Corporate pension in Ohio
Corporate pension, based in Dayton, Ohio, reporting $76.2M in assets, for 1,058 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Holding started.
This allocator's name, 36 more commitments and 1 more dated event
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- AON Global Equity Fund3 commitments
- AON Non-Us Equity Index Fund3 commitments
- AON Multi-Asset Credit Fund3 commitments
- AON Trust Company LLC33 commitments
- Nisa3 commitments
- AON Investments USA Inc3 commitments
Relationship network
37 connected entities39 observed commitments16 repeat counterpartiescommitments 2023 to 2025
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
›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 3.4%
- Partnership/joint venture interests 0.5%
- Common/collective trusts 96.1%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- AON Trust Company LLC33 rows, latest Jun 30, 2025
- Nisa3 rows, latest Jun 30, 2025
- AON Investments USA Inc3 rows, latest Jun 30, 2025
- Nisaplan years
- AON Investments USA Incplan years
What changed
- Jun 30, 2025Holding started
- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jul 1, 2024Funded status changeddown 12 pointsaskebsa.dol.gov
- Jun 30, 2024Holding started
+1 more dated event
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 Jun 30, 2025 | AON Global Equity Fundcollective trust | AON Trust Company LLC | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | AON Non-Us Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | AON Multi-Asset Credit Fundcollective trust | AON Trust Company LLC | Private credit | $884,077 held | Disclosed holding | askebsa.dol.gov |
+36 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 Jun 30, 2025 | 1,058 | $77.8M | $76.3M | 91.7% | $76.2M | $354,106 | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,109 | $79.4M | $77.8M | 103.4% | $78.1M | $699,982 | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,165 | $84.4M | $75.0M | 120.6% | $79.6M | $1.3M | Not disclosed | Not disclosed |
- The Bank of New York Mellon codes 18 21 50 $61,692 PY2024
- 20+ Yr U S Treas Strips Sched. D C PY2024
- AON Core Real Estate Fund Sched. D C $2.1M PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+3 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
+5 connections on the graph
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