Ahold USA, Inc. Pension Plan
Corporate pension, based in Quincy, Massachusetts, reporting $566M in assets, for 6,758 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Conduent Incorporated no longer appears on Ahold USA, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 27 more commitments 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- EB Temporary Investment3 commitments
- AON Large Cap Equity Index Fund3 commitments
- AON Non-Us Equity Index Fund3 commitments
- AON Trust Company LLC27 commitments
- BNY Mellon3 commitments
Relationship network
36 connected entities30 observed commitments13 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 1.3%
- Corporate debt instruments (other) 15.4%
- U.S. Government securities 0.1%
- Other investments 1.2%
- Common/collective trusts 81.8%
Consultants and advisers
- Aon General consultantthrough Dec 31, 2022 Form 5500
- Conduent Incorporated General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na General consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- AON Trust Company LLC27 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
- Nisa Investment Advisors, LLCplan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceConduent Incorporated no longer appears on Ahold USA, Inc. Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Conduent Incorporatedaskebsa.dol.gov
- Dec 31, 2024Assets changedAhold USA, Inc. Pension Plan total assets $826M -> $566M (-31.5%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceBlackrock Institutional Trust no longer appears on Ahold USA, Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCurcio Webb LLC no longer appears on Ahold USA, Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Jan 1, 2023Funded status changedAhold USA, Inc. Pension Plan funded ratio 111.3% -> 83.7% (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 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $39.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Large Cap Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $27.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Non-Us Equity Index Fundcollective trust | AON Trust Company LLC | Public equity | $16.9M held | Disclosed holding | askebsa.dol.gov |
+27 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 | 6,758 | $816M | $788M | 85.3% | $566M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,924 | $814M | $801M | 83.7% | $826M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,230 | $1.1B | $806M | 111.3% | $816M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 15 16 50 $1.2M PY2024
- AON Consulting Inc. codes 16 27 50 65 $582,589 PY2024
- Nisa Investment Advisors codes 28 50 65 $335,711 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ahold USA, Inc. Pension Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 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
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Consultant changed2023-12-31source 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
+9 connections on the graph
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