Bekaert Corporation Retirement Income Plan
Corporate pension, based in Atlanta, Georgia, reporting $96.5M in assets, for 811 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, JP Morgan Chase Bank appears on Bekaert Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023).
6 more managers, 30 more commitments and 24 more dated events
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- Treasury U.S. 5 Year Key Rate Durat2 commitments
- Prudential Short-Term2 commitments
- Ir+m Collective Inv Trust Ci2 commitments
- Blackrock Institutional Trust4 commitments
- Towers Watson Investment Services,4 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
Relationship network
62 connected entities33 observed commitments17 repeat counterparties14 dated commitments shown here, 2023 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
- Insurance company general account 0.4%
- Common/collective trusts 98.3%
- Pooled separate accounts 1.3%
Consultants and advisers
- Global Portfolio Strategies, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust4 rows, latest Dec 31, 2024
- Towers Watson Investment Services,4 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Prudentialplan years
+4 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, 2024Manager relationship startedJP Morgan Chase Bank appears on Bekaert Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with JP Morgan Chase Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock Institutional Trust no longer appears on Bekaert Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trustaskebsa.dol.gov
- Dec 31, 2023Holding startedBekaert Corporation Retirement Income Plan first reports an interest in L&g Global Core Infrastructure Cit (Legal and General): $7M at 2023-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBekaert Corporation Retirement Income Plan no longer reports Small Cap Value/silvercrest (Prudential Retirement & Annuity Ins) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBekaert Corporation Retirement Income Plan no longer reports Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
+24 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, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential | Cash | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ir+m Collective Inv Trust Cicollective trust | Global Trust Company | Pooled vehicles | $491,304 held | Disclosed holding | askebsa.dol.gov |
+30 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 | 811 | $101M | $105M | 105.2% | $96.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 902 | $106M | $112M | 103.4% | $105M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 910 | $141M | $112M | 115.5% | $106M | Not disclosed | Not disclosed | Not disclosed |
- JP Morgan Chase Bank codes 28 50 $431,356 PY2024
- Willis Towers Watson codes 11 50 $135,900 PY2024
- Empower Capital Management, LLC codes 15 50 $33,325 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+26 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
+10 connections on the graph
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