Pension Plan for Employees of Givaudan
Corporate pension, based in Mount Olive, New Jersey, reporting $215M in assets, for 1,354 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pension Plan for Employees of Givaudan first reports an interest in Ssga U.S. Total Market Index Fund (State Street Global Advisors Trust): $25M at 2024-12-31.
1 more adviser, 1 more manager, 32 more commitments and 5 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Global Real Estate Fund3 commitments
- Oaktree Emerging Markets Eq Fd3 commitments
- AON High Yield Plus Fund3 commitments
- AON Trust Company LLC26 commitments
- Nisa4 commitments
- Oaktree Capital Management, LP3 commitments
Relationship network
39 connected entities35 observed commitments16 repeat counterparties33 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
- Interest-bearing cash 1.0%
- Partnership/joint venture interests 0.2%
- 103-12 investment entities 1.9%
- Common/collective trusts 78.6%
- Registered investment companies 16.4%
Consultants and advisers
- AON Investments USA Inc Trusteethrough Dec 31, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- AON Trust Company LLC26 rows, latest Dec 31, 2024
- Nisa4 rows, latest Dec 31, 2024
- Oaktree Capital Management, LP3 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.
- Oaktree Capital Management, LPplan years
- Nisaplan years
- Glenrock Capitalplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedPension Plan for Employees of Givaudan first reports an interest in Ssga U.S. Total Market Index Fund (State Street Global Advisors Trust): $25M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding startedPension Plan for Employees of Givaudan first reports an interest in International Index Non-Lending Ser (State Street Global Advisors Trust): $10M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Assets changedPension Plan for Employees of Givaudan total assets $260M -> $215M (-17.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPension Plan for Employees of Givaudan funded ratio 85.4% -> 89.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPension Plan for Employees of Givaudan first reports an interest in Nisa Ultra Mid Treasury Cif: $9M at 2023-12-31with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
+5 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 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Global Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $188,718 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $3.4M 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.
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 | 1,354 | $260M | $268M | 89.3% | $215M | $520,772 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,346 | $247M | $269M | 85.4% | $260M | $405,269 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,002 | $443M | $347M | 110.4% | $248M | $514,182 | Not disclosed | Not disclosed |
- AON Consulting Inc codes 11 14 15 16 17 38 50 64 70 $659,088 PY2024
- AON Investments USA Inc codes 21 24 28 50 51 $426,701 PY2024
- The Bank of New York Mellon codes 18 50 62 $67,284 PY2024
+46 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
Pension Plan for Employees of Givaudan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Total assets changed2024-12-31source on record
+7 more changes on this record's ledger
Includes 3 days of DFX Intelligence. 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.