DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Huntington Bancshares Retirement Plan
Corporate pensionColumbus, OH
Assets
$702M
Total assets, Dec 31, 2024 reported
Funded
101.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: Huntington Bancshares Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 29.4%
- U.S. Government securities 10.1%
- Partnership/joint venture interests 7.0%
- 103-12 investment entities 1.6%
- Common/collective trusts 49.9%
Consultants and advisers
5 firms
- Mercer Investments LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Huntington National Bank Trusteethrough Dec 31, 2023 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2023 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street Global Advisors Trust4 rows, latest Dec 31, 2024
- State Street Gbl Equity4 rows, latest Dec 31, 2024
- Acadian Asset Management3 rows, latest Dec 31, 2024
- Prudential Trust Co.2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Prudential Trust Co.plan years 2023
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acadian Global Managed Volatility E103 12 ie | Acadian Asset Management | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CF Ssga U.S.LONG Govt Bond Indx Sfcollective trust | State Street Global Advisors Trust | Fixed income | $78.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga All Cap Equity Index Securitiecollective trust | State Street Gbl Equity | Public equity | $36.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Intermediate US Govt Bond Indxcollective trust | State Street Gbl Equity | Fixed income | $41.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Long Duration Credit Fundcollective trust | Prudential Trust Co. | Private credit | $194M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Acadian Global Managed Volatility E103 12 ie | Acadian Asset Management | Pooled vehicles | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CF Ssga U.S.LONG Govt Bond Indx Sfcollective trust | State Street Global Advisors Trust | Fixed income | $85.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ssga All Cap Equity Index Securitiecollective trust | State Street Gbl Equity | Public equity | $35.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ssga Intermediate US Govt Bond Indxcollective trust | State Street Gbl Equity | Fixed income | $41.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU Long Duration Credit Fundcollective trust | Prudential Trust Co. | Private credit | $212M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Acadian Global Managed Volatility E103 12 ie | Acadian Asset Management | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | CF Ssga U.S.LONG Govt Bond Indx Sfcollective trust | State Street Global Advisors Trust | Fixed income | $62.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Global All Cap Equity Ex-Us Index Scollective trust | State Street Global Advisors Trust | Public equity | $26.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 11,707 | $728M | $652M | 101.6% | $702M | $49.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 11,978 | $715M | $663M | 99.5% | $734M | $22.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 12,336 | $1.0B | $666M | 124.6% | $715M | $23.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer Investments LLC codes 17 27 51 52 $808,913 PY2024
- Willis Towers Watson US LLC codes 14 15 $252,595 PY2024
- Prudential Trust Co codes 51 $161,010 PY2024
- Northern Trust codes 21 $155,608 PY2024
- Mercer US LLC codes 11 17 $136,273 PY2024
- Clifton Larson Allen LLP codes 10 $38,889 PY2024
- State Street Global Advisors codes 18 19 51 99 $18,156 PY2024
- Acadian Glbl Low Vltlty Eqty Fund Sched. D E $11.4M PY2024
- Ssga US Long Gov't Bond Indx Nl Sf Sched. D C $78.5M PY2024
- Ssga All Cap Equity Index Securitie Sched. D C $36.8M PY2024
- Ssga Intermediate Govt Index Sched. D C $41.2M PY2024
- Prudential Long Dur Credit Fund Sched. D C $194M PY2024
- Mercer codes 11 PY2024
- Willis Towers Watson US LLC codes 14 15 $1.2M PY2023
- Mercer Investments LLC codes 17 27 51 52 $422,985 PY2023
- Mercer US LLC codes 11 17 $135,145 PY2023
- Huntington National Bank codes 21 $119,612 PY2023
- Northern Trust codes 21 $60,801 PY2023
- Clifton Larson Allen LLP codes 10 $13,125 PY2023
- State Street Global Advisors codes 18 19 51 $12,066 PY2023
- Prudential Trust Co codes 51 $12,064 PY2023
- Ssga Intermediate Govt Index Sched. D C $41.0M PY2023
- Prudential Long Dur Credit Fund Sched. D C $212M PY2023
- Acadian Glbl Low Vltlty Eqty Fund Sched. D E $10.5M PY2023
- Ssga US Long Gov't Bond Indx Nl Sf Sched. D C $85.3M PY2023
- Ssga All Cap Equity Index Securitie Sched. D C $35.3M PY2023
- Mercer codes 11 PY2023
- Mercer Investments LLC codes 17 27 51 52 $1.0M PY2022
- Willis Towers Watson US LLC codes 14 15 $695,614 PY2022
- Mercer US LLC codes 11 17 $144,108 PY2022
- Pricewaterhousecoopers codes 10 $7,500 PY2022
- Acadian Glbl Low Vltlty Eqty Fund Sched. D E $9.1M PY2022
- American Century Non-Us Grwth Ct Sched. D C PY2022
- Collective Lsv Intl Value Eqty Fund Sched. D C PY2022
- Mercer Emerging Mkts Equity Portfol Sched. D C PY2022
- Ssga US Long Gov't Bond Indx Nl Sf Sched. D C $62.1M PY2022
- Loomis Sayles Small/midcap Growth Sched. D C PY2022
- Ssga All Cap Equity Index Securitie Sched. D C $26.6M PY2022
- Victory Integrity Small/midcap Valu Sched. D C PY2022
- Mercer codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedHuntington Bancshares Retirement Plan funded ratio 99.5% -> 101.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceHuntington Bancshares Retirement Plan no longer reports Global All Cap Equity Ex-Us Index S (State Street Global Advisors Trust) (last held $27M at 2022-12-31; absent from the 2023-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2023Holding startedHuntington Bancshares Retirement Plan first reports an interest in Ssga Intermediate US Govt Bond Indx (State Street Gbl Equity): $41M at 2023-12-31with State Street Gbl Equityaskebsa.dol.gov
- Dec 31, 2023Holding startedHuntington Bancshares Retirement Plan first reports an interest in PRU Long Duration Credit Fund (Prudential Trust Co.): $212M at 2023-12-31with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2023Holding startedHuntington Bancshares Retirement Plan first reports an interest in Ssga All Cap Equity Index Securitie (State Street Gbl Equity): $35M at 2023-12-31with State Street Gbl Equityaskebsa.dol.gov
- Jan 1, 2023Funded status changedHuntington Bancshares Retirement Plan funded ratio 124.6% -> 99.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHuntington Bancshares Retirement Plan plan assets $1.0B -> $715M (-29.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310724920-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.