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Original filing (PDF)20251006150612NAL0001985731001
PIONEER NATURAL RESOURCES USA, INC.
Form 5500
FILING_RECEIVED
PIONEER NATURAL RESOURCES USA, INC. 401(K) AND MATCHING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,917
Accounts w/ balance
3,320
Plan assets (EOY)
$850.0M
Net assets (EOY)
$848.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
36 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER NATURAL RESOURCES USA, INC..
Plan sponsor
Name
PIONEER NATURAL RESOURCES USA, INC.
EIN
75-2516853
Address
777 HIDDEN RIDGE · IRVING, TX · 750383746
Phone
(972) 444-9001
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
PIONEER NATURAL RESOURCES USA, INC. 401K AND MATCHING PLAN COMMITTEE
EIN
75-2516853
City
IRVING, TX
Phone
(972) 444-9001
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $266K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $156K | — |
| CREATIVE PL DEPT LOCKTON RETIRE SVC | 43-1270780 | — | NONE | $89K | — |
| LOCKTON-DUNNING SERIES OF LOCKTON C | 20-3354970 | — | NONE | $59K | — |
Investments
24 direct securities · 13 pooled funds· $751.1M(88% 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
$379.3M
24 holdings
Common Collective Trust
$371.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AllianceBernstein AB Large Cap Growth Fund; Class Z - 668,778 shares....................................................... | — | — | $669K | $73.1M | 8.6% | |
| VANGUARD TARGET RET. 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $1.1M | $69.4M | 8.2% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Index Fund Inst'! Shares - 133,285 shares ...................................... | — | — | $133K | $63.8M | 7.5% | |
| VANGUARD TARGET RET. 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $918K | $55.4M | 6.5% | |
| VANGUARD TARGET RET. 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $596K | $49.2M | 5.8% | |
| Vanguard Fiduciary Trust Company Vanguard Total International Stock Index Fund: Inst'I Shr - 384,798 shares ...................... | — | — | $385K | $48.8M | 5.7% | |
| VANGUARD TARGET RET. 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $712K | $41.2M | 4.8% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund: Inst'! Shr - 3,859,712 shares ............................ | — | — | $3.9M | $36.6M | 4.3% | |
| VANGUARD TARGET RET. 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $647K | $34.9M | 4.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | $30.3M | $30.3M | 3.6% | |
| VANGUARD TARGET RET. 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $27.3M | 3.2% | |
| Exxon Mobil Corporation Vanguard Windsor II Fund Admiral Shares - 329,437 shares ............................................. | — | — | $329K | $25.9M | 3.0% | |
| Vanguard Fiduciary Trust Company ExxonMobil Stock Fund - 214,101 shares ........................................................................... | — | — | $214K | $23.0M | 2.7% | |
| VANGUARD TARGET RET. 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $385K | $19.0M | 2.2% | |
| VANGUARD TARGET RET. 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $286K | $18.6M | 2.2% | |
| Vanguard Fiduciary Trust Company Vanguard Wellington Fund Admiral Shares - 215,849 shares............................................. | — | — | $216K | $16.0M | 1.9% | |
| VANGUARD TARGET RET. 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $331K | $15.5M | 1.8% | |
| Participant Loans * Vanguard Fiduciary Trust Company JPMorgan U.S. Research Enhanced Eq Fd; R6 - 296,498 shares ........................................ | — | — | $296K | $12.9M | 1.5% | |
| T. Rowe Price Interest rates range from 4.25% to 9.5% with various maturities ........................................ | — | — | — | $10.1M | 1.2% | |
| JPMorgan Vanguard Extended Market Index Fund: Inst'! Shares - 67,499 shares ............................... | — | — | $67K | $9.7M | 1.1% | |
| T. Rowe Price Mid-Cap Growth Fund; Retail Class - 90,008 shar .................................. | — | — | — | $9.0M | 1.1% | |
| JPMorgan Small Cap Growth Fund; Class R6 Shares - 358,357 shares.............................. | — | — | $358K | $8.0M | 0.9% | |
| VANGUARD TARGET RET. INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | $171K | $7.7M | 0.9% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 - 140,465 shares ............................ | — | — | $140K | $7.5M | 0.9% | |
| Vanguard Fiduciary Trust Company Vanguard Mid-Cap Value Index Fund Admiral - 73,931 shares ......................................... | — | — | $74K | $6.2M | 0.7% | |
| Vanguard Fiduciary Trust Company Vanguard Small-Cap Value Index Fund Admiral - 59,106 shares....................................... | — | — | $59K | $5.0M | 0.6% | |
| PIMCO Income Fund; Institutional Class - 468,188 shares................................................. | — | — | $468K | $4.9M | 0.6% | |
| JPMorgan Small Cap Equity Fund; Class R6 - 75,210 shares ............................................. | — | — | $75K | $4.1M | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Inflation-Protected Securities Fund: Adm Shares - 164,324 shares | — | — | $164K | $3.7M | 0.4% | |
| VANGUARD TARGET RET. 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | $77K | $3.1M | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Real Estate Index Fund Admiral Shares - 20,186 shar | — | — | $20K | $2.5M | 0.3% | |
| Oppenheimer Funds Inc. Invesco Oppenheimer International Small Mid Company Fund; Class R6 - 65,202 shares | — | — | $65K | $2.4M | 0.3% | |
| Amundi Asset Management Pioneer Bond Fund; Class K - 243,599 shares .................................................................... | — | — | $244K | $2.0M | 0.2% | |
| BNY Mellon BNY Mellon Natural Resources Fund; Class Y - 42,073 shares ......................................... | — | — | $42K | $1.8M | 0.2% | |
| Vanguard Fiduciary Trust Company Vanguard Federal Money Market Fund - 1,333,325 shares ................................................ | — | — | $1.3M | $1.3M | 0.2% | |
| Prudential Investment Management PGIM Global Total Return; Class R6 - 186,147 shares ....................................................... | — | — | $186K | $944K | 0.1% | |
| VANGUARD TARGET RET. 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | $2K | $44K | <0.1% |