Linde U.S. Pension Plan
Corporate pension, based in Danbury, Connecticut, reporting $2.1B in assets, for 17,768 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
7 more commitments
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- Boyd Watterson Asset Management2 commitments
- NT Collective S&p 500 Index Fund2 commitments
- Russell 1000 Growth Index Fund2 commitments
- Northern Trust Investments, Inc.8 commitments
Relationship network
34 connected entities10 observed commitments7 repeat counterparties9 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 1.2%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 12.3%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 4.0%
- Other investments 0.9%
- Partnership/joint venture interests 6.1%
- Common/collective trusts 66.2%
- Registered investment companies 8.2%
- Common stock 0.0%
- Preferred stock 0.0%
Consultants and advisers
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.8 rows, latest Dec 31, 2024
- Mercer Investments LLCplan years 2024
- Global Trust Companyplan years 2023
- Shenkman Capital Management Incplan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Boyd Watterson Asset Managementcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $142M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $133M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $513M held | Disclosed holding | askebsa.dol.gov |
+7 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 | 17,768 | $2.0B | $1.9B | 103.4% | $2.1B | $126M | $0 | $0 |
| 2023 to Dec 31, 2023 | 17,449 | $1.8B | $1.9B | 103.3% | $2.0B | $147M | $0 | $0 |
- Morgan Stanley Real Estate Advisor codes 28 51 $1.6M PY2024
- Mawer Investment Management Ltd. codes 28 51 $1.1M PY2024
- Aon codes 15 50 $1.0M PY2024
+44 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
Linde U.S. Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
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›Connections
every published relationship on the graph
+11 connections on the graph
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