Croda Inc. Retirement Plan
Corporate pension, based in Plainsboro, New Jersey, reporting $141M in assets, for 1,116 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Nov 2024, Croda Inc. Retirement Plan no longer reports Kiltearn Global Equity Fund (Kiltearn Partners) (last held $5M at 2023-11-30; absent from the 2024-11-30 filing).
1 more adviser, 4 more managers 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- Russell 3000 Index Fund2 commitments
- Long US Credit Indx Nl Fund2 commitments
- Long Term Govt Bond Index Fund2 commitments
- Blackrock Institutional Trust Co,na2 commitments
- State Street Global Advisors Trust Company2 commitments
- Blackrock Insti. Trust Company, N.A2 commitments
Relationship network
30 connected entities11 observed commitments8 repeat counterparties6 dated commitments shown here, 2023 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
- Interest-bearing cash 1.7%
- Common/collective trusts 36.6%
- Registered investment companies 61.7%
Consultants and advisers
- State Street Global Advisors Custodianthrough Nov 30, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Nov 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Nov 30, 2023 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
- Blackrock Institutional Trust Co,na2 rows, latest Nov 30, 2024
- State Street Global Advisors Trust Company2 rows, latest Nov 30, 2024
- Blackrock Insti. Trust Company, N.A2 rows, latest Nov 30, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Wellingtonplan years
+5 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
- Nov 30, 2024Holding endedinferenceCroda Inc. Retirement Plan no longer reports Kiltearn Global Equity Fund (Kiltearn Partners) (last held $5M at 2023-11-30; absent from the 2024-11-30 filing)with Kiltearn Partnersaskebsa.dol.gov
- Nov 30, 2024Holding endedinferenceCroda Inc. Retirement Plan no longer reports WTC Ctf Asian Opportunities (last held $2M at 2023-11-30; absent from the 2024-11-30 filing)with WTC Ctf Asian Opportunitiesaskebsa.dol.gov
- Nov 30, 2024Holding startedCroda Inc. Retirement Plan first reports an interest in Short-Term Investment Fund: $70 at 2024-11-30with Short-Term Investment Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Trust Company, Na no longer appears on Croda Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
- Dec 1, 2023Funded status changedCroda Inc. Retirement Plan funded ratio 92.2% -> 86.0% (2022-12-01 to 2023-12-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Long US Credit Indx Nl Fundcollective trust | State Street Global Advisors Trust Company | Private credit | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $9.3M 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.
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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 1,116 | $135M | $131M | 86.0% | $141M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 1,147 | $144M | $130M | 92.2% | $135M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 13 50 $365,137 PY2023
- Windmark Investment Partners, Inc. codes 28 51 $201,966 PY2023
- State Street Bank & Trust codes 19 25 28 50 62 63 99 $62,792 PY2023
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-11-30source on record
- Holding in a pooled vehicle ended2024-11-30source on record
- Holding in a pooled vehicle started2024-11-30source on record
+2 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
+13 connections on the graph
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