Legrand North America Retirement Plan
Corporate pension, based in West Hartford, Connecticut, reporting $76.6M in assets, for 1,047 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Fiducient Advisors appears on Legrand North America Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more manager and 20 more commitments
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- Small Cap Growth/timessquare3 commitments
- International Blend/lazard3 commitments
- Small Cap Value/kennedy Capit3 commitments
- Empower Annuity Insurance Company6 commitments
- Prudential Insurance Company of Ame3 commitments
- Dryden Capital, LLC2 commitments
Relationship network
29 connected entities23 observed commitments13 repeat counterparties17 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
- Insurance company general account 14.6%
- Pooled separate accounts 22.1%
- Registered investment companies 63.3%
Consultants and advisers
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company6 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Dryden Capital, LLC2 rows, latest Dec 31, 2023
+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
- Dryden Capital, LLCplan years
- State Street Global Advisorsplan years
What changed
- Dec 31, 2024Holding endedinferenceLegrand North America Retirement Plan no longer reports Ssga Intl Idx Sec Lndg (Prudential Retirement & Annuity Ins) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFiducient Advisors appears on Legrand North America Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Fiducient Advisors LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedLegrand North America Retirement Plan funded ratio 124.0% -> 126.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedLegrand North America Retirement Plan funded ratio 145.8% -> 124.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLegrand North America Retirement Plan plan assets $105M -> $79M (-24.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Small Cap Growth/timessquareseparate account | Empower Annuity Insurance Company | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Blend/lazardseparate account | Empower Annuity Insurance Company | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Value/kennedy Capitseparate account | Empower Annuity Insurance Company | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov |
+20 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 | 1,047 | $80.2M | $61.3M | 126.1% | $76.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,079 | $78.8M | $62.1M | 124.0% | $80.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,115 | $105M | $63.0M | 145.8% | $79.7M | Not disclosed | Not disclosed | Not disclosed |
- Cohn Renznick LLP codes 10 $49,416 PY2024
- Empower Annuity Insurance Company codes 13 $32,576 PY2024
- Prudential Insurance Co of America codes 13 $29,027 PY2024
+36 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
Legrand North America Retirement Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 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
+6 connections on the graph
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