The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan
Corporate pension, based in NEW York, New York, reporting $80.3M in assets, for 873 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan first reports an interest in EB Temporary Investment (BNY Mellon): $2M at 2024-12-31.
1 more adviser, 1 more manager and 8 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- Vftc Instl Tot Intl Stock Mkt Index2 commitments
- Vftc Instl 500 Index Trust2 commitments
- Prudential Core Plus Bond Fund2 commitments
- Vanguard4 commitments
- Vanguard Fiduciary Trust Company2 commitments
- Prudential Trust Co.2 commitments
Relationship network
25 connected entities11 observed commitments9 repeat counterparties9 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
- Partnership/joint venture interests 15.3%
- Common/collective trusts 84.3%
Consultants and advisers
- Alight Solutions LLC General consultantthrough Dec 31, 2022 Form 5500
- Callan LLC General consultantthrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Vanguard4 rows, latest Dec 31, 2024
- Vanguard Fiduciary Trust Company2 rows, latest Dec 31, 2024
- Prudential Trust Co.2 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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- Vanguard Fiduciary Trust Companyplan years
- Vanguardplan years
- Rreef America II LPplan years 2024
+1 more Schedule C manager
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
- Dec 31, 2024Holding startedThe Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan first reports an interest in EB Temporary Investment (BNY Mellon): $2M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Assets changedThe Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan total assets $205M -> $80M (-60.8%, 2022-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedThe Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan funded ratio 145.5% -> 154.5% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance Pension Plan plan assets $250M -> $80M (-67.8%, 2022-01-01 to 2024-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Vftc Instl Tot Intl Stock Mkt Indexcollective trust | Vanguard Fiduciary Trust Company | Public equity | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Vftc Instl 500 Index Trustcollective trust | Vanguard | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $24.4M held | Disclosed holding | askebsa.dol.gov |
+8 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 | 873 | $80.3M | $52.7M | 154.5% | $80.3M | $12.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,132 | $250M | $158M | 145.5% | $205M | $23.9M | Not disclosed | Not disclosed |
- Alight Holding Company LLC codes 50 65 $86,525 PY2024
- Prudential Trust Co./jennison codes 28 51 $63,252 PY2024
- Rreef America II LP codes 28 51 $45,924 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Bank of Tokyo-Mitsubishi Ufj, Ltd. Cash Balance 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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+1 more change 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
+9 connections on the graph
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