Pension Plan for Employees at Ornl
Corporate pension, based in OAK Ridge, Tennessee, reporting $2.4B in assets, for 12,297 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Callan LLC appears on Pension Plan for Employees at Ornl's Schedule C as pension consultant (plan year 2024 vs 2023).
2 more advisers, 9 more managers, 74 more commitments and 4 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- Artisan Global Opportunities Trust3 commitments
- Harbourvest Hv VII Buyout Holding3 commitments
- GS 2005 Priv Equity Manager Fund3 commitments
- Adams Street Partners, LLC21 commitments
- Harbourvest Partners LP18 commitments
- Goldman Sachs6 commitments
Relationship network
91 connected entities77 observed commitments39 repeat counterparties57 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
- Other investments 23.8%
- Partnership/joint venture interests 21.3%
- 103-12 investment entities 0.4%
- Common/collective trusts 52.0%
- Registered investment companies 2.6%
- Common stock 0.0%
- Callan LLC Pension consultantthrough Dec 31, 2024 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- Willis North America Inc. 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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- Adams Street Partners, LLC21 rows, latest Dec 31, 2024
- Harbourvest Partners LP18 rows, latest Dec 31, 2024
- Goldman Sachs6 rows, latest Dec 31, 2024
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Goldman Sachsplan years
- Arrowstreet Globalplan years
- Arrowstreetplan years
+18 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinferencePension Plan for Employees at Ornl no longer reports Blackrock US 20pl Yr Bd Idx Nl Fd (last held $383M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock US 20pl Yr Bd Idx Nl Fdaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock Inst. Trust Co N.A. no longer appears on Pension Plan for Employees at Ornl's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCallan LLC appears on Pension Plan for Employees at Ornl's Schedule C as pension consultant (plan year 2024 vs 2023)with Callan LLCaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePension Plan for Employees at Ornl no longer reports Harbourvest Int'l Private Equity V (last held $79,197 at 2022-12-31; absent from the 2023-12-31 filing)with Harbourvest Int'l Private Equity Vaskebsa.dol.gov
- Dec 31, 2023Holding startedPension Plan for Employees at Ornl first reports an interest in Harbourvest Intl Pep V: $5,902 at 2023-12-31with Harbourvest Intl Pep Vaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Artisan Global Opportunities Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $304M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest Hv VII Buyout Holding103 12 ie | Harbourvest Partners LP | Private equity | $1 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS 2005 Priv Equity Manager Fund103 12 ie | Goldman Sachs | Public equity | $350,826 held | Disclosed holding | askebsa.dol.gov |
+74 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 | 12,297 | $2.5B | $2.6B | 88.9% | $2.4B | $510M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,739 | $2.3B | $2.5B | 88.8% | $2.5B | $506M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,287 | $2.8B | $2.4B | 96.5% | $2.3B | $517M | Not disclosed | Not disclosed |
- Harrison Street Advisors, LLC codes 28 52 $1.6M PY2024
- Polaris Capital Management, LLC codes 28 $1.2M PY2024
- State Street Bank & Trust Co codes 28 $623,901 PY2024
+139 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Pension Plan for Employees at Ornl sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+6 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
+28 connections on the graph
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