The Kinetic Group, Inc. Pension and Retirement Plan
Corporate pension, based in Anoka, Minnesota, reporting $138M in assets, for 1,669 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Kinetic Group, Inc. Pension and Retirement Plan first reports an interest in AON Global Real Estate Fund (AON Trust Company LLC): $436,773 at 2024-12-31.
2 more advisers, 36 more commitments and 14 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- AON Multi Asset Credit Fund2 commitments
- Temporary Investment Fund2 commitments
- Long Credit Bond Fund2 commitments
- AON Hewitt Investment Consulting, I26 commitments
- AON Trust Company LLC12 commitments
- BNY Mellon1 commitment
Relationship network
57 connected entities39 observed commitments15 repeat counterpartiescommitments 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
- Partnership/joint venture interests 11.3%
- Common/collective trusts 86.1%
Consultants and advisers
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Parametric Portfolio Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- AON Hewitt Investment Consulting, I26 rows, latest Dec 31, 2023
- AON Trust Company LLC12 rows, latest Dec 31, 2024
- BNY Mellon1 row, latest Dec 31, 2024
- Parametric Portfolio Associatesplan years 2024
What changed
- Dec 31, 2024Holding startedThe Kinetic Group, Inc. Pension and Retirement Plan first reports an interest in AON Global Real Estate Fund (AON Trust Company LLC): $436,773 at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Kinetic Group, Inc. Pension and Retirement Plan no longer reports Large Cap Equity Index Fund (AON Hewitt Investment Consulting, I) (last held $103,713 at 2023-12-31; absent from the 2024-12-31 filing)with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
- Dec 31, 2024Holding startedThe Kinetic Group, Inc. Pension and Retirement Plan first reports an interest in EB Temporary Investment (BNY Mellon): $9M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Kinetic Group, Inc. Pension and Retirement Plan no longer reports AON US Long Government Bond Index F (AON Hewitt Investment Consulting, I) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Kinetic Group, Inc. Pension and Retirement Plan no longer reports 20+ Yr U S Treas Strips (AON Hewitt Investment Consulting, I) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 20+ Yr U S Treas Stripscollective trust | AON Trust Company LLC | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+36 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 | 1,669 | $142M | $161M | 92.1% | $138M | $15.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,727 | $139M | $166M | 90.6% | $142M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,789 | $187M | $167M | 104.2% | $139M | Not disclosed | Not disclosed | Not disclosed |
- AON Hewitt codes 11 17 28 34 50 70 $622,951 PY2024
- Parametric Portfolio Associate codes 14 28 50 51 $99,137 PY2024
- Grant Thornton LLP codes 10 50 $74,056 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Kinetic Group, Inc. Pension and Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+28 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
+7 connections on the graph
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