Atlas Copco Pension Plan
Corporate pension, based in Parsippany, New Jersey, reporting $48.0M in assets, for 1,274 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Atlas Copco Pension Plan funded ratio 100.9% -> 106.6% (2023-01-01 to 2024-01-01).
15 more commitments
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- Prudential Short-Term3 commitments
- PRU Long Corporate Bond3 commitments
- International Blend/wellington3 commitments
- Empower Annuity Insurance Company6 commitments
- Prudential2 commitments
- Pgim, Inc.2 commitments
Relationship network
23 connected entities18 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
- Pooled separate accounts 100.0%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company6 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
- Pgim, Inc.2 rows, latest Dec 31, 2023
- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Pgim, Inc.plan years
What changed
- Jan 1, 2024Funded status changedAtlas Copco Pension Plan funded ratio 100.9% -> 106.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedAtlas Copco Pension Plan first reports an interest in INV Grade Corp Bond / Pgim (Prudential Retirement & Annuity Ins): $21M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceAtlas Copco Pension Plan no longer reports Corporate Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2023Funded status changedAtlas Copco Pension Plan funded ratio 103.8% -> 100.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAtlas Copco Pension Plan plan assets $61M -> $47M (-22.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Long Corporate Bondseparate account | Empower Annuity Insurance Company | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Blend/wellingtonseparate account | Empower Annuity Insurance Company | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 1,274 | $48.3M | $43.8M | 106.6% | $48.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,329 | $46.9M | $45.1M | 100.9% | $48.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,384 | $60.7M | $56.9M | 103.8% | $46.9M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Co codes 13 15 37 50 64 $107,541 PY2024
- Pgim Quant Sol US Brd Mkt Idx Sched. D P $6.5M PY2024
- International Blend/wellington Sched. D P $6.5M PY2024
+24 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
Atlas Copco Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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.
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Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+2 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
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