Suncor Energy US Pension Plan
Corporate pension, based in Commerce City, Colorado, reporting $93.7M in assets, for 719 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, MFS Heritage Trust Company appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Strategic Property Fund3 commitments
- MFS Collective Investment Trust2 commitments
- MFS International Growth Fund1 commitment
- MFS Heritage Trust Company3 commitments
- JP Morgan Chase Bank3 commitments
Relationship network
16 connected entities6 observed commitments4 repeat counterpartiescommitments 2022 to 2024
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
- Fund or vehicle
- 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
- Partnership/joint venture interests 13.2%
- Common/collective trusts 54.0%
- Registered investment companies 31.0%
Consultants and advisers
- Wells Fargo Na Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- MFS Heritage Trust Company3 rows, latest Dec 31, 2024
- JP Morgan Chase Bank3 rows, latest Dec 31, 2024
- MFS Heritage Trust Companyplan years 2024
- J.P. Morgan Investment Managementplan years 2022
- Wells Fargoplan years 2022
What changed
- Dec 31, 2024Manager relationship startedMFS 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 endedinferenceWells 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 startedIIF 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 changedSuncor Energy US Pension Plan funded ratio 117.9% -> 106.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceSuncor 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
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | MFS Collective Investment Trustcollective trust | MFS Heritage Trust Company | Pooled vehicles | $39.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Strategic Property Fundcollective trust | JP Morgan Chase Bank | Real estate | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | MFS Collective Investment Trustcollective trust | MFS Heritage Trust Company | Pooled vehicles | $35.8M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
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 | 719 | $94.8M | $88.9M | 106.6% | $93.7M | $12.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 733 | $95.5M | $81.0M | 117.9% | $95.0M | $12.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 717 | $117M | $82.9M | 140.8% | $95.9M | $11.9M | Not disclosed | Not disclosed |
- MFS Heritage Trust Company codes 28 51 $196,819 PY2024
- Willis Towers Watson US LLC codes 11 16 50 $170,910 PY2024
- IIF Erisa LLP codes 28 51 $145,425 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+5 more changes on this record's ledger
7 days of DFX Intelligence free, then $199/month unless canceled.
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
+7 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.