The French's Food Company LLC Retirement Plan for Union Employees
Corporate pension, based in Hunt Valley, Maryland, reporting $38.4M in assets, for 911 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, The French's Food Company LLC Retirement Plan for Union Employees no longer reports Mercer Global Low Volatility Equity (last held $2M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 19 more commitments and 11 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- Mercer Ultra Long Duration Portfoli2 commitments
- Mercer Non-Us Core Equity Portfolio2 commitments
- Mercer US Large Cap Core Passive Eq2 commitments
- Mercer Investments LLC18 commitments
- Russell Trust Company4 commitments
Relationship network
43 connected entities22 observed commitments11 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 0.6%
- Other investments 8.6%
- Common/collective trusts 80.1%
- Real estate (other than employer real property) 6.0%
Consultants and advisers
- Mercer Investments LLC Trusteethrough Dec 31, 2023 Form 5500
- Principal Custody Solutions Trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Mercer Investments LLC18 rows, latest Dec 31, 2024
- Russell Trust Company4 rows, latest Dec 31, 2023
- Russell Trust Companyplan years
- Mercer Investments LLCplan years
What changed
- Dec 31, 2024Holding endedinferenceThe French's Food Company LLC Retirement Plan for Union Employees no longer reports Mercer Global Low Volatility Equity (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Dec 31, 2024Holding startedThe French's Food Company LLC Retirement Plan for Union Employees first reports an interest in Mercer Global Low Vol Equity Portfo: $703,942 at 2024-12-31with Mercer Global Low Vol Equity Portfoaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceThe French's Food Company LLC Retirement Plan for Union Employees no longer reports Ritc Real Estate Equity Fund (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Ritc Real Estate Equity Fundaskebsa.dol.gov
- Dec 31, 2023Holding startedThe French's Food Company LLC Retirement Plan for Union Employees first reports an interest in Mercer Global Low Volatility Equity: $2M at 2023-12-31with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceThe French's Food Company LLC Retirement Plan for Union Employees no longer reports Russell Fixed Income I Fund (Russell Trust Company) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
+11 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 | Mercer Ultra Long Duration Portfolicollective trust | Mercer Investments LLC | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Non-Us Core Equity Portfoliocollective trust | Mercer Investments LLC | Public equity | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Investments LLC | Public equity | $9.4M held | Disclosed holding | askebsa.dol.gov |
+19 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 | 911 | $37.0M | $36.5M | 104.9% | $38.4M | Not disclosed | Not disclosed | $2.3M |
| 2023 to Dec 31, 2023 | 966 | $34.4M | $35.4M | 106.7% | $37.1M | Not disclosed | Not disclosed | $299,996 |
| 2022 to Dec 31, 2022 | 933 | $42.5M | $34.4M | 118.3% | $34.7M | Not disclosed | Not disclosed | Not disclosed |
- Mercer Investments, LLC codes 21 50 $188,420 PY2024
- Principal codes 21 50 $104,563 PY2024
- Covington & Burling, LLP codes 29 50 $30,499 PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The French's Food Company LLC Retirement Plan for Union Employees sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+13 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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