Employees Pension Plan for Sharon Tube Company
Corporate pension, based in Chicago, Illinois, reporting $86.0M in assets, for 295 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Prudential US Long Duration Corp Bd no longer appears on Employees Pension Plan for Sharon Tube Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers and 3 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- PRU U.S. Long Duration Corp Bd3 commitments
- Acadian Global Managed Volatility E3 commitments
- Prudential Trust Co.3 commitments
- Acadian Asset Management3 commitments
Relationship network
11 connected entities6 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
- Interest-bearing cash 3.0%
- Common/collective trusts 56.0%
- Registered investment companies 41.0%
Consultants and advisers
- Acadian Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Prudential Trust Co. Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank, National Association Trusteethrough Dec 31, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Prudential Trust Co.3 rows, latest Dec 31, 2024
- Acadian Asset Management3 rows, latest Dec 31, 2024
- Highland Consultingplan years 2022
What changed
- Dec 31, 2024Consultant changedinferencePrudential US Long Duration Corp Bd no longer appears on Employees Pension Plan for Sharon Tube Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAcadian Asset Management,llc no longer appears on Employees Pension Plan for Sharon Tube Company's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Acadian Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedEmployees Pension Plan for Sharon Tube Company funded ratio 100.4% -> 111.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEmployees Pension Plan for Sharon Tube Company funded ratio 109.8% -> 100.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEmployees Pension Plan for Sharon Tube Company plan assets $105M -> $85M (-18.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $44.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acadian Global Managed Volatility Ecollective trust | Acadian Asset Management | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU U.S. Long Duration Corp Bdcollective trust | Prudential Trust Co. | Fixed income | $14.3M held | Disclosed holding | askebsa.dol.gov |
+3 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 Dec 31, 2024 | 295 | $81.3M | $79.0M | 111.0% | $86.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 451 | $85.2M | $93.4M | 100.4% | $81.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 461 | $105M | $91.4M | 109.8% | $85.4M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 11 $110,926 PY2024
- Highland Consulting codes 28 $64,694 PY2024
- PNC Bank, National Association codes 21 $18,851 PY2024
+19 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
Employees Pension Plan for Sharon Tube Company sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source 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
+7 connections on the graph
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