Wakemed Pension Plan
Corporate pension, based in Raleigh, North Carolina, reporting $96.9M in assets, for 3,536 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Wakemed Pension Plan first reports an interest in BNY Mellon/walter Scott Glb Eq (BNY Mellon): $10M at 2024-12-31.
4 more advisers, 2 more commitments and 3 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.
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- Commingled Pension Trust-Short Bond2 commitments
- Jpmcb Core Bond Fund2 commitments
- BNY Mellon/walter Scott Glb Eq1 commitment
- J.P. Morgan Investment Management Inc.4 commitments
- BNY Mellon1 commitment
Relationship network
19 connected entities5 observed commitments3 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 1.4%
- Common/collective trusts 10.7%
- Registered investment companies 88.0%
Consultants and advisers
- Barrow Hanley Mewhinney & Strauss Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Bank Trusteethrough Dec 31, 2024 Form 5500
+4 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
Manager roster
- J.P. Morgan Investment Management Inc.4 rows, latest Dec 31, 2023
- BNY Mellon1 row, latest Dec 31, 2024
- J.P. Morgan Investment Management Inc.plan years
- J.P. Morgan Investment Managementplan years 2024
- Highland Associates Incplan years 2024
+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
- Dec 31, 2024Holding startedWakemed Pension Plan first reports an interest in BNY Mellon/walter Scott Glb Eq (BNY Mellon): $10M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWakemed Pension Plan no longer reports Commingled Pension Trust-Short Bond (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with Commingled Pension Trust-Short Bondaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWakemed Pension Plan no longer reports Jpmcb Core Bond Fund (JP Morgan Core Bond Fund) (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)with JP Morgan Core Bond Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCSM Advisors LLC appears on Wakemed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with CSM Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedHighland Associates Inc appears on Wakemed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Highland Associates Incaskebsa.dol.gov
+3 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 | BNY Mellon/walter Scott Glb Eqcollective trust | BNY Mellon | Pooled vehicles | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust-Short Bondcollective trust | J.P. Morgan Investment Management Inc. | Fixed income | $11.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Core Bond Fundcollective trust | J.P. Morgan Investment Management Inc. | Fixed income | $15.4M held | Disclosed holding | askebsa.dol.gov |
+2 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 Dec 31, 2024 | 3,536 | $93.0M | $78.3M | 120.8% | $96.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,696 | $87.7M | $78.4M | 122.9% | $93.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,893 | $110M | $79.8M | 128.3% | $87.7M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 50 64 $434,466 PY2024
- Principal Bank codes 21 49 50 $74,940 PY2024
- Barrow, Hanley, Mewhinney & Strauss codes 27 28 50 52 68 $42,816 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
Wakemed Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.