Liberty Mutual Retirement Benefit Plan
Corporate pension, based in Boston, Massachusetts, reporting $6.3B in assets, for 81,337 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Grant Thornton no longer appears on Liberty Mutual Retirement Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers, 12 more commitments 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- Msci Acwi Ex-Us Imi Russia Index Fd3 commitments
- Short-Term Investment Fund3 commitments
- Msci World Ex-Us Index Fund a3 commitments
- Blackrock Institutional Trust Company, N.A.15 commitments
Relationship network
26 connected entities15 observed commitments6 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
- Interest-bearing cash 0.0%
- Corporate debt instruments (other) 23.6%
- Corporate debt instruments (preferred) 13.9%
- U.S. Government securities 1.3%
- Other investments 3.2%
- Partnership/joint venture interests 26.1%
- Common/collective trusts 18.6%
- Pooled separate accounts 0.1%
- Registered investment companies 10.2%
- Common stock 0.0%
Consultants and advisers
- Deloitte Tax LLP ActuaryGeneral consultantthrough Dec 31, 2023 Form 5500
- Grant Thornton, LLP Pension consultantthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP General consultantthrough Dec 31, 2022 Form 5500
+3 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
- Blackrock Institutional Trust Company, N.A.15 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Cardinal Investment Advisorsplan years 2023
+2 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, 2024Consultant changedinferenceGrant Thornton no longer appears on Liberty Mutual Retirement Benefit Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Grant Thornton, LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceCardinal Investment Advisors, LLC no longer appears on Liberty Mutual Retirement Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Cardinal Investment Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedLiberty Mutual Retirement Benefit Plan funded ratio 97.6% -> 100.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedCardinal Investment Advisors, LLC appears on Liberty Mutual Retirement Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cardinal Investment Advisorsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePricewaterhousecoopers LLP no longer appears on Liberty Mutual Retirement Benefit Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Pricewaterhousecoopers LLPaskebsa.dol.gov
+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 | Msci Acwi Ex-Us Imi Russia Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $949 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $5,050 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci World Ex-Us Index Fund acollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $272M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 81,337 | $6.8B | $6.7B | 100.1% | $6.3B | $1.6B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 85,750 | $6.9B | $6.8B | 97.6% | $6.9B | $1.6B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 79,024 | $9.1B | $6.3B | 107.5% | $6.8B | $1.6B | Not disclosed | Not disclosed |
- FID Inv Inst Ops Co codes 15 16 50 $6.9M PY2024
- Goldman Sachs Asset Management codes 28 51 56 $6.2M PY2024
- Blackrock Inst Trust Company, N.A. codes 28 51 $1.1M PY2024
+42 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
Liberty Mutual Retirement Benefit Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Manager relationship ended2024-12-31source on record
- Consultant 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
+13 connections on the graph
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