DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Suncor Energy US Pension Plan

Allocators

Commerce City, CO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:3aa41266-c231-4712-918f-5c16b70fd35b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $93.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 107%
Participants: 719
Commitments: 6with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
MFS Collective Investment Trust	MFS Heritage Trust Company	Pooled vehicle	$39.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
MFS Collective Investment Trust	MFS Heritage Trust Company	Pooled vehicle	$35.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
MFS International Growth Fund	MFS Heritage Trust Company	Pooled vehicle	$29.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Strategic Property Fund	JP Morgan Chase Bank	Real estate	$13.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Strategic Property Fund	JP Morgan Chase Bank	Real estate	$11.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Strategic Property Fund	JP Morgan Chase Bank	Real estate	$9.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Partnership/joint venture interests	n/a	n/a	n/a	13	$12.3M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	54	$50.6M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	31	$29.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Wells Fargo Na	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
MFS Heritage Trust Company	n/a	Dec 31, 2022	n/a	yes	fact
MFS Heritage Trust Company	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
J.P. Morgan Investment Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wells Fargo	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (3)

← MFS Heritage Trust CompanyInvestment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← J.P. Morgan Investment ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wells FargoInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Suncor Energy (U.S.A.) Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Wells Fargo NaInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship started
IIF Erisa LLP appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
IIF Erisa LLP Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
MFS Heritage Trust Company appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
MFS Heritage Trust Company Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Wells Fargo Advisors no longer appears on Suncor Energy US Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Wells Fargo Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Suncor Energy US Pension Plan first reports an interest in MFS Collective Investment Trust: $36M at 2023-12-31
MFS Collective Investment Trust Form 5500observed 6 days ago
$35.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
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)
MFS International Growth Fund Form 5500observed 6 days ago
$29.2M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Suncor Energy US Pension Plan funded ratio 117.9% -> 106.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Suncor Energy US Pension Plan plan assets $117M -> $96M (-18.1%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Suncor Energy US Pension Plan funded ratio 140.8% -> 117.9% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:3aa41266-c231-4712-918f-5c16b70fd35b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Suncor Energy US Pension Plan

Allocators

Commerce City, CO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:3aa41266-c231-4712-918f-5c16b70fd35b

Vehicle

Manager

Bucket

Value

As of

Kind

Source

MFS Collective Investment Trust

MFS Heritage Trust Company

Pooled vehicle

$39.8M

Dec 31, 2024

Collective trust

Dol form 5500 pension

MFS Collective Investment Trust

MFS Heritage Trust Company

Pooled vehicle

$35.8M

Dec 31, 2023

Collective trust

Dol form 5500 pension

MFS International Growth Fund

MFS Heritage Trust Company

Pooled vehicle

$29.2M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Strategic Property Fund

JP Morgan Chase Bank

Real estate

$13.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Strategic Property Fund

JP Morgan Chase Bank

Real estate

$11.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Strategic Property Fund

JP Morgan Chase Bank

Real estate

$9.6M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Partnership/joint venture interests

n/a

$12.3M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$50.6M

Dec 31, 2024

Derived

Registered investment companies

n/a

$29.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Wells Fargo Na

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

MFS Heritage Trust Company

n/a

Dec 31, 2022

n/a

yes

fact

MFS Heritage Trust Company

Investment management

Jan 1, 2024

Dec 31, 2024

fact

J.P. Morgan Investment Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Wells Fargo

Investment management

Jan 1, 2022

Dec 31, 2022

fact