Aecom Pension Plan
Corporate pension, based in Dallas, Texas, reporting $97.2M in assets, for 1,882 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Angeles Investment Advisors, LLC no longer appears on Aecom Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 3 more managers, 21 more commitments and 13 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- Ftse Rafi US 1000 Index Nl Ctf2 commitments
- Nepc US Small Cap Equity Cit2 commitments
- Nepc Diversified Credit Cit2 commitments
- State Street Global Advisors Trust Company10 commitments
- Nepc, LLC6 commitments
- Wellington Trust Company, Na2 commitments
Relationship network
40 connected entities24 observed commitments14 repeat counterparties21 dated commitments shown here, 2024 to 2025
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 2.0%
- Partnership/joint venture interests 4.9%
- Common/collective trusts 92.3%
Consultants and advisers
- Nepc, LLC Investment adviser (plan)through Sep 30, 2024 Form 5500
- Angeles Investment Advisors, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company10 rows, latest Sep 30, 2025
- Nepc, LLC6 rows, latest Sep 30, 2025
- Wellington Trust Company, Na2 rows, latest Sep 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Companyplan years
- Nepc, LLCplan years
- Capital International, Inc.plan years 2024
What changed
- Dec 31, 2024Manager relationship endedinferenceCapital 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 changedinferenceAngeles 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 endedinferenceAecom 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 startedAecom Pension Plan first reports an interest in 3-10 Year U.S. Treasury Indx Nl Fd (State Street - Russell 2000): $20M at 2024-09-30with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Sep 30, 2024Holding endedinferenceAecom 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
+13 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 Sep 30, 2025 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Nepc US Small Cap Equity Citcollective trust | Nepc, LLC | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Nepc Diversified Credit Citcollective trust | Nepc, LLC | Private credit | $1.4M held | Disclosed holding | askebsa.dol.gov |
+21 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 Sep 30, 2025 | 1,882 | $101M | $101M | 90.7% | $97.2M | $4.7M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,920 | $92.7M | $108M | 92.7% | $102M | $5.4M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,961 | $93.5M | $110M | 93.0% | $92.8M | $54.6M | Not disclosed | Not disclosed |
- 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
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Aecom Pension Plan sits on 11 traced paths of capital across the graphs.
DFX traced 11 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
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2024-09-30source on record
+15 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
+8 connections on the graph
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