DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Gatx Corporation Noncontributory Pension Plan for Salaried Employees

Corporate pensionChicago, IL
Assets
$227M
Total assets, Dec 31, 2024 reported
Funded
91.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
33
none on the tape
Plan sponsor: Gatx Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$55.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$58.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Acw Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$29.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202420+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024UBS Trumbull Diversified Propertycollective trustUbsReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global Real Estate Fundcollective trustAON Hewitt Investment Consulting, IReal estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mid Duration Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$34.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$57.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$66.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Acw Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202320+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$30.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UBS Trumbull Diversified Propertycollective trustUbsReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Real Estate Fundcollective trustAON Hewitt Investment Consulting, IReal estate$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mid Duration Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$71.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$48.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Acw Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AON Core Real Estate Fundcollective trustAON Trust Company LLCReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202220+ Year US Treasury Strips Indexcollective trustAON Hewitt Investment Consulting, IFixed income$36.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UBS Trumbull Diversified Propertycollective trustUbsReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Global Real Estate Fundcollective trustAON Hewitt Investment Consulting, IReal estate$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mid Duration Long Credit Bond Fundcollective trustAON Hewitt Investment Consulting, IPrivate credit$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$227M Dec 31, 2024 reported Form 5500
$231M (2023-12) · $224M (2022-12)
Plan assets
$231M Jan 1, 2024 reported Form 5500
$224M (2023-01) · $321M (2022-01)
Net assets
$227M Dec 31, 2024 reported Form 5500
$231M (2023-12) · $224M (2022-12)
Funded ratio
91.7% Jan 1, 2024 reported Form 5500
89.5% (2023-01) · 106.9% (2022-01)
Funding target
$218M Jan 1, 2024 reported Form 5500
$218M (2023-01) · $221M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.44% (2022-01)
Participants
2,029 Jan 1, 2024 reported Form 5500
2,008 (2023-01) · 2,045 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$16.9M Dec 31, 2024 reported Form 5500
$19.0M (2023-12) · $30.5M (2022-12)
Net investment income
$-4.1M Dec 31, 2024 reported Form 5500
$6.8M (2023-12) · $-97.3M (2022-12)
Investment management fees
$250,109 Dec 31, 2024 reported Form 5500
$239,281 (2023-12) · $293,178 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,029$231M$218M91.7%$227Mn/an/an/a
2023 to Dec 31, 20232,008$224M$218M89.5%$231Mn/an/an/a
2022 to Dec 31, 20222,045$321M$221M106.9%$224Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting codes 11 51 $418,255 PY2024
  • AON Investments USA Inc codes 17 51 $232,347 PY2024
  • Northern Trust Company codes 21 50 $126,132 PY2024
  • Morgan Lewis & Bockius LLP codes 29 51 $32,437 PY2024
  • UBS Global Asset Management codes 28 51 $17,762 PY2024
  • NT Collective Russell 2000 Ind F-Nl Sched. D C $5.1M PY2024
  • AON Core Real Estate Fd-Class I Apl Sched. D C $3.2M PY2024
  • 20+ Year US Treasury Strips Index Sched. D C $26.5M PY2024
  • UBS Trumbull Diversified Property Sched. D C $2.2M PY2024
  • Global Real Estate Fund Sched. D C $2.1M PY2024
  • MID Duration Long Credit Fund Sched. D C $34.0M PY2024
  • NT Collective Short-Term Invst Fd Sched. D C $4.4M PY2024
  • Long Credit Bond Fund Sched. D C $55.8M PY2024
  • NT Col S&p 500 Index Fd Nl Sched. D C $58.4M PY2024
  • NT Collective Acw Index Fd Nl Sched. D C $29.8M PY2024
  • NT Col S&p 400 Index Fd Nl Sched. D C $5.2M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • AON Consulting codes 11 51 $436,585 PY2023
  • AON Investments USA Inc codes 17 51 $223,827 PY2023
  • Northern Trust Company codes 21 50 $84,324 PY2023
  • Morgan Lewis & Bockius LLP codes 29 51 $24,789 PY2023
  • UBS Global Asset Management codes 28 51 $15,454 PY2023
  • NT Col S&p 400 Index Fd Nl Sched. D C $6.0M PY2023
  • NT Collective Russell 2000 Ind F-Nl Sched. D C $6.0M PY2023
  • AON Core Real Estate Fd-Class I Apl Sched. D C $3.3M PY2023
  • 20+ Year US Treasury Strips Index Sched. D C $30.8M PY2023
  • UBS Trumbull Diversified Property Sched. D C $2.5M PY2023
  • Global Real Estate Fund Sched. D C $2.3M PY2023
  • Mid Duration Long Credit Fund Sched. D C $18.6M PY2023
  • NT Collective Short-Term Invst Fd Sched. D C $4.0M PY2023
  • Long Credit Bond Fund Sched. D C $57.1M PY2023
  • NT Col S&p 500 Index Fd Nl Sched. D C $66.0M PY2023
  • NT Collective Acw Index Fd Nl Sched. D C $34.2M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • AON Consulting codes 11 51 $412,496 PY2022
  • AON Investments USA Inc codes 17 51 $266,841 PY2022
  • Northern Trust Company codes 21 50 $122,411 PY2022
  • UBS Global Asset Management codes 28 51 $26,337 PY2022
  • Morgan Lewis & Bockius LLP codes 29 51 $5,003 PY2022
  • NT Collective Russell 2000 Ind F-Nl Sched. D C $4.4M PY2022
  • AON Core Real Estate Fd-Class I Apl Sched. D C $3.9M PY2022
  • 20+ Year US Treasury Strips Index Sched. D C $36.2M PY2022
  • UBS Trumbull Diversified Property Sched. D C $3.3M PY2022
  • Global Real Estate Fund Sched. D C $1.3M PY2022
  • Mid Duration Long Credit Fund Sched. D C $22.5M PY2022
  • NT Collective Short-Term Invst Fd Sched. D C $2.6M PY2022
  • AON Core Real Estate Fund Sched. D C PY2022
  • Long Credit Bond Fund Sched. D C $71.7M PY2022
  • NT Col S&p 500 Index Fd Nl Sched. D C $48.1M PY2022
  • NT Collective Acw Index Fd Nl Sched. D C $25.7M PY2022
  • NT Col S&p 400 Index Fd Nl Sched. D C $4.6M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
3 events
  • Jan 1, 2024Funded status changed
    Gatx Corporation Noncontributory Pension Plan for Salaried Employees funded ratio 89.5% -> 91.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Gatx Corporation Noncontributory Pension Plan for Salaried Employees funded ratio 106.9% -> 89.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Gatx Corporation Noncontributory Pension Plan for Salaried Employees plan assets $321M -> $224M (-30.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361124040-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.