Automatic Data Processing Inc Pension Retirement Plan
Corporate pension, based in Roseland, New Jersey, reporting $1.8B in assets, for 41,544 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mercer appears on Automatic Data Processing Inc Pension Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
11 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- NT Collective S&p 500 Index Nl3 commitments
- Fiam Select International Plus3 commitments
- NT Collective Extended Equity Index3 commitments
- Northern Trust Investments, Inc.8 commitments
- Fidelity Institutional Asset Mgmt3 commitments
- Exeter Trust Company3 commitments
Relationship network
29 connected entities14 observed commitments8 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 0.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 36.7%
- Corporate debt instruments (preferred) 2.4%
- U.S. Government securities 1.9%
- Other investments 0.4%
- Common/collective trusts 57.7%
Consultants and advisers
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.8 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
- Exeter Trust Company3 rows, latest Dec 31, 2024
- Loomis Saylesplan years 2024
- Fidelity Institutional Asset Mgmtplan years 2024
- Wellington Managementplan years 2024
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceMercer appears on Automatic Data Processing Inc Pension Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2024Funded status changedAutomatic Data Processing Inc Pension Retirement Plan funded ratio 90.9% -> 93.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedAutomatic Data Processing Inc Pension Retirement Plan first reports an interest in NT Coltv 1-10 Yr Intermed Govt Bd (Northern Trust Collective Eafe Inde): $384M at 2023-12-31with Northern Trust Investments, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedAutomatic Data Processing Inc Pension Retirement Plan funded ratio 104.3% -> 90.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAutomatic Data Processing Inc Pension Retirement Plan plan assets $2.1B -> $1.6B (-25.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective S&p 500 Index Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $172M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fiam Select International Pluscollective trust | Fidelity Institutional Asset Mgmt | Pooled vehicles | $171M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Extended Equity Indexcollective trust | Northern Trust Investments, Inc. | Public equity | $44.0M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 41,544 | $1.7B | $1.5B | 93.7% | $1.8B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 42,338 | $1.6B | $1.5B | 90.9% | $1.7B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 43,439 | $2.1B | $1.5B | 104.3% | $1.6B | Not disclosed | Not disclosed | Not disclosed |
- Telus codes 14 $1.8M PY2024
- Manning and Napier Advisors codes 51 $1.6M PY2024
- Nisa Investment Advisors codes 51 $487,882 PY2024
+46 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
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source 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
+15 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.