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

JBT Corporation Employees' Retirement Program

Corporate pensionChicago, IL
Assets
$186M
Total assets, Dec 31, 2024 reported
Funded
92.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: John Bean Technologies Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • U.S. Government securities 41.5%
  • Common/collective trusts 58.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Coltv Qual Low Volatility Worldcollective trustNorthern Trust Collective Eafe IndePooled vehicles$50.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Coltv Lt Corp Bond Fdcollective trustNorthern Trust Collective Eafe IndeFixed income$45.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Coltv Qual Low Volatility Worldcollective trustNorthern Trust Collective Eafe IndePooled vehicles$33.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective High Yield Fundcollective trustNorthern Trust Collective Eafe IndeFixed income$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Coltv Lt Corp Bond Fdcollective trustNorthern Trust Collective Eafe IndeFixed income$116M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Coltv Qual Low Volatility Worldcollective trustNorthern Trust Collective Eafe IndePooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective High Yield Fundcollective trustNorthern Trust Collective Eafe IndeFixed income$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Coltv Lt Corp Bond Fdcollective trustNorthern Trust Collective Eafe IndeFixed income$98.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Cltv Emerging Mkts Index Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$186M Dec 31, 2024 reported Form 5500
$235M (2023-12) · $233M (2022-12)
Plan assets
$234M Jan 1, 2024 reported Form 5500
$233M (2023-01) · $289M (2022-01)
Net assets
$185M Dec 31, 2024 reported Form 5500
$234M (2023-12) · $233M (2022-12)
Funded ratio
92.3% Jan 1, 2024 reported Form 5500
90.2% (2023-01) · 106.2% (2022-01)
Funding target
$228M Jan 1, 2024 reported Form 5500
$238M (2023-01) · $234M (2022-01)
Discount rate
5.13% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.38% (2022-01)
Participants
3,079 Jan 1, 2024 reported Form 5500
3,138 (2023-01) · 3,212 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $9.0M (2022-12)
Benefits paid
$45.8M Dec 31, 2024 reported Form 5500
$15.4M (2023-12) · $15.1M (2022-12)
Net investment income
$-49.3M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $-55.9M (2022-12)
Investment management fees
$67,490 Dec 31, 2024 reported Form 5500
$81,718 (2023-12) · $93,309 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,079$234M$228M92.3%$186Mn/an/an/a
2023 to Dec 31, 20233,138$233M$238M90.2%$235Mn/an/an/a
2022 to Dec 31, 20223,212$289M$234M106.2%$233Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • AON Consulting codes 11 50 $1.2M PY2024
  • Aetna Life Insurance Company codes 12 50 $702,650 PY2024
  • The Northern Trust Company codes 21 50 $451,646 PY2024
  • Nisa Investment Advisors L.L.C. codes 28 50 $67,490 PY2024
  • Proskauer Rose LLP codes 29 50 $55,760 PY2024
  • Mayer Brown LLP codes 29 50 $13,845 PY2024
  • NT Coltv Short Term Invt Fund Sched. D C $12.3M PY2024
  • NT Coltv Qual Low Volatility World Sched. D C $50.1M PY2024
  • NT Collective High Yield Fund Sched. D C PY2024
  • NT Coltv Lt Corp Bond Fd Sched. D C $45.7M PY2024
  • AON Consulting, Inc codes 11 PY2024
  • The Northern Trust Company codes 21 50 $1.0M PY2023
  • AON Consulting codes 11 50 $390,394 PY2023
  • Nisa Investment Advisors L.L.C. codes 28 50 $74,298 PY2023
  • State Street Global Advisors Trust codes 28 50 $7,420 PY2023
  • NT Coltv Short Term Invt Fund Sched. D C $8.8M PY2023
  • NT Coltv Qual Low Volatility World Sched. D C $33.4M PY2023
  • NT Collective Russell 3000 Index Fd Sched. D C PY2023
  • NT Collective High Yield Fund Sched. D C $9.7M PY2023
  • NT Coltv Lt Corp Bond Fd Sched. D C $116M PY2023
  • NT Collective Emerging Mkts Fd Sched. D C PY2023
  • NT Collective Eafe Indx Fd Sched. D C PY2023
  • AON Consulting, Inc codes 11 PY2023
  • AON Consulting codes 11 50 $319,529 PY2022
  • The Northern Trust Company codes 21 50 $272,103 PY2022
  • Nisa Investment Advisors L.L.C. codes 28 50 $93,309 PY2022
  • NT Collective Emerging Mkts Fd Sched. D C $4.9M PY2022
  • NT Collective Eafe Indx Fd Sched. D C $10.6M PY2022
  • NT Coltv Short Term Invt Fund Sched. D C $2.7M PY2022
  • NT Coltv Lt Corp Bond Fd Sched. D C $98.2M PY2022
  • NT Collective High Yield Fund Sched. D C $11.1M PY2022
  • NT Coltv Qual Low Volatility World Sched. D C $23.8M PY2022
  • NT Collective Russell 3000 Index Fd Sched. D C $15.6M PY2022
  • AON Consulting, Inc codes 11 PY2022
What changed
10 events
  • Dec 31, 2024Holding endedinference
    JBT Corporation Employees' Retirement Program no longer reports NT Collective High Yield Fund (Northern Trust Collective Eafe Inde) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    State Street Global Advisors Trust no longer appears on JBT Corporation Employees' Retirement Program's Schedule C as investment manager (plan year 2024 vs 2023)
    with State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    JBT Corporation Employees' Retirement Program total assets $235M -> $186M (-21.0%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Funded status changed
    JBT Corporation Employees' Retirement Program funded ratio 90.2% -> 92.3% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Holding endedinference
    JBT Corporation Employees' Retirement Program no longer reports NT Cltv Emerging Mkts Index Fd Nl (Northern Trust Collective Eafe Inde) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    JBT Corporation Employees' Retirement Program no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    JBT Corporation Employees' Retirement Program no longer reports NT Collective Russell 3000 Index Fd (Northern Trust Collective Eafe Inde) (last held $16M at 2022-12-31; absent from the 2023-12-31 filing)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    State Street Global Advisors Trust appears on JBT Corporation Employees' Retirement Program's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Global Advisorsaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    JBT Corporation Employees' Retirement Program funded ratio 106.2% -> 90.2% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    JBT Corporation Employees' Retirement Program plan assets $289M -> $233M (-19.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 911650317-001
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.