Circor International, Inc. Retirement Plan
Corporate pension, based in Burlington, Massachusetts, reporting $144M in assets, for 4,174 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Circor International, Inc. Retirement Plan first reports an interest in Fidelity Lont-Term Bond Index F: $33M at 2024-12-31.
40 more commitments and 5 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- Spartan Developed International Ind3 commitments
- Spartan Small Cap Index Pool3 commitments
- Spartan Emerging Markets Index Pool3 commitments
- Fidelity Institutional Asset Mgmt34 commitments
- Geode Capital Management Trust Company, LLC9 commitments
Relationship network
43 connected entities43 observed commitments18 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
- Interest-bearing cash 0.2%
- Insurance company general account 0.6%
- Common/collective trusts 76.7%
- Registered investment companies 22.6%
Consultants and advisers
People
Manager roster
- Fidelity Institutional Asset Mgmt34 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC9 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLCplan years
- Fidelity Institutional Asset Mgmtplan years
- Fidelity Investmentsplan years 2022
What changed
- Dec 31, 2024Holding startedCircor International, Inc. Retirement Plan first reports an interest in Fidelity Lont-Term Bond Index F: $33M at 2024-12-31with Fidelity Lont-Term Bond Index Faskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCircor International, Inc. Retirement Plan no longer reports Spartan Commodity Index Pool (last held $109,308 at 2023-12-31; absent from the 2024-12-31 filing)with Spartan Commodity Index Poolaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCircor International, Inc. Retirement Plan no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $22,393 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCircor International, Inc. Retirement Plan no longer reports Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt) (last held $84,740 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCircor International, Inc. Retirement Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $785,638 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Spartan Developed International Indcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Small Cap Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Public equity | $878,135 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Emerging Markets Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov |
+40 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
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 | 4,174 | $157M | $150M | 110.6% | $144M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,569 | $161M | $164M | 105.5% | $157M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,754 | $223M | $170M | 119.6% | $163M | Not disclosed | Not disclosed | Not disclosed |
- Cbiz, Inc. codes 11 17 50 70 $601,772 PY2024
- Fidelity Investments codes 13 15 50 51 $350,930 PY2024
- Baker Tilly US, LLP codes 10 50 $35,176 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+7 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
+6 connections on the graph
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