Epcor Water (USA), Inc. Pension Plan
Corporate pension, based in Phoenix, Arizona, reporting $15.1M in assets, for 116 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Epcor Water (USA), Inc. Pension Plan total assets $23M -> $15M (-35.3%, 2023-12-31 to 2024-12-31).
4 more managers, 31 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Liability Driven Solution Cit II3 commitments
- Principal/blackrock S&p 500 Index3 commitments
- Principal/t. Rowe Price Institution3 commitments
Relationship network
41 connected entities34 observed commitments16 repeat counterparties21 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
- Interest-bearing cash 1.1%
- Common/collective trusts 90.0%
- Registered investment companies 6.2%
Consultants and advisers
- Principal Trust Co. General consultantthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock9 rows, latest Dec 31, 2024
- T Rowe Price6 rows, latest Dec 31, 2024
- Causeway3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Causewayplan years
- Alliancebernstein L.P.plan years
- Blackrockplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Assets changedEpcor Water (USA), Inc. Pension Plan total assets $23M -> $15M (-35.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedEpcor Water (USA), Inc. Pension Plan plan assets $19M -> $23M (+19.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceEpcor Water (USA), Inc. Pension Plan no longer reports Voya Large Cap Growth Cit N (last held $806,203 at 2022-12-31; absent from the 2023-12-31 filing)with Voya Large Cap Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEpcor Water (USA), Inc. Pension Plan no longer reports Allspring Growth Cit N (last held $378,892 at 2022-12-31; absent from the 2023-12-31 filing)with Allspring Growth Cit Naskebsa.dol.gov
- Dec 31, 2023Holding startedEpcor Water (USA), Inc. Pension Plan first reports an interest in Principal/ab Large Cap Growth Cit: $956,889 at 2023-12-31with Principal/ab Large Cap Growth Citaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Liability Driven Solution Cit IIcollective trust | Principal Bank | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/ab Large Cap Growth Citcollective trust | Alliancebernstein L.P. | Public equity | $522,272 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov |
+31 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 | 116 | $23.3M | $24.9M | 94.6% | $15.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 116 | $19.4M | $22.9M | 93.4% | $23.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 116 | $23.5M | $20.9M | 105.0% | $19.4M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 16 21 28 31 $88,043 PY2024
- USI Consulting Group codes 11 $56,950 PY2024
- Blackrock S&p Mid Cap Index Fund Sched. D C $910,397 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Epcor Water (USA), Inc. Pension Plan sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Total assets 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
+10 connections on the graph
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