Jeld-Wen, Inc. Restated Pension Plan
Corporate pension, based in Charlotte, North Carolina, reporting $262M in assets, for 9,083 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Lazard Asset Management no longer appears on Jeld-Wen, Inc. Restated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more manager, 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Labor Equity Index Fund3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Loomis Sayles Large Cap Growth Trus2 commitments
Relationship network
27 connected entities9 observed commitments6 repeat counterparties8 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 4.1%
- Corporate debt instruments (other) 52.2%
- U.S. Government securities 20.5%
- Common/collective trusts 11.3%
- Registered investment companies 11.2%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- Principal3 rows, latest Dec 31, 2024
- Loomis Sayles2 rows, latest Dec 31, 2024
+1 more manager 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.
- SLC Managementplan years 2024
- Gallagher Fiduciary Advisorsplan years 2022
- Lazard Asset Management LLCplan years 2022
+1 more Schedule C manager
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, 2024Manager relationship endedinferenceLazard Asset Management no longer appears on Jeld-Wen, Inc. Restated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Lazard Asset Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSUN Life Capital Management LLC appears on Jeld-Wen, Inc. Restated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with SLC Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedJeld-Wen, Inc. Restated Pension Plan funded ratio 97.0% -> 103.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedJeld-Wen, Inc. Restated Pension Plan plan assets $315M -> $280M (-11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedJeld-Wen, Inc. Restated Pension Plan first reports an interest in Loomis Sayles Large Cap Growth Trus (Loomis Sayles): $18M at 2023-12-31with Loomis Saylesaskebsa.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 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $16.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zcollective trust | Principal | Real estate | $11.5M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 9,083 | $280M | $286M | 103.5% | $262M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,215 | $315M | $347M | 97.0% | $280M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,274 | $419M | $335M | 114.6% | $315M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Investments Institutional codes 13 50 $538,139 PY2024
- SUN Life Capital Management LLC codes 28 50 $303,333 PY2024
- Columbia Management codes 28 50 $251,505 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.