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Original filing (PDF)20251014165555NAL0003337169001
FEDEX CORPORATION
Form 5500
FILING_RECEIVED
FEDEX CORPORATION RETIREMENT SAVINGS PLAN II
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
217,166
Accounts w/ balance
281,166
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.5B
How this plan invests
This plan
20 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 73% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEDEX CORPORATION.
Plan sponsor
Name
FEDEX CORPORATION
EIN
62-1721435
Address
942 SOUTH SHADY GROVE ROAD · MEMPHIS, TN · 38120
Phone
(901) 291-3650
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | TRUSTEE | $2.5M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | TRUSTEE | $571K | — |
Investments
9 direct securities · 20 pooled funds· $3.6B(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
$3.0B
17 holdings
Uncategorized
$567.8M
9 holdings
Master Trust
$29.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $372.7M | 10.6% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $366.7M | 10.4% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $336.8M | 9.6% | |
| VANGUARD INSTITUTIONAL 500 INDEX FD VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $334.4M | 9.5% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $266.4M | 7.6% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $261.5M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $229.6M | 6.5% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $201.3M | 5.7% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered investment companies | — | — | — | $158.6M | 4.5% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $157.6M | 4.5% | |
| Vanguard International Equity Index Fund Common/Collective Trust | — | — | — | $156.8M | 4.5% | |
| VANGUARD INST TOTAL INTL STOCK MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $156.8M | 4.5% | |
| VANGUARD INST EXTENDED MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $142.0M | 4.0% | |
| Participant Loans Interest rates range from 3.25% - 8.25% | — | — | — | $96.6M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $83.6M | 2.4% | |
| VANGUARD INST TOTAL BOND MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $65.5M | 1.9% | |
| Vanguard Windsor Fund Admiral Shares Registered investment companies | — | — | — | $46.0M | 1.3% | |
| Vanguard Wellington Fund Admiral Shares Registered investment companies | — | — | — | $45.9M | 1.3% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered investment companies | — | — | — | $33.7M | 1.0% | |
| FEDEX INTERNATIONAL ACTIVE EQUITY F FEDEX CORPORATION · EIN 88-3518257 / PN 001 | Master Trust | — | — | $24.1M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $21.8M | 0.6% | |
| Self-Directed Brokerage Fund Other Investments | — | — | — | $21.5M | 0.6% | |
| VANGUARD RETIREMENT SAVINGS TRT II VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $15.9M | 0.5% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $15.3M | 0.4% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $8.5M | 0.2% | |
| Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Inst'l Shr Registered investment companies | — | — | — | $6.6M | 0.2% | |
| FEDEX DIVERSIFIED BOND MASTER TRUST FEDEX CORPORATION · EIN 87-2808374 / PN 001 | Master Trust | — | — | $3.3M | <0.1% | |
| BlackRock Multi-Asset Income Portfolio; Institutional Shares Registered investment companies | — | — | — | $2.1M | <0.1% | |
| FEDEX STOCK FUND MASTER TRUST FEDEX CORPORATION · EIN 88-3493140 / PN 001 | Master Trust | — | — | $1.7M | <0.1% |