Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates
Corporate pension, based in Draper, Utah, reporting $209M in assets, for 1,680 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Liability Driven Solution Cit III N: $12M at 2024-12-31.
1 more manager, 18 more commitments and 10 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock Intl Eqty Index3 commitments
- Pfg/multi-Manager Small Cap Cit N2 commitments
- Large Cap Value Index Cit N2 commitments
Relationship network
33 connected entities21 observed commitments10 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
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 94.2%
- Registered investment companies 3.4%
Consultants and advisers
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock10 rows, latest Dec 31, 2024
- Allspring2 rows, latest Dec 31, 2023
- Dodge & Cox2 rows, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
- Blackrockplan years
- Allspringplan years
- Dodge & Coxplan years
What changed
- Dec 31, 2024Holding startedRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Liability Driven Solution Cit III N: $12M at 2024-12-31with Liability Driven Solution Cit III Naskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Russell 2000 Index Cit N: $3M at 2024-12-31with Russell 2000 Index Cit Naskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $3M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Principal/blackrock S&p 500 Index: $20M at 2024-12-31with Principal/blackrock S&p 500 Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates no longer reports Pfg/federated Total Return Bond Cit (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with Pfg/federated Total Return Bond Citaskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $20.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Liability Driven Solution Cit IIcollective trust | Principal Financial Group | Pooled vehicles | $146M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
7 days of DFX Intelligence free, 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 | 1,680 | $202M | $184M | 113.1% | $209M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,028 | $191M | $182M | 115.6% | $202M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,035 | $223M | $168M | 127.0% | $192M | Not disclosed | Not disclosed | Not disclosed |
- Principal Trust Company codes 15 19 21 38 50 $512,518 PY2024
- Principal Trust Company codes 15 19 21 38 62 PY2024
- Principal Trust Company codes 15 19 21 38 63 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Provenance
Provenance
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
+12 more changes on this record's ledger
7 days of DFX Intelligence free, 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
+6 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.