Factory Mutual Insurance Company Pension Plan
Corporate pension, based in Johnston, Rhode Island, reporting $3.0B in assets, for 8,850 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Factory Mutual Insurance Company Pension Plan no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing).
2 more advisers, 6 more managers, 44 more commitments and 19 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- Commingled Pension Trust Fund (long3 commitments
- Wtc-Cif II Downside Alpha Opportuni3 commitments
- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Wellington Trust Company, Na20 commitments
- Wellington Trust Company, Na6 commitments
- Blackrock Institutional Trust Company, N.A.4 commitments
Relationship network
87 connected entities47 observed commitments24 repeat counterparties36 dated commitments shown here, 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 1.0%
- Corporate debt instruments (other) 9.3%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 7.0%
- Other investments 2.1%
- Partnership/joint venture interests 17.5%
- Common/collective trusts 41.7%
- Registered investment companies 11.1%
- Common stock 9.1%
Consultants and advisers
- Fidelity Investments Pension consultantthrough Dec 31, 2024 Form 5500
- JP Morgan Chase Bank Custodianthrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Wellington Trust Company, Na20 rows, latest Dec 31, 2024
- Wellington Trust Company, Na6 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.4 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Wellington Trust Company, Naplan years
+40 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceFactory Mutual Insurance Company Pension Plan no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)with T. Rowe Price Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedFactory Mutual Insurance Company Pension Plan first reports an interest in Russell 1000 Growth: $48M at 2024-12-31with Russell 1000 Growth Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceFactory Mutual Insurance Company Pension Plan no longer reports Wtc-Ctf Emerging Market Development (last held $26M at 2023-12-31; absent from the 2024-12-31 filing)with Wtc-Ctf Emerging Market Developmentaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRockpoint appears on Factory Mutual Insurance Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Rockpointaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMorgan Stanley & Co, LLC no longer appears on Factory Mutual Insurance Company Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Morgan Stanley & Co Incaskebsa.dol.gov
+19 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 1000 Growthcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $48.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Commingled Pension Trust Fund (longcollective trust | JP Morgan | Pooled vehicles | $106M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Downside Alpha Opportunicollective trust | Wellington Trust Company, Na | Pooled vehicles | $47.8M held | Disclosed holding | askebsa.dol.gov |
+44 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 | 8,850 | $2.9B | $2.0B | 110.8% | $3.0B | $529M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,687 | $2.6B | $1.9B | 115.8% | $2.9B | $435M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,736 | $3.3B | $1.8B | 126.5% | $2.7B | $365M | Not disclosed | Not disclosed |
- Wellington Management Company LLP codes 28 51 $1.2M PY2024
- Arrowstreet Capital L.P. codes 28 51 $977,757 PY2024
- Great Hill Partners L.P. codes 28 51 $599,575 PY2024
+140 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 ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+21 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
+49 connections on the graph
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