Anywhere Real Estate Group LLC Pension Plan
Corporate pension, based in Parsippany, New Jersey, reporting $79.7M in assets, for 1,188 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Bank of America N.A. appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 1 more manager, 11 more commitments and 14 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- Prudential Short-Term3 commitments
- DB Growth Portfolio2 commitments
- Real Estate/cohen&steers Fund1 commitment
- Prudential2 commitments
- Empower Annuity Insurance Company1 commitment
- Invesco1 commitment
Relationship network
40 connected entities14 observed commitments3 repeat counterparties7 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
- Other investments 49.1%
- Common/collective trusts 48.2%
- Pooled separate accounts 2.7%
Consultants and advisers
- BCG Pension Risk Consultants Inc Pension consultantthrough Dec 31, 2024 Form 5500
- Bank of America N.A. General consultantthrough Dec 31, 2024 Form 5500
- Jpmorgan Chase Bank, N.A. General consultantthrough Dec 31, 2023 Form 5500
+4 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
- Prudential2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Company1 row, latest Dec 31, 2024
- Invesco1 row, latest Dec 31, 2022
+1 more manager 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.
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Dryden Capital, LLCplan years
+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
- Dec 31, 2024Consultant changedinferenceBank of America N.A. appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Bank of America N.A.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGallagher Fiduciary Advisors LLC no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBCG Pension Risk Consultants Inc appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with BCG Pension Risk Consultants Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceJpmorgan Chase Bank, Na no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAnywhere Real Estate Group LLC Pension Plan no longer reports Large Cap Growth/jennison (Prudential Retirement & Annuity Ins) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
+14 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 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $38.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential | Cash | $3.1M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 1,188 | $85.7M | $96.8M | 88.7% | $79.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,392 | $89.9M | $107M | 86.9% | $85.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,410 | $117M | $108M | 95.5% | $89.9M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $264,081 PY2024
- Capfinancial Partners LLC codes 16 $92,025 PY2024
- SUN Life Investment Capital Mgmt codes 18 $45,562 PY2024
+38 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
Anywhere Real Estate Group LLC Pension Plan sits on 16 traced paths of capital across the graphs.
DFX traced 16 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+16 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.