Teledyne Technologies Incorporated Pension Plan
Corporate pension, based in Thousand Oaks, California, reporting $546M in assets, for 3,139 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Teledyne Technologies Incorporated Pension Plan no longer reports UBS Em Equity Opp Collective Fund (Ubs) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 5 more managers, 16 more commitments and 4 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- EM Markets Alpha Advantage Fund3 commitments
- Causeway Multi-Fund LLC3 commitments
- EB Temporary Investment3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Causeway Capital Mgmt3 commitments
- BNY Mellon3 commitments
Relationship network
37 connected entities19 observed commitments12 repeat counterparties9 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
- U.S. Government securities 37.4%
- Other investments 3.1%
- Partnership/joint venture interests 49.6%
- Common/collective trusts 8.6%
- Registered investment companies 0.1%
- Common stock 0.8%
Consultants and advisers
- Wilshire General consultantthrough Dec 31, 2022 Form 5500
- Marathon Asset Management, LP Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough 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.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Causeway Capital Mgmt3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Causeway Capital Mgmtplan years
+8 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 endedinferenceTeledyne Technologies Incorporated Pension Plan no longer reports UBS Em Equity Opp Collective Fund (Ubs) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Ubsaskebsa.dol.gov
- Dec 31, 2024Holding startedTeledyne Technologies Incorporated Pension Plan first reports an interest in State Street Msci Japan Index Nl Fd (State Street - Russell 2000): $1M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMarathon Asset Management Limited no longer appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMGG Investment Group LP appears on Teledyne Technologies Incorporated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with MGG Investment Group LPaskebsa.dol.gov
- Jan 1, 2024Funded status changedTeledyne Technologies Incorporated Pension Plan funded ratio 92.7% -> 80.6% (2023-01-01 to 2024-01-01)
+4 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 | EM Markets Alpha Advantage Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Causeway Multi-Fund LLCcollective trust | Causeway Capital Mgmt | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Msci Japan Index Nl Fdcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
+16 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 | 3,139 | $569M | $417M | 80.6% | $546M | $271M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,246 | $560M | $446M | 92.7% | $569M | $264M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,396 | $681M | $465M | 95.2% | $560M | $235M | Not disclosed | Not disclosed |
- Strategic Investment Group codes 28 51 $1.4M PY2024
- Willis Towers Watson US LLC codes 11 16 50 $749,373 PY2024
- Arrowstreet Capital, LP codes 28 51 52 68 $345,042 PY2024
+52 more service providers
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Provenance
Provenance
Teledyne Technologies Incorporated Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+6 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
+16 connections on the graph
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