Norton Rose Fulbright US LLP Pension Plan
Corporate pension, based in Houston, Texas, reporting $498M in assets, for 1,882 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson no longer appears on Norton Rose Fulbright US LLP Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser and 7 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- Principal Trust Co.2 commitments
- Short Term Inc Fnd for Ebt Ret Plan1 commitment
- Principal Trust Co.2 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 2.2%
- Corporate debt instruments (other) 5.6%
- U.S. Government securities 7.8%
- Other investments 9.3%
- Common/collective trusts 19.9%
- Registered investment companies 37.6%
- Preferred stock 16.7%
Consultants and advisers
- Wells Fargo Bank Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ernst & Young LLP Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
- J.P. Morgan Chase Investment adviser (plan)through 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
- Principal Trust Co.2 rows, latest Dec 31, 2024
- Lazard Asset Management LLCplan years 2023
- Willis Towers Watsonplan years 2023
- Carlson Capital - Black Diamond Ptnplan years 2022
+5 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, 2024Manager relationship endedinferenceWillis Towers Watson no longer appears on Norton Rose Fulbright US LLP Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Willis Towers Watsonaskebsa.dol.gov
- Jan 1, 2024Funded status changedNorton Rose Fulbright US LLP Pension Plan funded ratio 90.2% -> 87.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNorton Rose Fulbright US LLP Pension Plan plan assets $562M -> $495M (-12.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedNorton Rose Fulbright US LLP Pension Plan first reports an interest in Principal Trust Co. (Principal Trust Co.): $25M at 2023-12-31with Principal Trust Co.askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceNorton Rose Fulbright US LLP Pension Plan no longer reports Short Term Inc Fnd for Ebt Ret Plan (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)with Short Term Inc Fnd for Ebt Ret Planaskebsa.dol.gov
+7 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 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal Trust Co.collective trust | Principal Trust Co. | Pooled vehicles | $25.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Short Term Inc Fnd for Ebt Ret Plancollective trust | Wells Fargo Bank Na | Cash | $17.0M 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 | 1,882 | $495M | $581M | 87.0% | $498M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 2,526 | $562M | $677M | 90.2% | $495M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 2,554 | $668M | $667M | 94.7% | $563M | Not disclosed | Not disclosed | Not disclosed |
- Pension Benefit Guaranty Corp codes 14 $1.5M PY2024
- Carlson Capital - Black Diamond Ptn codes 28 $221,235 PY2024
- Silvercrest Asset Mgnt Group codes 28 $214,093 PY2024
+38 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Norton Rose Fulbright US LLP Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+9 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
+14 connections on the graph
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