1 more adviser, 8 more managers, 42 more commitments and 4 more dated events

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Sysco Corporation Retirement Plan

Corporate pension· Houston, Texas

Corporate pension, based in Houston, Texas, reporting $2.5B in assets, for 30,478 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$2.5B
Funded ratio
86.0%
Fund commitments
18
Managers
7
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Commitments (18)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Sysco Corporation Retirement Plan first reports an interest in Mercer Opportunistic Fixed Income: $46M at 2024-12-31.

Capital path

who backs this record, through what, into what; each name opens its own path
Sysco Corporation Retirement Plan
Funds committed to
All 18
Managers
All 11
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$2.5B
Total assets, Dec 31, 2024 reported
Funded
86.0%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
18
7 managers on Schedule C
Plan sponsor: Sysco Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.1%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 42.1%
  • Corporate debt instruments (preferred) 2.9%
  • U.S. Government securities 13.5%
  • Other investments 7.2%
  • Partnership/joint venture interests 3.6%
  • 103-12 investment entities 1.7%
  • Common/collective trusts 22.0%
  • Registered investment companies 1.8%
  • Common stock 0.7%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on the commitment tape
From the plan’s own commitment disclosures

+8 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+16 more Schedule C managers

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What changed
9 events
  • Dec 31, 2024Holding started
    Sysco Corporation Retirement Plan first reports an interest in Mercer Opportunistic Fixed Income: $46M at 2024-12-31
    with Mercer Opportunistic Fixed Incomeaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Sysco Corporation Retirement Plan no longer reports Acadian Global Managed Volatility E (Acadian Asset Management) (last held $59M at 2023-12-31; absent from the 2024-12-31 filing)
    with Acadian Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Sysco Corporation Retirement Plan no longer reports Western Asset Income Cif (last held $39M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset Income Cifaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Sysco Corporation Retirement Plan funded ratio 80.0% -> 86.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Sysco Corporation Retirement Plan no longer reports Mercer Sysco Hedge Fund (last held $231M at 2022-12-31; absent from the 2023-12-31 filing)
    with Mercer Sysco Hedge Fundaskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
45 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Mercer Sysco Hedge Fundcollective trustMercer Investments LLCHedge / diversifiers$178M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mercer Opportunistic Fixed Incomecollective trustMercer Investments LLCHedge / diversifiers$45.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Small Midcap Trustcollective trustLoomis SaylesPooled vehicles$12.7M heldDisclosed holdingaskebsa.dol.gov

+42 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
32 readings
Total assets
$2.5B Dec 31, 2024 reported Form 5500
$2.7B (2023-12) · $2.6B (2022-12)
Plan assets
$2.7B Jan 1, 2024 reported Form 5500
$2.5B (2023-01) · $4.7B (2022-01)
Net assets
$2.5B Dec 31, 2024 reported Form 5500
$2.7B (2023-12) · $2.5B (2022-12)
Funded ratio
86.0% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 116.5% (2022-01)
Funding target
$2.7B Jan 1, 2024 reported Form 5500
$2.8B (2023-01) · $3.2B (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.04% (2023-01) · 5.50% (2022-01)
Participants
30,478 Jan 1, 2024 reported Form 5500
30,282 (2023-01) · 40,047 (2022-01)
Contributions
$14.0M Dec 31, 2024 reported Form 5500
$19.0M (2023-12)
Benefits paid
$90.6M Dec 31, 2024 reported Form 5500
$82.9M (2023-12) · $822M (2022-12)
Net investment income
-$176M Dec 31, 2024 reported Form 5500
$105M (2023-12) · -$2.2B (2022-12)
Investment management fees
$7.5M Dec 31, 2024 reported Form 5500
$11.0M (2023-12) · $5.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202430,478$2.7B$2.7B86.0%$2.5B$89.2MNot disclosedNot disclosed
2023 to Dec 31, 202330,282$2.5B$2.8B80.0%$2.7B$103MNot disclosedNot disclosed
2022 to Dec 31, 202240,047$4.7B$3.2B116.5%$2.6B$120MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+87 more service providers

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Provenance
Identifiers: EIN-PN 741648137-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Sysco Corporation Retirement Plan sits on 10 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source

+6 more changes on this record's ledger

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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

+24 connections on the graph

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