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Original filing (PDF)20251014100503NAL0003573408001
ARAMCO SHARED BENEFITS COMPANY
Form 5500
FILING_RECEIVED
ARAMCO U.S. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,765
Accounts w/ balance
3,644
Plan assets (EOY)
$2.9B
Net assets (EOY)
$2.9B
How this plan invests
This plan
17 pooled trusts
Schedule D
48 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 (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARAMCO SHARED BENEFITS COMPANY.
Plan sponsor
Name
ARAMCO SHARED BENEFITS COMPANY
EIN
84-4364434
Address
1200 SMITH STREET, 36TH FLOOR · HOUSTON, TX · 77002
Phone
(713) 432-4000
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC. | 23-1945930 | WAYNE, PA | PARTY-IN-INTEREST | $76K | — |
Investments
33 direct securities · 17 pooled funds· $3.0B(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
$1.6B
17 holdings
Uncategorized
$1.5B
33 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $482.8M | 16.7% | |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $155.2M | 5.4% | |
| Vanguard Wellington Adm | — | — | — | $151.4M | 5.2% | |
| VANGUARD INST TTL STOCK IND TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $139.8M | 4.8% | |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $138.6M | 4.8% | |
| Amana Income Fd Instl Cl | — | — | — | $133.0M | 4.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $114.6M | 4.0% | |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $106.0M | 3.7% | |
| Vanguard Extend Mkt Index Trust | — | — | — | $92.2M | 3.2% | |
| VANGUARD INST EXT MARKET IND TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $92.2M | 3.2% | |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $91.4M | 3.2% | |
| Vanguard Int'l Growth Adm | — | — | — | $86.6M | 3.0% | |
| Vanguard Total Bond Idx Trust | — | — | — | $83.2M | 2.9% | |
| VANGUARD INST TTL BD MAR IND TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $83.2M | 2.9% | |
| Vanguard Total World Stk Inst | — | — | — | $82.0M | 2.8% | |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $80.8M | 2.8% | |
| Vanguard Sm-Cap Growth Idx Ins | — | — | — | $71.8M | 2.5% | |
| VANGUARD TARGET RET INC TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $67.2M | 2.3% | |
| Vanguard High-Yield Corp Adm | — | — | — | $66.5M | 2.3% | |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $52.7M | 1.8% | |
| State Street Bank 101099 Contract Value | — | — | — | $51.5M | 1.8% | |
| Mass Mutual Contract Value | — | — | — | $51.4M | 1.8% | |
| Prudential GA-62369 Contract Value | — | — | — | $50.0M | 1.7% | |
| JP Morgan 96-06 Contract Value | — | — | — | $48.6M | 1.7% | |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $46.1M | 1.6% | |
| NY GA Contract Value | — | — | — | $44.6M | 1.5% | |
| Pac Life GAC 027834 Contratc Value | — | — | — | $43.4M | 1.5% | |
| Monumental Saudi Syn Contract Value | — | — | — | $39.5M | 1.4% | |
| AMERICAN GEN AG1644149 Contract Value | — | — | — | $38.2M | 1.3% | |
| Vanguard Total Intl Stk Index Trust | — | — | — | $35.2M | 1.2% | |
| VANGUARD INST TTL INT ST IND TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $35.2M | 1.2% | |
| LINCOLN NATIONAL Contract Value | — | — | — | $31.4M | 1.1% | |
| Met Life 38054 Contract Value | — | — | — | $24.6M | 0.9% | |
| Vanguard Tot Intl Bond Ix Institl | — | — | — | $19.6M | 0.7% | |
| Vanguard Real Est Idx Fnd Inst | — | — | — | $16.5M | 0.6% | |
| Vanguard Small-Cap Val Idx Ins | — | — | — | $14.9M | 0.5% | |
| Vanguard Small-Cap Index Fund Ins | — | — | — | $14.4M | 0.5% | |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $13.8M | 0.5% | |
| MetLife GAC 39352-D | — | — | — | $9.3M | 0.3% | |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $7.7M | 0.3% | |
| MetLife GAC 39352-E | — | — | — | $7.4M | 0.3% | |
| Notes receivable from participants | — | — | — | $7.0M | 0.2% | |
| Vanguard Emerging Mkts Stk Idx Ins | — | — | — | $6.1M | 0.2% | |
| New York Life GA 34412-004 | — | — | — | $4.4M | 0.2% | |
| New York Life GA 34412-003 | — | — | — | $4.3M | 0.1% | |
| MetLife GAC 39352-A | — | — | — | $3.8M | 0.1% | |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.1% | |
| New York Life GA 34412-005 | — | — | — | $2.3M | <0.1% | |
| MetLife GAC 39352-B | — | — | — | $2.1M | <0.1% | |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $618K | <0.1% |