Caleres, Inc. Retirement Plan
Corporate pension, based in ST Louis, Missouri, reporting $312M in assets, for 8,254 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Willis Towers Watson US LLC appears on Caleres, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers
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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Relationship network
14 connected entities
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
- 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 2.2%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 22.4%
- Insurance company general account 0.0%
- Registered investment companies 58.6%
- Common stock 26.1%
- Preferred stock 0.0%
- Real estate (other than employer real property) 0.3%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ellwood Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Truist Bank CustodianTrusteethrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Dodge & Coxplan years 2024
- Legal & General Inv Mgmt Americaplan years 2024
- Jennison Associatesplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedLegal & General Investment Mgmt appears on Caleres, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US LLC appears on Caleres, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceT Rowe no longer appears on Caleres, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with T Rowe Price Associates Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedCaleres, Inc. Retirement Plan funded ratio 152.4% -> 106.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCaleres, Inc. Retirement Plan plan assets $457M -> $333M (-27.1%, 2022-01-01 to 2023-01-01)
Commitments
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 | 8,254 | $344M | $276M | 107.1% | $312M | Not disclosed | Not disclosed | $1.1M |
| 2023 to Dec 31, 2023 | 8,071 | $333M | $271M | 106.3% | $344M | Not disclosed | Not disclosed | $142,720 |
| 2022 to Dec 31, 2022 | 8,125 | $457M | $261M | 152.4% | $333M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 17 50 $907,432 PY2024
- Legal & General Investment Mgmt codes 28 51 $504,260 PY2024
- Robeco codes 28 51 $340,377 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source 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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