Ingersoll Rand Industrial U.S., Inc. Pension Plan
Corporate pension, based in Davidson, North Carolina, reporting $176M in assets, for 3,995 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ingersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan Extended Market Index Pool: $3M at 2024-12-31.
1 more adviser, 2 more managers, 27 more commitments and 22 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 Multi-Asset Credit Fund2 commitments
- AON High Yield Plus Fund2 commitments
- AON Large Cap Equity Index Fund2 commitments
- AON Trust Company LLC16 commitments
- Geode Capital Management Trust Company, LLC8 commitments
- Fidelity Institutional Asset Mgmt4 commitments
Relationship network
59 connected entities30 observed commitments12 repeat counterparties28 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 0.1%
- Common/collective trusts 78.7%
- Registered investment companies 21.2%
Consultants and advisers
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2024 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2023 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
- AON Trust Company LLC16 rows, latest Dec 31, 2023
- Geode Capital Management Trust Company, LLC8 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt4 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Geode Capital Management Trust Company, LLCplan years
- T. Rowe Price Trust Companyplan years
What changed
- Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan Extended Market Index Pool: $3M at 2024-12-31with Spartan Extended Market Index Poolaskebsa.dol.gov
- Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan Small Cap Index Pool: $893,181 at 2024-12-31with Spartan Small Cap Index Poolaskebsa.dol.gov
- Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan 500 Index Pool: $12M at 2024-12-31with Spartan 500 Index Poolaskebsa.dol.gov
- Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in Spartan World Minimum Volatility in: $11M at 2024-12-31with Spartan World Minimum Volatility inaskebsa.dol.gov
- Dec 31, 2024Holding startedIngersoll Rand Industrial U.S., Inc. Pension Plan first reports an interest in T. Rowe Price Emerging Mrk Bond: $663,502 at 2024-12-31with T. Rowe Price Emerging Mrk Bondaskebsa.dol.gov
+22 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 | Spartan Real Estate Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Real estate | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Commodity Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Natural resources | $187,201 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Total International Index Pcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov |
+27 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 | 3,995 | $203M | $245M | 86.3% | $176M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,887 | $220M | $271M | 81.8% | $203M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,044 | $327M | $269M | 109.2% | $220M | Not disclosed | Not disclosed | Not disclosed |
- Jpmorgan Chase Bank, N.A. codes 21 62 72 99 $340,277 PY2024
- AON Investments USA Inc codes 27 50 $214,052 PY2024
- Forvis, LLP codes 10 50 $22,890 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ingersoll Rand Industrial U.S., Inc. 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 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
+24 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
+7 connections on the graph
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