Exxonmobil Pension Plan
Corporate pension, based in Spring, Texas, reporting $12B in assets, for 61,475 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Exxonmobil Pension Plan first reports an interest in Long Term Credit Bond Index Fund: $4.5B at 2024-12-31.
2 more advisers, 1 more manager, 13 more commitments and 5 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- Extended Equity Market Fund3 commitments
- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- NT Collective Govt Short Term Invt3 commitments
- Blackrock Institutional Trust Company, N.A.9 commitments
- Northern Trust Investments, Inc.3 commitments
- Northern Trust Investments, Incorporated3 commitments
Relationship network
48 connected entities16 observed commitments6 repeat counterparties15 dated commitments shown here, 2022 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
- Corporate debt instruments (other) 5.8%
- Corporate debt instruments (preferred) 0.8%
- U.S. Government securities 6.3%
- Insurance company general account 0.0%
- Other investments 0.3%
- Partnership/joint venture interests 3.8%
- Common/collective trusts 60.0%
- Registered investment companies 3.9%
- Common stock 16.3%
Consultants and advisers
- Nova Pension Consulting, LP Pension consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Pension consultantthrough Dec 31, 2022 Form 5500
- Conduent Hr Services LLC Custodianthrough Dec 31, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.9 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporated3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Northern Trust Investments, Incorporatedplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedExxonmobil Pension Plan first reports an interest in Long Term Credit Bond Index Fund: $4.5B at 2024-12-31with Long Term Credit Bond Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedExxonmobil Pension Plan first reports an interest in Short Term Investment Funds (Blackrock Institutional Trust): $755M at 2024-12-31with Blackrock Institutional Trustaskebsa.dol.gov
- Dec 31, 2024Holding startedExxonmobil Pension Plan first reports an interest in CF Blackrock US Strips 20+year Bond: $369M at 2024-12-31with CF Blackrock US Strips 20+year Bondaskebsa.dol.gov
- Dec 31, 2024Holding startedExxonmobil Pension Plan first reports an interest in Short-Term Investment Fund: $3M at 2024-12-31with Short-Term Investment Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPacific Investment Management Compa appears on Exxonmobil Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pacific Investmt Management Co LLCaskebsa.dol.gov
+5 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, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CF Blackrock US Strips 20+year Bondcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $369M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $4.5B held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
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 | 61,475 | $11B | $10.0B | 84.7% | $12B | $461M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 62,625 | $11B | $9.6B | 80.0% | $12B | $376M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 69,205 | $14B | $10B | 115.7% | $12B | $471M | Not disclosed | Not disclosed |
- Nova Pension Consulting, LP codes 17 50 70 $3.1M PY2024
- Alight Solutions Lcc codes 15 99 $2.9M PY2024
- Conduent Hr Services LLC codes 19 21 25 28 50 51 52 $875,810 PY2024
+71 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Exxonmobil Pension Plan sits on 9 traced paths of capital across the graphs.
DFX traced 9 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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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
+7 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
+11 connections on the graph
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