The Purdue Pharma L. P. Pension Plan
Corporate pension, based in Stamford, Connecticut, reporting $304M in assets, for 3,169 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Purdue Pharma L. P. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $4M at 2024-12-31.
44 more commitments and 6 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- Spartan Small Cap Index Pool3 commitments
- Spartan Developed International Ind3 commitments
- Spartan Extended Market Index Pool3 commitments
- Fidelity Institutional Asset Mgmt26 commitments
- Geode Capital Management Trust Company, LLC21 commitments
Relationship network
49 connected entities47 observed commitments18 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
- 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 0.5%
- Non-interest-bearing cash 0.1%
- Common/collective trusts 97.2%
- Common stock 2.2%
Consultants and advisers
- Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Fidelity Institutional Asset Mgmt26 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC21 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedThe Purdue Pharma L. P. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $4M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Purdue Pharma L. P. Pension Plan no longer reports Fiam Intermediate Inflation-Protect (Fidelity Institutional Asset Mgmt) (last held $55,514 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Purdue Pharma L. P. Pension Plan no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Purdue Pharma L. P. Pension Plan no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe Purdue Pharma L. P. Pension Plan no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Spartan Small Cap Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Developed International Indcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Extended Market Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $10.5M held | Disclosed holding | askebsa.dol.gov |
+44 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 | 3,169 | $305M | $333M | 84.2% | $304M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,185 | $286M | $322M | 80.0% | $305M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,192 | $390M | $303M | 105.0% | $286M | Not disclosed | Not disclosed | Not disclosed |
- Fiam Int Inflation-Protected Bd Idx Sched. D C PY2024
- Fiam Long Duration Commingled Pool Sched. D C $69.1M PY2024
- Fiam Long Corporate a Or Better Sched. D C $62.1M PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+8 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
+3 connections on the graph
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