Precoat Pension Plan
Corporate pension, based in Fort Worth, Texas, reporting $105M in assets, for 1,735 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Towers Watson Investment Svcs, Inc. appears on Precoat Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more managers, 16 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Msci Acwi Equity Index Nl B3 commitments
- EB Temporary Investment3 commitments
- Ssga Intermed U.S. Govt Bond Indx3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- BNY Mellon3 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
26 connected entities19 observed commitments11 repeat counterparties9 dated commitments shown here, 2023 to 2025
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
- Common/collective trusts 98.1%
Consultants and advisers
- State Street Global Advisors Custodianthrough Sep 30, 2025 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Sep 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Sep 30, 2025
- BNY Mellon3 rows, latest Sep 30, 2025
- State Street Global Advisors Trust Company3 rows, latest Sep 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Towers Watson Investment Services,plan years 2025
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedTowers Watson Investment Svcs, Inc. appears on Precoat Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWillis Towers Watson US LLC no longer appears on Precoat Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Oct 1, 2024Assets changedPrecoat Pension Plan plan assets $95M -> $105M (+11.3%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferencePrecoat Pension Plan no longer reports Ir&m Long Corporate Collective Fund (Ir+m Collective Investment) (last held $11M at 2023-09-30; absent from the 2024-09-30 filing)with Ir+m Collective Investmentaskebsa.dol.gov
- Sep 30, 2024Assets changedPrecoat Pension Plan total assets $95M -> $105M (+11.2%, 2023-09-30 to 2024-09-30)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Msci Acwi Equity Index Nl Bcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $32.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street Global Advisors Trust Company | Fixed income | $4.9M 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.
7 days of DFX Intelligence free, 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 Sep 30, 2025 | 1,735 | $105M | $129M | 75.1% | $105M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,777 | $94.7M | $136M | 76.5% | $105M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,810 | $99.2M | $138M | 79.3% | $94.8M | Not disclosed | Not disclosed | Not disclosed |
- Towers Watson Investment Svcs, Inc. codes 28 51 $119,162 PY2024
- Legal & General Investment Mgmt codes 28 51 $16,867 PY2024
- Blackrock Institutional Trust Co codes 21 24 28 50 51 $9,070 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-10-01source on record
+3 more changes on this record's ledger
7 days of DFX Intelligence free, then $199/month unless canceled.
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
+9 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.