Ashley Morley signed Sysco Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sysco Corporation's EIN is 74-1648137.
Download the official 2024 Form 5500 (PDF) for Sysco Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sysco Corporation's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $311K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER (US) INC |
| 13-2834414 |
| — |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON LLP | 74-1550819 | — | ACCOUNTANT/AUDITOR | $28K | — |
| WEAVER AND TIDWELL, L.L.P | 75-0786316 | — | ACCOUNTANT/AUDITOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GR CO POOL CL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $889.5M | 16.9% | |
| Vanguard Fiduciary Trust Company Institutional 500 Index Trust | Common Collective Trusts | — | — | $624.1M | 11.9% | |
| VANG INST 500 INDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $624.1M | 11.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $457.7M | 8.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $438.9M | 8.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $378.6M | 7.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $374.2M | 7.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $298.2M | 5.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $277.9M | 5.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $187.4M | 3.6% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $128.7M | 2.5% | |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $97.9M | 1.9% | |
| Fidelity Management Trust Company Diversified International Commingled Pool | Common Collective Trusts | — | — | $88.3M | 1.7% | |
| FID DIV INTL PL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $88.3M | 1.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $84.4M | 1.6% | |
| AS CORE BOND II EF2 WELLS FARGO BANK, N.A. · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $74.1M | 1.4% | |
| Vanguard Fiduciary Trust Company Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $71.1M | 1.4% | |
| VANG EXT MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $71.1M | 1.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $71.0M | 1.4% | |
| Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust | Common Collective Trusts | — | — | $53.0M | 1.0% | |
| VG TOT INTL STK IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $53.0M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $50.0M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $32.3M | 0.6% | |
| EASTERN SHORE COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 81-4262900 / PN 099 | Common Collective Trust | — | — | $31.3M | 0.6% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $26.8M | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | Common Collective Trusts | — | — | $25.5M | 0.5% | |
| WESTFIELD SM/MID CAP GR EQ CIT COMERICA BANK & TRUST, NA · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $25.3M | 0.5% | |
| SEI Trust Company Westwood SMidCap Value Collective Trust | Common Collective Trusts | — | — | $24.0M | 0.5% | |
| WESTWOOD MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-2447110 / PN 025 | Common Collective Trust | — | — | $24.0M | 0.5% | |
| Vanguard Fiduciary Trust Company Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $23.8M | 0.5% | |
| VANG INST TOT BD MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $23.8M | 0.5% | |
| Adjustment from fair value to contract value for fully benefit responsive investment contracts | Other securities | — | — | $13.4M | 0.3% | |
| SHORT-TERM INVESTMENT FUND II SEI TRUST COMPANY · EIN 92-2544088 / PN 004 | Common Collective Trust | — | — | $5.2M | <0.1% | |
| SS RUSS SMMID CAP SEC LENDING CL I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $3.9M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $3.0M | <0.1% | |
| Freddie Mac Pool Freddie Mac Pool, 2%, $290,173 par due 01/01/2052 | Agency / Mortgage-Backed | — | — | $2.3M | <0.1% | |
| United States Treasury Note/Bond United States Treasury Note/Bond, 0.25%, $200,000 par due 10/31/2025 | U.S. Treasuries | — | — | $1.9M | <0.1% | |
| United States Treasury Note/Bond United States Treasury Note/Bond, 4.25%, $193,000 par due 11/15/2034 | U.S. Treasuries | — | — | $1.9M | <0.1% | |
| Fannie Mae Pool Fannie Mae Pool, 2.5%, $220,270 par due 12/01/2050 | Agency / Mortgage-Backed | — | — | $1.8M | <0.1% | |
| SBA Small Business Investment Cos SBA Small Business Investment Cos, 2.938%, $176,181 par due 03/10/2032 | Bonds / Notes | — | — | $1.6M | <0.1% | |
| SHORT TERM INVESTMENT FUND SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $1.6M | <0.1% | |
| Fannie Mae Pool Fannie Mae Pool, 2.5%, $155,436 par due 12/01/2050 | Agency / Mortgage-Backed | — | — | $1.3M | <0.1% | |
| Fannie Mae Pool Fannie Mae Pool, 5%, $106,424 par due 10/01/2052 | Agency / Mortgage-Backed | — | — | $1.0M | <0.1% | |
| SBA Small Business Investment Cos SBA Small Business Investment Cos, 5.168%, $979,103 par due 03/10/2033 | Bonds / Notes | — | — | $987K | <0.1% | |
| United States Treasury Note/Bond United States Treasury Note/Bond, 1.625%, $113,000 par due 05/15/2031 | U.S. Treasuries | — | — | $953K | <0.1% | |
| United States Small Business Administration United States Small Business Administration, 3.93%, $965,561 par due 07/01/2047 | Bonds / Notes | — | — | $887K | <0.1% | |
| Fannie Mae Pool Fannie Mae Pool, 3%, $102,750 par due 11/01/2049 | Agency / Mortgage-Backed | — | — | $882K | <0.1% | |
| United States Treasury Note/Bond United States Treasury Note/Bond, 4.125%, $892,000 par due 11/15/2032 | U.S. Treasuries | — | — | $870K | <0.1% | |
| United States Treasury Note/Bond United States Treasury Note/Bond, 5%, $860,000 par due 10/31/2025 | U.S. Treasuries | — | — | $865K | <0.1% | |
| Accrued interest Accrued interest | Other securities | — | — | $862K | <0.1% |
