Acushnet Company Pension Plan
Corporate pension, based in Fairhaven, Massachusetts, reporting $144M in assets, for 2,273 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Acushnet Company Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $3M at 2024-12-31.
2 more managers and 32 more commitments
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 High Yield Plus Fund3 commitments
- 20+ Yr U S Treas Strips3 commitments
- AON Global Real Estate Fund3 commitments
- AON Trust Company LLC21 commitments
- State Street Global Advisors Trust6 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
37 connected entities35 observed commitments15 repeat counterparties33 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
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
- Common/collective trusts 96.5%
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Trust Company LLC21 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisaplan years
- AON Investments USA Incplan years 2022
- Northern Trust Co.plan years 2022
- Dec 31, 2024Holding startedAcushnet Company Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $3M at 2024-12-31with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
- Dec 31, 2024Holding startedAcushnet Company Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $7M at 2024-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
- Jan 1, 2024Funded status changedAcushnet Company Pension Plan funded ratio 100.0% -> 103.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAcushnet Company Pension Plan funded ratio 127.3% -> 100.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAcushnet Company Pension Plan plan assets $227M -> $148M (-34.6%, 2022-01-01 to 2023-01-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | AON High Yield Plus Fundcollective trust | AON Trust Company LLC | Fixed income | $323,289 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $2.9M held | Disclosed holding | askebsa.dol.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,273 | $153M | $157M | 103.3% | $144M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,333 | $148M | $153M | 100.0% | $153M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,487 | $227M | $157M | 127.3% | $149M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting, Inc. codes 11 15 17 50 $455,061 PY2024
- AON Investments USA Inc. codes 28 50 68 $283,510 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $66,375 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 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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