ADT Pension Plan for US Employees
Corporate pension, based in Boca Raton, Florida, reporting $12,394 in assets, for 1,646 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, ADT Pension Plan for US Employees no longer reports Short-Term Investment Fund (last held $287 at 2023-12-31; absent from the 2024-12-31 filing).
10 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- NT Collective Short Term Investment3 commitments
- Msci Acwi Ex-Us Imi Index Nl Fd2 commitments
- Long Term Govt Credit Bd Index Nl2 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Northern Trust Investments, Inc.5 commitments
- DFA - the Small Cap Subtrust2 commitments
Relationship network
24 connected entities13 observed commitments9 repeat counterpartiescommitments 2022 to 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
- Non-interest-bearing cash 10.0%
- Common/collective trusts 90.0%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2023
- Northern Trust Investments, Inc.5 rows, latest Dec 31, 2024
- DFA - the Small Cap Subtrust2 rows, latest Dec 31, 2023
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Co,naplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceADT Pension Plan for US Employees no longer reports Short-Term Investment Fund (last held $287 at 2023-12-31; absent from the 2024-12-31 filing)with Short-Term Investment Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceADT Pension Plan for US Employees no longer reports DFA Small Cap Trust (DFA - the Small Cap Subtrust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceADT Pension Plan for US Employees no longer reports NT Collective Russell 1000 Index (Northern Trust Collective Eafe Inde) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceADT Pension Plan for US Employees no longer reports Msci Acwi Ex-Us Imi Index Nl Fd (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Msci Acwi Ex-Us Imi Index Nl Fdaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceADT Pension Plan for US Employees no longer reports Long Term Govt Credit Bd Index Nl (last held $36M at 2023-12-31; absent from the 2024-12-31 filing)with Long Term Govt Credit Bd Index Nlaskebsa.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 Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $11,158 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Msci Acwi Ex-Us Imi Index Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Term Govt Credit Bd Index Nlcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $35.9M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 1,646 | Not disclosed | Not disclosed | n/a | $12,394 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,678 | $49.5M | $54.9M | 90.2% | $50.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,963 | $71.2M | $54.2M | 111.6% | $49.5M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 13 $769,249 PY2024
- Mercer codes 11 $144,981 PY2024
- Northen Trust Company codes 21 $102,002 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source 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
+7 connections on the graph
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