NCR Pension Plan
Corporate pension, based in Atlanta, Georgia, reporting $992M in assets, for 12,037 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pension Benefit Information no longer appears on NCR Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
5 more advisers, 4 more managers, 27 more commitments and 12 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- Treasury U.S. 5 Year Key Rate Durat3 commitments
- Wtc-Ctf Glbl Total Return Portfolio3 commitments
- Treasury US 15 Yr Key Rate Duration3 commitments
- Blackrock Institutional Trust6 commitments
- Blackrock6 commitments
- State Street Global Advisors Trust6 commitments
Relationship network
58 connected entities30 observed commitments16 repeat counterparties24 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
- Other investments 11.4%
- Partnership/joint venture interests 4.8%
- Common/collective trusts 83.8%
Consultants and advisers
- Blackrock General consultantthrough Dec 31, 2022 Form 5500
- HM Capital General consultantthrough Dec 31, 2022 Form 5500
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust6 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
- State Street Global Advisors Trust6 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Wellington Trust Company, Naplan years
- Wellingtonplan years
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedNCR Pension Plan first reports an interest in WTW Gt Diversified Credit Fund (Towers Watson Investment Services,): $175M at 2024-12-31with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2024Holding startedNCR Pension Plan first reports an interest in WTW Gt Diversified Equity Fund (Towers Watson Investment Services,): $306M at 2024-12-31with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2024Holding startedNCR Pension Plan first reports an interest in WTW Gt Real Asset Fund (Towers Watson Investment Services,): $154M at 2024-12-31with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePension Benefit Information no longer appears on NCR Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Pension Benefit Information, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedOnedigital Investment Advisors LLC appears on NCR Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Onedigitalaskebsa.dol.gov
+12 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 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Glbl Total Return Portfoliocollective trust | Wellington Trust Company, Na | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $32.0M held | Disclosed holding | askebsa.dol.gov |
+27 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 | 12,037 | $1.1B | $1.3B | 80.8% | $992M | $47.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 12,240 | $996M | $1.3B | 80.0% | $1.1B | $33.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 12,586 | $1.4B | $1.4B | 89.4% | $998M | $24.1M | Not disclosed | Not disclosed |
- Towers Watson codes 16 50 $634,569 PY2024
- FID Inv Inst Ops Co codes 15 50 64 $615,541 PY2024
- Onedigital Investment Advisors LLC codes 28 50 51 $136,794 PY2024
+76 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
NCR Pension Plan sits on 25 traced paths of capital across the graphs.
DFX traced 25 paths 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 started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+14 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
+24 connections on the graph
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