The Teknor Apex Company Retirement Plan
Corporate pension, based in Pawtucket, Rhode Island, reporting $243M in assets, for 1,706 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2023, The Teknor Apex Company Retirement Plan funded ratio 101.2% -> 97.5% (2022-01-01 to 2023-01-01).
14 more advisers
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- Principal U.S. Property Sa-Z3 commitments
- Principal3 commitments
Relationship network
23 connected entities3 observed commitments2 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 1.0%
- Non-interest-bearing cash 0.3%
- U.S. Government securities 13.6%
- Insurance company general account 0.3%
- Partnership/joint venture interests 21.0%
- Common/collective trusts 18.6%
- Pooled separate accounts 41.4%
- Registered investment companies 2.7%
- Common stock 0.0%
Consultants and advisers
- Rhumbline Custodianthrough Dec 31, 2024 Form 5500
- SLC Management US Interm Inv Grade Custodianthrough Dec 31, 2024 Form 5500
- J.P. Morgan Investment Management Custodianthrough Dec 31, 2024 Form 5500
+14 more consultants and advisers 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
- Principal3 rows, latest Dec 31, 2024
What changed
- Jan 1, 2023Funded status changedThe Teknor Apex Company Retirement Plan funded ratio 101.2% -> 97.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Teknor Apex Company Retirement Plan plan assets $255M -> $223M (-12.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $757,920 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $3.5M held | Disclosed holding | askebsa.dol.gov |
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 | 1,706 | $233M | $213M | 96.0% | $243M | $51.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,864 | $223M | $206M | 97.5% | $235M | $51.9M | Not disclosed | $0 |
| 2022 to Dec 31, 2022 | 1,874 | $255M | $196M | 101.2% | $233M | $46.9M | Not disclosed | Not disclosed |
- Cambridge Associates LLC codes 18 51 $473,067 PY2024
- USI Consulting Group codes 11 50 $250,661 PY2024
- Clarion Partners codes 18 51 $133,650 PY2024
+40 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
Record history
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+18 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.