USG Corporation Retirement Plan
Corporate pension, based in Chicago, Illinois, reporting $634M in assets, for 9,015 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, T Rowe Price Associates, Inc. appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 9 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- NT Collective High Yield Bond Fund3 commitments
- NT Collective All Country World Inv3 commitments
- Long Term Credit Bond Index Fund3 commitments
- Northern Trust Investments, Inc.9 commitments
- Northern Trust Investments, Incorporated3 commitments
Relationship network
23 connected entities12 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
- Corporate debt instruments (other) 44.8%
- Corporate debt instruments (preferred) 1.7%
- U.S. Government securities 22.2%
- Insurance company general account 0.1%
- Other investments 0.1%
- Partnership/joint venture interests 1.0%
- Common/collective trusts 9.6%
- Registered investment companies 10.5%
- Preferred stock 0.0%
Consultants and advisers
- RV Kuhns & Associates Pension consultantthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporated3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporatedplan years
- Principalplan years 2023
- Pugh Capitalplan years 2022
+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, 2024Manager relationship startedT Rowe Price Associates, Inc. appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with T Rowe Price Associates Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRVK, Inc. appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RV Kuhns & Associatesaskebsa.dol.gov
- Jan 1, 2024Funded status changedUSG Corporation Retirement Plan funded ratio 80.2% -> 84.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedPrincipal Life Insurance Company appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principalaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRVK, Inc. no longer appears on USG Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with RV Kuhns & Associatesaskebsa.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 | NT Collective High Yield Bond Fundcollective trust | Northern Trust Investments, Incorporated | Fixed income | $17.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective All Country World Invcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $38.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Term Credit Bond Index Fundcollective trust | Northern Trust Investments, Inc. | Private credit | $259,549 held | Disclosed holding | askebsa.dol.gov |
+9 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 | 9,015 | $512M | $514M | 84.1% | $634M | $6.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,747 | $480M | $492M | 80.2% | $642M | $11.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,580 | $747M | $455M | 116.4% | $602M | $25.4M | Not disclosed | Not disclosed |
- Fidelity Investments Inst Opera codes 13 50 $1.1M PY2024
- The Northern Trust Company codes 19 21 25 49 50 51 62 72 $648,915 PY2024
- Legal & General Investment Manageme codes 28 50 51 $364,986 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
USG Corporation Retirement 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+5 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
+12 connections on the graph
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