Avon Products Inc Personal Retirement Account Plan
Corporate pension, reporting $31.8M in assets, for 383 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Avon Products Inc Personal Retirement Account Plan first reports an interest in AON Long Government Bond Index Fund (AON Trust Company LLC): $5M at 2024-12-31.
1 more adviser, 23 more commitments and 16 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- NT Collective Short Term Investment3 commitments
- NT Cltv World Ex-Us Index Fd Nl2 commitments
- NT Collective Russell 3000 Index Fd2 commitments
- Northern Trust Investments, Inc.15 commitments
- AON Trust Company LLC9 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
Relationship network
44 connected entities26 observed commitments11 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 100.0%
Consultants and advisers
- Northern Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Northern Trust Investments, Inc.15 rows, latest Dec 31, 2024
- AON Trust Company LLC9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2023
- AON Investments USA Incplan years 2024
- Blackrock Institutional Trust Co,naplan years 2022
- Northern Trust Investmentsplan years 2022
What changed
- Dec 31, 2024Holding startedAvon Products Inc Personal Retirement Account Plan first reports an interest in AON Long Government Bond Index Fund (AON Trust Company LLC): $5M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAvon Products Inc Personal Retirement Account Plan no longer reports NT Coll Russell Sm Cap Completeness (Northern Trust Collective Eafe Inde) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAvon Products Inc Personal Retirement Account Plan no longer reports NT Cltv World Ex-Us Index Fd Nl (Northern Trust Collective Eafe Inde) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Holding startedAvon Products Inc Personal Retirement Account Plan first reports an interest in AON Large Cap Equity Index Fund (AON Trust Company LLC): $4M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAvon Products Inc Personal Retirement Account Plan no longer reports NT Col 1-10 Year Interm Cr Bond Ind (Northern Trust Collective Eafe Inde) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
+16 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 | AON Small Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $792,637 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $13.1M held | Disclosed holding | askebsa.dol.gov |
+23 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 | 383 | $35.9M | $39.7M | 82.5% | $31.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 409 | $36.6M | $41.0M | 85.3% | $36.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 294 | $53.9M | $43.3M | 103.2% | $36.7M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 $589,915 PY2024
- Mercer codes 11 $146,405 PY2024
- AON Investments USA Inc. codes 28 $130,769 PY2024
+42 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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+18 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.