Huhtamaki Retirement Accrual Plan
Corporate pension, based in Desoto, Kansas, reporting $175M in assets, for 2,576 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Huhtamaki Retirement Accrual Plan no longer reports Jpmcb Long Credit Fund (Jpmcb Long Credit Fund) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing).
1 more manager, 43 more commitments and 4 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- Jpmcb Income Fund3 commitments
- Long Duration Investmnt Grade Fund3 commitments
- Intermediate Credit Fund3 commitments
- JP Morgan Chase39 commitments
- J.P. Morgan Chase3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
50 connected entities46 observed commitments18 repeat counterparties45 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 0.3%
- Common/collective trusts 98.9%
Consultants and advisers
- J.P. Morgan Investment Management Custodianthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- JP Morgan Chase39 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+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.
- JP Morgan Chaseplan years
What changed
- Dec 31, 2024Holding endedinferenceHuhtamaki Retirement Accrual Plan no longer reports Jpmcb Long Credit Fund (Jpmcb Long Credit Fund) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with JP Morgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHuhtamaki Retirement Accrual Plan no longer reports Jpmcb Active Value Fund (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Jpmcb US Active Value Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceHuhtamaki Retirement Accrual Plan no longer reports Jpmcb Corporate High Yield Fund (JP Morgan Chase) (last held $20,338 at 2023-12-31; absent from the 2024-12-31 filing)with JP Morgan Chaseaskebsa.dol.gov
- Dec 31, 2024Holding startedHuhtamaki Retirement Accrual Plan first reports an interest in Commingled Pension Trust Fund (ls): $13M at 2024-12-31with Commingled Pension Trust Fund (ls)askebsa.dol.gov
- Dec 31, 2024Holding startedHuhtamaki Retirement Accrual Plan first reports an interest in Jpmcb Mid-Cap Equity Index Fund: $4M at 2024-12-31with Jpmcb Mid-Cap Equity Index Fundaskebsa.dol.gov
+4 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 | Commingled Pension Trust Fund (ls)collective trust | JP Morgan Chase | Pooled vehicles | $13.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Income Fundcollective trust | JP Morgan Chase | Fixed income | $31.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Mid-Cap Equity Index Fundcollective trust | JP Morgan Chase | Public equity | $4.2M held | Disclosed holding | askebsa.dol.gov |
+43 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 Dec 31, 2024 | 2,576 | $177M | $107M | 164.7% | $175M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,606 | $173M | $109M | 157.8% | $177M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,592 | $220M | $143M | 153.8% | $174M | Not disclosed | Not disclosed | Not disclosed |
- JP Morgan Investment Management codes 19 27 28 50 51 $486,192 PY2024
- Mercer US LLC codes 11 15 $413,831 PY2024
- Northern Trust Company codes 21 $77,193 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+6 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
+5 connections on the graph
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