Amherst H. Wilder Foundation Retirement Plan
Corporate pension, based in ST. Paul, Minnesota, reporting $30.5M in assets, for 565 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Amherst H. Wilder Foundation Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $3M at 2025-06-30.
34 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- AON US Intermediate Government3 commitments
- AON Global Equity Fund3 commitments
- AON Long Credit Bond Fund3 commitments
- AON Trust Company LLC32 commitments
- Allspring3 commitments
- Nisa2 commitments
Relationship network
26 connected entities37 observed commitments16 repeat counterpartiescommitments 2023 to 2025
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
- Partnership/joint venture interests 9.3%
- Common/collective trusts 89.2%
Consultants and advisers
- VIA Actuarial Solutions Actuarythrough Jun 30, 2023 Form 5500
- Principal Spectrum Asset Management Directed trusteethrough Jun 30, 2023 Form 5500
People
Manager roster
- AON Trust Company LLC32 rows, latest Jun 30, 2025
- Allspring3 rows, latest Jun 30, 2025
- Nisa2 rows, latest Jun 30, 2025
- Nisaplan years
- Allspringplan years
- AON Hewitt Investment Consulting, Iplan years 2023
What changed
- Jun 30, 2025Holding startedAmherst H. Wilder Foundation Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $3M at 2025-06-30with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceAmherst H. Wilder Foundation Retirement Plan no longer reports AON Global Real Estate Fund (AON Trust Company LLC) (last held $64,330 at 2024-06-30; absent from the 2025-06-30 filing)with AON Trust Company LLCaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceAmherst H. Wilder Foundation Retirement Plan no longer reports AON High Yield Plus Fund (AON Trust Company LLC) (last held $121,534 at 2024-06-30; absent from the 2025-06-30 filing)with AON Trust Company LLCaskebsa.dol.gov
- Jun 30, 2025Holding startedAmherst H. Wilder Foundation Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $3M at 2025-06-30with Nisa Ultra Mid Treasury Cifaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceAmherst H. Wilder Foundation Retirement Plan no longer reports 20+ Yr U S Treas Strips (AON Trust Company LLC) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)with AON Trust Company LLCaskebsa.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 Jun 30, 2025 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov |
+34 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 Jun 30, 2025 | 565 | $40.6M | $48.9M | 81.8% | $30.5M | $2.8M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 577 | $40.6M | $51.4M | 86.5% | $40.6M | $2.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 855 | $50.6M | $59.6M | 93.5% | $40.8M | $2.9M | Not disclosed | Not disclosed |
- AON Hewitt Group Trust codes 51 $210,266 PY2024
- Amherst H. Wilder Foundation codes 15 $29,063 PY2024
- VIA Actuarial Solutions codes 11 $28,035 PY2024
+51 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 started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source 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
+6 connections on the graph
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