Food Pantry, Ltd. Pension Plan
Corporate pension, based in Honolulu, Hawaii, reporting $34.2M in assets, for 564 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Loomis Sayles Trust Company appears on Food Pantry, Ltd. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
7 more advisers, 1 more manager, 2 more commitments and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- PRU U.S. Long Duration Corp Bd2 commitments
- Acadian Collective Investment Trust1 commitment
- Legal & General Long Duration U.S.1 commitment
Relationship network
25 connected entities5 observed commitments2 repeat counterparties4 dated commitments shown here, 2023 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 3.6%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 41.9%
- Registered investment companies 38.6%
- Common stock 15.7%
Consultants and advisers
- Legal & General Inv Mgmt America Investment adviser (plan)through Dec 31, 2024 Form 5500
- Loomis Sayles High Yield Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
- Pgim Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
+7 more consultants and advisers 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
- Prudential Trust Co.2 rows, latest Dec 31, 2024
- Acadian1 row, latest Dec 31, 2024
- Legal and General1 row, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Acadianplan years
- SSI Investment Managementplan years 2022
What changed
- Dec 31, 2024Holding startedFood Pantry, Ltd. Pension Plan first reports an interest in Legal & General Long Duration U.S. (Legal and General): $4M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding startedFood Pantry, Ltd. Pension Plan first reports an interest in Acadian Collective Investment Trust: $4M at 2024-12-31with Acadian Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2024Holding startedFood Pantry, Ltd. Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $2M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLoomis Sayles Trust Company appears on Food Pantry, Ltd. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Loomis Sayles High Yield Fundaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLgim appears on Food Pantry, Ltd. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
+6 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 | Acadian Collective Investment Trustcollective trust | Acadian | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov |
+2 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 | 564 | $35.1M | $38.1M | 86.5% | $34.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 683 | $35.3M | $39.3M | 82.9% | $35.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 701 | $42.9M | $38.6M | 103.3% | $35.3M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting, Inc. codes 11 16 50 $102,373 PY2024
- First Hawaiian Bank codes 21 50 $40,520 PY2024
- Verus Investments codes 27 50 $38,000 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Food Pantry, Ltd. 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+8 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.