British Airways Plc Pension Plan (U.S.A.)
Corporate pension, based in NEW York, New York, reporting $315M in assets, for 2,156 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Russell Trust Company no longer appears on British Airways Plc Pension Plan (U.S.A.)'s Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers, 38 more commitments and 7 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- Global Real Estate Securities Fund3 commitments
- Russell Real Estate Equity Fund3 commitments
- Russell International Fund3 commitments
- Russell Trust Company38 commitments
- Russell Investments3 commitments
Relationship network
50 connected entities41 observed commitments17 repeat counterpartiescommitments 2023 to 2025
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
- Non-interest-bearing cash 0.6%
- Other investments 0.1%
- Partnership/joint venture interests 3.4%
- 103-12 investment entities 5.4%
- Common/collective trusts 87.1%
Consultants and advisers
- Nepc, LLC Pension consultantthrough Mar 31, 2023 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Mar 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Mar 31, 2023 Form 5500
+2 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
- Russell Trust Company38 rows, latest Mar 31, 2025
- Russell Investments3 rows, latest Mar 31, 2025
- Russell Trust Companyplan years
- Russell Investmentsplan years
- Russell Investments Implementationplan years 2025
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceRussell Trust Company no longer appears on British Airways Plc Pension Plan (U.S.A.)'s Schedule C as investment manager (plan year 2024 vs 2023)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedRussell Investments Implementation appears on British Airways Plc Pension Plan (U.S.A.)'s Schedule C as investment manager (plan year 2024 vs 2023)with Russell Investments Implementationaskebsa.dol.gov
- Apr 1, 2024Funded status changedBritish Airways Plc Pension Plan (U.S.A.) funded ratio 63.3% -> 71.5% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedBritish Airways Plc Pension Plan (U.S.A.) plan assets $266M -> $294M (+10.5%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Holding startedBritish Airways Plc Pension Plan (U.S.A.) first reports an interest in Russell 15-20 Yr Strips Fxd Inc Fd: $26M at 2024-03-31with Russell 15-20 Yr Strips Fxd Inc Fdaskebsa.dol.gov
+7 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 Mar 31, 2025 | Global Real Estate Securities Fundcollective trust | Russell Trust Company | Real estate | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Russell Real Estate Equity Fundcollective trust | Russell Trust Company | Real estate | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Russell International Fundcollective trust | Russell Trust Company | Pooled vehicles | $23.9M held | Disclosed holding | askebsa.dol.gov |
+38 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 Mar 31, 2025 | 2,156 | $294M | $416M | 71.5% | $315M | $10.7M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 2,198 | $266M | $421M | 63.3% | $295M | $7.5M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 2,245 | $314M | $423M | 74.3% | $267M | $4.0M | Not disclosed | Not disclosed |
- Russell Trust Company codes 25 50 51 52 99 $529,600 PY2024
- AON Consulting, Inc. (nj) codes 11 13 17 50 $344,583 PY2024
- Ballard Spahr LLP codes 29 50 $60,000 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
British Airways Plc Pension Plan (U.S.A.) sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-04-01source on record
+9 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
+12 connections on the graph
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