Foot Locker Retirement Plan
Corporate pension, based in NEW York, New York, reporting $363M in assets, for 11,211 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Agilis Partners LLC no longer appears on Foot Locker Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023).
1 more adviser, 43 more commitments and 2 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- Bnym Mellon Db Sl Emerging Markets3 commitments
- EB Dv High Quality Long Corp Bond3 commitments
- EB High Qual Corp Bond Fund3 commitments
- BNY Mellon46 commitments
Relationship network
43 connected entities46 observed commitments16 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 1.3%
- Employer securities 2.4%
- Insurance company general account 0.1%
- Common/collective trusts 82.8%
- Registered investment companies 7.9%
Consultants and advisers
- Agilis Partners LLC General consultantthrough Dec 31, 2023 Form 5500
- Towers Watson Investment Services, Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Trusteethrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- BNY Mellon46 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedFoot Locker Retirement Plan first reports an interest in Bnym-I Db Sl Lgus T-Strips Bif (BNY Mellon): $32M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAgilis Partners LLC no longer appears on Foot Locker Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Jan 1, 2024Assets changedFoot Locker Retirement Plan plan assets $480M -> $366M (-23.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAgilis Partners LLC appears on Foot Locker Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedFoot Locker Retirement Plan total assets $481M -> $367M (-23.6%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Db Sl Emerging Marketscollective trust | BNY Mellon | Public equity | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Dv High Quality Long Corp Bondcollective trust | BNY Mellon | Fixed income | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB High Qual Corp Bond Fundcollective trust | BNY Mellon | Fixed income | $20.0M held | Disclosed holding | askebsa.dol.gov |
+43 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. 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 | 11,211 | $366M | $387M | 93.9% | $363M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 18,720 | $480M | $520M | 93.8% | $367M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 21,697 | $662M | $513M | 115.1% | $481M | Not disclosed | Not disclosed | Not disclosed |
- Bank of New York Mellon codes 21 28 31 $662,743 PY2024
- Principal codes 15 $624,756 PY2024
- Towers Watson codes 11 $460,901 PY2024
+64 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Foot Locker Retirement Plan 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
- Consultant changed2024-12-31source on record
- Total assets changed2024-01-01source on record
+4 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.