Convergys Corporation Pension Plan
Corporate pension, based in Cincinnati, Ohio, reporting $115M in assets, for 3,648 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Convergys Corporation Pension Plan no longer reports Russell Fixed Income I Fund (Russell Trust Company) (last held $58M at 2023-12-31; absent from the 2024-12-31 filing).
12 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Russell International Fund3 commitments
- Ritc Emerging Markets Fund3 commitments
- Russell Equity II Fund3 commitments
- Russell Trust Company15 commitments
Relationship network
22 connected entities15 observed commitments6 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
- Common/collective trusts 99.4%
Consultants and advisers
- State Street Global Advisors Directed trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Russell Trust Company15 rows, latest Dec 31, 2024
- Russell Trust Companyplan years
What changed
- Dec 31, 2024Holding endedinferenceConvergys Corporation Pension Plan no longer reports Russell Fixed Income I Fund (Russell Trust Company) (last held $58M at 2023-12-31; absent from the 2024-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceConvergys Corporation Pension Plan no longer reports Russell Multi-Manager Bond Fund (Russell Trust Company) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedConvergys Corporation Pension Plan funded ratio 100.7% -> 87.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedConvergys Corporation Pension Plan plan assets $159M -> $116M (-27.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell International Fundcollective trust | Russell Trust Company | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ritc Emerging Markets Fundcollective trust | Russell Trust Company | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Equity II Fundcollective trust | Russell Trust Company | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 3,648 | $118M | $126M | 88.8% | $115M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,764 | $116M | $130M | 87.6% | $118M | $9,949 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,135 | $159M | $139M | 100.7% | $116M | $113,800 | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 25 50 51 $476,949 PY2024
- AON Consutling codes 11 13 50 $54,995 PY2024
- Russell 1000 Index Fund Sr I Sched. D C $14.5M PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+4 connections on the graph
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