Agilent Technologies, Inc. Retirement Plan
Corporate pension, based in Santa Clara, California, reporting $519M in assets, for 4,378 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Nov 2024, Agilent Technologies, Inc. Retirement Plan funded ratio 94.4% -> 91.0% (2023-11-01 to 2024-11-01).
2 more advisers
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.
Relationship network
15 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
- 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%
- Partnership/joint venture interests 0.3%
- Master trust investment accounts 99.7%
Consultants and advisers
- Towers Watson Pennsylvania, Inc. General consultantthrough Oct 31, 2023 Form 5500
- Aon General consultantthrough Oct 31, 2023 Form 5500
- Callan LLC General consultantthrough Oct 31, 2023 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
- Baker Tilly US, LLPplan years 2025
- Mellon Capital Managementplan years 2024
- Blackrock Institutional Trust Co,naplan years 2023
+2 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
- Nov 1, 2024Funded status changedAgilent Technologies, Inc. Retirement Plan funded ratio 94.4% -> 91.0% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedAgilent Technologies, Inc. Retirement Plan plan assets $359M -> $414M (+15.3%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedAgilent Technologies, Inc. Retirement Plan total assets $436M -> $501M (+15.0%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship startedMellon Investments appears on Agilent Technologies, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mellon Capital Managementaskebsa.dol.gov
- Nov 1, 2023Funded status changedAgilent Technologies, Inc. Retirement Plan funded ratio 103.1% -> 94.4% (2022-11-01 to 2023-11-01)
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 Oct 31, 2025 | 4,378 | $414M | $361M | 91.0% | $519M | $1.7M | $517M | Not disclosed |
| 2023 to Oct 31, 2024 | 4,614 | $359M | $370M | 94.4% | $501M | $1.6M | $499M | Not disclosed |
| 2022 to Oct 31, 2023 | 4,774 | $396M | $376M | 103.1% | $436M | $1.7M | $434M | Not disclosed |
- FMR LLC codes 28 50 65 $915,609 PY2024
- Towers Watson Pennsylvania codes 16 50 $504,700 PY2024
- Bank of New York Mellon codes 18 28 50 $146,630 PY2024
+32 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
Not yet on record: fund commitments.
Record history
- Funded status changed2024-11-01source on record
- Total assets changed2024-11-01source on record
- Total assets changed2024-10-31source on record
+2 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.