The Art Institute of Chicago Pension Plan
Corporate pension, based in Chicago, Illinois, reporting $124M in assets, for 869 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Monticello Associates, Inc. no longer appears on The Art Institute of Chicago Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
4 more advisers, 2 more managers, 19 more commitments and 2 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- Commingled Pension Trust Fund (ls)2 commitments
- Intermediate Credit Fund2 commitments
- Commingled Pension Trust-Short Bond2 commitments
- JP Morgan Chase8 commitments
- Northern Trust Investments, Inc.8 commitments
- GQG Partners LLC2 commitments
Relationship network
40 connected entities22 observed commitments16 repeat counterparties20 dated commitments shown here, 2022 to 2023
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
- Corporate debt instruments (other) 57.1%
- Corporate debt instruments (preferred) 1.9%
- U.S. Government securities 2.8%
- Partnership/joint venture interests 0.1%
- Registered investment companies 22.3%
- Common stock 14.9%
Consultants and advisers
- Bank of America Investment adviser (plan)through Dec 31, 2024 Form 5500
- Monticello Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wellington Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- JP Morgan Chase8 rows, latest Dec 31, 2023
- Northern Trust Investments, Inc.8 rows, latest Dec 31, 2023
- GQG Partners LLC2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Echo Street Capital Management, LLCplan years
- JP Morgan Chaseplan years
- GQG Partners LLCplan years
+2 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 changedinferenceMonticello Associates, Inc. no longer appears on The Art Institute of Chicago Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Monticello Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBank of America appears on The Art Institute of Chicago Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWellington Trust Company no longer appears on The Art Institute of Chicago Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding startedThe Art Institute of Chicago Pension Plan first reports an interest in Jpmcb Core Bond Fund (JP Morgan Core Bond Fund): $10M at 2023-12-31with JP Morgan Core Bond Fundaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceThe Art Institute of Chicago Pension Plan no longer reports Jpmcb Mortgage Private Plmt Fund (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)with Jpmcb Mortgage Private Plmt Fundaskebsa.dol.gov
+2 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, 2023 | Commingled Pension Trust Fund (ls)collective trust | JP Morgan Chase | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Intermediate Credit Fundcollective trust | JP Morgan Chase | Private credit | $16.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust-Short Bondcollective trust | JP Morgan Chase | Fixed income | $10.0M held | Disclosed holding | askebsa.dol.gov |
+19 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 | 869 | $122M | $122M | 96.6% | $124M | $171,436 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 906 | $117M | $124M | 96.8% | $122M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 953 | $151M | $123M | 108.9% | $117M | $0 | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 17 50 64 70 $336,057 PY2024
- Bank of America codes 27 28 50 51 $190,854 PY2024
- Northern Trust Company codes 21 28 50 51 52 62 $48,726 PY2024
+61 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Art Institute of Chicago Pension Plan sits on 26 traced paths of capital across the graphs.
DFX traced 26 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
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
+4 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
+13 connections on the graph
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