Abbott - Abbvie Multiple Employer Pension Plan
Corporate pension, based in Abbott Park, Illinois, reporting $4.2B in assets, for 23,757 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Abbott - Abbvie Multiple Employer Pension Plan first reports an interest in Ts&w International Small Cap Eq Tr: $40M at 2024-12-31.
3 more managers, 25 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- Pinebridge Cit3 commitments
- NT Cltv World Ex-Us Index Fd Nl3 commitments
- Bridgewater Optimal Portfolio, Ltd.3 commitments
- Northern Trust Investments, Inc.12 commitments
- Bridgewater Associates6 commitments
- Pinebridge Investments LLC3 commitments
Relationship network
50 connected entities28 observed commitments14 repeat counterparties24 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 0.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 13.5%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 3.2%
- Partnership/joint venture interests 18.0%
- 103-12 investment entities 7.7%
- Common/collective trusts 20.4%
- Registered investment companies 6.3%
- Common stock 30.1%
- Preferred stock 0.0%
Consultants and advisers
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.12 rows, latest Dec 31, 2024
- Bridgewater Associates6 rows, latest Dec 31, 2024
- Pinebridge Investments LLC3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Thompson, Siegel & Walmsley, Incplan years
- Grantham Mayo van Otterloo & Co LLCplan years
- Pinebridge Investments LLCplan years
+16 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedAbbott - Abbvie Multiple Employer Pension Plan first reports an interest in Ts&w International Small Cap Eq Tr: $40M at 2024-12-31with Ts&w International Small Cap Eq Traskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBurgiss Group LLC appears on Abbott - Abbvie Multiple Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Burgiss Group LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceVoya Holdings Inc no longer appears on Abbott - Abbvie Multiple Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Voya Investment Management Co LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePinebridge Investments LLC no longer appears on Abbott - Abbvie Multiple Employer Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pinebridge Investments LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedAbbott - Abbvie Multiple Employer Pension Plan funded ratio 141.3% -> 139.0% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | Pinebridge Citcollective trust | Pinebridge Investments LLC | Pooled vehicles | $169M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Cltv World Ex-Us Index Fd Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $39.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bridgewater Optimal Portfolio, Ltd.103 12 ie | Bridgewater Associates | Pooled vehicles | $185M held | Disclosed holding | askebsa.dol.gov |
+25 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 23,757 | $4.0B | $2.3B | 140.9% | $4.2B | $761M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 24,284 | $3.7B | $2.4B | 139.0% | $4.0B | $799M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 24,702 | $4.5B | $2.4B | 141.3% | $3.7B | $727M | Not disclosed | Not disclosed |
- Wellington Trust Company codes 28 50 51 $2.1M PY2024
- Brandywine Global Investment LLC codes 28 50 51 $1.7M PY2024
- GMO LLC codes 28 50 51 $1.6M PY2024
+80 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 started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source 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
+24 connections on the graph
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