ABB Inc. Merged Pension Plan
Corporate pension, based in Cary, North Carolina, reporting $698M in assets, for 3,923 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Nov 2024, ABB Inc. Merged Pension Plan total assets $162M -> $698M (+329.8%, 2023-11-30 to 2024-11-30).
7 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
16 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
›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
- Master trust investment accounts 97.6%
Consultants and advisers
- Curcio Webb Pension consultantthrough Nov 30, 2024 Form 5500
- Muzinich & Co., Inc. Investment adviser (plan)through Nov 30, 2023 Form 5500
- ABB Inc. Investment adviser (plan)through Nov 30, 2023 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Vanguard Investmentsplan years 2023
What changed
- Nov 30, 2024Assets changedABB Inc. Merged Pension Plan total assets $162M -> $698M (+329.8%, 2023-11-30 to 2024-11-30)
- Dec 31, 2023Manager relationship endedinferenceBlackrock Inst. Trust Company Na no longer appears on ABB Inc. Merged Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCurcio Webb appears on ABB Inc. Merged Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 3,923 | $162M | $211M | 84.2% | $698M | Not disclosed | $682M | Not disclosed |
| 2022 to Nov 30, 2023 | 3,485 | $148M | $190M | 84.2% | $162M | Not disclosed | $159M | Not disclosed |
- Alight Solutions LLC codes 13 50 64 $1.5M PY2023
- Wellington Trust Company N.A. codes 27 50 51 52 $891,491 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $615,033 PY2023
+28 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
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2024-11-30source on record
- Manager relationship ended2023-12-31source on record
- Consultant changed2023-12-31source on record
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
+12 connections on the graph
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