Ledvance LLC Pension Plan

Corporate pension· Wilmington, Massachusetts

Corporate pension, based in Wilmington, Massachusetts, reporting $139M in assets, for 1,196 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$139M
Funded ratio
83.1%
Fund commitments
15
Managers
5
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, AON Consulting, Inc. no longer appears on Ledvance LLC Pension Plan's Schedule C as general consultant (plan year 2025 vs 2024).

2 more advisers, 2 more managers, 38 more commitments and 1 more dated event

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
Ledvance LLC Pension Plan
Funds committed to
All 15
Managers
All 5

Relationship network

44 connected entities41 observed commitments19 repeat counterpartiescommitments 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.

Reading the network
  • 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 pensionShow
Corporate pension
Assets
$139M
Total assets, Dec 31, 2024 reported
Funded
83.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
15
2 managers on Schedule C
Plan sponsor: Ledvance LLC

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • 103-12 investment entities 4.4%
  • Common/collective trusts 94.9%

Consultants and advisers

5 firms

+2 more consultants and advisers 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

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers 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.

From Schedule C (investment management, code 28)

+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

6 events
  • Dec 31, 2025Manager relationship started
    AON Hewitt Investment Consultants appears on Ledvance LLC Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
    with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    AON Consulting, Inc. no longer appears on Ledvance LLC Pension Plan's Schedule C as general consultant (plan year 2025 vs 2024)
  • Jan 1, 2024Funded status changed
    Ledvance LLC Pension Plan funded ratio 80.0% -> 83.1% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Holding started
    Ledvance LLC Pension Plan first reports an interest in Nisa Ultra Long Treasury Cif: $30M at 2023-12-31
    with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Ledvance LLC Pension Plan no longer reports 20+ Yr U S Treas Strips (AON Trust Company LLC) (last held $53M at 2022-12-31; absent from the 2023-12-31 filing)
    with AON Trust Company LLCaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

41 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S.S. US Reit Indx Nlcollective trustState Street Global Advisors Trust CompanyReal estate$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024The Aon Hewitt Liquid Alternatives103 12 ieAON Investment USA, Inc.Hedge / diversifiers$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov

+38 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

29 readings
Total assets
$139M Dec 31, 2024 reported Form 5500
$147M (2023-12) · $146M (2022-12)
Plan assets
$147M Jan 1, 2024 reported Form 5500
$146M (2023-01)
Net assets
$139M Dec 31, 2024 reported Form 5500
$147M (2023-12) · $146M (2022-12)
Funded ratio
83.1% Jan 1, 2024 reported Form 5500
80.0% (2023-01)
Funding target
$191M Jan 1, 2024 reported Form 5500
$191M (2023-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.30% (2023-01)
Participants
1,196 Jan 1, 2024 reported Form 5500
1,200 (2023-01) · 1,202 (2022-01)
Contributions
$4.0M Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$11.5M Dec 31, 2024 reported Form 5500
$11.2M (2023-12) · $10.9M (2022-12)
Net investment income
-$8.0M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · -$68.8M (2022-12)
Investment management fees
$180,126 Dec 31, 2024 reported Form 5500
$181,394 (2023-12) · $29,155 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20221,202Not disclosedNot disclosedn/a$146MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 20241,196$147M$191M83.1%$139MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,200$146M$191M80.0%$147MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+58 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

Identifiers: EIN-PN 810887998-006
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Ledvance LLC Pension Plan sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

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.

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Record history

6 dated events on the change ledger, latest event first
  • Manager relationship started
    2025-12-31source on record
  • Consultant changed
    2025-12-31source on record
  • Funded status changed
    2024-01-01source on record

+3 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

+10 connections on the graph

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