DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Stride Rite Corporation Retirement Income Plan
Corporate pensionRockford, MI
Assets
$45.1M
Total assets, Dec 31, 2024 reported
Funded
96.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: The Stride Rite Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 4.9%
- Common/collective trusts 57.2%
- Registered investment companies 37.8%
Consultants and advisers
4 firms
- USI Consulting Group Pension consultantthrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Directed trusteethrough Dec 31, 2023 Form 5500
- Russell Trust Company Directed trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Goldman Sachs Trust Company6 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Goldman Sachs Asset Managementplan years 2023
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $13.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | GS Ct Long Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $13.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 880 | $55.8M | $57.3M | 96.0% | $45.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,035 | $54.4M | $57.9M | 94.9% | $55.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,052 | $69.0M | $56.9M | 107.4% | $54.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Gsam codes 28 51 56 $123,572 PY2024
- Findley Davies codes 17 $122,352 PY2024
- State Street Bank and Trust Company codes 15 $33,585 PY2024
- Towers Watson codes 11 $22,215 PY2024
- Hungerford codes 10 $14,500 PY2024
- GS Coll Tr Long Dur Credit Fund Sched. D C $10.3M PY2024
- GS Coll Tr Interm Dur Credit Fund Sched. D C $13.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Findley Davies codes 17 $80,864 PY2023
- State Street Bank and Trust Company codes 25 99 $49,687 PY2023
- Towers Watson codes 11 $29,331 PY2023
- Hungerford Nichols codes 10 $16,213 PY2023
- State Street Bank and Trust Company codes 15 $8,498 PY2023
- Gsam codes 28 51 56 PY2023
- GS Coll Tr Interm Dur Credit Fund Sched. D C $13.4M PY2023
- GS Coll Tr Long Dur Credit Fund Sched. D C $14.2M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Russell Investments Trust Company codes 25 99 $144,843 PY2022
- Findley Davies codes 17 $81,442 PY2022
- Towers Watson codes 11 $36,808 PY2022
- Hungerford Nichols codes 10 $14,610 PY2022
- GS Coll Tr Interm Dur Credit Fund Sched. D C $13.2M PY2022
- GS Coll Tr Long Dur Credit Fund Sched. D C $13.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedThe Stride Rite Corporation Retirement Income Plan total assets $56M -> $45M (-19.2%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedGsam appears on The Stride Rite Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Goldman Sachs Asset Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Stride Rite Corporation Retirement Income Plan funded ratio 107.4% -> 94.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Stride Rite Corporation Retirement Income Plan plan assets $69M -> $54M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 041399290-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.