Oerlikon USA Holding, Inc. Pension Plan
Corporate pension, based in Export, Pennsylvania, reporting $16.0M in assets, for 885 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Oerlikon USA Holding, Inc. Pension Plan first reports an interest in Fiam Emerging Markets Debt Commingl (Fidelity Institutional Asset Mgmt): $590,075 at 2024-12-31.
43 more commitments and 17 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- Fiam High Yield Bond Comm Pl3 commitments
- Spartan 500 Index Pool3 commitments
- Fiam Long Duration Commingled Pool3 commitments
- Fidelity Institutional Asset Mgmt40 commitments
- Geode Capital Management Trust Company, LLC6 commitments
Relationship network
68 connected entities46 observed commitments20 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 0.1%
- Common/collective trusts 93.5%
- Registered investment companies 6.4%
Consultants and advisers
- Onedigital Pension consultantthrough Dec 31, 2024 Form 5500
- Fidelity Management Trust Company Pension consultantthrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Fidelity Institutional Asset Mgmt40 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLC6 rows, latest Dec 31, 2024
- Geode Capital Management Trust Company, LLCplan years
- Fidelity Institutional Asset Mgmtplan years 2022
What changed
- Dec 31, 2024Holding startedOerlikon USA Holding, Inc. Pension Plan first reports an interest in Fiam Emerging Markets Debt Commingl (Fidelity Institutional Asset Mgmt): $590,075 at 2024-12-31with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOerlikon USA Holding, Inc. Pension Plan no longer reports Fiam Small Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $409,067 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding startedOerlikon USA Holding, Inc. Pension Plan first reports an interest in Spartan Extended Market Index Pool: $893,486 at 2024-12-31with Spartan Extended Market Index Poolaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOerlikon USA Holding, Inc. Pension Plan no longer reports Fiam Small/mid Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $403,974 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOerlikon USA Holding, Inc. Pension Plan no longer reports Fiam Emerging Markets Commingled Po (Fidelity Institutional Asset Mgmt) (last held $842,100 at 2023-12-31; absent from the 2024-12-31 filing)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
+17 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 | Fiam High Yield Bond Comm Plcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $4,814 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan Total International Index Pcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Spartan 500 Index Poolcollective trust | Geode Capital Management Trust Company, LLC | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov |
+43 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 | 885 | $33.7M | $38.0M | 92.6% | $16.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 924 | $33.0M | $40.2M | 87.3% | $33.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 943 | $47.8M | $41.1M | 105.3% | $33.0M | Not disclosed | Not disclosed | Not disclosed |
- FID Mgmt Trust Co codes 17 21 50 $200,167 PY2024
- Buck/conduent Consultants codes 11 17 50 $158,712 PY2024
- FID Inst Asset Mgmt Co codes 28 51 $56,335 PY2024
+69 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
Oerlikon USA Holding, Inc. 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+19 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.