Visa Retirement Plan
Corporate pension, based in SAN Francisco, California, reporting $1.6B in assets, for 6,148 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Fidelity Workplace appears on Visa Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser and 3 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.
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- Vftc Instl Extended Market Index Tr3 commitments
- Vftc Instl 500 Index Trust3 commitments
- Vanguard Fiduciary Trust Company6 commitments
Relationship network
18 connected entities6 observed commitments4 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 0.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 19.3%
- U.S. Government securities 11.8%
- Insurance company general account 18.2%
- Other investments 0.1%
- Common/collective trusts 25.6%
- Registered investment companies 5.8%
Consultants and advisers
- Fidelity Management Pension consultantthrough Sep 30, 2025 Form 5500
- AON Investments USA Inc General consultantthrough Sep 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 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
- Vanguard Fiduciary Trust Company6 rows, latest Sep 30, 2025
- Vanguard Fiduciary Trust Companyplan years
- Pacific Investmt Management Co LLCplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceFidelity Workplace appears on Visa Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Managementaskebsa.dol.gov
- Oct 1, 2024Funded status changedVisa Retirement Plan funded ratio 160.1% -> 181.3% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedVisa Retirement Plan plan assets $1.0B -> $1.2B (+18.5%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedVisa Retirement Plan total assets $1.2B -> $1.6B (+34.4%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedVisa Retirement Plan funded ratio 143.9% -> 160.1% (2022-10-01 to 2023-10-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Vftc Instl Extended Market Index Trcollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $150M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Vftc Instl 500 Index Trustcollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $260M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Vftc Instl 500 Index Trustcollective trust | Vanguard Fiduciary Trust Company | Pooled vehicles | $310M held | Disclosed holding | askebsa.dol.gov |
+3 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 Sep 30, 2025 | 6,148 | $1.2B | $660M | 181.3% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 6,389 | $1.0B | $631M | 160.1% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 6,596 | $956M | $665M | 143.9% | $1.2B | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 50 $2.0M PY2024
- Pimco codes 28 51 $1.4M PY2024
- AON Investments USA Inc. codes 16 17 51 70 $828,465 PY2024
+31 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
Visa Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Consultant changed2024-12-31source on record
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
+2 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.