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

Smurfit Kappa Packaging, LLC Pension Plan

Corporate pensionPlantation, FL
Assets
$29.6M
Total assets, Dec 31, 2024 reported
Funded
93.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
30
none on the tape
Plan sponsor: Smurfit Westrock
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$190,767 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$697,646 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$21,089 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$584,443 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$679,066 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Non-U.s. Equity Fundcollective trustAON Trust Company LLCPublic equity$728,301 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$172,042 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$482,480 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$19,314 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$602,608 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$834,795 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Non-U.s. Equity Fundcollective trustAON Trust Company LLCPublic equity$731,224 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Multi-Asset Credit Fundcollective trustAON Trust Company LLCPrivate credit$155,521 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Intermediate Credit Bond Fundcollective trustAON Trust Company LLCPrivate credit$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$653,181 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON High Yield Plus Fundcollective trustAON Trust Company LLCFixed income$17,196 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Global Real Estate Fundcollective trustAON Trust Company LLCReal estate$640,803 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Long Government Bond Index Fundcollective trustAON Trust Company LLCFixed income$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Global Equity Fundcollective trustAON Trust Company LLCPublic equity$751,812 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Non-U.s. Equity Fundcollective trustAON Trust Company LLCPublic equity$630,488 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Large Cap Equity Index Fundcollective trustAON Trust Company LLCPublic equity$1.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$29.6M Dec 31, 2024 reported Form 5500
$31.4M (2023-12) · $31.4M (2022-12)
Plan assets
$31.4M Jan 1, 2024 reported Form 5500
$31.4M (2023-01) · $41.3M (2022-01)
Net assets
$29.6M Dec 31, 2024 reported Form 5500
$31.4M (2023-12) · $31.4M (2022-12)
Funded ratio
93.3% Jan 1, 2024 reported Form 5500
90.0% (2023-01) · 117.1% (2022-01)
Funding target
$28.6M Jan 1, 2024 reported Form 5500
$29.7M (2023-01) · $30.3M (2022-01)
Discount rate
5.01% Jan 1, 2024 reported Form 5500
5.13% (2023-01) · 5.29% (2022-01)
Participants
384 Jan 1, 2024 reported Form 5500
398 (2023-01) · 406 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$2.6M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.6M (2022-12)
Net investment income
$-1.9M Dec 31, 2024 reported Form 5500
$37,719 (2023-12) · $-9.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024384$31.4M$28.6M93.3%$29.6Mn/an/an/a
2023 to Dec 31, 2023398$31.4M$29.7M90.0%$31.4Mn/an/an/a
2022 to Dec 31, 2022406$41.3M$30.3M117.1%$31.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Trust Company LLC codes 16 50 51 52 $61,829 PY2024
  • The Bank of New York Mellon codes 15 18 21 50 59 62 $58,118 PY2024
  • Long Credit Bond Fund Sched. D C $9.6M PY2024
  • Intermediate Credit Bond Fund Sched. D C $14.0M PY2024
  • EB Temporary Investment Fund Sched. D C $697,646 PY2024
  • High Yield Plus Fund Sched. D C $21,089 PY2024
  • Multi Asset Credit Fund Sched. D C $190,767 PY2024
  • Global Equity Fund Sched. D C $679,066 PY2024
  • Non-Us Equity Index Sched. D C $728,301 PY2024
  • Large Cap Equity Index Sched. D C $1.2M PY2024
  • Global Real Estate Fund Sched. D C $584,443 PY2024
  • U.S. Long Government Index Sched. D C $1.9M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • AON Collective Investment Trust codes 16 50 51 52 $62,059 PY2023
  • The Bank of New York Mellon codes 15 18 21 50 59 62 $59,760 PY2023
  • EB Temporary Investment Fund Sched. D C $482,480 PY2023
  • Multi Asset Credit Fund Sched. D C $172,042 PY2023
  • Long Credit Bond Fund Sched. D C $11.0M PY2023
  • Intermediate Credit Bond Fund Sched. D C $13.6M PY2023
  • High Yield Plus Bond Fund Sched. D C $19,314 PY2023
  • Global Real Estate Fund Sched. D C $602,608 PY2023
  • U.S. Long Government Index Sched. D C $2.7M PY2023
  • Global Equity Fund Sched. D C $834,795 PY2023
  • Non-Us Equity Index Sched. D C $731,224 PY2023
  • Large Cap Equity Index Sched. D C $1.3M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • AON Collective Investment Trust codes 16 50 51 52 $71,553 PY2022
  • The Bank of New York Mellon codes 15 18 21 50 59 62 $58,634 PY2022
  • Intermediate Credit Bond Fund Sched. D C $14.4M PY2022
  • EB Temporary Investment Fund Sched. D C $653,181 PY2022
  • Non-Us Equity Index Sched. D C $630,488 PY2022
  • Multi Asset Credit Fund Sched. D C $155,521 PY2022
  • Long Credit Bond Fund Sched. D C $10.5M PY2022
  • Large Cap Equity Index Sched. D C $1.1M PY2022
  • High Yield Plus Bond Fund Sched. D C $17,196 PY2022
  • Global Real Estate Fund Sched. D C $640,803 PY2022
  • U.S. Long Government Index Sched. D C $2.6M PY2022
  • Global Equity Fund Sched. D C $751,812 PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Smurfit Kappa Packaging, LLC Pension Plan funded ratio 90.0% -> 93.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Smurfit Kappa Packaging, LLC Pension Plan funded ratio 117.1% -> 90.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Smurfit Kappa Packaging, LLC Pension Plan plan assets $41M -> $31M (-23.9%, 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 460470671-001
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.