Andersen Corporation Employees' Pension and Retirement Plan
Corporate pension, based in Bayport, Minnesota, reporting $682M in assets, for 5,523 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Towers Watson Delaware, Inc. appears on Andersen Corporation Employees' Pension and Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024).
7 more commitments and 2 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- Prin Fin Grp, Inc. Stock Sa-R64 commitments
- Prin Core Plus Bond Sep Acct-Z4 commitments
- Prin Liquid Assets Sep Acct-Z2 commitments
- Principal10 commitments
Relationship network
19 connected entities10 observed commitments4 repeat counterpartiescommitments 2022 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
- Insurance company general account 0.6%
- Master trust investment accounts 99.1%
- Pooled separate accounts 0.2%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
- US Bank Custodianthrough Dec 31, 2025 Form 5500
People
Manager roster
- Principal10 rows, latest Dec 31, 2025
- Russell Trust Companyplan years 2025
What changed
- Dec 31, 2025Consultant changedinferenceTowers Watson Delaware, Inc. appears on Andersen Corporation Employees' Pension and Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2025Assets changedAndersen Corporation Employees' Pension and Retirement Plan total assets $773M -> $682M (-11.8%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedAndersen Corporation Employees' Pension and Retirement Plan funded ratio 89.1% -> 80.4% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Holding startedAndersen Corporation Employees' Pension and Retirement Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $5,424 at 2024-12-31with Principalaskebsa.dol.gov
- Jan 1, 2024Funded status changedAndersen Corporation Employees' Pension and Retirement Plan funded ratio 86.2% -> 89.1% (2023-01-01 to 2024-01-01)
+2 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 Dec 31, 2025 | Prin Fin Grp, Inc. Stock Sa-R6separate account | Principal | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $350,708 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $14,766 held | Disclosed holding | askebsa.dol.gov |
+7 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 5,523 | $774M | $888M | 80.4% | $682M | Not disclosed | $676M | Not disclosed |
| 2024 to Dec 31, 2024 | 5,530 | $833M | $883M | 89.1% | $773M | Not disclosed | $767M | Not disclosed |
| 2023 to Dec 31, 2023 | 5,564 | $806M | $848M | 86.2% | $833M | Not disclosed | $826M | Not disclosed |
| 2022 to Dec 31, 2022 | 5,631 | $1.1B | $802M | 103.7% | $806M | Not disclosed | $799M | Not disclosed |
- Russell Investments Trust Company codes 28 51 $1.6M PY2025
- Towers Watson Delaware, Inc. codes 11 15 17 50 $512,905 PY2025
- U.S. Bank, National Association codes 19 21 50 $247,878 PY2025
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Consultant changed2025-12-31source on record
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
+4 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
+4 connections on the graph
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