Sappi North America, Inc. Retirement Plan for Salaried Employees
Corporate pension, based in Boston, Massachusetts, reporting $85.4M in assets, for 587 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, State Street Global Advisors appears on Sappi North America, Inc. Retirement Plan for Salaried Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers, 2 more managers, 19 more commitments and 6 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- EB Dv High Quality Long Corp Bond3 commitments
- RUS Sm Cap Comp Indx Nl Fund(cmd4)3 commitments
- Silchester Int'l Value Equity Trust3 commitments
- State Street Global Advisors Trust Company10 commitments
- BNY Mellon3 commitments
- Silchester International Investor3 commitments
Relationship network
38 connected entities22 observed commitments10 repeat counterparties16 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 0.3%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 99.5%
- Registered investment companies 0.1%
Consultants and advisers
- State Street Global Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
- NEW England Pension Consulants Pension consultantthrough Dec 31, 2022 Form 5500
- AON Consulting, 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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People
Manager roster
- State Street Global Advisors Trust Company10 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- Silchester International Investor3 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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- Income Research & Mgmt. Inc.plan years 2022
- Mondrian Investment Group Inc.plan years 2022
- Welling Management Co LLCplan years 2024
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedSappi North America, Inc. Retirement Plan for Salaried Employees first reports an interest in Loomis Sayles Core Disc. Alpha Fund (Loomis Sayles): $14M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceState Street Global Advisors appears on Sappi North America, Inc. Retirement Plan for Salaried Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWellington Management appears on Sappi North America, Inc. Retirement Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Welling Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis Sayles Trust Company appears on Sappi North America, Inc. Retirement Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Dec 31, 2023Holding startedSappi North America, Inc. Retirement Plan for Salaried Employees first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $7M at 2023-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
+6 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 | EB Dv High Quality Long Corp Bondcollective trust | BNY Mellon | Fixed income | $12.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 3-10 Year U.S. Treasury Indx Nl Fdcollective trust | State Street Global Advisors Trust Company | Fixed income | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | RUS Sm Cap Comp Indx Nl Fund(cmd4)collective trust | State Street Global Advisors Trust Company | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
+19 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 Dec 31, 2024 | 587 | $85.3M | $55.7M | 113.4% | $85.4M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 572 | $78.9M | $54.1M | 114.0% | $85.4M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,711 | $97.7M | $50.9M | 136.3% | $79.0M | $0 | Not disclosed | Not disclosed |
- NEW England Pension Consultants codes 17 $104,885 PY2024
- Income Research & Management codes 28 $95,953 PY2024
- Wellington Management codes 28 $80,382 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Sappi North America, Inc. Retirement Plan for Salaried Employees 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.
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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
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
+8 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
+14 connections on the graph
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