The San Diego Union-Tribune LLC Retirement Plan
Corporate pension, based in Denver, Colorado, reporting $99.6M in assets, for 2,984 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Bchr US Acquisitions Inc appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023).
5 more advisers, 1 more commitment and 9 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- EB Temporary Investment3 commitments
- Silchester Int'l Value Equity Trust1 commitment
- BNY Mellon3 commitments
- Silchester International Investor1 commitment
Relationship network
20 connected entities4 observed commitments2 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 6.3%
- Common/collective trusts 4.4%
- Registered investment companies 87.7%
Consultants and advisers
- Cambridge Associates General consultantthrough Dec 31, 2024 Form 5500
- Bchr US Acquisitions Inc General consultantthrough Dec 31, 2024 Form 5500
- Milliman, Inc. General consultantthrough Dec 31, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- BNY Mellon3 rows, latest Dec 31, 2024
- Silchester International Investor1 row, latest Dec 31, 2022
- Wellington Trust Companyplan years 2023
- Angeles Investment Advisors, LLCplan years 2023
- Cambridge Associatesplan years 2023
+2 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, 2024Consultant changedinferenceBchr US Acquisitions Inc appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Bchr US Acquisitions Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWellington Trust Company Na no longer appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Consulting Inc appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAngeles Investment Advisors LLC no longer appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Angeles Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSilchester International Investors no longer appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Silchester International Investoraskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $26.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 2,984 | $102M | $125M | 85.5% | $99.6M | $6.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,152 | $95.4M | $126M | 81.1% | $103M | $8.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,322 | $147M | $132M | 102.3% | $95.5M | $11.0M | Not disclosed | Not disclosed |
- Milliman Inc codes 16 50 64 $152,059 PY2024
- AON Consulting Inc codes 11 16 50 $141,992 PY2024
- Cambridge Associates LLC codes 16 28 50 $135,000 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
The San Diego Union-Tribune LLC Retirement Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+11 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
+14 connections on the graph
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