Kpmg Partner Pension Plan
Corporate pension, based in Montvale, New Jersey, reporting $1.9B in assets, for 3,407 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, RVK, Inc no longer appears on Kpmg Partner Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
6 more advisers, 6 more managers, 32 more commitments and 7 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Select International Small Cap3 commitments
- Russell 2000 Alpha Tilts Fund3 commitments
- MFS International Equity Fund3 commitments
- State Street Global Advisors Trust Company10 commitments
- Blackrock6 commitments
- Fidelity Institutional Asset Mgmt3 commitments
Relationship network
60 connected entities35 observed commitments21 repeat counterparties22 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
- Non-interest-bearing cash 1.4%
- Other investments 0.2%
- Partnership/joint venture interests 1.2%
- 103-12 investment entities 1.7%
- Common/collective trusts 40.3%
- Registered investment companies 55.1%
Consultants and advisers
- RV Kuhns & Associates Pension consultantthrough Dec 31, 2023 Form 5500
- Pacific Resources Benefit Pension consultantthrough Dec 31, 2022 Form 5500
- Goldman Sachs Asset Management Investment adviser (plan)through 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
People
Manager roster
- State Street Global Advisors Trust Company10 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
- RBC Global Asset Management Inc.plan years
- Aristotle Pacific Capital, LLCplan years
- MFS Heritage Trust Companyplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceKpmg Partner Pension Plan no longer reports SS 1-3 Year US Treasury Index Nl Fd (State Street - Russell 2000) (last held $328M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedKpmg Partner Pension Plan first reports an interest in SS 1-3 Yr U.S. Treasury Idx Nl Ctf: $353M at 2024-12-31with SS 1-3 Yr U.S. Treasury Idx Nl Ctfaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRVK, Inc no longer appears on Kpmg Partner Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with RV Kuhns & Associatesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHerron Palmer no longer appears on Kpmg Partner Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Pacific Resources Benefitaskebsa.dol.gov
- Jan 1, 2024Funded status changedKpmg Partner Pension Plan funded ratio 106.4% -> 103.8% (2023-01-01 to 2024-01-01)
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fiam Select International Small Capcollective trust | Fidelity Institutional Asset Mgmt | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Alpha Tilts Fundcollective trust | Blackrock | Pooled vehicles | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Eafe Small Cap Equitcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $15.7M held | Disclosed holding | askebsa.dol.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
7 days of DFX Intelligence free, 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 | 3,407 | $1.8B | $1.6B | 103.8% | $1.9B | $21.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,418 | $1.7B | $1.6B | 106.4% | $1.8B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,299 | $1.9B | $1.5B | 109.4% | $1.7B | Not disclosed | Not disclosed | Not disclosed |
- Goldman Sachs Asset Management codes 28 51 56 $668,256 PY2024
- Willis Towers Watson codes 11 15 38 50 $536,911 PY2024
- State Street Bank and Trust Company codes 21 50 $281,934 PY2024
+72 more service providers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Provenance
Provenance
Kpmg Partner Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
7 days of DFX Intelligence free, then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Consultant changed2024-12-31source on record
+9 more changes on this record's ledger
7 days of DFX Intelligence free, 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
+21 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.