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Original filing (PDF)20251014102728NAL0001233491001
U.S. BANCORP
Form 5500
FILING_RECEIVED
U.S. BANK LEGACY PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
1,929
Accounts w/ balance
—
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.5B
How this plan invests
This plan
1 collective trust
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)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. BANCORP.
Plan sponsor
Name
U.S. BANCORP
EIN
41-0255900
Address
800 NICOLLET MALL BC-MN-4BEN · MINNEAPOLIS, MN · 55402
Phone
(800) 806-7009
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
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
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $2.2M | — |
| ERNST & YOUNG, LLP | 34-6565596 | — | NONE | $144K | — |
| MORGAN LEWIS BOCKIUS LLP | 23-0891050 | — | NONE | $92K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $60K | — |
| BUCK GLOBAL LLC | 83-1116912 | — | NONE | $14K | — |
Investments
1 pooled fund· $3.5B(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| U.S. BANK DEFINED BENEFIT PEN PN MT U.S. BANCORP · EIN 41-0255900 / PN 008 | Master Trust | $3.5B | 100.0% |