Owens Corning Merged Retirement Plan
Corporate pension, based in Toledo, Ohio, reporting $337M in assets, for 6,418 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Macquarie Investment Management no longer appears on Owens Corning Merged Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
8 more advisers, 2 more managers, 20 more commitments and 5 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- U.S. Debt Index Fund E3 commitments
- Russell 3000 Index Fund3 commitments
- Blackrock Msci Acwi Ex-U.s. Fund3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Blackrock Institutional Trust Co,na3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
42 connected entities23 observed commitments13 repeat counterparties12 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
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 24.7%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 16.9%
- Other investments 0.6%
- Common/collective trusts 48.9%
- Registered investment companies 7.6%
Consultants and advisers
- The Culpepper Group, LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Macquarie Investment Mgmnt Advisers Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wilshire Pension consultantthrough Dec 31, 2022 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- SLC Managementplan years 2022
+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, 2024Holding endedinferenceOwens Corning Merged Retirement Plan no longer reports Lighthouse Global Long/short Fund L (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with Lighthouse Global Long/short Fund Laskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMacquarie Investment Management no longer appears on Owens Corning Merged Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Macquarie Investment Mgmnt Advisersaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAmerican Express Asset Management no longer appears on Owens Corning Merged Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Culpepper Group, LLC appears on Owens Corning Merged Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with The Culpepper Group, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedOwens Corning Merged Retirement Plan funded ratio 85.9% -> 80.5% (2023-01-01 to 2024-01-01)
+5 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 | U.S. Debt Index Fund Ecollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $33.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-U.s. Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $224 held | Disclosed holding | askebsa.dol.gov |
+20 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 | 6,418 | $340M | $363M | 80.5% | $337M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,194 | $601M | $656M | 85.9% | $341M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,465 | $815M | $648M | 105.0% | $603M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Institutional Asset Mgt. codes 28 50 $619,822 PY2024
- AON Consulting codes 11 50 $410,087 PY2024
- SUN Life Investment Mgt. US, Inc. codes 28 50 $191,172 PY2024
+67 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Owens Corning Merged Retirement Plan sits on 20 traced paths of capital across the graphs.
DFX traced 20 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+7 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
+17 connections on the graph
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