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Original filing (PDF)20250721112725NAL0001394001001
NUTRIEN US LLC
Form 5500
FILING_RECEIVED
NUTRIEN 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
13,017
Accounts w/ balance
16,058
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 74% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUTRIEN US LLC.
Plan sponsor
Name
NUTRIEN US LLC
EIN
91-1589568
Address
5296 HARVEST LAKE DRIVE · LOVELAND, CO · 80538
Phone
(970) 685-3600
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $831K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 52-1868818 | — | CONSULTANT | $465K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $319K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | CONSULTANT | $51K | — |
| EIDE BAILLY | 45-0250958 | — | CONSULTANT | $36K | — |
Investments
25 direct securities · 1 pooled fund· $3.9B(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
$2.0B
25 holdings
Master Trust
$1.9B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUTRIEN 401(K) RETIREMENT PLAN MT NUTRIEN US LLC · EIN 37-1954282 / PN 001 | Master Trust | — | — | $1.9B | 98.5% | |
| State Street Global Advisors State Street Target Retirement 2035 Non-Lending Series Fund Class P | — | — | — | $236.8M | 12.1% | |
| State Street Global Advisors State Street S&P 500 Index Non-Lending Series Fund Class K | — | — | — | $234.0M | 11.9% | |
| State Street Global Advisors State Street Target Retirement 2030 Non-Lending Series Fund Class P | — | — | — | $210.9M | 10.8% | |
| State Street Global Advisors State Street Target Retirement 2040 Non-Lending Series Fund Class P | — | — | — | $188.1M | 9.6% | |
| State Street Global Advisors State Street Target Retirement 2025 Non-Lending Series Fund Class P | — | — | — | $163.1M | 8.3% | |
| State Street Global Advisors State Street Target Retirement 2045 Non-Lending Series Fund Class P | — | — | — | $152.9M | 7.8% | |
| State Street Global Advisors State Street Target Retirement 2050 Non-Lending Series Fund Class P | — | — | — | $115.4M | 5.9% | |
| State Street Global Advisors State Street Target Retirement 2055 Non-Lending Series Fund Class P | — | — | — | $95.8M | 4.9% | |
| State Street Global Advisors State Street Target Retirement 2020 Non-Lending Series Fund Class P | — | — | — | $69.6M | 3.6% | |
| Global Trust Company AQR U.S. Enhanced Equity Collective Investment Fund Class W | — | — | — | $63.2M | 3.2% | |
| Goldman Sachs Goldman Sachs Stable Value Collective Trust Institutional Series Class 1 | — | — | — | $57.9M | 3.0% | |
| State Street Global Advisors State Street Target Retirement 2060 Non-Lending Series Fund Class P | — | — | — | $57.7M | 2.9% | |
| State Street Global Advisors State Street Russel Small/Mid Cap Index Non-Lending Series Fund Class K | — | — | — | $57.2M | 2.9% | |
| Nutrien Ltd. common stock Common stock, 1,123,115 shares | — | — | $1.1M | $50.3M | 2.6% | |
| State Street Global Advisors State Street Target Retirement Income Non-Lending Series Fund Class P | — | — | — | $36.0M | 1.8% | |
| PGIM Inc. Prudential Core Plus Bond Fund Class 6 | — | — | — | $27.0M | 1.4% | |
| account balance, maturing through 2044. | — | — | — | $25.4M | 1.3% | |
| State Street Global Advisors State Street Target Retirement 2065 Non-Lending Series Fund Class P | — | — | — | $24.1M | 1.2% | |
| State Street Global Advisors State Street Global Equity Index Non-Lending Series Fund Class C | — | — | — | $22.7M | 1.2% | |
| State Street Global Advisors State Street Global Equity ex USA Index Non-Lending Series Fund Class C | — | — | — | $21.9M | 1.1% | |
| Global Trust Company Mawer International Equity Collective Investment Fund Class W | — | — | — | $20.8M | 1.1% | |
| State Street Global Advisors State Street U.S. Bond Index Non-Lending Series Fund Class M | — | — | — | $19.1M | 1.0% | |
| DFA Investment Dimensions Group Inc. DFA US Targeted Value Fund | — | — | — | $9.2M | 0.5% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $970K | <0.1% | |
| Nutrien Stock Purchase Account Money market | — | — | $4K | $4K | <0.1% |