Allstate Retirement Plan
Corporate pension, based in Dallas, Texas, reporting $4.2B in assets, for 65,044 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mercer Investments appears on Allstate Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
8 more advisers and 3 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- State Street Msci Eafe Index Non-Le1 commitment
- Russell 1000 Index Nl Fund1 commitment
- Ssga Canada Msci Index Nl1 commitment
- State Street Global Advisors Trust Company2 commitments
- State Street Global Advisors Trust1 commitment
Relationship network
22 connected entities3 observed commitments2 repeat counterpartiescommitments 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 1.8%
- Corporate debt instruments (other) 17.7%
- Corporate debt instruments (preferred) 7.8%
- U.S. Government securities 33.4%
- Other investments 0.0%
- Other loans 1.9%
- Partnership/joint venture interests 25.9%
- Common/collective trusts 7.7%
- Common stock 2.8%
Consultants and advisers
- Mercer Investments LLC Pension consultantthrough Dec 31, 2024 Form 5500
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Ernst & Young LLP Pension consultantthrough Dec 31, 2022 Form 5500
+8 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
- State Street Global Advisors Trust Company2 rows, latest Dec 31, 2024
- State Street Global Advisors Trust1 row, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceMercer Investments appears on Allstate Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Investment USA Inc. no longer appears on Allstate Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedAllstate Retirement Plan funded ratio 83.0% -> 87.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceInvesco Trust Company no longer appears on Allstate Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackrock Institutional Trust CO.NA no longer appears on Allstate Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
+3 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 Dec 31, 2024 | State Street Msci Eafe Index Non-Lecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $266M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Canada Msci Index Nlcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $34.8M held | Disclosed holding | askebsa.dol.gov |
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 | 65,044 | $4.1B | $4.1B | 87.9% | $4.2B | $1.1B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 65,083 | $4.1B | $4.2B | 83.0% | $4.3B | $1.0B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 57,517 | $6.1B | $4.3B | 97.9% | $4.4B | $942M | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 50 $3.2M PY2024
- Willis Towers Watson US LLC codes 11 17 50 $284,562 PY2024
- Mercer Investments codes 17 27 50 $180,000 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Allstate Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
+5 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
+12 connections on the graph
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