Marathon Petroleum Retirement Plan
Corporate pension, based in Findlay, Ohio, reporting $2.2B in assets, for 23,127 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Barrow Hanley Mewhinney Strauss LLC no longer appears on Marathon Petroleum Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
3 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
16 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 91.3%
Consultants and advisers
- Barrow Hanley Mewhinney & Strauss Investment adviser (plan)through Dec 31, 2022 Form 5500
- RV Kuhns & Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Kanye Anderson Rudnickplan years 2024
- MFS Heritage Trust Companyplan years 2022
- Ninety One North America, Inc.plan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Consultant changedinferenceBarrow Hanley Mewhinney Strauss LLC no longer appears on Marathon Petroleum Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
- Jan 1, 2023Funded status changedMarathon Petroleum Retirement Plan funded ratio 104.7% -> 99.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMarathon Petroleum Retirement Plan plan assets $2.9B -> $2.0B (-32.3%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 23,127 | $2.1B | $2.1B | 100.2% | $2.2B | Not disclosed | $2.0B | Not disclosed |
| 2023 to Dec 31, 2023 | 22,827 | $2.0B | $2.0B | 99.5% | $2.1B | Not disclosed | $2.0B | Not disclosed |
| 2022 to Dec 31, 2022 | 24,688 | $2.9B | $2.0B | 104.7% | $2.0B | Not disclosed | $1.8B | Not disclosed |
- Pacific Investment Management Co. codes 28 50 51 $1.1M PY2024
- MFS International codes 28 50 51 $891,699 PY2024
- Ninety One codes 28 50 51 $497,410 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Consultant changed2023-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.