Hallstar Services Corp. Retirement Income Plan
Corporate pension, based in Chicago, Illinois, reporting $27.2M in assets, for 144 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Hallstar Services Corp. Retirement Income Plan first reports an interest in Multi-Manager Lds Cit II: $15M at 2025-09-30.
3 more managers, 29 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock S&p Mc Indx Cit3 commitments
- Principal/t. Rowe Price Institution3 commitments
- Principal/blackrock S&p 500 Index3 commitments
Relationship network
37 connected entities32 observed commitments17 repeat counterparties18 dated commitments shown here, 2023 to 2025
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 0.8%
- Common/collective trusts 93.0%
- Registered investment companies 6.1%
Consultants and advisers
- Principal Spectrum Asset Management Custodianthrough Sep 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock9 rows, latest Sep 30, 2025
- T Rowe Price6 rows, latest Sep 30, 2025
- Voya3 rows, latest Sep 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Blackrockplan years
- T. Rowe Price Trust Companyplan years
- T Rowe Priceplan years
+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
- Sep 30, 2025Holding startedHallstar Services Corp. Retirement Income Plan first reports an interest in Multi-Manager Lds Cit II: $15M at 2025-09-30with Multi-Manager Lds Cit IIaskebsa.dol.gov
- Sep 30, 2025Holding startedHallstar Services Corp. Retirement Income Plan first reports an interest in Liability Driven Solution Cit III N: $4M at 2025-09-30with Liability Driven Solution Cit III Naskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan no longer reports Pfg/federated Total Return Bond Cit (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Pfg/federated Total Return Bond Citaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Principal/dodge & Cox Intermediateaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan no longer reports Allspring Core Bond Cit F (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Allspring Core Bond Cit Faskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/t. Rowe Price Institutioncollective trust | T Rowe Price | Pooled vehicles | $520,350 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
+29 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 Sep 30, 2025 | 144 | $25.0M | $11.0M | 80.0% | $27.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 141 | $22.8M | $12.1M | 107.2% | $25.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 284 | $36.7M | $28.5M | 102.7% | $23.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal codes 15 19 21 27 28 50 51 62 $76,356 PY2024
- Core Bond Cit N Sched. D C PY2024
- Alliance Bernstein Lg Cap Gr Cit N Sched. D C $649,563 PY2024
+38 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
Record history
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.