Retirement Plan for Employees of Transdev North America Phoenix
Corporate pension, based in Lombard, Illinois, reporting $44.5M in assets, for 619 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Apr 2024, Retirement Plan for Employees of Transdev North America Phoenix funded ratio 74.1% -> 80.0% (2023-04-01 to 2024-04-01).
1 more adviser and 12 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- Mercer US Large Cap Passive Eq Ct3 commitments
- Mercer Collective Tr Mutual Fund3 commitments
- MGI Collective Tr Long Duration Fix3 commitments
- Mercer Investments LLC9 commitments
Relationship network
19 connected entities15 observed commitments6 repeat counterparties12 dated commitments shown here, 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 1.0%
- Common/collective trusts 65.0%
- Registered investment companies 27.2%
Consultants and advisers
- State Street Bank & Trust Company Custodianthrough Mar 31, 2025 Form 5500
- Cbiz Ris Actuarythrough Mar 31, 2023 Form 5500
- State Street Bank Trusteethrough Mar 31, 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
- Mercer Investments LLC9 rows, latest Mar 31, 2025
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2023
What changed
- Apr 1, 2024Funded status changedRetirement Plan for Employees of Transdev North America Phoenix funded ratio 74.1% -> 80.0% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedRetirement Plan for Employees of Transdev North America Phoenix funded ratio 80.0% -> 74.1% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedRetirement Plan for Employees of Transdev North America Phoenix plan assets $47M -> $42M (-10.2%, 2022-04-01 to 2023-04-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Mercer US Large Cap Passive Eq Ctcollective trust | Mercer Investments LLC | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Mercer Collective Tr Mutual Fundcollective trust | Mercer Investments LLC | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | MGI Collective Tr Long Duration Fixcollective trust | Mercer Investment Management | Fixed income | $3.8M 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.
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 Mar 31, 2025 | 619 | $43.8M | $49.8M | 80.0% | $44.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 636 | $42.3M | $51.9M | 74.1% | $43.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 667 | $47.1M | $53.5M | 80.0% | $42.4M | Not disclosed | Not disclosed | Not disclosed |
- Mercer Investment Consulting codes 51 52 $81,205 PY2024
- Cbiz codes 11 15 17 $79,774 PY2024
- Miller, Cooper & Co., Ltd codes 10 $19,800 PY2024
+26 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
Retirement Plan for Employees of Transdev North America Phoenix sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 changed2024-04-01source on record
- Funded status changed2023-04-01source on record
- Total assets changed2023-04-01source 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
+7 connections on the graph
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