Newell Brands Consolidated Pension Plan
Corporate pension, based in Atlanta, Georgia, reporting $635M in assets, for 12,048 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Newell Brands Consolidated Pension Plan first reports an interest in NT Collective Short-Term Inv Fund: $12M at 2024-12-31.
4 more advisers, 4 more managers, 28 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- State St. S&p 500 (r) Non-Lending3 commitments
- Ftse Rafi US 1000 Index Nl Ctf3 commitments
- State St. 3-10 Yr US Treas Non Lend3 commitments
- State Street Global Advisors Trust Company11 commitments
- Nepc, LLC8 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
63 connected entities31 observed commitments14 repeat counterparties24 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
- Corporate debt instruments (other) 10.6%
- Corporate debt instruments (preferred) 0.6%
- U.S. Government securities 9.3%
- Insurance company general account 0.3%
- Other investments 1.3%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 60.7%
- Registered investment companies 16.6%
- Common stock 0.0%
- Real estate (other than employer real property) 0.0%
Consultants and advisers
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Atessa Benefits, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Trusteethrough Dec 31, 2024 Form 5500
+4 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
- State Street Global Advisors Trust Company11 rows, latest Dec 31, 2024
- Nepc, LLC8 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 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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- Nepc, LLCplan years
- Northern Trust Investments, Incorporatedplan years
- State Street Global Advisors Trustplan years
+9 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 startedNewell Brands Consolidated Pension Plan first reports an interest in NT Collective Short-Term Inv Fund: $12M at 2024-12-31with NT Collective Short-Term Inv Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWellington Trust Company no longer appears on Newell Brands Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedNewell Brands Consolidated Pension Plan funded ratio 93.7% -> 102.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNewell Brands Consolidated Pension Plan plan assets $842M -> $668M (-20.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceNewell Brands Consolidated Pension Plan no longer reports Wtc-Ctf Small Companies (last held $18M at 2022-12-31; absent from the 2023-12-31 filing)with Wtc-Ctf Small Companies Portfolioaskebsa.dol.gov
+6 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 | State Street Msci Eafe Index Non-Lecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St. S&p 500 (r) Non-Lendingcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $28.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov |
+28 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 | 12,048 | $668M | $605M | 102.1% | $635M | $1.3M | $0 | $19,610 |
| 2023 to Dec 31, 2023 | 19,135 | $842M | $863M | 93.7% | $676M | $5.4M | Not disclosed | $19,610 |
| 2022 to Dec 31, 2022 | 19,987 | $1.1B | $881M | 106.7% | $844M | $9.4M | Not disclosed | $33,010 |
- Conduent Hr Services, LLC codes 15 50 $698,788 PY2024
- NEW York Life Investment Management codes 21 50 $406,000 PY2024
- Mercer codes 14 50 $298,945 PY2024
+84 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Newell Brands Consolidated Pension Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 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
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source 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
+20 connections on the graph
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