The Tjx Companies, Inc Retirement Plan
Corporate pension, based in Framingham, Massachusetts, reporting $1.6B in assets, for 19,928 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, The Tjx Companies, Inc Retirement Plan funded ratio 82.0% -> 88.1% (2023-01-01 to 2024-01-01).
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.
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Capital path
who backs this record, through what, into what; each name opens its own path- EB Dv Stock Index Fund3 commitments
- EB Dv Nsl Acwi Ex-Us Fund3 commitments
- Mellon Capital Management3 commitments
- BNY Mellon3 commitments
Relationship network
13 connected entities6 observed commitments5 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.
- 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 2.5%
- Corporate debt instruments (other) 37.1%
- U.S. Government securities 11.3%
- Other investments 2.7%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 17.2%
- Registered investment companies 26.6%
- Common stock 0.0%
Consultants and advisers
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Mellon Capital Management3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- BNY Mellonplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- Shenkman Capital Management Incplan 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
- Jan 1, 2024Funded status changedThe Tjx Companies, Inc Retirement Plan funded ratio 82.0% -> 88.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Tjx Companies, Inc Retirement Plan funded ratio 93.4% -> 82.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Tjx Companies, Inc Retirement Plan plan assets $1.8B -> $1.4B (-23.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | EB Dv Stock Index Fundcollective trust | Mellon Capital Management | Public equity | $188M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Dv Nsl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $94.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Dv Stock Index Fundcollective trust | Mellon Capital Management | Public equity | $258M 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.
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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 | 19,928 | $1.5B | $1.3B | 88.1% | $1.6B | $369,662 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 21,450 | $1.4B | $1.3B | 82.0% | $1.6B | $407,294 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 21,552 | $1.8B | $1.2B | 93.4% | $1.5B | $677,613 | Not disclosed | Not disclosed |
- Pacific Investment Management Co codes 28 $1.2M PY2024
- Nisa Investment Advisors, LLC codes 28 $811,860 PY2024
- The Bank of New York Mellon codes 18 25 $804,970 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Tjx Companies, Inc 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
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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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