Windstream Pension Plan
Corporate pension, based in Little Rock, Arkansas, reporting $438M in assets, for 4,570 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Windstream Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing).
5 more advisers, 7 more managers, 21 more commitments and 10 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- GS Ct Inter Duration Credit Fund3 commitments
- Russell 1000 Index Nl Fund3 commitments
- Prudential US Long Duration Hq Bond3 commitments
- Goldman Sachs Trust Company3 commitments
- State Street Global Advisors Trust3 commitments
- Prudential Trust Co.3 commitments
Relationship network
53 connected entities24 observed commitments18 repeat counterparties9 dated commitments shown here, 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
- Interest-bearing cash 9.9%
- Non-interest-bearing cash 3.5%
- U.S. Government securities 9.8%
- Other investments 0.5%
- Partnership/joint venture interests 14.4%
- 103-12 investment entities 1.6%
- Common/collective trusts 38.2%
- Common stock 0.0%
Consultants and advisers
- Allspring Intermediate II LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Apex Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Pension consultantActuarythrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Goldman Sachs Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Allspringplan years
- MFS Heritage Trust Companyplan years
- RV Kuhns & Associatesplan years 2023
+6 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, 2024Holding endedinferenceWindstream Pension Plan no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRVK, Inc. no longer appears on Windstream Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with RV Kuhns & Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMarathon Asset Management LLP no longer appears on Windstream Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Marathon Asset Mgmt LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAcadian Asset Management appears on Windstream Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Acadian Asset Managementaskebsa.dol.gov
- Jan 1, 2024Assets changedWindstream Pension Plan plan assets $476M -> $419M (-12.1%, 2023-01-01 to 2024-01-01)
+10 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 | MFS International Equity Fundcollective trust | MFS Heritage Trust Company | Public equity | $28.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Allspring Emerging Markets Eq Citcollective trust | Allspring | Public equity | $21.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GS Ct Inter Duration Credit Fundcollective trust | Goldman Sachs Trust Company | Private credit | $13.3M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 4,570 | $419M | $586M | 76.0% | $438M | $63.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,535 | $476M | $639M | 76.2% | $415M | $83.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,976 | $1.0B | $857M | 107.4% | $479M | $101M | Not disclosed | Not disclosed |
- Merrill Lynch Retirement Group codes 15 $520,551 PY2024
- Goldman Sachs codes 28 51 56 $329,335 PY2024
- Willis Towers Watson codes 11 50 $223,219 PY2024
+89 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Windstream Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+12 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
+19 connections on the graph
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