American Petroleum Institute Retirement Income Plan
Corporate pension, based in Washington, District of Columbia, reporting $84.5M in assets, for 607 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Commonwealth Financial Network no longer appears on American Petroleum Institute Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more managers, 14 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Large Cap Growth/jp Morgan3 commitments
- Prudential Short-Term3 commitments
- Pimco Total Return Acct Inst3 commitments
- Empower Annuity Insurance Company5 commitments
- Goldman Sachs Trust Company3 commitments
- Prudential2 commitments
Relationship network
30 connected entities17 observed commitments9 repeat counterparties14 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
- Common/collective trusts 4.9%
- Pooled separate accounts 29.9%
- Registered investment companies 61.7%
Consultants and advisers
- Commonwealth Financial Network Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company5 rows, latest Dec 31, 2024
- Goldman Sachs Trust Company3 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Pimcoplan years
What changed
- Dec 31, 2024Holding startedAmerican Petroleum Institute Retirement Income Plan first reports an interest in Capital Group Europacific Growth (Capital Guardian Trust Company): $3M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedAmerican Petroleum Institute Retirement Income Plan first reports an interest in Real Estate/cohen&steers Fund (Prudential Retirement & Annuity Ins): $2M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCommonwealth Financial Network no longer appears on American Petroleum Institute Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Commonwealth Financial Networkaskebsa.dol.gov
- Jan 1, 2024Assets changedAmerican Petroleum Institute Retirement Income Plan plan assets $73M -> $82M (+13.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAmerican Petroleum Institute Retirement Income Plan total assets $73M -> $83M (+13.3%, 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 | Real Estate/cohen&steers Fundseparate account | Empower Annuity Insurance Company | Real estate | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Large Cap Growth/jp Morganseparate account | Empower Annuity Insurance Company | Public equity | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $297,439 held | Disclosed holding | askebsa.dol.gov |
+14 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 | 607 | $82.5M | $80.2M | 90.2% | $84.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 632 | $72.8M | $79.0M | 88.8% | $82.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 684 | $96.8M | $80.5M | 99.6% | $72.9M | Not disclosed | Not disclosed | Not disclosed |
- Prudential codes 13 $93,177 PY2024
- Global Retirement Partners codes 13 $41,250 PY2024
- Empower Annuity Insurance Company codes 13 $6,266 PY2024
+31 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
American Petroleum Institute Retirement Income 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.
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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Consultant changed2024-12-31source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. 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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.