2023 Form 5500 filing — Fedex Corporation Employees' Pension Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250311221625NAL0036535234001) for Fedex Corporation Employees' Pension Trust, reported by Fedex Corporation under EIN 36-3288317 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311221625NAL0036535234001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Fedex Corporation
- EIN
- 36-3288317
- Plan number
- 001
- Location
- Collierville, TN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,097,256,679
- Total liabilities (EOY)
- $1,285,164,897
- Net assets (EOY)
- $25,812,091,782
- Total income / additions
- $1,755,305,395
- Benefits paid
- $0
- Administrative expenses
- $39,229,693
- Total expenses
- $39,229,693
- Net increase / (decrease)
- $1,716,075,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silchester International Inv. Inc. | NONE | $3,217,828 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $2,974,292 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $2,840,981 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $2,651,564 | not reported in the loaded dataset |
| Veritas Asset Management Llp | NONE | $2,511,959 | not reported in the loaded dataset |
| Brigade Capital | NONE | $2,441,452 | $0 |
| Lindsell Train | NONE | $2,373,384 | not reported in the loaded dataset |
| Vontobel | NONE | $2,352,806 | not reported in the loaded dataset |
| Baillie Gifford | NONE | $2,311,728 | not reported in the loaded dataset |
| Dalton Investments LLC | NONE | $2,282,639 | not reported in the loaded dataset |
| Arrowstreet Capital, Lp | NONE | $2,027,947 | not reported in the loaded dataset |
| Shapiro Capital Management | NONE | $1,822,060 | not reported in the loaded dataset |
| Jennison Associates | NONE | $1,797,840 | not reported in the loaded dataset |
| Odey(U.S.A.) LLC | NONE | $1,627,459 | not reported in the loaded dataset |
| Income Research & Management | NONE | $1,366,268 | not reported in the loaded dataset |
| State Street Corporation | TRUSTEE | $943,964 | $0 |
| Ddj Capital Management Group | NONE | $932,300 | not reported in the loaded dataset |
| Prudential | NONE | $654,126 | not reported in the loaded dataset |
| Coronation Global Fund Managers | NONE | $552,555 | not reported in the loaded dataset |
| Aqr Capital Management | NONE | $502,529 | not reported in the loaded dataset |
| Ares Capital | NONE | $344,255 | not reported in the loaded dataset |
| Ifm Infrastructure | NONE | $182,154 | not reported in the loaded dataset |
| Balyasny | NONE | $156,794 | not reported in the loaded dataset |
| Two Sigma Advisers, Lp | NONE | $90,535 | not reported in the loaded dataset |
| Marshall Wace | NONE | $68,573 | not reported in the loaded dataset |
| Fedex Office Commercial Press | PLAN SPONSOR | $56,225 | not reported in the loaded dataset |
| Canyon | NONE | $42,254 | not reported in the loaded dataset |
| 400 Capital | NONE | $38,794 | not reported in the loaded dataset |
| Partners Group | NONE | $37,515 | not reported in the loaded dataset |
| Waterfall | NONE | $32,271 | not reported in the loaded dataset |
| Polar Asset Management Partners Inc | NONE | $27,971 | not reported in the loaded dataset |
| Pgim Emd | NONE | $17,522 | not reported in the loaded dataset |
| Polen Capital | NONE | $14,811 | not reported in the loaded dataset |
| Brevam Howard | NONE | $9,749 | not reported in the loaded dataset |
| Empyrean Capital Partners Lp | NONE | $6,048 | not reported in the loaded dataset |
| Harrison Street | NONE | $6,002 | not reported in the loaded dataset |