OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees
Taft-Hartley plan, based in OAK Ridge, Tennessee, reporting $343M in assets, for 1,946 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Active Long Corporate Fixed: $78M at 2024-12-31.
22 more commitments 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- Mercer Emerging Markets Equity Port3 commitments
- Mercer US Large Cap Core Passive Eq3 commitments
- Mercer Erisa Hedge Fund Investors3 commitments
- Mercer Investments LLC25 commitments
Relationship network
29 connected entities25 observed commitments10 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 basesTaft-Hartley planShowHide
Allocation policy
- Partnership/joint venture interests 5.3%
- Common/collective trusts 87.1%
- Registered investment companies 1.2%
- Common stock 0.0%
- Real estate (other than employer real property) 2.7%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Mercer Investments LLC25 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years
What changed
- Dec 31, 2024Holding startedOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Active Long Corporate Fixed: $78M at 2024-12-31with Mercer Active Long Corporate Fixedaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Non-Us Core Equity Portfolio (last held $46M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Non-Us Core Equity Portfolioaskebsa.dol.gov
- Dec 31, 2024Holding startedOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Non-Us Core Equity: $33M at 2024-12-31with Non-Us Core Equityaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees no longer reports Mercer Core Passive Fixed Income (last held $48M at 2023-12-31; absent from the 2024-12-31 filing)with Mercer Core Passive Fixed Incomeaskebsa.dol.gov
- Dec 31, 2024Holding startedOAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees first reports an interest in Mercer Long Strips Fixed Income: $50M at 2024-12-31with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
+7 more dated events
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 | Mercer Long Strips Fixed Incomecollective trust | Mercer Investments LLC | Fixed income | $50.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer Emerging Markets Equity Portcollective trust | Mercer Investments LLC | Public equity | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mercer US Large Cap Core Passive Eqcollective trust | Mercer Investments LLC | Public equity | $71.6M held | Disclosed holding | askebsa.dol.gov |
+22 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 | 1,946 | Not disclosed | Not disclosed | n/a | $343M | $18.0M | Not disclosed | $9.3M |
| 2023 to Dec 31, 2023 | 1,969 | Not disclosed | Not disclosed | n/a | $327M | $14.0M | Not disclosed | $24.3M |
| 2022 to Dec 31, 2022 | 1,988 | Not disclosed | Not disclosed | n/a | $295M | $6.9M | Not disclosed | $20.2M |
- Mercer Investments LLC codes 27 51 52 $1.2M PY2024
- Mercer codes 11 50 $519,556 PY2024
- Truist Bank codes 21 50 $111,150 PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
OAK Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- 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
+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
+5 connections on the graph
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