Avnet Pension Plan
Corporate pension, based in Phoenix, Arizona, reporting $472M in assets, for 8,139 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Independent Insurance Analysts, LLC no longer appears on Avnet Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
5 more managers, 33 more commitments and 5 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- Treasury U.S. 5 Year Key Rate Durat3 commitments
- NT Collective Short Term Investment3 commitments
- Treasury US 15 Yr Key Rate Duration3 commitments
- Towers Watson Investment Services,12 commitments
- Blackrock Institutional Trust6 commitments
- Blackrock6 commitments
Relationship network
44 connected entities36 observed commitments17 repeat counterparties31 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
- 103-12 investment entities 11.0%
- Common/collective trusts 87.3%
Consultants and advisers
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Towers Watson Investment Services,12 rows, latest Dec 31, 2024
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
+5 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.
- Towers Watson Investment Svcsplan years
- Ir+m Collective Investmentplan years
- Blackrock Investments, LLCplan years
+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, 2024Holding startedAvnet Pension Plan first reports an interest in WTW Liquid Diversifiers Fund, Ltd: $52M at 2024-12-31with WTW Liquid Diversifiers Fund, Ltd.askebsa.dol.gov
- Dec 31, 2024Holding startedAvnet Pension Plan first reports an interest in Ir+m Intermediate Corp Collect Fund (Ir+m Collective Investment): $11M at 2024-12-31with Ir+m Collective Investmentaskebsa.dol.gov
- Dec 31, 2024Holding startedAvnet Pension Plan first reports an interest in State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000): $19M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceIndependent Insurance Analysts, LLC no longer appears on Avnet Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Assets changedAvnet Pension Plan plan assets $591M -> $501M (-15.3%, 2023-01-01 to 2024-01-01)
+5 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 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Investments, LLC | Fixed income | $19.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $13.0M held | Disclosed holding | askebsa.dol.gov |
+33 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 | 8,139 | $501M | $492M | 92.4% | $472M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 10,773 | $591M | $598M | 91.4% | $501M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,279 | $808M | $589M | 109.2% | $591M | $0 | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 17 50 $1.1M PY2024
- Towers Watson Investment Services codes 27 28 50 $399,933 PY2024
- The Northern Trust Co codes 21 27 50 $192,737 PY2024
+55 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Avnet Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+7 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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