Burlington Northern Santa Fe Retirement Plan
Corporate pension, based in Fort Worth, Texas, reporting $3.1B in assets, for 15,507 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Qdro Consultants CO.LLC appears on Burlington Northern Santa Fe Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser and 2 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- NT Collective Govt Short Term Invt3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
10 connected entities3 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
- Non-interest-bearing cash 0.0%
- U.S. Government securities 1.1%
- Common/collective trusts 0.3%
- Common stock 98.6%
Consultants and advisers
- Qdro Consultants CO.LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceQdro Consultants CO.LLC appears on Burlington Northern Santa Fe Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Qdro Consultants CO.LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedBurlington Northern Santa Fe Retirement Plan total assets $2.6B -> $3.1B (+17.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBurlington Northern Santa Fe Retirement Plan funded ratio 120.8% -> 125.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedBurlington Northern Santa Fe Retirement Plan plan assets $2.3B -> $2.6B (+11.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedBurlington Northern Santa Fe Retirement Plan total assets $2.3B -> $2.6B (+11.0%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $31.9M held | Disclosed holding | askebsa.dol.gov |
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 | 15,507 | $2.6B | $1.6B | 125.2% | $3.1B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 16,031 | $2.3B | $1.6B | 120.8% | $2.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 16,432 | $3.2B | $1.6B | 134.8% | $2.3B | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 15 17 $878,622 PY2024
- Mercer codes 11 17 $120,535 PY2024
- Northern Trust Company codes 21 $116,671 PY2024
+16 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Burlington Northern Santa Fe Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source 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
+5 connections on the graph
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