DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates

Corporate pensionWichita, KS
Assets
$498M
Total assets, Dec 31, 2024 reported
Funded
88.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Bombardier Aerospace (holdings) USA Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 12.8%
  • U.S. Government securities 3.8%
  • Other investments 0.0%
  • Partnership/joint venture interests 3.4%
  • Common/collective trusts 14.8%
  • Registered investment companies 61.5%
  • Common stock 0.1%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024GS Ct Long Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$49.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GS Ct Long Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$55.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$40.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Boston Company Emerging Mkts Fundcollective trustBoston Safe Deposit and TrustPooled vehicles$246,558 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GS Ct Long Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$49.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GS Ct Inter Duration Credit Fundcollective trustGoldman Sachs Trust CompanyPrivate credit$37.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Boston Company Emerging Mkts Fundcollective trustBoston Safe Deposit and TrustPooled vehicles$157,275 heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$498M Dec 31, 2024 reported Form 5500
$489M (2023-12) · $439M (2022-12)
Plan assets
$485M Jan 1, 2024 reported Form 5500
$436M (2023-01) · $647M (2022-01)
Net assets
$497M Dec 31, 2024 reported Form 5500
$486M (2023-12) · $436M (2022-12)
Funded ratio
88.1% Jan 1, 2024 reported Form 5500
82.3% (2023-01) · 106.6% (2022-01)
Funding target
$593M Jan 1, 2024 reported Form 5500
$582M (2023-01) · $585M (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.42% (2022-01)
Participants
4,506 Jan 1, 2024 reported Form 5500
4,560 (2023-01) · 5,737 (2022-01)
Contributions
$32.3M Dec 31, 2024 reported Form 5500
$26.7M (2023-12) · $0 (2022-12)
Benefits paid
$29.2M Dec 31, 2024 reported Form 5500
$27.2M (2023-12) · $64.4M (2022-12)
Net investment income
$10.5M Dec 31, 2024 reported Form 5500
$50.5M (2023-12) · $-211M (2022-12)
Investment management fees
$157,404 Dec 31, 2024 reported Form 5500
$84,238 (2023-12) · $1.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,506$485M$593M88.1%$498M$16.7Mn/an/a
2023 to Dec 31, 20234,560$436M$582M82.3%$489M$10.8Mn/an/a
2022 to Dec 31, 20225,737$647M$585M106.6%$439Mn/a$0n/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
15 events
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates no longer reports Boston Company Emerging Mkts Fund (last held $246,558 at 2023-12-31; absent from the 2024-12-31 filing)
    with Boston Company Emerging Mkts Fundaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates funded ratio 82.3% -> 88.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates plan assets $436M -> $485M (+11.4%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    RBC Global Asset Management Uk Ltd no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with RBC Global Asset Management Uk Ltdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Pgim, Inc. no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pgim Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    P/e Global LLC no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with P/e Global LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Alliance Bernstein no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with Alliance Bernstein, L.P.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Allspring Global Investments no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with Allspring Intermediate II LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Agilis Partners LLC no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Agilis Partners LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Timessquare Capital Management LLC no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with Timessquare Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Allianz Global Investors U.S. LLC no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with Allianz Global Investors U.S. LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Unigestion (uk) Limited no longer appears on Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates's Schedule C as investment manager (plan year 2023 vs 2022)
    with Unigestion (uk) Ltd.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates total assets $439M -> $489M (+11.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates funded ratio 106.6% -> 82.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates plan assets $647M -> $436M (-32.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 475222722-008
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.