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

FMC Technologies, Inc. Employees' Retirement Program

Corporate pensionHouston, TX
Assets
$374M
Total assets, Dec 31, 2024 reported
Funded
87.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
none on the tape
Plan sponsor: FMC Technologies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Partnership/joint venture interests 0.8%
  • Common/collective trusts 97.7%
  • Registered investment companies 0.5%
  • Common stock 0.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SS Intrmed U.S. Gov Bond Indx Nl Fdcollective trustState Street - Russell 2000Fixed income$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$66.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$175M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$60.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 10 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury US 15 Yr Key Rate Durationcollective trustBlackrock Institutional TrustFixed income$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Treasury U.S. 20 Year Key Rate Duracollective trustBlackrockFixed income$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trustBlackrockPooled vehicles$28.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SS Intrmed U.S. Gov Bond Indx Nl Fdcollective trustState Street - Russell 2000Fixed income$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Diversified Credit Fundcollective trustTowers Watson Investment Services,Private credit$65.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Diversified Equity Fundcollective trustTowers Watson Investment Services,Hedge / diversifiers$47.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTW Gt Real Asset Fundcollective trustTowers Watson Investment Services,Real assets$59.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Collective Short Term Investment Fdcollective trustThe Northern Trust CompanyCash$36.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$374M Dec 31, 2024 reported Form 5500
$381M (2023-12) · $377M (2022-12)
Plan assets
$381M Jan 1, 2024 reported Form 5500
$376M (2023-01) · $516M (2022-01)
Net assets
$374M Dec 31, 2024 reported Form 5500
$381M (2023-12) · $376M (2022-12)
Funded ratio
87.2% Jan 1, 2024 reported Form 5500
85.5% (2023-01) · 104.3% (2022-01)
Funding target
$480M Jan 1, 2024 reported Form 5500
$484M (2023-01) · $475M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.43% (2022-01)
Participants
2,806 Jan 1, 2024 reported Form 5500
2,834 (2023-01) · 2,846 (2022-01)
Contributions
$10.5M Dec 31, 2024 reported Form 5500
$10.8M (2023-12) · $0 (2022-12)
Benefits paid
$30.3M Dec 31, 2024 reported Form 5500
$29.4M (2023-12) · $29.2M (2022-12)
Net investment income
$-7.4M Dec 31, 2024 reported Form 5500
$5.2M (2023-12) · $-140M (2022-12)
Investment management fees
$2.2M Dec 31, 2024 reported Form 5500
$527,418 (2023-12) · $4.5M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,806$381M$480M87.2%$374M$3.1Mn/an/a
2023 to Dec 31, 20232,834$376M$484M85.5%$381M$2.2Mn/an/a
2022 to Dec 31, 20222,846$516M$475M104.3%$377M$124Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Tower Watson codes 11 $807,736 PY2024
  • Northern Trust Company codes 21 $168,122 PY2024
  • AON Service Corporation codes 64 $147,803 PY2024
  • Blackrock codes 21 $44,499 PY2024
  • Mcconnell &jones LLP codes 10 $28,615 PY2024
  • Parametric codes 28 $27,515 PY2024
  • Intermediate U.s.government Index Sched. D C $5.8M PY2024
  • CF Wtw Gt Diversified Credit Fund Sched. D C $66.2M PY2024
  • CF Wtw Gt Diversified Equity Fund Sched. D C $175M PY2024
  • CF Wtw Gt Real Asset Fund Sched. D C $60.1M PY2024
  • Coltv Short Term Invt Fd Sched. D C $7.6M PY2024
  • TSY US 10 Yr Key Rate Dur Nl Fd a Sched. D C $9.2M PY2024
  • TSY US 15 Yr Key Rate Dur Nl Fd Sched. D C $10.6M PY2024
  • TSY US 20 Yr Key Rate Dur Nl Fd Sched. D C $9.5M PY2024
  • TSY US 25+ Yr Key Rate Dur Nl Fd Sched. D C $20.5M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Willis Tower Watson codes 11 $625,524 PY2023
  • AON Service Corporation codes 64 $533,340 PY2023
  • Northern Trust Company codes 21 $281,567 PY2023
  • Parametric codes 28 $198,011 PY2023
  • Cardinal Capital Management, LLC codes 28 $81,117 PY2023
  • Mcconnell &jones LLP codes 10 $53,115 PY2023
  • Royce & Associates codes 28 $38,700 PY2023
  • Speece Thorson Capital Group codes 28 $21,053 PY2023
  • Blackrock codes 21 $14,622 PY2023
  • CF Wtw Gt Diversified Equity Fund Sched. D C $47.3M PY2023
  • CF Wtw Gt Real Asset Fund Sched. D C $59.1M PY2023
  • Coltv Short Term Invt Fd Sched. D C PY2023
  • Coltv Short Term Invt Fd Sched. D C $21.5M PY2023
  • TSY US 10 Yr Key Rate Dur Nl Fd a Sched. D C $14.2M PY2023
  • TSY US 15 Yr Key Rate Dur Nl Fd Sched. D C $15.5M PY2023
  • TSY US 20 Yr Key Rate Dur Nl Fd Sched. D C $12.8M PY2023
  • TSY US 25+ Yr Key Rate Dur Nl Fd Sched. D C $28.1M PY2023
  • Intermediate U.s.government Index Sched. D C $5.7M PY2023
  • CF Wtw Gt Diversified Credit Fund Sched. D C $65.1M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • VAN Biema Value Partners LLC codes 27 $3.8M PY2022
  • AON Service Corporation codes 64 $464,150 PY2022
  • Royce & Associates codes 28 $335,619 PY2022
  • Northern Trust Company codes 21 $308,756 PY2022
  • Cardinal Capital Management, LLC codes 28 $230,037 PY2022
  • Speece Thorson Capital Group codes 28 $114,637 PY2022
  • Willis Towers Watson codes 11 $65,644 PY2022
  • Parametric codes 28 $37,656 PY2022
  • Mcconnell &jones LLP codes 10 $34,900 PY2022
  • Coltv Short Term Invt Fd Sched. D C $36.3M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
16 events
  • Dec 31, 2024Manager relationship endedinference
    Royce & Associates no longer appears on FMC Technologies, Inc. Employees' Retirement Program's Schedule C as investment manager (plan year 2024 vs 2023)
    with Royce & Associatesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Speece Thorson Capital Group no longer appears on FMC Technologies, Inc. Employees' Retirement Program's Schedule C as investment manager (plan year 2024 vs 2023)
    with Speece Thorson Capital Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Cardinal Capital Management, LLC no longer appears on FMC Technologies, Inc. Employees' Retirement Program's Schedule C as investment manager (plan year 2024 vs 2023)
    with Cardinal Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in SS Intrmed U.S. Gov Bond Indx Nl Fd (State Street - Russell 2000): $6M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    FMC Technologies, Inc. Employees' Retirement Program no longer reports Collective Short Term Investment Fd (last held $36M at 2022-12-31; absent from the 2023-12-31 filing)
    with Collective Short Term Investment Fdaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde): $21M at 2023-12-31
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in Treasury U.S. 20 Year Key Rate Dura (Blackrock): $13M at 2023-12-31
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in WTW Gt Real Asset Fund (Towers Watson Investment Services,): $59M at 2023-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in WTW Gt Diversified Credit Fund (Towers Watson Investment Services,): $65M at 2023-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust): $16M at 2023-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust): $14M at 2023-12-31
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in TSY U.S. 25+ Yr Key Rate Dur Nl Fd (Blackrock): $28M at 2023-12-31
    with Blackrockaskebsa.dol.gov
  • Dec 31, 2023Holding started
    FMC Technologies, Inc. Employees' Retirement Program first reports an interest in WTW Gt Diversified Equity Fund (Towers Watson Investment Services,): $47M at 2023-12-31
    with Towers Watson Investment Services,askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    VAN Biema Value Partners LLC no longer appears on FMC Technologies, Inc. Employees' Retirement Program's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with VAN Biema Value Partners LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    FMC Technologies, Inc. Employees' Retirement Program funded ratio 104.3% -> 85.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    FMC Technologies, Inc. Employees' Retirement Program plan assets $516M -> $376M (-27.1%, 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 364412642-001
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.