Bosch Pension Plan
Corporate pension, based in Farmington Hills, Michigan, reporting $1.6B in assets, for 18,635 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Bosch Pension Plan total assets $1.3B -> $1.6B (+24.8%, 2022-12-31 to 2023-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- NT Coltv 1-10 Yr Intermed Govt Bd1 commitment
- NT Coll Long Term Gov Bnd Idx Fd Nl1 commitment
- NT Collective Short Term Investment1 commitment
- Northern Trust Investments, Inc.3 commitments
Relationship network
11 connected entities3 observed commitments1 repeat counterpartycommitments 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 0.2%
- Corporate debt instruments (other) 32.3%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 19.5%
- Other investments 0.1%
- Common/collective trusts 38.9%
- Registered investment companies 6.4%
Consultants and advisers
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
What changed
- Dec 31, 2023Assets changedBosch Pension Plan total assets $1.3B -> $1.6B (+24.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBosch Pension Plan funded ratio 127.0% -> 106.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBosch Pension Plan plan assets $1.7B -> $1.3B (-25.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Coltv 1-10 Yr Intermed Govt Bdcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $233M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Coll Long Term Gov Bnd Idx Fd Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $268M 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 | 18,635 | Not disclosed | Not disclosed | n/a | $1.6B | Not disclosed | $0 | Not disclosed |
| 2023 to Dec 31, 2023 | 14,145 | $1.3B | $1.2B | 106.6% | $1.6B | Not disclosed | $1.6B | Not disclosed |
| 2022 to Dec 31, 2022 | 14,363 | $1.7B | $1.1B | 127.0% | $1.3B | Not disclosed | $1.3B | Not disclosed |
- Telus Health codes 15 50 64 $102,809 PY2024
- NT Col 1-10 Yr. Intermediate Govt B Sched. D C $233M PY2024
- NT Coll Lt Gov Bond Index Nl Sched. D C $118M PY2024
+6 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
Record history
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.