DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Aecom Pension Plan

Corporate pensionDallas, TX
Assets
$97.2M
Total assets, Sep 30, 2025 reported
Funded
90.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
24
1 managers on Schedule C
Plan sponsor: Aecom
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Partnership/joint venture interests 4.9%
  • Common/collective trusts 92.3%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Nepc US Small Cap Equity Citcollective trustGlobal Trust CompanyPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 20253-10 Year U.S. Treasury Indx Nl Fdcollective trustState Street - Russell 2000Fixed income$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ftse Rafi US 1000 Index Nl Ctfcollective trustNepc Discretionary ServicesPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Ir+m Intermediate Corp Collect Fundcollective trustIr+m Collective InvestmentPooled vehicles$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc US Small Cap Equity Citcollective trustGlobal Trust CompanyPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 20243-10 Year U.S. Treasury Indx Nl Fdcollective trustState Street - Russell 2000Fixed income$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Ftse Rafi US 1000 Index Nl Ctfcollective trustNepc Discretionary ServicesPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024State Street Msci Eafe 100 Hedgedcollective trustState Street Global Advisors TrustHedge / diversifiers$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Wtc-Cif II US Investment Grade Intecollective trustWellington FdPooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Vanguard Employee Benefit Indexcollective trustVanguard Fiduciary Trust CompanyPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023CG Long Duration Credit Trust UScollective trustCapital Guardian Trust CompanyPrivate credit$19.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$97.2M Sep 30, 2025 reported Form 5500
$102M (2024-09) · $92.8M (2023-09)
Plan assets
$101M Oct 1, 2024 reported Form 5500
$92.7M (2023-10) · $93.5M (2022-10)
Net assets
$96.9M Sep 30, 2025 reported Form 5500
$101M (2024-09) · $92.6M (2023-09)
Funded ratio
90.7% Oct 1, 2024 reported Form 5500
92.7% (2023-10) · 93.0% (2022-10)
Funding target
$101M Oct 1, 2024 reported Form 5500
$108M (2023-10) · $110M (2022-10)
Discount rate
5.33% Oct 1, 2024 reported Form 5500
5.11% (2023-10) · 5.28% (2022-10)
Participants
1,882 Oct 1, 2024 reported Form 5500
1,920 (2023-10) · 1,961 (2022-10)
Contributions
$2.1M Sep 30, 2025 reported Form 5500
$2.6M (2024-09) · $2.1M (2023-09)
Benefits paid
$9.1M Sep 30, 2025 reported Form 5500
$9.4M (2024-09) · $9.7M (2023-09)
Net investment income
$-3.8M Sep 30, 2025 reported Form 5500
$8.1M (2024-09) · $-739,797 (2023-09)
Investment management fees
$266,071 Sep 30, 2025 reported Form 5500
$271,878 (2024-09) · $183,611 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,882$101M$101M90.7%$97.2M$4.7Mn/an/a
2023 to Sep 30, 20241,920$92.7M$108M92.7%$102M$5.4Mn/an/a
2022 to Sep 30, 20231,961$93.5M$110M93.0%$92.8M$54.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 14 50 $397,372 PY2024
  • Mercer codes 11 50 $278,739 PY2024
  • Nepc codes 27 50 $266,071 PY2024
  • U.S. Bank codes 21 50 $72,300 PY2024
  • Winston & Strawn LLP codes 29 50 $31,856 PY2024
  • Eide Bailly codes 10 50 $26,013 PY2024
  • Nepc Emerging Mkts Cit Class a Sched. D C $1.4M PY2024
  • Nepc Diversified Credit Ct-Class a Sched. D C $1.4M PY2024
  • WTC Cif II US Inv Grade Intermed Co Sched. D C $21.0M PY2024
  • Ir+m Long Corp Collective Fd Class Sched. D C $21.3M PY2024
  • Msci Eafe 100hedged Usd Index Nl Fd Sched. D C $1.6M PY2024
  • Ssga Msci Eafe Index Nl Fund Sched. D C $1.6M PY2024
  • Nepc Global Equity Cit -Class a Sched. D C $5.7M PY2024
  • Nepc US Small Cap Eqty Cit -Class a Sched. D C $1.4M PY2024
  • 3-10 Year US Treasury Index Nl Fund Sched. D C $17.4M PY2024
  • Ftse Rafi US 1000 Index Nl Ctf Sched. D C $2.0M PY2024
  • Ssga S&p 500 Flagship Nl Fund Sched. D C $4.3M PY2024
  • Ssga Long US Treasury Index Nl Fund Sched. D C $10.6M PY2024
  • Mercer codes 11 PY2024
  • Willis Towers Watson US LLC codes 14 50 $338,015 PY2023
  • Mercer codes 11 50 $212,429 PY2023
  • Nepc codes 27 50 $138,761 PY2023
  • Angeles Investment Advisors, LLC codes 27 50 $122,772 PY2023
  • Winston & Strawn LLP codes 29 50 $82,412 PY2023
  • U.S. Bank codes 21 50 $69,034 PY2023
  • Eide Bailly codes 10 50 $18,427 PY2023
  • Capital Group codes 28 50 $10,345 PY2023
  • Nepc US Small Cap Eqty Cit -Class a Sched. D C $2.1M PY2023
  • 3-10 Year US Treasury Index Nl Fund Sched. D C $19.9M PY2023
  • Ftse Rafi US 1000 Index Nl Ctf Sched. D C $3.3M PY2023
  • Ssga S&p 500 Flagship Nl Fund Sched. D C $5.1M PY2023
  • Ssga Long US Treasury Index Nl Fund Sched. D C $9.7M PY2023
  • Msci Eafe 100hedged Usd Index Nl Fd Sched. D C $2.8M PY2023
  • Ssga Msci Eafe Index Nl Fund Sched. D C $1.0M PY2023
  • WTC Cif II US Inv Grade Intermed Co Sched. D C $18.0M PY2023
  • Vanguard Employee Benefit Index Sched. D C PY2023
  • Capital Group Ld Credit Trust Sched. D C PY2023
  • Ir+m Long Corp Collective Fd Class Sched. D C $17.9M PY2023
  • Nepc Emerging Mkts Cit Class a Sched. D C $2.9M PY2023
  • Nepc Global Equity Cit -Class a Sched. D C $5.5M PY2023
  • Mercer codes 11 PY2023
  • Willis Towers Watson US LLC codes 14 50 $362,000 PY2022
  • Mercer codes 11 50 $245,904 PY2022
  • Angeles Investment Advisors, LLC codes 27 50 $164,726 PY2022
  • U.S. Bank codes 21 50 $68,428 PY2022
  • Winston & Strawn LLP codes 29 50 $35,592 PY2022
  • Eide Bailly codes 10 50 $16,750 PY2022
  • Vanguard Employee Benefit Index Sched. D C $3.1M PY2022
  • Capital Group Ld Credit Trust Sched. D C $19.9M PY2022
  • Mercer codes 11 PY2022
What changed
18 events
  • Dec 31, 2024Manager relationship endedinference
    Capital Group no longer appears on Aecom Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Capital International, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Angeles Investment Advisors, LLC no longer appears on Aecom Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Angeles Investment Advisors, LLCaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Aecom Pension Plan no longer reports Vanguard Employee Benefit Index (Vanguard Fiduciary Trust Company) (last held $3M at 2023-09-30; absent from the 2024-09-30 filing)
    with Vanguard Fiduciary Trust Companyaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in 3-10 Year U.S. Treasury Indx Nl Fd (State Street - Russell 2000): $20M at 2024-09-30
    with State Street - Russell 2000askebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Aecom Pension Plan no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $20M at 2023-09-30; absent from the 2024-09-30 filing)
    with Capital Guardian Trust Companyaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Ssga Long US Treasury Index Nl Fund (State Street - Russell 2000): $10M at 2024-09-30
    with State Street - Russell 2000askebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Nepc Diversified Credit Cit: $2M at 2024-09-30
    with Nepc Diversified Credit Citaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in State Street Msci Eafe Index Non-Le (State Street - Russell 2000): $1M at 2024-09-30
    with State Street - Russell 2000askebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Ir+m Intermediate Corp Collect Fund (Ir+m Collective Investment): $18M at 2024-09-30
    with Ir+m Collective Investmentaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in State Street Msci Eafe 100 Hedged (State Street Global Advisors Trust): $3M at 2024-09-30
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in S&p 500 Flagship Nl Fund (State Street - Russell 2000): $5M at 2024-09-30
    with State Street - Russell 2000askebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Wtc-Cif II US Investment Grade Inte (Wellington Fd): $18M at 2024-09-30
    with Wellington Fdaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Nepc US Small Cap Equity Cit: $3M at 2024-09-30
    with Nepc US Small Cap Equity Citaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Nepc Global Equity Cit: $6M at 2024-09-30
    with Nepc Global Equity Citaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in Ftse Rafi US 1000 Index Nl Ctf: $3M at 2024-09-30
    with Ftse Rafi US 1000 Index Nl Ctfaskebsa.dol.gov
  • Sep 30, 2024Assets changed
    Aecom Pension Plan total assets $93M -> $102M (+10.3%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc appears on Aecom Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Capital Group appears on Aecom Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Capital International, Inc.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 611088522-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.