International Foundation Employees Retirement Plan
Corporate pension, based in Brookfield, Wisconsin, reporting $51.6M in assets, for 300 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Segal Marco Advisors no longer appears on International Foundation Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers, 4 more managers, 15 more commitments and 16 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- Russell 2500 Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- State St S&p 500 Flagship Sec Lendi3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- NEW Tower Trust Company3 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
41 connected entities18 observed commitments11 repeat counterparties11 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
- Insurance company general account 2.5%
- Other investments 5.5%
- Partnership/joint venture interests 12.8%
- 103-12 investment entities 19.3%
- Common/collective trusts 57.3%
Consultants and advisers
- RV Kuhns & Associates Investment adviser (plan)through Dec 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Income Research & Mgmt. Inc.plan years 2024
- GQG Partners LLCplan years
- Blackrock Institutional Trust Company, N.A.plan years
+9 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, 2024Holding startedInternational Foundation Employees Retirement Plan first reports an interest in GQG Partners International Equity: $3M at 2024-12-31with GQG Partners International Equityaskebsa.dol.gov
- Dec 31, 2024Holding startedInternational Foundation Employees Retirement Plan first reports an interest in Nhit Long Duration Government Credi (Loomis Sayles Trust Company): $10M at 2024-12-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedInternational Foundation Employees Retirement Plan first reports an interest in IR & M Long Govt Credit Fund (Ir&m Long Gov't Credit Fund LLC): $10M at 2024-12-31with Ir&m Long Gov't Credit Fund LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSegal Marco Advisors no longer appears on International Foundation Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis Sayles Nhit appears on International Foundation Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
+16 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 | Russell 2500 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St S&p 500 Flagship Sec Lendicollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 300 | $50.3M | $47.7M | 98.9% | $51.6M | $6.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 280 | $48.4M | $47.2M | 102.5% | $50.6M | $8.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 282 | $56.4M | $46.0M | 106.2% | $48.6M | $7.2M | Not disclosed | Not disclosed |
- RVK Inc codes 27 50 $57,000 PY2024
- Wellington Trust codes 50 51 68 $23,222 PY2024
- Legacy Professionals LLP codes 10 50 $21,657 PY2024
+51 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
International Foundation Employees Retirement Plan 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.
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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+18 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
+19 connections on the graph
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