Alstom Transportation Retirement Plan
Corporate pension, based in Pittsburgh, Pennsylvania, reporting $224M in assets, for 3,119 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pricewaterhousecoopers LLP no longer appears on Alstom Transportation Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers, 1 more manager, 6 more commitments and 8 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- Treasury U.S. 20 Year Key Rate Dura1 commitment
- Treasury US 15 Yr Key Rate Duration1 commitment
- Treasury US 10 Yr Key Rate Duration1 commitment
- Towers Watson Investment Services,3 commitments
- Blackrock2 commitments
- Blackrock Institutional Trust2 commitments
Relationship network
38 connected entities9 observed commitments4 repeat counterparties7 dated commitments shown here, 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
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 93.3%
Consultants and advisers
- 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
+3 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
- Towers Watson Investment Services,3 rows, latest Dec 31, 2024
- Blackrock2 rows, latest Dec 31, 2024
- Blackrock Institutional Trust2 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Towers Watson Investment Services,plan years 2024
- Manulife Investment Management Ltd.plan years 2023
- Alliance Bernstein, L.P.plan years 2022
+4 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 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)
+8 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 | 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 |
+6 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 | 3,119 | $209M | $256M | 87.0% | $224M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,132 | $183M | $240M | 83.5% | $215M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,641 | $205M | $184M | 106.6% | $190M | Not disclosed | Not disclosed | Not disclosed |
- 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
+41 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Alstom Transportation Retirement Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 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
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+10 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
+14 connections on the graph
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