Siemens Pension Plan
Corporate pension, based in Iselin, New Jersey, reporting $1.4B in assets, for 18,839 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Siemens Pension Plan no longer reports Msci Acwi Imi Index Nl Fund (State Street Global Advisors Trust) (last held $217M at 2023-12-31; absent from the 2024-12-31 filing).
6 more advisers, 2 more managers, 6 more commitments and 11 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- Long Term Credit Bond Index Fund3 commitments
- State Street Msci Acw1 Ex USA Im N1 commitment
- Msci Acwi Imi Index Nl Fund1 commitment
- Blackrock Institutional Trust Company, N.A.4 commitments
- State Street Global Advisors Trust2 commitments
- Schroder1 commitment
Relationship network
37 connected entities9 observed commitments4 repeat counterpartiescommitments 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
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 58.1%
- U.S. Government securities 12.1%
- Other investments 6.7%
- Common/collective trusts 16.8%
- Registered investment companies 4.9%
Consultants and advisers
- Nepc, LLC General consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Investment Service General consultantthrough Dec 31, 2022 Form 5500
- Dopkins and Company, LLP General consultantthrough Dec 31, 2022 Form 5500
+6 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.4 rows, latest Dec 31, 2024
- State Street Global Advisors Trust2 rows, latest Dec 31, 2024
- Schroder1 row, latest Dec 31, 2022
+2 more managers 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
- Invesco Trust Companyplan years 2022
+8 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 endedinferenceSiemens Pension Plan no longer reports Msci Acwi Imi Index Nl Fund (State Street Global Advisors Trust) (last held $217M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding startedSiemens Pension Plan first reports an interest in State Street Msci Acw1 Ex USA Im N (State Street Global Advisors Trust): $212M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLongview Partners no longer appears on Siemens Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Longview Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceInvesco Trust Company no longer appears on Siemens Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedState Street Global Advisors appears on Siemens Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
+11 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 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $28.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street Msci Acw1 Ex USA Im Ncollective trust | State Street Global Advisors Trust | Pooled vehicles | $212M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Term Credit Bond Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $34.3M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 18,839 | $1.5B | $1.5B | 84.5% | $1.4B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 19,460 | $1.5B | $1.5B | 80.0% | $1.5B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 19,913 | $2.0B | $1.5B | 105.3% | $1.5B | Not disclosed | Not disclosed | Not disclosed |
- Alight Solutions codes 16 50 $952,455 PY2024
- Income Research & Managment codes 28 50 51 $577,324 PY2024
- Jpmorgan Chase Bank, N.A. codes 21 50 62 72 $565,402 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Siemens Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+13 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
+22 connections on the graph
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