Sonia Mejia-SYED signed Transcanada USA Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transcanada USA Services Inc.'s EIN is 98-0460263.
Download the official 2024 Form 5500 (PDF) for Transcanada USA Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transcanada USA Services Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $146K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $188.3M | 16.8% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $146.3M | 13.0% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $76.8M | 6.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $76.0M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $64.7M | 5.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $64.6M | 5.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $60.5M | 5.4% | |
| Fidelity® Spartan Extended Market Index Pool Common Collective Trust | Common Collective Trusts | — | — | $53.0M | 4.7% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $53.0M | 4.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $52.0M | 4.6% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $46.6M | 4.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $42.5M | 3.8% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | Other securities | — | — | $38.2M | 3.4% | |
| MFS International Diversification Fund R3 Mutual Fund | Mutual Funds | — | — | $27.0M | 2.4% | |
| Janus Henderson Enterprise Fund Class T Mutual Fund | Mutual Funds | — | — | $21.0M | 1.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $20.9M | 1.9% | |
| Fidelity® U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $18.4M | 1.6% | |
| AS MID CAP VALUE E SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $17.1M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.4% | |
| Baird Core Plus Bond Fund Mutual Fund | Other securities | — | — | $15.7M | 1.4% | |
| available for benefits Interest rates ranging from * Participant Loans 3.25% to 9.50% maturing | Bonds / Notes | — | — | $15.3M | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $13.9M | 1.2% | |
| Fidelity® Spartan Total International Index Pool Common Collective Trust | Common Collective Trusts | — | — | $13.5M | 1.2% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $13.5M | 1.2% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $11.3M | 1.0% | |
| TC Energy Corporation Common Stock | Common Stocks | — | — | $10.5M | 0.9% | |
| Fidelity® Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.3M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.3% | |
| Participant Directed * Fidelity® BrokerageLink | Mutual Funds | — | — | $2.4M | 0.2% | |
| Brokerage Account South Bow Corporation Common Stock | Self-Directed Brokerage | — | — | $1.0M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $591K | <0.1% | |
| TC Energy Stock Fund Stock Purchase Account | Other securities | — | — | $8K | <0.1% | |
| Interest Bearing Cash | Cash / Money Market | — | — | $8K | <0.1% | |
| South Bow Stock Fund Stock Purchase Account | Other securities | — | — | $1K | <0.1% |
