847) 720-8000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 pooled funds· $23.7M(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.
Master Trust
$23.7M
1 holding
Common Collective Trust
$0
9 holdings
103-12 Investment Entity
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| US FOODS, INC. MASTER DB PEN TRUST US FOODS, INC. · EIN 36-3642294 / PN 200 | Master Trust | $23.7M | 100.0% |
| NT COLLECTIVE SHORT-TERM INV. FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $0 | <0.1% |
| NT COLL RSL 1000 INDEX FD NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 095 | Common Collective Trust | $0 | <0.1% |
| ARROWSTREET INTL EQ-ACWI EX US FUND ARROWSTREET CAPITAL, LIMITED PARTNERSHIP · EIN 45-6500555 / PN 003 | 103-12 Investment Entity | $0 | <0.1% |
| LAZARD INTL SRAT EQ ACW EW US TRUST LAZARD ASSET MANAGEMENT LLC · EIN 45-2146398 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| LONG TERM GOVT BND INDX N-LENDB FND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3774476 / PN 001 | Common Collective Trust | $0 | <0.1% |
| STATE STREET INTRMD US GOVT BND NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | $0 | <0.1% |
| TRSY US 5 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | $0 | <0.1% |
| TRSY US 10 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | $0 | <0.1% |
| TRSY US 15 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | $0 | <0.1% |
| TRSY US 20 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | $0 | <0.1% |
| TRSY US 25 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | $0 | <0.1% |