Aramco U.S. Retirement Income Plan
Corporate pension, based in Houston, Texas, reporting $1.8B in assets, for 1,871 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Jefferies International Limited appears on Aramco U.S. Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
8 more advisers, 1 more manager, 3 more commitments and 57 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- PRU Emerging Market Debt Fund2 commitments
- Seaport Long Duration Collective in2 commitments
- Post Hy1 commitment
- Prudential Trust Co.2 commitments
- Global Trust Company2 commitments
- Post Advisory Group1 commitment
Relationship network
90 connected entities6 observed commitments4 repeat counterparties5 dated commitments shown here, 2023 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 0.0%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 32.8%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 16.8%
- Other investments 24.6%
- Partnership/joint venture interests 6.6%
- Common/collective trusts 6.5%
- Registered investment companies 4.2%
- Common stock 0.0%
- Preferred stock 0.0%
- Real estate (other than employer real property) 3.5%
Consultants and advisers
- Jefferies International Limited Investment adviser (plan)through Dec 31, 2024 Form 5500
- Collas Crill Trust Limited General consultantthrough Dec 31, 2024 Form 5500
- Albourne Partners Limited General consultantthrough Dec 31, 2022 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Trust Co.2 rows, latest Dec 31, 2024
- Global Trust Company2 rows, latest Dec 31, 2024
- Post Advisory Group1 row, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Post Advisory Groupplan years
- Brown Brothers Harriman & Coplan years
- Partners Group Real Estate Sec 2017plan years 2024
+61 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, 2024Holding startedAramco U.S. Retirement Income Plan first reports an interest in BBH Abs: $35M at 2024-12-31with BBH Absaskebsa.dol.gov
- Dec 31, 2024Holding startedAramco U.S. Retirement Income Plan first reports an interest in Post Hy: $27M at 2024-12-31with Post Hyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBoom Co-Invest B, LP no longer appears on Aramco U.S. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Boom Co-Invest B, LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceJefferies International Limited appears on Aramco U.S. Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Jefferies International Limitedaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceC-Bridge Healthcare Fund V, LP no longer appears on Aramco U.S. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with C-Bridge Healthcare Fund V, LPaskebsa.dol.gov
+57 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 | Post Hycollective trust | Post Advisory Group | Pooled vehicles | $27.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BBH Abscollective trust | Brown Brothers Harriman & Co | Pooled vehicles | $34.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Emerging Market Debt Fundcollective trust | Prudential Trust Co. | Private credit | $28.6M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 1,871 | $988M | $820M | 95.4% | $1.8B | $120M | $0 | $63.7M |
| 2023 to Dec 31, 2023 | 1,933 | $957M | $807M | 98.1% | $1.9B | $140M | $0 | $66.3M |
| 2022 to Dec 31, 2022 | 2,084 | $1.3B | $850M | 106.1% | $1.8B | $241M | $0 | $84.1M |
- JP Morgan Chase Bank N.A. codes 10 15 17 19 21 25 27 28 49 50 51 65 72 99 $1.5M PY2024
- Jefferies International Limited codes 27 34 40 70 $952,034 PY2024
- Goldman Sachs Vintage VII codes 28 40 50 51 $925,832 PY2024
+162 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Aramco U.S. Retirement Income Plan sits on 40 traced paths of capital across the graphs.
DFX traced 40 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 started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+59 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
+76 connections on the graph
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