Retirement Plan for Employees of the Univ of Miami
Corporate pension, based in Coral Gables, Florida, reporting $567M in assets, for 5,332 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Retirement Plan for Employees of the Univ of Miami first reports an interest in William Blair Small Cap Growth Coll (William Blair Investment Management): $5M at 2025-05-31.
2 more advisers, 6 more managers, 19 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- Separate Account 1743 commitments
- Arrowstreet Intl Equity - Eafe Alph3 commitments
- Silchester Int'l Value Equity Trust3 commitments
- Aetna Life Insurance Company3 commitments
- Arrow Street Capital3 commitments
- Silchester International Investor3 commitments
Relationship network
45 connected entities22 observed commitments15 repeat counterparties14 dated commitments shown here, 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
- Corporate debt instruments (other) 10.6%
- Corporate debt instruments (preferred) 0.1%
- U.S. Government securities 29.6%
- Other investments 3.5%
- Partnership/joint venture interests 11.8%
- 103-12 investment entities 5.6%
- Common/collective trusts 21.1%
- Pooled separate accounts 0.0%
- Registered investment companies 15.5%
Consultants and advisers
- Wellington Trust Company Investment adviser (plan)through May 31, 2024 Form 5500
- Cambridge Associates Investment adviser (plan)through May 31, 2023 Form 5500
- Nepc, LLC Investment adviser (plan)through May 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
- Aetna Life Insurance Company3 rows, latest May 31, 2025
- Arrow Street Capital3 rows, latest May 31, 2025
- Silchester International Investor3 rows, latest May 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Artisan Partnersplan years
- Logan Circle Partners, LPplan years 2023
- Pacific Investment Management Company LLCplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- May 31, 2025Holding startedRetirement Plan for Employees of the Univ of Miami first reports an interest in William Blair Small Cap Growth Coll (William Blair Investment Management): $5M at 2025-05-31with William Blair Investment Managementaskebsa.dol.gov
- May 31, 2025Holding endedinferenceRetirement Plan for Employees of the Univ of Miami no longer reports Artisan Multiple Investment Trust (last held $5M at 2024-05-31; absent from the 2025-05-31 filing)with Artisan Multiple Investment Trustaskebsa.dol.gov
- May 31, 2024Holding endedinferenceRetirement Plan for Employees of the Univ of Miami no longer reports PRU U.S. Long Duration Corp Bd (Prudential Trust Co.) (last held $74M at 2023-05-31; absent from the 2024-05-31 filing)with Prudential Trust Co.askebsa.dol.gov
- May 31, 2024Holding endedinferenceRetirement Plan for Employees of the Univ of Miami no longer reports AQR Risk Parity Collective Inv Fund (last held $11M at 2023-05-31; absent from the 2024-05-31 filing)with AQR Risk Parity Collective Inv Fundaskebsa.dol.gov
- May 31, 2024Holding startedRetirement Plan for Employees of the Univ of Miami first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $16M at 2024-05-31with Northern Trust Investments, Inc.askebsa.dol.gov
+5 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 May 31, 2025 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $5,488 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Arrowstreet Intl Equity - Eafe Alph103 12 ie | Arrow Street Capital | Public equity | $20.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | William Blair Small Cap Growth Collcollective trust | William Blair Investment Management | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov |
+19 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 May 31, 2025 | 5,332 | $568M | $634M | 80.0% | $567M | $66.7M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 5,454 | $568M | $632M | 80.7% | $578M | $61.3M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 5,653 | $628M | $608M | 93.3% | $584M | $52.1M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 50 $900,463 PY2024
- University of Miami codes 10 35 50 $599,453 PY2024
- Arrowstreet Capital Ltd Partnership codes 28 51 $448,488 PY2024
+58 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of the Univ of Miami sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 started2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Holding in a pooled vehicle ended2024-05-31source 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
+11 connections on the graph
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