Axel Johnson Inc. Retirement Plan
Corporate pension, based in Stamford, Connecticut, reporting $78.7M in assets, for 1,660 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Axel Johnson Inc. Retirement Plan first reports an interest in Wtc-Cif II US Inv Grade Corp Long B (Wellington Fd): $16M at 2024-12-31.
1 more adviser and 3 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- West Asset Long Dur Credit R12 commitments
- Wtc-Cif II US Inv Grade Corp Long B1 commitment
- Western Asset Mgmt Company, LLC2 commitments
- Wellington Trust Company, Na1 commitment
Relationship network
16 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 0.9%
- Partnership/joint venture interests 17.1%
- Common/collective trusts 20.0%
- Registered investment companies 61.9%
Consultants and advisers
- Rocaton Investment Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Buck Consultants Actuarythrough Dec 31, 2024 Form 5500
- Principal Custody Solutions Trusteethrough 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
- Western Asset Mgmt Company, LLC2 rows, latest Dec 31, 2023
- Wellington Trust Company, Na1 row, latest Dec 31, 2024
- Western Asset Mgmt Company, LLCplan years
- Wellington Trust Company, Naplan years 2024
- Acadian Intl Small Capplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedAxel Johnson Inc. Retirement Plan first reports an interest in Wtc-Cif II US Inv Grade Corp Long B (Wellington Fd): $16M at 2024-12-31with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceAxel Johnson Inc. Retirement Plan no longer reports West Asset Long Dur Credit R1 (last held $16M at 2023-12-31; absent from the 2024-12-31 filing)with West Asset Long Dur Credit R1askebsa.dol.gov
- Dec 31, 2024Manager relationship startedWellington Trust Company appears on Axel Johnson Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Company, Naaskebsa.dol.gov
- Jan 1, 2024Funded status changedAxel Johnson Inc. Retirement Plan funded ratio 84.7% -> 88.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceRocaton Investment Advisors no longer appears on Axel Johnson Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Rocaton Investment Advisors LLCaskebsa.dol.gov
+3 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 | Wtc-Cif II US Inv Grade Corp Long Bcollective trust | Wellington Trust Company, Na | Pooled vehicles | $15.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | West Asset Long Dur Credit R1collective trust | Western Asset Mgmt Company, LLC | Private credit | $16.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | West Asset Long Dur Credit R1collective trust | Western Asset Mgmt Company, LLC | Private credit | $15.3M 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 | 1,660 | $80.2M | $97.8M | 88.2% | $78.7M | $13.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,689 | $77.8M | $99.9M | 84.7% | $80.3M | $14.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,717 | $107M | $99.6M | 99.4% | $77.8M | $15.6M | Not disclosed | Not disclosed |
- Nepc codes 28 51 $135,144 PY2024
- Principal codes 21 25 28 50 51 59 63 $65,001 PY2024
- Buck Consultants codes 11 50 $39,484 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Axel Johnson Inc. Retirement Plan 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
- Manager relationship started2024-12-31source on record
+5 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
+10 connections on the graph
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