The Neiman Marcus Group LLC Retirement Plan
Corporate pension, based in Dallas, Texas, reporting $330M in assets, for 5,629 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Jul 2025, The Neiman Marcus Group LLC Retirement Plan first reports an interest in WTW Liquid Diversifiers Fund, Ltd: $33M at 2025-07-31.
3 more advisers, 4 more managers, 28 more commitments and 3 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- Treasury U.S. 5 Year Key Rate Durat3 commitments
- Treasury U.S. 20 Year Key Rate Dura3 commitments
- Msci Acwi Equity Index Non-Lendable3 commitments
- Blackrock Institutional Trust9 commitments
- Blackrock6 commitments
- Towers Watson Investment Services,6 commitments
Relationship network
41 connected entities31 observed commitments16 repeat counterparties26 dated commitments shown here, 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
- 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
- Non-interest-bearing cash 0.3%
- Other investments 5.0%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 94.7%
Consultants and advisers
- Towers Watson Investment Services, Investment adviser (plan)through Jul 31, 2024 Form 5500
- Willis Towers Watson Pension consultantthrough Jul 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jul 31, 2023 Form 5500
+3 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
- Blackrock Institutional Trust9 rows, latest Jul 31, 2025
- Blackrock6 rows, latest Jul 31, 2025
- Towers Watson Investment Services,6 rows, latest Jul 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Towers Watson Investment Svcsplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Jul 31, 2025Holding startedThe Neiman Marcus Group LLC Retirement Plan first reports an interest in WTW Liquid Diversifiers Fund, Ltd: $33M at 2025-07-31with WTW Liquid Diversifiers Fund, Ltd.askebsa.dol.gov
- Jul 31, 2024Holding startedThe Neiman Marcus Group LLC Retirement Plan first reports an interest in WTW Gt Diversified Credit Fund (Towers Watson Investment Services,): $35M at 2024-07-31with Towers Watson Investment Services,askebsa.dol.gov
- Jul 31, 2024Holding endedinferenceThe Neiman Marcus Group LLC Retirement Plan no longer reports WTW Gt Diversified Equity Fund (Towers Watson Investment Services,) (last held $34M at 2023-07-31; absent from the 2024-07-31 filing)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWillis Towers Watson no longer appears on The Neiman Marcus Group LLC Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Willis Towers Watsonaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedTowers Watson Investment Svcs, Inc. appears on The Neiman Marcus Group LLC Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Towers Watson Investment Services,askebsa.dol.gov
+3 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 Jul 31, 2025 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Treasury U.S. 20 Year Key Rate Duracollective trust | Blackrock | Fixed income | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | WTW Liquid Diversifiers Fund, Ltdcollective trust | Towers Watson Investment Svcs | Hedge / diversifiers | $33.0M held | Disclosed holding | askebsa.dol.gov |
+28 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 Jul 31, 2025 | 5,629 | $326M | $410M | 80.9% | $330M | $95,393 | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 5,674 | $310M | $420M | 80.1% | $326M | $141,041 | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 9,955 | $463M | $523M | 88.0% | $311M | $127,589 | Not disclosed | Not disclosed |
- Fidelity Investments codes 14 50 65 $551,460 PY2024
- Towers Watson Investment Svcs, Inc. codes 27 28 51 $419,089 PY2024
- Bank of New York Mellon codes 19 21 50 $100,116 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Neiman Marcus Group LLC Retirement Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-07-31source on record
- Holding in a pooled vehicle started2024-07-31source on record
- Holding in a pooled vehicle ended2024-07-31source on record
+5 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
+10 connections on the graph
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