Mayo Pension Plan
Corporate pension, based in Rochester, Minnesota, reporting $12B in assets, for 89,614 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mayo Pension Plan no longer reports Coltv Govt Stif Registered (Northern Trust Collective Eafe Inde) (last held $920,141 at 2023-12-31; absent from the 2024-12-31 filing).
2 more managers and 14 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- CF Polunin Developing Countries Col3 commitments
- Cape Ann Global Dev Mkts Fund3 commitments
- Marathon-London Inter Invt Trust 13 commitments
- Northern Trust Investments, Inc.5 commitments
- Polunin3 commitments
- Cape Ann Asset Management3 commitments
Relationship network
33 connected entities17 observed commitments11 repeat counterparties14 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 5.3%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 3.0%
- Corporate debt instruments (preferred) 0.1%
- U.S. Government securities 3.4%
- Partnership/joint venture interests 58.7%
- 103-12 investment entities 4.7%
- Common/collective trusts 5.8%
- Registered investment companies 2.1%
- Common stock 13.1%
- Preferred stock 0.1%
- Real estate (other than employer real property) 0.6%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.5 rows, latest Dec 31, 2024
- Polunin3 rows, latest Dec 31, 2024
- Cape Ann Asset Management3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Cantillonplan years 2024
- Tcwplan years 2024
- Walter Scott & Partners Ltdplan years 2022
+10 more Schedule C managers
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 endedinferenceMayo Pension Plan no longer reports Coltv Govt Stif Registered (Northern Trust Collective Eafe Inde) (last held $920,141 at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedCantillon appears on Mayo Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Cantillonaskebsa.dol.gov
- Jan 1, 2024Funded status changedMayo Pension Plan funded ratio 117.3% -> 125.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedMayo Pension Plan funded ratio 144.5% -> 117.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMayo Pension Plan plan assets $12.1B -> $10.1B (-16.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | CF Polunin Developing Countries Colcollective trust | Polunin | Pooled vehicles | $58.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Cape Ann Global Dev Mkts Fundcollective trust | Cape Ann Asset Management | Pooled vehicles | $75.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $165M held | Disclosed holding | askebsa.dol.gov |
+14 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 | 89,614 | $11B | $8.1B | 125.7% | $12B | $6.9B | Not disclosed | $75.1M |
| 2023 to Dec 31, 2023 | 85,563 | $10B | $8.1B | 117.3% | $11B | $6.9B | Not disclosed | $72.9M |
| 2022 to Dec 31, 2022 | 81,367 | $12B | $7.9B | 144.5% | $10B | $6.7B | Not disclosed | $59.2M |
- SIT Investment Assoc. codes 28 51 $5.1M PY2024
- The Northern Trust Company codes 19 21 50 $2.9M PY2024
- Walter Scott codes 28 51 $2.4M PY2024
+61 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 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
+16 connections on the graph
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