WBC Holdings, L.P. Cash Balance Retirement Plan
Corporate pension, based in Chicago, Illinois, reporting $125M in assets, for 254 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, WBC Holdings, L.P. Cash Balance Retirement Plan no longer reports 1-3 Year Govt Bond Index Fund F (last held $4M at 2024-12-31; absent from the 2025-12-31 filing).
4 more commitments and 3 more dated events
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Capital path
who backs this record, through what, into what; each name opens its own path- Wilmgt Tr Cit Cg 2030 Fd4 commitments
- 1-3 Year Govt Bond Index Fund F3 commitments
- Callan LLC4 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
Relationship network
10 connected entities7 observed commitments4 repeat counterpartiescommitments 2022 to 2025
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
- Common/collective trusts 69.1%
- Registered investment companies 15.8%
Consultants and advisers
- Schwab Retirement Plan Services Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
- Callan LLC4 rows, latest Dec 31, 2025
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Callan LLCplan years
What changed
- Dec 31, 2025Holding endedinferenceWBC Holdings, L.P. Cash Balance Retirement Plan no longer reports 1-3 Year Govt Bond Index Fund F (last held $4M at 2024-12-31; absent from the 2025-12-31 filing)with 1-3 Year Govt Bond Index Fund Faskebsa.dol.gov
- Dec 31, 2025Assets changedWBC Holdings, L.P. Cash Balance Retirement Plan total assets $103M -> $125M (+21.5%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Assets changedWBC Holdings, L.P. Cash Balance Retirement Plan plan assets $80M -> $103M (+29.2%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedWBC Holdings, L.P. Cash Balance Retirement Plan total assets $80M -> $103M (+29.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedWBC Holdings, L.P. Cash Balance Retirement Plan plan assets $56M -> $80M (+41.9%, 2023-01-01 to 2024-01-01)
+3 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, 2025 | Wilmgt Tr Cit Cg 2030 Fdcollective trust | Callan LLC | Pooled vehicles | $86.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 1-3 Year Govt Bond Index Fund Fcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wilmgt Tr Cit Cg 2030 Fdcollective trust | Callan LLC | Pooled vehicles | $77.2M held | Disclosed holding | askebsa.dol.gov |
+4 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 | 254 | $103M | $89.8M | 114.5% | $125M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 247 | $79.6M | $70.2M | 113.5% | $103M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 236 | $56.1M | $49.1M | 114.2% | $79.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 229 | $35.5M | $29.5M | 120.2% | $56.2M | Not disclosed | Not disclosed | Not disclosed |
- Wilmgt Tr Cit Cg 2030 Fd Sched. D C $86.4M PY2025
- 1-3 Year Govt Bond Index Fund F Sched. D C PY2025
- Schwab Retirement Plan Services codes 11 PY2025
+10 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-12-31source on record
- Total assets changed2025-12-31source on record
- Total assets changed2025-01-01source 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
+5 connections on the graph
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