Henry Crown and Company Pension Plan
Corporate pension, based in Chicago, Illinois, reporting $159M in assets, for 749 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mercer Investments LLC no longer appears on Henry Crown and Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
6 more advisers, 2 more commitments and 4 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- NT Collective Short Term Investment3 commitments
- Silchester Int'l Value Equity Trust2 commitments
- Northern Trust Investments, Inc.3 commitments
- Silchester International Investor2 commitments
Relationship network
16 connected entities5 observed commitments5 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
- Corporate debt instruments (other) 0.4%
- Other investments 41.2%
- Partnership/joint venture interests 0.2%
- Common/collective trusts 11.8%
- Common stock 46.4%
Consultants and advisers
- Mercer Investments LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Select Equity Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Silchester International Investor Investment adviser (plan)through 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
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Silchester International Investor2 rows, latest Dec 31, 2023
What changed
- Dec 31, 2024Holding endedinferenceHenry Crown and Company Pension Plan no longer reports Silchester Int'l Value Equity Trust (Silchester International Investor) (last held $32M at 2023-12-31; absent from the 2024-12-31 filing)with Silchester International Investoraskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer Investments LLC no longer appears on Henry Crown and Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedHenry Crown and Company Pension Plan total assets $144M -> $159M (+10.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedHenry Crown and Company Pension Plan funded ratio 166.3% -> 190.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedHenry Crown and Company Pension Plan plan assets $130M -> $144M (+10.6%, 2023-01-01 to 2024-01-01)
+4 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 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $32.4M held | Disclosed holding | askebsa.dol.gov |
+2 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 | 749 | $144M | $75.9M | 190.0% | $159M | $281,342 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 960 | $130M | $78.4M | 166.3% | $144M | $278,687 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 957 | $156M | $73.1M | 214.1% | $130M | $274,262 | Not disclosed | Not disclosed |
- Select Equity Group LP codes 27 51 $313,666 PY2024
- Silchester International Investors codes 27 51 $284,291 PY2024
- Mercer codes 11 50 $279,759 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Henry Crown and Company 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.
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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
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
+6 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
+10 connections on the graph
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