The Cleveland Museum of Art Pension Plan
Corporate pension, based in Cleveland, Ohio, reporting $10.5M in assets, for 213 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, The Cleveland Museum of Art Pension Plan funded ratio 88.4% -> 70.0% (2023-01-01 to 2024-01-01).
2 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- Blackrock Equity Index Fund1 commitment
- Blackrock Dvlpd Real Estate Indx Fd1 commitment
- Blackrock Russell 2500 Index Fund1 commitment
- Blackrock4 commitments
- Pgim, Inc.1 commitment
Relationship network
17 connected entities5 observed commitments1 repeat counterpartycommitments 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 0.6%
- Other investments 32.2%
- Common/collective trusts 45.9%
- Registered investment companies 18.4%
Consultants and advisers
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock4 rows, latest Dec 31, 2024
- Pgim, Inc.1 row, latest Dec 31, 2024
- Pgim, Inc.plan years
- Blackrockplan years
- Charles Schwab Trust Bankplan years 2024
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedThe Cleveland Museum of Art Pension Plan funded ratio 88.4% -> 70.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Cleveland Museum of Art Pension Plan plan assets $32M -> $10M (-69.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Cleveland Museum of Art Pension Plan total assets $32M -> $10M (-68.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Cleveland Museum of Art Pension Plan funded ratio 100.7% -> 88.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Cleveland Museum of Art Pension Plan plan assets $37M -> $32M (-12.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Equity Index Fundcollective trust | Blackrock | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Dvlpd Real Estate Indx Fdcollective trust | Blackrock | Real estate | $274,247 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Russell 2500 Index Fundcollective trust | Blackrock | Pooled vehicles | $543,086 held | Disclosed holding | askebsa.dol.gov |
+2 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 | 213 | $9.9M | $14.2M | 70.0% | $10.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 428 | $32.2M | $35.2M | 88.4% | $10.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 439 | $37.0M | $34.8M | 100.7% | $31.7M | Not disclosed | Not disclosed | Not disclosed |
- USI Consulting Group codes 11 15 17 28 50 51 $139,680 PY2024
- Charles Schwab Trust Bank codes 15 50 52 $1,375 PY2024
- John Hancock Life Insurance Company codes 15 50 52 $112 PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Cleveland Museum of Art Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source on record
+2 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
+7 connections on the graph
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