Flowserve Corporation Pension Plan
Corporate pension, based in Irving, Texas, reporting $362M in assets, for 8,596 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Towers Watson Investment Service no longer appears on Flowserve Corporation Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
2 more managers, 25 more commitments and 4 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- Lgim Msci Acwi Cit3 commitments
- State St Lng US Govt Bd Ind Nl Fund3 commitments
- Legal & General Treasury 15+ Strips3 commitments
- Legal and General9 commitments
- State Street Global Advisors Trust Company7 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
35 connected entities28 observed commitments16 repeat counterparties22 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 1.0%
- Partnership/joint venture interests 3.8%
- Common/collective trusts 92.5%
Consultants and advisers
- Towers Watson Investment Services, Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Legal and General9 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company7 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
+2 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.
- Legal and Generalplan years 2024
- Reliance Trust Companyplan years 2023
- J.P. Morgan Investment Managementplan years 2023
+3 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, 2024Consultant changedinferenceTowers Watson Investment Service no longer appears on Flowserve Corporation Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2023Holding startedFlowserve Corporation Pension Plan first reports an interest in Long US Credit Indx Nl Fund (State Street - Russell 2000): $16M at 2023-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding startedFlowserve Corporation Pension Plan first reports an interest in Ssga Intermed U.S. Govt Bond Indx (State Street - Russell 2000): $87M at 2023-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedLegal and General Investment appears on Flowserve Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedJP Morgan Investment Management Inc appears on Flowserve Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
+4 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 | Lgim Msci Acwi Citcollective trust | Legal and General | Pooled vehicles | $85.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street Global Advisors Trust Company | Fixed income | $39.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $55.0M held | Disclosed holding | askebsa.dol.gov |
+25 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 | 8,596 | $381M | $425M | 84.5% | $362M | $13.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,454 | $367M | $403M | 86.4% | $381M | $14.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,180 | $488M | $394M | 105.5% | $367M | $12.8M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 $550,686 PY2024
- T. Rowe Price codes 15 50 $288,060 PY2024
- Legal and General codes 28 $140,138 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Flowserve Corporation Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+6 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
+11 connections on the graph
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