Masterbrand, Inc. Pension Plan
Corporate pension, based in Beachwood, Ohio, reporting $5,644 in assets, for 2,442 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Masterbrand, Inc. Pension Plan total assets $82M -> $5,644 (-100.0%, 2024-12-31 to 2025-12-31).
1 more adviser, 1 more manager, 31 more commitments and 13 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- AON Mid Duration Long Credit Bond F3 commitments
- AON Long Credit Bond Fund3 commitments
- AON Long Government Bond Index Fund3 commitments
- AON Trust Company LLC25 commitments
- Nisa4 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
41 connected entities34 observed commitments17 repeat counterparties32 dated commitments shown here, 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
- Non-interest-bearing cash 0.4%
- Common/collective trusts 98.7%
Consultants and advisers
- AON Investments USA Inc Pension consultantthrough Dec 31, 2025 Form 5500
- Aon Actuarythrough Dec 31, 2025 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2025 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
- AON Trust Company LLC25 rows, latest Dec 31, 2024
- Nisa4 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nisaplan years
- AON Investments USA Incplan years
What changed
- Dec 31, 2025Assets changedMasterbrand, Inc. Pension Plan total assets $82M -> $5,644 (-100.0%, 2024-12-31 to 2025-12-31)
- Dec 31, 2024Holding endedinferenceMasterbrand, Inc. Pension Plan no longer reports AON Global Equity Fund (AON Trust Company LLC) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding startedMasterbrand, Inc. Pension Plan first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $20M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMasterbrand, Inc. Pension Plan no longer reports AON Core Real Estate Fund (AON Trust Company LLC) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMasterbrand, Inc. Pension Plan no longer reports AON Small & Mid Cap Equity Fund (AON Trust Company LLC) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
+13 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 | Nisa Ultra Long Treasury Cifcollective trust | Nisa | Fixed income | $376,115 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | AON Mid Duration Long Credit Bond Fcollective trust | AON Trust Company LLC | Private credit | $77,589 held | Disclosed holding | askebsa.dol.gov |
+31 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,442 | Not disclosed | Not disclosed | n/a | $5,644 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 3,796 | $131M | $127M | 102.2% | $82.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,858 | $119M | $131M | 91.5% | $138M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,920 | $167M | $128M | 113.4% | $119M | Not disclosed | $0 | Not disclosed |
- AON Consulting, Inc. codes 11 50 $804,946 PY2025
- Northern Trust Company codes 21 50 $126,972 PY2025
- AON Investments, Inc. codes 17 50 $48,160 PY2025
+65 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Masterbrand, Inc. Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Total assets changed2025-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+15 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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