The Prudential Merged Retirement Plan
Corporate pension, based in Newark, New Jersey, reporting $12B in assets, for 43,941 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC no longer appears on The Prudential Merged Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023).
1 more adviser and 39 more commitments
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- Russell 1000 Index Fund B3 commitments
- Acwi Ex-Us Superfund3 commitments
- Privest Plus3 commitments
- Prudential Insurance Company of Ame21 commitments
- Prudential Trust Co.15 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
Relationship network
53 connected entities42 observed commitments17 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
›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 0.7%
- Corporate debt instruments (other) 26.1%
- U.S. Government securities 9.9%
- Other investments 0.2%
- Partnership/joint venture interests 26.9%
- Common/collective trusts 4.3%
- Pooled separate accounts 17.3%
- Registered investment companies 0.4%
- Common stock 14.3%
Consultants and advisers
- Bellwether Consulting Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Prudential Insurance Company of Ame Investment adviser (plan)through Dec 31, 2022 Form 5500
- AON Consuling, Inc. Actuarythrough Dec 31, 2023 Form 5500
+1 more consultant or adviser 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
- Prudential Insurance Company of Ame21 rows, latest Dec 31, 2024
- Prudential Trust Co.15 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Prudential Trust Co.plan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC no longer appears on The Prudential Merged Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Prudential Merged Retirement Plan funded ratio 137.4% -> 132.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Prudential Merged Retirement Plan funded ratio 169.4% -> 137.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Prudential Merged Retirement Plan plan assets $14.7B -> $12.3B (-16.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 1000 Index Fund Bcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $32.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acwi Ex-Us Superfundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Privest Plusseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $278M held | Disclosed holding | askebsa.dol.gov |
+39 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. 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 Dec 31, 2024 | 43,941 | $12B | $8.8B | 132.7% | $12B | $3.2B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 45,491 | $12B | $8.6B | 137.4% | $12B | $3.1B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 45,422 | $15B | $8.3B | 169.4% | $12B | $2.8B | Not disclosed | Not disclosed |
- The Prudential Insurance Company codes 13 27 28 50 51 72 $9.0M PY2024
- Alight Solutions LLC codes 15 99 $6.0M PY2024
- Prudential Trust Company codes 28 50 51 72 $1.7M PY2024
+76 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Prudential Merged 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.
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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+3 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
+9 connections on the graph
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