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
Alstom Transportation Retirement Plan
Corporate pensionPittsburgh, PA
Assets
$224M
Total assets, Dec 31, 2024 reported
Funded
87.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
1 managers on Schedule C
Plan sponsor: Alstom Transport Holding US Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 93.3%
Consultants and advisers
6 firms
- Blackrock Pension consultantthrough Dec 31, 2024 Form 5500
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Pricewaterhousecoopers LLP Pension consultantthrough Dec 31, 2023 Form 5500
- Webster Bank, N.A. Custodianthrough Dec 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Custodianthrough Dec 31, 2023 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
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Towers Watson Investment Services,3 rows, latest Dec 31, 2024
- Blackrock2 rows, latest Dec 31, 2024
- State Street - Russell 20002 rows, latest Dec 31, 2024
- Blackrock Institutional Trust2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Towers Watson Investment Services,plan years 2024
- Manulife Investment Management Ltd.plan years 2023
- Alliance Bernstein, L.P.plan years 2022
- RBC Global Asset Management Uk Ltdplan years 2022
- Bombardier Global Pen. Asset Mgmtplan years 2022
- Unigestion (uk) Ltd.plan years 2022
- Goldman Sachs Asset Managementplan years 2022
Commitments
9 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 | TSY U.S. 25+ Yr Key Rate Dur Nl Fdcollective trust | Blackrock | Pooled vehicles | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street - Russell 2000 | Fixed income | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury U.S. 20 Year Key Rate Duracollective trust | Blackrock | Fixed income | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 10 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTW Gt Diversified Credit Fundcollective trust | Towers Watson Investment Services, | Private credit | $47.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTW Gt Diversified Equity Fundcollective trust | Towers Watson Investment Services, | Hedge / diversifiers | $58.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WTW Gt Real Asset Fundcollective trust | Towers Watson Investment Services, | Real assets | $42.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$763,341 (2023-12) · $275,951 (2022-12)
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 | 3,119 | $209M | $256M | 87.0% | $224M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,132 | $183M | $240M | 83.5% | $215M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,641 | $205M | $184M | 106.6% | $190M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 49 50 $1.1M PY2024
- J.P. Morgan Chase & Co. codes 19 50 62 $231,131 PY2024
- Towers Watson Investment Services codes 28 51 $105,000 PY2024
- Blackrock codes 17 51 $92,489 PY2024
- Insero & Co. CPAS, LLP codes 10 50 $84,100 PY2024
- Telus Health codes 14 40 50 $59,992 PY2024
- Goldman Sachs Asset Management, LP codes 28 51 56 $58,314 PY2024
- Alliance Bernstein codes 28 51 $53,214 PY2024
- Verrill Dana, LLP codes 29 50 $44,083 PY2024
- RBC Global Asset Management Uk Ltd codes 28 40 51 $39,423 PY2024
- Unigestion (uk) Ltd. codes 28 40 51 $20,311 PY2024
- Webster Bank, N.A. codes 19 50 $19,105 PY2024
- Fiducient Advisors codes 27 50 $12,217 PY2024
- WTW Gt Diversified Credit Fund Sched. D C $47.7M PY2024
- TSY US 25+ Yr Key Rate Duration Fun Sched. D C $26.9M PY2024
- Long U.S. Govt Bond Indx Nl (cm1d) Sched. D C $9.9M PY2024
- Intermed U.S. Govt Bd Ind Nl (cm1e) Sched. D C $7.3M PY2024
- TSY US 20 Yr Key Rate Duration Fund Sched. D C $6.7M PY2024
- TSY US 15 Yr Key Rate Duration Fund Sched. D C $6.1M PY2024
- TSY US 10 Yr Key Rate Duration Fund Sched. D C $4.2M PY2024
- WTW Gt Diversified Equity Fund Sched. D C $58.3M PY2024
- WTW Gt Real Asset Fund Sched. D C $42.3M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Lifeworks codes 14 40 50 $367,009 PY2023
- Willis Towers Watson US LLC codes 11 49 50 $366,797 PY2023
- J.P. Morgan Chase & Co. codes 19 50 62 $321,224 PY2023
- Goldman Sachs Asset Management, LP codes 28 51 56 $287,176 PY2023
- RBC Global Asset Management Uk Ltd codes 28 40 51 $232,792 PY2023
- Alliance Bernstein codes 28 51 $138,595 PY2023
- Unigestion (uk) Ltd. codes 28 40 51 $43,132 PY2023
- Pricewaterhousecoopers LLP codes 17 70 $30,000 PY2023
- Insero & Co. CPAS, LLP codes 10 50 $27,000 PY2023
- Webster Bank, N.A. codes 19 50 $26,595 PY2023
- Fiducient Advisors codes 27 50 $23,899 PY2023
- Manulife Investment Management Ltd. codes 28 40 51 $7,746 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Lifeworks codes 14 40 50 $144,700 PY2022
- RBC Global Asset Management Uk Ltd codes 28 40 51 $103,206 PY2022
- Willis Towers Watson US LLC codes 11 50 $90,073 PY2022
- Goldman Sachs Asset Management, LP codes 28 51 56 $49,233 PY2022
- Bombardier Global Pen. Asset Mgmt codes 28 40 51 $48,689 PY2022
- Alliance Bernstein codes 28 51 $43,760 PY2022
- Unigestion (uk) Ltd. codes 28 40 51 $26,308 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
13 events
- Dec 31, 2024Consultant changedinferencePricewaterhousecoopers LLP no longer appears on Alstom Transportation Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Pricewaterhousecoopers LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceManulife Investment Management Ltd. no longer appears on Alstom Transportation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Manulife Investment Management Ltd.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedTowers Watson Investment Services appears on Alstom Transportation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBlackrock appears on Alstom Transportation Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
- Jan 1, 2024Funded status changedAlstom Transportation Retirement Plan funded ratio 83.5% -> 87.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAlstom Transportation Retirement Plan plan assets $183M -> $209M (+14.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceFiducient Advisors appears on Alstom Transportation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Fiducient Advisors LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBombardier Global Pen. Asset Mgmt no longer appears on Alstom Transportation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bombardier Global Pen. Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePricewaterhousecoopers LLP appears on Alstom Transportation Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Pricewaterhousecoopers LLPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedManulife Investment Management Ltd. appears on Alstom Transportation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Manulife Investment Management Ltd.askebsa.dol.gov
- Dec 31, 2023Assets changedAlstom Transportation Retirement Plan total assets $190M -> $215M (+13.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAlstom Transportation Retirement Plan funded ratio 106.6% -> 83.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAlstom Transportation Retirement Plan plan assets $205M -> $183M (-10.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 203999346-010
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.