Equifax Inc. U.S. Retirement Income Plan
Corporate pension, based in Atlanta, Georgia, reporting $342M in assets, for 5,805 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Equifax Inc. U.S. Retirement Income Plan first reports an interest in Nisa Inter Credit: $55M at 2024-12-31.
1 more manager and 2 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- Blackrock Msci Acwi Ex-Us Indx2 commitments
- Blackrock Msci Acwi Ex-Us Index1 commitment
- Nisa Inter Credit1 commitment
- Blackrock2 commitments
- Blackrock Institutional Trust Company, N.A.1 commitment
- Nisa1 commitment
Relationship network
20 connected entities5 observed commitments2 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 3.9%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 29.8%
- U.S. Government securities 9.0%
- Partnership/joint venture interests 5.4%
- Common/collective trusts 51.3%
Consultants and advisers
- US Bank Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock2 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.1 row, latest Dec 31, 2024
- Nisa1 row, 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
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrockplan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedEquifax Inc. U.S. Retirement Income Plan first reports an interest in Nisa Inter Credit: $55M at 2024-12-31with Blackrock Msci Acwi Ex-Us Indxaskebsa.dol.gov
- Dec 31, 2024Holding startedEquifax Inc. U.S. Retirement Income Plan first reports an interest in Russell 3000 Index Non-Lendable Fun (Blackrock): $15M at 2024-12-31with Blackrockaskebsa.dol.gov
- Jan 1, 2024Funded status changedEquifax Inc. U.S. Retirement Income Plan funded ratio 92.1% -> 94.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedEquifax Inc. U.S. Retirement Income Plan funded ratio 116.3% -> 92.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedEquifax Inc. U.S. Retirement Income Plan plan assets $551M -> $398M (-27.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $35.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nisa Inter Creditcollective trust | Nisa | Private credit | $54.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $14.8M held | Disclosed holding | askebsa.dol.gov |
+2 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,805 | $364M | $391M | 94.6% | $342M | $18.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,472 | $398M | $436M | 92.1% | $374M | $19.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,714 | $551M | $439M | 116.3% | $409M | $18.3M | Not disclosed | Not disclosed |
- Willis Towers Watson LLC codes 11 15 50 $517,002 PY2024
- US Bank codes 21 $122,295 PY2024
- Kilpatrick Townsend codes 29 $75,014 PY2024
+23 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 started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+4 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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