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
Anixter Inc. Pension Plan
Corporate pensionGlenview, IL
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
172.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
11
none on the tape
Plan sponsor: Anixter Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 38.0%
- U.S. Government securities 6.5%
- Common/collective trusts 55.3%
Consultants and advisers
3 firms
- Bank of New York Mellon CustodianTrusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Willis Towers Watson Delaware Inc Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Towers Watson Investment Services,6 rows, latest Dec 31, 2023
- Income Research & Mgmt. Inc.2 rows, latest Dec 31, 2023
- Blackrock Institutional Trust Co,na1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- State Street Corporationplan years 2022
- Blackrock Institutional Trust Co,naplan years 2022
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Willis Towers Watson Group Trust Glcollective trust | Towers Watson Investment Services, | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | WTW Gt Long Credit Fundcollective trust | Towers Watson Investment Services, | Private credit | $32.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermed US Gov Bond Indexcollective trust | State Street Global Advisors | Fixed income | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ir+m Intermediate Corp Collective Fcollective trust | Income Research & Mgmt. Inc. | Pooled vehicles | $39.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Willis Towers Watson Group Trust Glcollective trust | Towers Watson Investment Services, | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | WTW Gt Long Credit Fundcollective trust | Towers Watson Investment Services, | Private credit | $29.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | WTW Gt Diversified Credit Fundcollective trust | Towers Watson Investment Services, | Private credit | $21.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Black Rock Tsy US 10 Yr Key Rate ducollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | WTW Gt Real Asset Fundcollective trust | Towers Watson Investment Services, | Real assets | $38.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intermed US Gov Bond Indexcollective trust | State Street Global Advisors | Fixed income | $631,338 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ir+m Intermediate Corp Collective Fcollective trust | Income Research & Mgmt. Inc. | Pooled vehicles | $34.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
22 readings
Plan assets
Funded ratio
Funding target
Discount rate
Investment management fees
$45,976 (2023-12) · $121,038 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,819 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,213 | n/a | n/a | n/a | $178M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,315 | $371M | $215M | 172.3% | $284M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 49 65 $524,451 PY2024
- Willis Towers Watson Delaware Inc codes 11 65 $509,286 PY2024
- Bank of New York codes 19 $148,357 PY2024
- K&l Gates LLP codes 29 $66,562 PY2024
- Mitchell & Titus, LLP codes 10 $24,150 PY2024
- State Street codes 28 $8,559 PY2024
- Ir+m Intermediate Corp Collective F Sched. D C PY2024
- Willis Towers Watson Group Trust Gl Sched. D C PY2024
- Willis Towers Watson Group Trust Lo Sched. D C PY2024
- Intermed US Gov Bond Index Sched. D C PY2024
- Ssga Long US Gov Bond Index Fund Sched. D C PY2024
- Mercer codes 15 $1.5M PY2023
- Willis Towers Watson Delaware Inc codes 11 $680,509 PY2023
- Bank of New York codes 21 $317,455 PY2023
- State Street codes 28 $36,817 PY2023
- K&l Gates LLP codes 29 $28,645 PY2023
- Mitchell & Titus, LLP codes 10 $19,500 PY2023
- Black Rock Institutional Trust codes 28 $8,902 PY2023
- Willis Towers Watson Group Trust Lo Sched. D C $32.8M PY2023
- Willis Towers Watson Group Trust Gl Sched. D C $7.1M PY2023
- Intermed US Gov Bond Index Sched. D C $658,643 PY2023
- Ir+m Intermediate Corp Collective F Sched. D C $39.3M PY2023
- Ssga Long US Gov Bond Index Fund Sched. D C $18.7M PY2023
- Willis Towers Watson Delaware Inc codes 11 $535,652 PY2022
- Mercer codes 15 $479,591 PY2022
- Bank of New York codes 21 $342,277 PY2022
- State Street codes 28 $95,621 PY2022
- Black Rock Institutional Trust codes 28 $24,233 PY2022
- Mitchell & Titus, LLP codes 10 $23,000 PY2022
- SSA Long US Gov Bond Index Fund Sched. D C $2.1M PY2022
- Intermed US Gov Bond Index Sched. D C $631,338 PY2022
- Ir+m Intermediate Corp Collective F Sched. D C $34.2M PY2022
- Willis Towers Watson Group Trust Gl Sched. D C $5.9M PY2022
- Willis Towers Watson Group Trust Lo Sched. D C $29.6M PY2022
- Willis Towers Watson Group Trust Di Sched. D C $21.8M PY2022
- Black Rock Tsy US 10 Yr Key Rate du Sched. D C $3.2M PY2022
- Willis Towers Watson Group Trust Re Sched. D C $38.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceBlack Rock Institutional Trust no longer appears on Anixter Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Assets changedAnixter Inc. Pension Plan total assets $178M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceAnixter Inc. Pension Plan no longer reports WTW Gt Real Asset Fund (Towers Watson Investment Services,) (last held $38M at 2022-12-31; absent from the 2023-12-31 filing)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAnixter Inc. Pension Plan no longer reports WTW Gt Diversified Credit Fund (Towers Watson Investment Services,) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAnixter Inc. Pension Plan no longer reports Black Rock Tsy US 10 Yr Key Rate du (Blackrock Institutional Trust Co,na) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Assets changedAnixter Inc. Pension Plan total assets $284M -> $178M (-37.4%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362361285-010
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.