Esco Corporation Pension Plan
Corporate pension, based in Fort Worth, Texas, reporting $113M in assets, for 1,357 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Esco Corporation Pension Plan no longer reports Long Duration Fixed Income Fund (last held $10M at 2022-12-31; absent from the 2023-12-31 filing).
28 more commitments and 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 25 Plus Yr Strips Fixed Inc3 commitments
- Russell 10-15 Yr Strips Fxd Inc Fd3 commitments
- 14 Year Ldi Fixed Income Fund3 commitments
- Russell Trust Company31 commitments
Relationship network
34 connected entities31 observed commitments10 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
- Interest-bearing cash 2.4%
- Common/collective trusts 97.6%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Russell Trust Company31 rows, latest Dec 31, 2024
- Russell Trust Companyplan years 2022
What changed
- Dec 31, 2023Holding endedinferenceEsco Corporation Pension Plan no longer reports Long Duration Fixed Income Fund (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Long Duration Fixed Incomeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEsco Corporation Pension Plan no longer reports Russell Equity II Fund (Russell Trust Company) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEsco Corporation Pension Plan no longer reports Commodities Fd (Russell Trust Company) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceEsco Corporation Pension Plan no longer reports Emerging Markets Fund (Russell Trust Company) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding startedEsco Corporation Pension Plan first reports an interest in Russell 15-20 Yr Strips Fxd Inc Fd: $5M at 2023-12-31with Russell 15-20 Yr Strips Fxd Inc Fdaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 25 Plus Yr Strips Fixed Inccollective trust | Russell Trust Company | Fixed income | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 10-15 Yr Strips Fxd Inc Fdcollective trust | Russell Trust Company | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 14 Year Ldi Fixed Income Fundcollective trust | Russell Trust Company | Fixed income | $12.8M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,357 | $122M | $120M | 108.0% | $113M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,389 | $120M | $123M | 107.3% | $122M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,423 | $151M | $123M | 114.4% | $120M | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 28 $315,789 PY2024
- Mercer Hr Services, LLC codes 13 $207,242 PY2024
- Mercer codes 11 $157,800 PY2024
+51 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
- Holding in a pooled vehicle ended2023-12-31source on record
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.