API Foils North America Pension Plan
Corporate pension, based in New York, New York, reporting $2.1M in assets, for 120 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
6 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- Large Cap Growth/jp Morgan1 commitment
- Large Cap Value/lsv Asset Mgmt1 commitment
- SCG II (wellington)1 commitment
- Prudential1 commitment
Relationship network
21 connected entities9 observed commitments4 dated commitments shown here, 2020
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
- Organization
- Service provider
›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
- Pooled separate accounts 100.0%
Consultants and advisers
People
Manager roster
- Prudential1 row, latest Mar 31, 2020
- Prudentialplan years
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2020 | Large Cap Growth/jp Morganseparate account | Prudential Retirement Ins | Public equity | $164,960 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2020 | Large Cap Value/lsv Asset Mgmtseparate account | Prudential Retirement Ins | Public equity | $174,498 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2020 | SCG II (wellington)separate account | Prudential Retirement Ins | Pooled vehicles | $37,281 held | Disclosed holding | askebsa.dol.gov |
+6 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 |
|---|---|---|---|---|---|---|---|---|
| 2022 to Mar 31, 2020 | 120 | Not disclosed | Not disclosed | n/a | $2.1M | Not disclosed | Not disclosed | Not disclosed |
- Prudential Retirement Insurance and codes 13 $28,249 PY2022
- Large Cap Growth/jpmorgan Sched. D P $164,960 PY2022
- Large Cap Value/lsv Asset Mgmt Sched. D P $174,498 PY2022
+7 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
Not yet on record: funded ratio.
›Connections
every published relationship on the graph
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.