AAR Corp. Retirement Plan
Corporate pension, based in Wood Dale, Illinois, reporting $4.4M in assets, for 1,732 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, AAR Corp. Retirement Plan no longer reports Legal and General US Cr Col Inv (Legal and General) (last held $18M at 2022-12-31; absent from the 2023-12-31 filing).
1 more commitment
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- NT Collective Short Term Investment2 commitments
- Legal & General Long Duration1 commitment
- Legal and General US Cr Col Inv1 commitment
- Northern Trust Investments, Inc.2 commitments
- Legal and General2 commitments
Relationship network
11 connected entities4 observed commitments3 repeat counterpartiescommitments 2022 to 2023
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 0.5%
- Common/collective trusts 99.5%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.2 rows, latest Dec 31, 2023
- Legal and General2 rows, latest Dec 31, 2022
What changed
- Dec 31, 2023Holding endedinferenceAAR Corp. Retirement Plan no longer reports Legal and General US Cr Col Inv (Legal and General) (last held $18M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAAR Corp. Retirement Plan no longer reports Legal & General Long Duration (Legal and General) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Assets changedAAR Corp. Retirement Plan total assets $62M -> $4M (-93.0%, 2022-12-31 to 2023-12-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Legal & General Long Durationcollective trust | Legal and General | Fixed income | $5.4M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 1,732 | Not disclosed | Not disclosed | n/a | $4.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,249 | $57.8M | $39.7M | 128.0% | $62.3M | Not disclosed | $0 | Not disclosed |
- Collective Short Term Inv Fd Sched. D C $4.3M PY2023
- Legal & General Long Duration Sched. D C PY2023
- Legal and General US Cr Col Inv Sched. D C PY2023
+5 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Total assets changed2023-12-31source on record
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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.