Ameren Retirement Plan
Corporate pension, based in ST. Louis, Missouri, reporting $4.8B in assets, for 23,854 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ernst & Young appears on Ameren Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 9 more managers, 35 more commitments and 8 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- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- Msci Acwi Ex-Us Imi Russia Index Fd3 commitments
- Causeway International Value Group3 commitments
- Blackrock Institutional Trust Company, N.A.7 commitments
- BNY Mellon6 commitments
- Causeway Capital Management LLC3 commitments
Relationship network
71 connected entities38 observed commitments21 repeat counterparties16 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 0.4%
- Corporate debt instruments (other) 1.7%
- Corporate debt instruments (preferred) 8.0%
- U.S. Government securities 21.5%
- Other investments 9.2%
- Partnership/joint venture interests 3.7%
- 103-12 investment entities 3.8%
- Common/collective trusts 32.7%
- Pooled separate accounts 1.1%
- Registered investment companies 3.8%
- Common stock 13.2%
Consultants and advisers
- Ernst & Young LLP General consultantthrough Dec 31, 2024 Form 5500
- Aon General consultantthrough Dec 31, 2024 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 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
- Blackrock Institutional Trust Company, N.A.7 rows, latest Dec 31, 2024
- BNY Mellon6 rows, latest Dec 31, 2024
- Causeway Capital Management LLC3 rows, latest Dec 31, 2024
+9 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
- HarbourVestplan years
+19 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 startedAmeren Retirement Plan first reports an interest in Short-Term Investment Fund: $37,566 at 2024-12-31with Short-Term Investment Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedTowers Watson Investment Services appears on Ameren Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSanderson Asset Management no longer appears on Ameren Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Sanderson Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceErnst & Young appears on Ameren Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Ernst & Young LLPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAON Consulting appears on Ameren Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
+8 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 | Short-Term Investment Fund103 12 ie | Blackrock Institutional Trust Company, N.A. | Cash | $37,566 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $44.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci Acwi Ex-Us Imi Russia Index Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $173 held | Disclosed holding | askebsa.dol.gov |
+35 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 | 23,854 | $4.3B | $4.1B | 105.0% | $4.8B | $179M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 24,106 | $4.0B | $4.1B | 97.6% | $4.7B | $189M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 24,017 | $5.7B | $3.9B | 124.0% | $4.4B | $202M | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 17 $1.7M PY2024
- Jennison Assoc Capital Corp codes 28 51 $1.3M PY2024
- Pzena Investment Management codes 28 51 $1.3M PY2024
+112 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ameren Retirement Plan sits on 16 traced paths of capital across the graphs.
DFX traced 16 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 started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+10 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
+30 connections on the graph
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