Wakefern Pension Plan
Corporate pension, based in Keasbey, New Jersey, reporting $131M in assets, for 982 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, AON Investment appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 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- Legal & General S&p 500 Cit Fund1 commitment
- Legal and General1 commitment
Relationship network
10 connected entities1 observed commitmentcommitments 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 4.1%
- Corporate debt instruments (other) 36.6%
- Corporate debt instruments (preferred) 37.3%
- Common stock 16.9%
- Real estate (other than employer real property) 3.6%
Consultants and advisers
- Northern Trust Co. Custodianthrough Oct 31, 2024 Form 5500
- Mercer Actuarythrough Oct 31, 2023 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Oct 31, 2023 Form 5500
People
Manager roster
- Legal and General1 row, latest Oct 31, 2023
- AON Investments USA Incplan years 2025
- Metlife Investment Managementplan years 2023
- Barksdale Investment Managerplan years 2023
What changed
- Dec 31, 2024Manager relationship startedAON Investment appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Nov 1, 2024Assets changedWakefern Pension Plan plan assets $124M -> $141M (+13.8%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedWakefern Pension Plan total assets $124M -> $141M (+13.8%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship endedinferenceMetlife Investment Management, LLC no longer appears on Wakefern Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Metlife Investment Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNorthern Trust appears on Wakefern Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Northern Trust Co.askebsa.dol.gov
+3 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 Oct 31, 2023 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $11.8M held | Disclosed holding | askebsa.dol.gov |
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 Oct 31, 2025 | 982 | $141M | $162M | 81.2% | $131M | Not disclosed | Not disclosed | $4.8M |
| 2023 to Oct 31, 2024 | 1,023 | $124M | $167M | 80.0% | $141M | Not disclosed | Not disclosed | $4.6M |
| 2022 to Oct 31, 2023 | 1,056 | $134M | $167M | 87.5% | $124M | Not disclosed | Not disclosed | Not disclosed |
- AON Investment codes 28 50 $124,971 PY2024
- Northern Trust codes 19 27 33 49 50 71 72 99 $22,269 PY2024
- Mercer codes 11 PY2024
+8 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Total assets changed2024-11-01source on record
- Total assets changed2024-10-31source on record
+5 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
+7 connections on the graph
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