XCEL Energy Inc.'s EIN is 41-0448030.
Download the official 2024 Form 5500 (PDF) for XCEL Energy Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XCEL Energy Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MGT LP | 13-3575636 | — | NONE | $125K | — |
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $174.1M | 94.5% | |
| XCEL ENERGY INC. MASTER PENSION TR XCEL ENERGY INC · EIN 90-1071182 / PN 010 | Master Trust | — | — | $174.1M | 94.5% |
| NONE |
| $45K |
| — |
| STEPSTONE CAPITAL PARTNERS | 98-1388563 | — | NONE | $42K | — |
| JENNISON ASSOCIATES LLC | 22-2540245 | — | NONE | $24K | — |
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | — | NONE | $24K | — |
| WELLINGTON TRUST COMPANY, N.A. | 04-2755549 | — | NONE | $0 | — |
| BLACKROCK INSTITUTIONAL TR CO., N.A | 94-3112180 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $35K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $226K | — |
| TOWNSEND GREAT LAKES & PLAINS, LLP | 84-3868047 | — | NONE | $41K | — |
| MFS HERITAGE TRUST COMPANY | 57-1187281 | — | NONE | $38K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $34K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $24K | — |
| PRUDENTIAL TRUST COMPANY | 23-6994310 | — | NONE | $23K | — |
| EATON VANCE MANAGEMENT | 11-3658445 | — | NONE | $19K | — |
| BOSTON PARTNERS TRUST COMPANY | 32-0291796 | — | NONE | $0 | — |
| ALLSPRING FUNDS | — | CHARLOTTE, NC | NONE | -$8K | — |
