How big is Aramco Shared Benefits Company's plan?

Aramco Shared Benefits Company's plan reported $1.8B in assets and 1,416 participants for 2024.

Original filing (PDF)20251014100324NAL0001199667001

Aramco Shared Benefits Company

Name: Aramco Shared Benefits Company — Aramco U.S., Form 5500 (2024)
Creator: Aramco Shared Benefits Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Aramco U.S. Retirement Income Plan

Defined-benefit pension plan · Aramco Shared Benefits Company's Aramco U.S. Retirement Income Plan held $1.8B in plan assets for 1,416 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

43 service providers

Active participants

1,416

Accounts w/ balance

—

Plan assets (EOY)

$1.8B

Net assets (EOY)

$1.5B

People on this filing

Ronald Charles signed Aramco Shared Benefits Company's 2024 Form 5500 as plan administrator.

Ronald Charles — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aramco Shared Benefits Company's EIN is 84-4364434.

EIN 84-4364434

Plan number 001

Plan year 2024

ACK ID 20251014100324NAL0001199667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aramco Shared Benefits Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aramco Shared Benefits Company's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARAMCO SHARED BENEFITS COMPANY.

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How this plan invests

This plan

4 pooled trusts

Schedule D

1,944 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (1st percentile).
Fragmented vendor stack (43 disclosed providers, 5 categories).

Plan sponsor

Name

ARAMCO SHARED BENEFITS COMPANY

EIN

all filings

Address

1200 SMITH STREET, 36TH FLOOR · HOUSTON, TX · 77002

Phone

(713) 432-4000

Industry

Mining, Quarrying, Oil & Gas

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

1A · Pay-related DB formula

1E · Section 401(h) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

43 rows

Investments

1,944 direct securities · 4 pooled funds· $1.7B(95% 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.

Other securities

$877.3M

420 holdings

Bonds / Notes

$582.2M

1395 holdings

Common Collective Trust

$119.2M

4 holdings

U.S. Treasuries

$99.5M

8 holdings

Common Stocks

$32.0M

68 holdings

Agency / Mortgage-Backed

$11.9M

22 holdings

Common Collective Trusts

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$71.2M BlackRock / iShares$37.3M Prudential / PGIM$26.7M JPMorgan$13.1M Wells Fargo / Allspring$9.1M Morgan Stanley$3.6M Voya$1.2M MetLife$1.2M Franklin Templeton

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Board of Trustees

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD	23-1945930	—	NONE	$9K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PACIFIC INVESTMENT MANAGEMENT PIMCO	33-0629048	—	NONE	$828K	—
WELLINGTON CASH PLUS	—	—	NONE	$170K	—
RUSSELL INVESTMENTS	13-3478879	SEATTLE, WA	NONE	$33K	—
BLACKROCK LONG TERM GOVT BOND	06-1543710	—	NONE	$12K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRICEWATERHOUSECOOPERS	13-4008324	—	NONE	$203K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
FINANCIAL RECOVERY TECHNOLOGIES	—	MEDFORD, MA	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN CHASE BANK N.A.	13-4994650	—	NONE	$1.5M	—
JEFFERIES INTERNATIONAL LIMITED	—	—	NONE	$952K	—
GOLDMAN SACHS VINTAGE VII	46-0520687	—	NONE	$926K	—
RELATED FUND MANAGER CORE SMA	—	NEW YORK, NY	NONE	$603K	—
PARTNERS GROUP REAL ESTATE SEC 2017	—	NEW YORK, NY	NONE	$535K	—
GATEWAY FUND III	—	—	NONE	$361K	—

					% of plan
CORPORATE DEBT INSTRUMENTS: PREFERRED	Other securities	—	—	$285.3M	15.6%
543999874 LONG TERM GOVERNM,ENT BOND INDEX FUND	U.S. Treasuries	—	—	$99.2M	5.4%
COMPANIES	Other securities	—	—	$76.6M	4.2%
CITIGROUP GLOBAL 04/01/24 S SELL	Other securities	—	—	$55.7M	3.0%
ABE9986O7 STATE STREET DAILY MSCI WORLD INDEX NON-	Other securities	—	—	$50.5M	2.8%
376,200.000 MONTHLY VARIABLE 12/31/2049 42,081,442.200	Other securities	—	—	$42.1M	2.3%
BBH ABS BROWN BROTHERS HARRIMAN · EIN 04-3516205 / PN 001	Common Collective Trust	—	—	$34.8M	1.9%
464288588 ISHARES MBS ETF ETP USD	Other securities	—	—	$34.5M	1.9%
PAYDEN & RYGEL EMERGING MKTS BOND GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001	Common Collective Trust	—	—	$28.6M	1.6%
PRU EMERGING MARKET DEBT FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 128	Common Collective Trust	—	—	$28.6M	1.6%
POST HY POST ADVISORY GROUP, LLC · EIN 27-1045571 / PN 001	Common Collective Trust	—	—	$27.2M	1.5%
ABP9968H2 PRUDENTIAL EMERGING MARKETS DEBT FUND OP FUND USD	Other securities	—	—	$24.6M	1.3%
AEI9914P1 POST TRADITIONAL HIGH YIELD FUND LP	Other securities	—	—	$23.8M	1.3%
4,200,000.000 912810UC0 UNITED STATES OF AMERICA BOND FIXED 4.25 SEMI-ANN. 4.250% 08/15/2054	Bonds / Notes	—	—	$15.2M	0.8%
ABE9985R1 CITADELKENSINGTONGLOBALSTRATEGIESFUNDLT	Other securities	—	—	$14.9M	0.8%
ABD9951J0 STATE STREET DAILY MSCI EMERGING MARKETS	Other securities	—	—	$14.9M	0.8%
233999630 DE SHAW COMPOSITE	Other securities	—	—	$14.2M	0.8%
241999754 DE SHAW VALENCE INTERNATIONAL FUND LP	Other securities	—	—	$12.8M	0.7%
ABC9934H7 CAPULA GLOBAL RELATIVE VALUE FUND LIMITE	Other securities	—	—	$11.2M	0.6%
01F052680 TBA UMBS SINGLE FAMILY 30YR 5.5 08/24	Other securities	—	—	$10.0M	0.5%
3,800,000.000 01F050627 TBA UMBS SINGLE FAMILY 30YR 5.0 02/24 5.000%	Bonds / Notes	—	—	$9.6M	0.5%
01F052672 TBA UMBS SINGLE FAMILY 30YR 5.5 07/24	Other securities	—	—	$9.4M	0.5%
ABF9932Z6 US RIP POLYMER	Other securities	—	—	$9.1M	0.5%
131,209.010 01F052623 TBA FNMA SINGLE FAMILY 30YR 5.5 2/18 5.500% 02/25/2048	Agency / Mortgage-Backed	—	—	$8.7M	0.5%
W5599B726 MAGNETAR CONSTELLATION FUND LTD OPEN-END	Common Stocks	—	—	$8.2M	0.4%
2,700,000.000 01F040636 TBA UMBS SINGLE FAMILY 30YR 4.0 03/23 4.000%	Bonds / Notes	—	—	$7.9M	0.4%
USIM	Other securities	—	—	$7.8M	0.4%
2,200,000.000 01F042632 TBA UMBS SINGLE FAMILY 30YR 4.5 03/24 4.500%	Bonds / Notes	—	—	$7.7M	0.4%
(7,353,594)	Other securities	—	—	$7.4M	0.4%
1,206,593.110 INDEX SECURITIES LENDING SERIES OPEN-END 620,010.850	Other securities	—	—	$7.3M	0.4%
NON-LENDING SERIES FUND OPEN-END FUND US 377,643.500	Common Collective Trusts	—	—	$6.8M	0.4%
912810SE9 UNITED STATES OF AMERICA BOND FIXED 3.37	Other securities	—	—	$6.8M	0.4%
912810SF6 UNITED STATES OF AMERICA BOND FIXED 3% 1 SEMI-ANN. 3.000% 02/15/2049	Bonds / Notes	—	—	$6.1M	0.3%
912810TN8 UNITED STATES OF AMERICA BOND FIXED 3.62	Other securities	—	—	$6.1M	0.3%
2,010,000.000 912810TU2 UNITED STATES OF AMERICA BOND FIXED 4.37 SEMI-ANN. 4.375% 08/15/2043	Bonds / Notes	—	—	$6.0M	0.3%
912810ST6 UNITED STATES OF AMERICA BOND FIXED 1.37	Other securities	—	—	$5.9M	0.3%
5,270,000.000 912810SW9 UNITED STATES OF AMERICA BOND FIXED 1.87 SEMI-ANN. 1.875% 02/15/2041	Bonds / Notes	—	—	$5.9M	0.3%
ABE9933N3 STATE STREET MSCI WORLD SMALL CAP INDEX	Other securities	—	—	$5.8M	0.3%
912810SD1 UNITED STATES OF AMERICA BOND FIXED 3% 1	Other securities	—	—	$5.8M	0.3%
912810TQ1 UNITED STATES OF AMERICA BOND FIXED 3.87	Other securities	—	—	$5.7M	0.3%
912810QT8 UNITED STATES OF AMERICA BOND FIXED	Other securities	—	—	$5.6M	0.3%
1,800,000.000 912810SH2 UNITED STATES OF AMERICA BOND FIXED 2.87 SEMI-ANN. 2.875% 05/15/2049	Bonds / Notes	—	—	$5.5M	0.3%
1,700,000.000 912810SJ8 UNITED STATES OF AMERICA BOND FIXED 2.25 SEMI-ANN. 2.250% 08/15/2049	Bonds / Notes	—	—	$5.4M	0.3%
912810TJ7 UNITED STATES OF AMERICA BOND FIXED 3% 1	Other securities	—	—	$5.3M	0.3%
08/15/2034	Other securities	—	—	$5.3M	0.3%
SHARES / PAR 00206RMN9 AT&T INC CALLABLE NOTES FIXED 3.8% 01/DE SEMI-ANN. 3.800% 12/01/2057	Bonds / Notes	—	—	$5.2M	0.3%
912810RV2 UNITED STATES OF AMERICA BOND FIXED 3% 1	Other securities	—	—	$5.1M	0.3%
880,000.000 912810RX8 UNITED STATES OF AMERICA BOND FIXED 3% 1 SEMI-ANN. 3.000% 05/15/2047 6,900,000.000	Bonds / Notes	—	—	$5.1M	0.3%
920,000.000 912810RY6 UNITED STATES OF AMERICA BOND FIXED 2.75 SEMI-ANN. 2.750% 08/15/2047	Bonds / Notes	—	—	$5.1M	0.3%
7,200,000.000 912810RZ3 UNITED STATES OF AMERICA BOND FIXED 2.75 SEMI-ANN. 2.750% 11/15/2047	Bonds / Notes	—	—	$5.1M	0.3%

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