American College of Surgeons Staff Members' Retirement Plan
Corporate pension, based in Chicago, Illinois, reporting $85.6M in assets, for 545 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Legal & General Inv Management no longer appears on American College of Surgeons Staff Members' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers, 3 more managers, 12 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock US 20pl Yr Bd Idx Nl Fd3 commitments
- Prin Liquid Assets Sep Acct-Z3 commitments
- Legal & General Long Duration U.S.3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Principal3 commitments
- Legal and General3 commitments
Relationship network
26 connected entities15 observed commitments10 repeat counterparties9 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 18.7%
- Common/collective trusts 24.5%
- Pooled separate accounts 2.4%
- Registered investment companies 46.8%
Consultants and advisers
- Marathon Asset Management, LP Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wellington Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- Legal & General Inv Mgmt America Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Principal3 rows, latest Dec 31, 2024
- Legal and General3 rows, latest Dec 31, 2024
+3 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.
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Dec 31, 2024Holding endedinferenceAmerican College of Surgeons Staff Members' Retirement Plan no longer reports Marathon International Equity Fund (Marathon Asset Management, LP) (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLegal & General Inv Management no longer appears on American College of Surgeons Staff Members' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMarathon Asset Management no longer appears on American College of Surgeons Staff Members' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWellington Management Co LLC no longer appears on American College of Surgeons Staff Members' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedAmerican College of Surgeons Staff Members' Retirement Plan funded ratio 103.7% -> 101.6% (2023-01-01 to 2024-01-01)
+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 | Blackrock US 20pl Yr Bd Idx Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $7.0M 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 Dec 31, 2024 | 545 | $80.3M | $81.6M | 101.6% | $85.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 510 | $71.0M | $75.3M | 103.7% | $80.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 517 | $86.8M | $68.0M | 123.0% | $71.1M | Not disclosed | Not disclosed | Not disclosed |
- PNC Bank codes 27 50 $143,524 PY2024
- Principal Life Insurance Company codes 13 50 64 $121,545 PY2024
- RSM US LLP codes 10 13 50 $23,940 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
American College of Surgeons Staff Members' Retirement Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+7 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
+8 connections on the graph
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