The Rite Aid Pension Plan
Corporate pension, based in Harrisburg, Pennsylvania, reporting $117M in assets, for 6,308 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Feb 28, 2025, The Rite Aid Pension Plan first reports an interest in AON Small & Mid Cap Equity Fund (AON Trust Company LLC): $3M at 2025-02-28.
34 more commitments and 19 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 Core Real Estate Fund3 commitments
- AON Enhanced Liability Driven Inves3 commitments
- Nisa Ultra Long Treasury Cif2 commitments
- AON Hewitt Investment Consulting, I19 commitments
- AON Trust Company LLC14 commitments
- Nisa4 commitments
Relationship network
55 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
- Interest-bearing cash 1.0%
- Common/collective trusts 98.4%
Consultants and advisers
- US Bank Trusteethrough Feb 28, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Feb 28, 2023 Form 5500
People
Manager roster
- AON Hewitt Investment Consulting, I19 rows, latest Feb 29, 2024
- AON Trust Company LLC14 rows, latest Feb 28, 2025
- Nisa4 rows, latest Feb 28, 2025
- Nisaplan years
- BMO Harris Bank Naplan years 2023
- AON Investments USA Incplan years 2023
What changed
- Feb 28, 2025Holding startedThe Rite Aid Pension Plan first reports an interest in AON Small & Mid Cap Equity Fund (AON Trust Company LLC): $3M at 2025-02-28with AON Trust Company LLCaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceThe Rite Aid Pension Plan no longer reports Multi-Asset Credit Fund (AON Hewitt Investment Consulting, I) (last held $5M at 2024-02-29; absent from the 2025-02-28 filing)with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceThe Rite Aid Pension Plan no longer reports Global Real Estate Fund (AON Hewitt Investment Consulting, I) (last held $11,686 at 2024-02-29; absent from the 2025-02-28 filing)with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
- Feb 28, 2025Holding endedinferenceThe Rite Aid Pension Plan no longer reports Long Credit Bond Fund (AON Hewitt Investment Consulting, I) (last held $45M at 2024-02-29; absent from the 2025-02-28 filing)with AON Hewitt Investment Consulting, Iaskebsa.dol.gov
- Feb 28, 2025Holding startedThe Rite Aid Pension Plan first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $4M at 2025-02-28with AON Trust Company LLCaskebsa.dol.gov
+19 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 Feb 28, 2025 | AON Small & Mid Cap Equity Fundcollective trust | AON Trust Company LLC | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Nisa Ultra Mid Treasury Cifcollective trust | Nisa | Fixed income | $2.9M 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 Feb 28, 2025 | 6,308 | $120M | $124M | 95.3% | $117M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 6,532 | $121M | $129M | 100.1% | $120M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 6,778 | $149M | $128M | 110.9% | $121M | Not disclosed | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 50 99 $628,511 PY2024
- AON Investments USA Inc codes 28 50 51 52 $402,501 PY2024
- Clifton Larson Allen, LLP (cla) codes 10 50 $19,950 PY2024
+55 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 started2025-02-28source on record
- Holding in a pooled vehicle ended2025-02-28source on record
- Holding in a pooled vehicle ended2025-02-28source on record
+21 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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