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Original filing (PDF)20250922171706NAL0005502177001
AECOM
Form 5500
FILING_RECEIVED
AMENDED EMPLOYEES' PENSION AND INVESTMENT PLAN OF THE HUNT CORPORATION AND RELATED COMPANIES
Defined-benefit pension plan
Signals · 4
26% in single holding~351 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
119
Accounts w/ balance
—
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "IR+M Long Corp Collective FD Class ND Collective investment trust" is 26% of plan.
- 351 bps in Schedule C fees — 574% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AECOM.
Plan sponsor
Name
AECOM
EIN
47-1336341
Address
13355 NOEL ROAD · SUITE 400 · DALLAS, TX · 752406825
Phone
(972) 788-1000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
201
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | — | TRUSTEE | $10K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $194K | — |
| WINSTON & STRAWN LLP | 36-1975990 | — | NONE | $52K | — |
| EIDE BAILLY | 45-0250958 | — | NONE | $18K | — |
| NEPC | 26-1429809 | — | INVESTMENT CONSULTING | $17K | — |
| ANGELES INVESTMENT ADVISORS, LLC | 95-4839031 | — | NONE | $7K | — |
Investments
2 direct securities · 15 pooled funds· $8.0M(94% 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
$7.6M
15 holdings
Uncategorized
$431K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IR+M LONG CORP COLLECTIVE FD CLASS GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 006 | Common Collective Trust | — | $2.2M | $2.1M | 24.5% | |
| SSGA LONG US TREASURY INDEX NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 479 | Common Collective Trust | — | $2.0M | $1.8M | 21.2% | |
| WTC CIF II US INV GRADE INTERMED CO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Common Collective Trust | — | $844K | $818K | 9.6% | |
| NEPC GLOBAL EQUITY CIT -CLASS A GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 001 | Common Collective Trust | — | $510K | $510K | 6.0% | |
| SSGA 20 YEAR US TREASURY STRIPS IND NEPC DISCRETIONARY SERVICES · EIN 90-0337987 / PN 169 | Common Collective Trust | — | $600K | $506K | 6.0% | |
| 3-10 YEAR US TREASURY INDEX NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 477 | Common Collective Trust | — | $437K | $424K | 5.0% | |
| Angeles Absolute Return Fund Ltd. Privately-held security | — | — | $314K | $382K | 4.5% | |
| SSGA S&P 500 FLAGSHIP NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 004 | Common Collective Trust | — | $359K | $371K | 4.4% | |
| FTSE RAFI US 1000 INDEX NL CTF NEPC DISCRETIONARY SERVICES · EIN 06-6556853 / PN 001 | Common Collective Trust | — | $276K | $281K | 3.3% | |
| MSCI EAFE 100HEDGED USD INDEX NL FU NEPC DISCRETIONARY SERVICES · EIN 90-0337987 / PN 455 | Common Collective Trust | — | $240K | $245K | 2.9% | |
| NEPC US SMALL CAP EQUITY CIT -CLASS GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 003 | Common Collective Trust | — | $180K | $184K | 2.2% | |
| NEPC EMERGING MKTS CIT CLASS A GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 004 | Common Collective Trust | — | $177K | $177K | 2.1% | |
| NEPC DIVERSIFIED CREDIT CIT-CLASS A GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 004 | Common Collective Trust | — | $104K | $104K | 1.2% | |
| SSGA MSCI EAFE INDEX NL FUND NEPC DISCRETIONARY SERVICES · EIN 04-0025081 / PN 241 | Common Collective Trust | — | $90K | $85K | 1.0% | |
| First American US Treasury Money Market Class Z Money market mutual fund | — | — | $48K | $48K | 0.6% | |
| VANGUARD EMPLOYEE BENEFIT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3080210 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL GROUP LD CREDIT TRUST CAPITAL BANK AND TRUST · EIN 95-6597294 / PN 293 | Common Collective Trust | — | — | $0 | <0.1% |