DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Suncor Energy US Pension Plan

Corporate pensionCommerce City, CO
Assets
$93.7M
Total assets, Dec 31, 2024 reported
Funded
106.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
2 managers on Schedule C
Plan sponsor: Suncor Energy (U.S.A.) Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Partnership/joint venture interests 13.2%
  • Common/collective trusts 54.0%
  • Registered investment companies 31.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Strategic Property Fundcollective trustJP Morgan Chase BankReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024MFS Collective Investment Trustcollective trustMFS Heritage Trust CompanyPooled vehicles$39.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Strategic Property Fundcollective trustJP Morgan Chase BankReal estate$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MFS Collective Investment Trustcollective trustMFS Heritage Trust CompanyPooled vehicles$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Strategic Property Fundcollective trustJP Morgan Chase BankReal estate$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MFS International Growth Fundcollective trustMFS Heritage Trust CompanyPooled vehicles$29.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$93.7M Dec 31, 2024 reported Form 5500
$95.0M (2023-12) · $95.9M (2022-12)
Plan assets
$94.8M Jan 1, 2024 reported Form 5500
$95.5M (2023-01) · $117M (2022-01)
Net assets
$93.6M Dec 31, 2024 reported Form 5500
$94.9M (2023-12) · $95.7M (2022-12)
Funded ratio
106.6% Jan 1, 2024 reported Form 5500
117.9% (2023-01) · 140.8% (2022-01)
Funding target
$88.9M Jan 1, 2024 reported Form 5500
$81.0M (2023-01) · $82.9M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.24% (2023-01) · 5.41% (2022-01)
Participants
719 Jan 1, 2024 reported Form 5500
733 (2023-01) · 717 (2022-01)
Contributions
$1.8M Dec 31, 2024 reported Form 5500
$7.7M (2023-12) · $12.1M (2022-12)
Benefits paid
$4.8M Dec 31, 2024 reported Form 5500
$6.8M (2023-12) · $20.1M (2022-12)
Net investment income
$-1.2M Dec 31, 2024 reported Form 5500
$-855,702 (2023-12) · $-20.8M (2022-12)
Investment management fees
$360,252 Dec 31, 2024 reported Form 5500
$389,231 (2023-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024719$94.8M$88.9M106.6%$93.7M$12.3Mn/an/a
2023 to Dec 31, 2023733$95.5M$81.0M117.9%$95.0M$12.3Mn/an/a
2022 to Dec 31, 2022717$117M$82.9M140.8%$95.9M$11.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Manager relationship started
    MFS Heritage Trust Company appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with MFS Heritage Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Wells Fargo Advisors no longer appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wells Fargoaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    IIF Erisa LLP appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with IIF Erisa LLPaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Suncor Energy US Pension Plan funded ratio 117.9% -> 106.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Suncor Energy US Pension Plan no longer reports MFS International Growth Fund (last held $29M at 2022-12-31; absent from the 2023-12-31 filing)
    with MFS International Growth Fundaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Suncor Energy US Pension Plan first reports an interest in MFS Collective Investment Trust: $36M at 2023-12-31
    with MFS Collective Investment Trustaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Suncor Energy US Pension Plan funded ratio 140.8% -> 117.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Suncor Energy US Pension Plan plan assets $117M -> $96M (-18.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510403125-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.