Back to filter
Original filing (PDF)20251014141427NAL0006261730002
FREEPORT-MCMORAN INC.
Form 5500
FILING_RECEIVED
FREEPORT-MCMORAN INC. EMPLOYEE CAPITAL ACCUMULATION PROGRAM
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,200
Accounts w/ balance
18,705
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEPORT-MCMORAN INC..
Plan sponsor
Name
FREEPORT-MCMORAN INC.
EIN
74-2480931
Address
333 N. CENTRAL AVENUE · PHOENIX, AZ · 85004
Phone
(602) 366-8100
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $278K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $45K | — |
| DYNASTY WEALTH MANAGEMENT LLC | 35-2469176 | — | NONE | $44K | — |
Investments
24 direct securities · 16 pooled funds· $4.2B(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.
Uncategorized
$2.2B
24 holdings
Common Collective Trust
$2.0B
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VGD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $349.6M | 13.1% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $314.4M | 11.8% | |
| VANGUARD FIDUCIARY 2030 TR PL Common Collective Trust Fund | — | — | — | $195.7M | 7.3% | |
| VFTC TARGET RET 2030 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $195.7M | 7.3% | |
| VANGUARD FIDUCIARY 2035 TR PL Common Collective Trust Fund | — | — | — | $187.2M | 7.0% | |
| VFTC TARGET RET 2035 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $187.2M | 7.0% | |
| VANGUARD FIDUCIARY 2040 TR PL Common Collective Trust Fund | — | — | — | $186.8M | 7.0% | |
| VFTC TARGET RET 2040 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $186.8M | 7.0% | |
| VANGUARD FIDUCIARY 2045 TR PL Common Collective Trust Fund | — | — | — | $181.9M | 6.8% | |
| VFTC TARGET RET 2045 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $181.9M | 6.8% | |
| VANGUARD FIDUCIARY 2050 TR PL Common Collective Trust Fund | — | — | — | $170.2M | 6.4% | |
| VFTC TARGET RET 2050 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $170.2M | 6.4% | |
| VANGUARD FIDUCIARY 2025 TR PL Common Collective Trust Fund | — | — | — | $168.3M | 6.3% | |
| VFTC TARGET RET 2025 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $168.3M | 6.3% | |
| VANGUARD FIDUCIARY 2055 TR PL Common Collective Trust Fund | — | — | — | $122.4M | 4.6% | |
| VFTC TARGET RET 2055 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $122.4M | 4.6% | |
| T ROWE PRICE SMALL CAP STOCK I Registered Investment Company | — | — | — | $100.5M | 3.8% | |
| VANGUARD MIDCAP INDEX INSTL Registered Investment Company | — | — | — | $93.3M | 3.5% | |
| VANGUARD FIDUCIARY 2060 TR PL Common Collective Trust Fund | — | — | — | $79.3M | 3.0% | |
| VFTC TARGET RET 2060 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $79.3M | 3.0% | |
| VANGUARD FIDUCIARY 2020 TR PL Common Collective Trust Fund | — | — | — | $76.2M | 2.9% | |
| VFTC TARGET RET 2020 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $76.2M | 2.9% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $68.5M | 2.6% | |
| VANGUARD RET SAVINGS TRUST II Common Collective Trust Fund | — | — | — | $58.4M | 2.2% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-2186884 / PN 023 | Common Collective Trust | — | — | $58.4M | 2.2% | |
| PARTICIPANT LOANS (4.25% - 10.25%) | — | — | — | $57.5M | 2.2% | |
| VANGUARD INSTL TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $56.6M | 2.1% | |
| VANGUARD FIDUCIARY INCOME TR P Common Collective Trust Fund | — | — | — | $52.7M | 2.0% | |
| VFTC TARGET RET INC TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $52.7M | 2.0% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | — | — | — | $45.9M | 1.7% | |
| VANGUARD FIDUCIARY 2065 TR PL Common Collective Trust Fund | — | — | — | $34.5M | 1.3% | |
| VFTC TARGET RET 2065 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $34.5M | 1.3% | |
| T. ROWE PRICE INTL SMALL-CAP EQ TR T.ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | — | — | $30.3M | 1.1% | |
| FREEPORT MCMORAN INC STOCK Employer Securities | — | — | — | $16.8M | 0.6% | |
| PIMCO INTL BOND USD HDGD INSTL Registered Investment Company | — | — | — | $11.1M | 0.4% | |
| VANGUARD FIDUCIARY 2070 TR PL Common Collective Trust Fund | — | — | — | $6.6M | 0.2% | |
| VFTC TARGET RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $6.6M | 0.2% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $386K | <0.1% | |
| CASH | — | — | — | $8K | <0.1% | |
| FEDERATED CAPITALRESERVE FUND Money Market / Cash Equivalent | — | — | — | $2K | <0.1% |