Retirement System of the American National Red Cross
Corporate pension, based in Washington, District of Columbia, reporting $1.1B in assets, for 12,798 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Agilis Partners no longer appears on Retirement System of the American National Red Cross's Schedule C as investment manager (plan year 2024 vs 2023).
Relationship network
8 connected entities
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
- Service provider
›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 76.9%
- U.S. Government securities 21.4%
- Other investments 0.4%
- Partnership/joint venture interests 0.0%
Consultants and advisers
- The American National Red Cross Named fiduciarythrough Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- Agilis Partners LLCplan years 2024
What changed
- Dec 31, 2024Manager relationship endedinferenceAgilis Partners no longer appears on Retirement System of the American National Red Cross's Schedule C as investment manager (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAgilis Partners appears on Retirement System of the American National Red Cross's Schedule C as investment manager (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
Commitments
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 Jun 30, 2025 | 12,798 | $1.1B | $1.1B | 80.0% | $1.1B | $401,257 | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 13,425 | $1.2B | $1.2B | 80.0% | $1.1B | $1.4M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 14,093 | $1.3B | $1.2B | 80.0% | $1.2B | $2.4M | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 50 64 $822,894 PY2024
- Willis Towers Watson codes 11 50 $118,847 PY2024
- State Street Bank and Trust Company codes 19 25 28 50 51 52 62 63 99 $69,200 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2023-12-31source on record
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
+5 connections on the graph
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