Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.
Corporate pension, based in Greenwood Village, Colorado, reporting $402M in assets, for 3,353 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Onedigital Investment Advisor LLC appears on Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.'s Schedule C as pension consultant (plan year 2024 vs 2023).
2 more managers and 15 more commitments
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- Msci World Ex-Us Index Fund a3 commitments
- Blackrock US Equity Market Index Fd3 commitments
- Blackrock Mid Cap Equity Index Fund3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- American Century3 commitments
- Wells Fargo3 commitments
Relationship network
25 connected entities18 observed commitments11 repeat counterparties16 dated commitments shown here, 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 0.0%
- Corporate debt instruments (other) 51.9%
- U.S. Government securities 0.1%
- Other investments 2.2%
- Other loans 2.2%
- Partnership/joint venture interests 6.4%
- Common/collective trusts 27.6%
- Registered investment companies 8.3%
Consultants and advisers
- Onedigital Pension consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.9 rows, latest Dec 31, 2024
- American Century3 rows, latest Dec 31, 2024
- Wells Fargo3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Harding Loevner LPplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceOnedigital Investment Advisor LLC appears on Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.'s Schedule C as pension consultant (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEmployees' and Agents' Pension Benefits Plan Empower Holdings, LLC. no longer reports Harding Loevner Emerging Markets Fd (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
- Dec 31, 2023Holding startedEmployees' and Agents' Pension Benefits Plan Empower Holdings, LLC. first reports an interest in Emerging Markets Equity Fund (Goldman Sachs Trust Company): $10M at 2023-12-31with Goldman Sachs Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedEmployees' and Agents' Pension Benefits Plan Empower Holdings, LLC. funded ratio 106.2% -> 96.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees' and Agents' Pension Benefits Plan Empower Holdings, LLC. plan assets $493M -> $394M (-20.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Msci World Ex-Us Index Fund acollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $30.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock US Equity Market Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $21.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Mid Cap Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $17.3M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 3,353 | $406M | $431M | 96.7% | $402M | $25.6M | $0 | $0 |
| 2023 to Dec 31, 2023 | 3,574 | $394M | $448M | 96.7% | $406M | $21.1M | $0 | $0 |
| 2022 to Dec 31, 2022 | 3,618 | $493M | $440M | 106.2% | $394M | $18.1M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 13 50 $615,586 PY2024
- Onedigital Investment Advisor LLC codes 17 50 $92,696 PY2024
- The Northern Trust Company codes 18 49 $59,829 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC. sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+2 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
+8 connections on the graph
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