Ericsson US Pension Plan
Corporate pension, based in Plano, Texas, reporting $526M in assets, for 2,910 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Ericsson US Pension Plan funded ratio 93.6% -> 95.8% (2023-01-01 to 2024-01-01).
1 more adviser and 1 more dated event
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- Mhtc Cit - International Intrinsic3 commitments
- MFS Heritage Trust Company3 commitments
Relationship network
17 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 3.3%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 46.7%
- Corporate debt instruments (preferred) 1.9%
- U.S. Government securities 23.5%
- Insurance company general account 0.0%
- Common/collective trusts 4.3%
- Registered investment companies 13.0%
- Common stock 4.1%
Consultants and advisers
- Pacific Investmt Management Co LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Barrow Hanley Mewhinney & Strauss 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
- MFS Heritage Trust Company3 rows, latest Dec 31, 2024
- MFS Heritage Trust Companyplan years
- Pgim Incplan years 2022
- Legal & General Inv Mgmt Americaplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedEricsson US Pension Plan funded ratio 93.6% -> 95.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Investment Management Inc no longer appears on Ericsson US Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLegal&general Invstmnt Mgmt America no longer appears on Ericsson US Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAgincourt Capital Management, LLC no longer appears on Ericsson US Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Agincourtaskebsa.dol.gov
- Jan 1, 2023Funded status changedEricsson US Pension Plan funded ratio 131.8% -> 93.6% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | Mhtc Cit - International Intrinsiccollective trust | MFS Heritage Trust Company | Pooled vehicles | $22.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Mhtc Cit - International Intrinsiccollective trust | MFS Heritage Trust Company | Pooled vehicles | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mhtc Cit - International Intrinsiccollective trust | MFS Heritage Trust Company | Pooled vehicles | $18.4M 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 | 2,910 | $487M | $431M | 95.8% | $526M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,372 | $503M | $455M | 93.6% | $516M | $203,414 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,967 | $2.0B | $1.5B | 131.8% | $550M | $501,596 | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 14 15 17 38 50 $1.2M PY2024
- Pgim, Inc. codes 28 50 51 68 $570,574 PY2024
- Pimco codes 27 28 50 51 72 $376,213 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ericsson US Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+3 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
+11 connections on the graph
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