Retirement Plan for Employees of Aetna Inc.
Corporate pension, based in Hartford, Connecticut, reporting $5.2B in assets, for 50,903 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Retirement Plan for Employees of Aetna Inc. first reports an interest in Daily Msci Eafe Index Nl Fund (State Street - Russell 2000): $4M at 2024-12-31.
6 more advisers, 7 more managers, 22 more commitments and 15 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- Voya Private Credit Trust Fund3 commitments
- Arrowstreet Global Equity Acwi Cit3 commitments
- GS Ct Long Duration Credit Fund3 commitments
- Goldman Sachs Trust Company5 commitments
- Voya Investment Trust Co.3 commitments
- Arrowstreet3 commitments
Relationship network
73 connected entities25 observed commitments15 repeat counterparties21 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 0.0%
- Non-interest-bearing cash 5.6%
- Corporate debt instruments (other) 43.3%
- Corporate debt instruments (preferred) 0.6%
- U.S. Government securities 9.8%
- Other investments 2.1%
- Partnership/joint venture interests 10.8%
- 103-12 investment entities 0.2%
- Common/collective trusts 9.6%
- Pooled separate accounts 3.7%
- Registered investment companies 7.4%
- Common stock 0.8%
- Real estate (other than employer real property) 5.3%
Consultants and advisers
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Nebrodi Partners LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Russell Investments Capital, LLC Pension consultantthrough Dec 31, 2022 Form 5500
+6 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
- Goldman Sachs Trust Company5 rows, latest Dec 31, 2024
- Voya Investment Trust Co.3 rows, latest Dec 31, 2024
- Arrowstreet3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- MFS Heritage Trust Companyplan years
- Dwsplan years
- Arrowstreet Globalplan years
+22 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 startedRetirement Plan for Employees of Aetna Inc. first reports an interest in Daily Msci Eafe Index Nl Fund (State Street - Russell 2000): $4M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Employees of Aetna Inc. first reports an interest in Acadian International Small Cap Fd (Acadian Asset Management): $10M at 2024-12-31with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Employees of Aetna Inc. first reports an interest in DWS Rreef Global Infrastructure: $29M at 2024-12-31with DWS Rreef Global Infrastructureaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Employees of Aetna Inc. first reports an interest in Pioneer Emerging Mkts Equity Focus: $28M at 2024-12-31with Pioneer Emerging Mkts Equity Focusaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for Employees of Aetna Inc. first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $112M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
+15 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 | Gsct Private Placement Core Fdcollective trust | Goldman Sachs Trust Company | Pooled vehicles | $78.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Voya Private Credit Trust Fundcollective trust | Voya Investment Trust Co. | Private credit | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | DWS Rreef Global Infrastructurecollective trust | Dws | Infrastructure | $28.9M held | Disclosed holding | askebsa.dol.gov |
+22 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 | 50,903 | $5.4B | $4.3B | 118.6% | $5.2B | $566M | Not disclosed | $276M |
| 2023 to Dec 31, 2023 | 52,106 | $5.3B | $4.4B | 119.2% | $5.4B | $713M | Not disclosed | $290M |
| 2022 to Dec 31, 2022 | 53,674 | $6.7B | $4.5B | 131.3% | $5.4B | $666M | Not disclosed | $324M |
- Goldman Sachs Asset Management codes 27 51 56 $3.5M PY2024
- Alight Solutions LLC codes 14 15 $2.4M PY2024
- Aetna Life Insurance Company codes 13 15 19 28 50 66 $2.1M PY2024
+111 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of Aetna Inc. sits on 25 traced paths of capital across the graphs.
DFX traced 25 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+17 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
+35 connections on the graph
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