Brightspeed Pension Plan
Corporate pension, based in Charlotte, North Carolina, reporting $1.7B in assets, for 19,242 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, AON Consulting no longer appears on Brightspeed Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
1 more adviser, 3 more commitments and 9 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci World Index Fund3 commitments
- NT Collective Short Term Investment3 commitments
- Blackrock Investments, LLC3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
20 connected entities6 observed commitments4 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
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 50.6%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 26.2%
- Insurance company general account 0.0%
- Other investments 2.5%
- Common/collective trusts 10.1%
- Common stock 8.6%
Consultants and advisers
- Aon General consultantthrough Dec 31, 2023 Form 5500
- Russell Investments Capital, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Blackrock Investments, LLC3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Blackrock Investments, LLCplan years
- Prudential Insurance Company of Ameplan years 2023
- Pacific Investmt Management Co LLCplan years 2023
+3 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, 2024Manager relationship endedinferenceNisa Investment Advisors no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePrudential no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePimco no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedState Street Global Advisors appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Consulting no longer appears on Brightspeed Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
+9 more dated events
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 | Blackrock Msci World Index Fundcollective trust | Blackrock Investments, LLC | Pooled vehicles | $104M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $66.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Msci World Index Fundcollective trust | Blackrock Investments, LLC | Pooled vehicles | $99.1M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 19,242 | $1.9B | $1.9B | 97.7% | $1.7B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 20,111 | $1.9B | $2.0B | 97.5% | $1.9B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 20,964 | $2.5B | $2.1B | 103.2% | $1.9B | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Capital LLC codes 17 28 51 71 $2.1M PY2024
- Willis Towers Watson US LLC codes 11 15 50 $1.8M PY2024
- The Northern Trust Company codes 21 50 62 $568,904 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Brightspeed Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+11 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+11 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.