BOY Scouts of America Master Pension Trust - Boy Scouts of America Retirement Plan for Employees
Corporate pension, based in Irving, Texas, reporting $1.5B in assets, for 12,747 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Feb 2024, BOY Scouts of America Master Pension Trust - Boy Scouts of America Retirement Plan for Employees funded ratio 96.8% -> 94.2% (2023-02-01 to 2024-02-01).
12 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- CF Jpmcb Strategic Property Fund3 commitments
- Global Real Estate Index Fund3 commitments
- NT Collective All Country World Ex3 commitments
- Northern Trust Investments, Inc.12 commitments
- Jpmorgan3 commitments
Relationship network
29 connected entities15 observed commitments7 repeat counterpartiescommitments 2023 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 1.7%
- Corporate debt instruments (other) 13.8%
- U.S. Government securities 10.6%
- Other investments 2.4%
- Other loans 0.7%
- Partnership/joint venture interests 18.5%
- Common/collective trusts 32.3%
- Common stock 17.8%
Consultants and advisers
- Northern Trust Co. Custodianthrough Jan 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jan 31, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.12 rows, latest Jan 31, 2025
- Jpmorgan3 rows, latest Jan 31, 2025
- JP Morganplan years
- Jpmorganplan years
- Blackrock Financial Incplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Feb 1, 2024Funded status changedBOY Scouts of America Master Pension Trust - Boy Scouts of America Retirement Plan for Employees funded ratio 96.8% -> 94.2% (2023-02-01 to 2024-02-01)
- Feb 1, 2023Assets changedBOY Scouts of America Master Pension Trust - Boy Scouts of America Retirement Plan for Employees plan assets $1.6B -> $1.4B (-12.8%, 2022-02-01 to 2023-02-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | CF Jpmcb Strategic Property Fundcollective trust | Jpmorgan | Real estate | $48.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Global Real Estate Index Fundcollective trust | Northern Trust Investments, Inc. | Real estate | $43.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | NT Collective All Country World Excollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $101M held | Disclosed holding | askebsa.dol.gov |
+12 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 Jan 31, 2025 | 12,747 | $1.4B | $1.5B | 94.2% | $1.5B | $273M | Not disclosed | Not disclosed |
| 2023 to Jan 31, 2024 | 13,344 | $1.4B | $1.6B | 96.8% | $1.4B | $247M | Not disclosed | Not disclosed |
| 2022 to Jan 31, 2023 | 13,626 | $1.6B | $1.5B | 97.5% | $1.4B | $240M | Not disclosed | Not disclosed |
- J P Morgan codes 51 $2.6M PY2024
- Lifeworks codes 49 $725,563 PY2024
- Cooke & Bieler LP codes 51 $587,190 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-02-01source on record
- Total assets changed2023-02-01source on record
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
+11 connections on the graph
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