Nationwide Retirement Plan - Account Balance
Corporate pension, based in Columbus, Ohio, reporting $908M in assets, for 30,074 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Nationwide Retirement Plan - Account Balance total assets $5.3B -> $908M (-82.8%, 2023-12-31 to 2024-12-31).
1 more commitment and 2 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- EB Temporary Investment2 commitments
- Wtc-Cif II Opp Emerging Mrk Dt S1 P2 commitments
- BNY Mellon2 commitments
- Wellington Trust Company, Na2 commitments
Relationship network
17 connected entities4 observed commitments4 repeat counterpartiescommitments 2022 to 2023
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
- Master trust investment accounts 84.7%
Consultants and advisers
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- BNY Mellon2 rows, latest Dec 31, 2023
- Wellington Trust Company, Na2 rows, latest Dec 31, 2023
- American International Group, Inc.plan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- Fidelity Institutional Asset Mgmt Tplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Assets changedNationwide Retirement Plan - Account Balance total assets $5.3B -> $908M (-82.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedNationwide Retirement Plan - Account Balance funded ratio 80.0% -> 87.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNationwide Retirement Plan - Account Balance plan assets $4.8B -> $823M (-82.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceAig no longer appears on Nationwide Retirement Plan - Account Balance's Schedule C as investment manager (plan year 2023 vs 2022)with American International Group, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePolaris Capital Management no longer appears on Nationwide Retirement Plan - Account Balance's Schedule C as investment manager (plan year 2023 vs 2022)with Polaris Capital Management LLCaskebsa.dol.gov
+2 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, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $54.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II Opp Emerging Mrk Dt S1 Pcollective trust | Wellington Trust Company, Na | Pooled vehicles | $79.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II Opp Emerging Mrk Dt S1 Pcollective trust | Wellington Trust Company, Na | Pooled vehicles | $183M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 | 30,074 | $823M | $759M | 87.0% | $908M | $0 | $769M | Not disclosed |
| 2023 to Dec 31, 2023 | 57,570 | $4.8B | $5.0B | 80.0% | $5.3B | $1.3B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 57,056 | $6.5B | $4.6B | 114.1% | $5.0B | $1.5B | Not disclosed | Not disclosed |
- Nationwide Defined Benefit Mt Sched. D M $769M PY2024
- Deloitte Consulting LLP codes 11 PY2024
- FMR Corp codes 15 28 50 $2.7M PY2023
+19 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+4 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
+7 connections on the graph
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