Firstenergy Corp. Master Pension Plan
Corporate pension, based in Akron, Ohio, reporting $6.5B in assets, for 39,004 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Firstenergy Corp. Master Pension Plan no longer reports Genesis Emerging Markets Fund (Genesis Asset Managers,llp) (last held $3,314 at 2023-12-31; absent from the 2024-12-31 filing).
3 more advisers, 3 more managers, 16 more commitments and 6 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- Blackrock Msci Acwi Imi Index Fund3 commitments
- EB Temporary Investment3 commitments
- Collective Acwi Imi Ld3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Northern Trust Investments, Inc.4 commitments
- BNY Mellon3 commitments
Relationship network
55 connected entities19 observed commitments12 repeat counterparties15 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 0.1%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 7.0%
- Corporate debt instruments (preferred) 6.7%
- U.S. Government securities 5.8%
- Insurance company general account 2.1%
- Partnership/joint venture interests 29.5%
- Common/collective trusts 18.0%
- Registered investment companies 8.3%
- Common stock 17.4%
- Real estate (other than employer real property) 2.6%
Consultants and advisers
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bain Capital Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+3 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
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+3 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.
- Blackrock Insti. Trust Company, N.Aplan years
- Rreefplan years
- UBS Trumbullplan years
+21 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 endedinferenceFirstenergy Corp. Master Pension Plan no longer reports Genesis Emerging Markets Fund (Genesis Asset Managers,llp) (last held $3,314 at 2023-12-31; absent from the 2024-12-31 filing)with Genesis Asset Managers,llpaskebsa.dol.gov
- Dec 31, 2024Holding startedFirstenergy Corp. Master Pension Plan first reports an interest in Rreef Fd West VI: $3,314 at 2024-12-31with Rreef Fd West VIaskebsa.dol.gov
- Dec 31, 2024Holding startedFirstenergy Corp. Master Pension Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $1,153 at 2024-12-31with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBain Capital no longer appears on Firstenergy Corp. Master Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bain Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Northern Trust Company no longer appears on Firstenergy Corp. Master Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Co.askebsa.dol.gov
+6 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 | Blackrock Msci Acwi Imi Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $1.2B held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Collective Acwi Imi Ldcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov |
+16 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 | 39,004 | $6.9B | $7.6B | 84.4% | $6.5B | $1.9B | Not disclosed | $171M |
| 2023 to Dec 31, 2023 | 40,785 | $7.4B | $8.2B | 85.3% | $7.1B | $2.2B | Not disclosed | $207M |
| 2022 to Dec 31, 2022 | 40,949 | $9.1B | $8.0B | 100.3% | $7.6B | $2.3B | Not disclosed | $268M |
- AON Consulting Inc. codes 11 13 16 50 65 $7.5M PY2024
- Cantillon Capital Management LLC codes 28 50 51 56 $4.0M PY2024
- Artisan Partners codes 28 50 51 68 $1.7M PY2024
+94 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Firstenergy Corp. Master Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+8 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
+31 connections on the graph
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