Firstgroup America, Inc. Pension Plan
Corporate pension, based in Cincinnati, Ohio, reporting $93.8M in assets, for 2,279 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Firstgroup America, Inc. Pension Plan plan assets $79M -> $97M (+22.1%, 2023-01-01 to 2024-01-01).
1 more adviser, 1 more commitment and 3 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- DB Growth Portfolio3 commitments
- AON Return Enhancing Alt Portfolio1 commitment
- AON Investments USA Inc1 commitment
Relationship network
28 connected entities4 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
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 67.8%
- U.S. Government securities 12.1%
- Other investments 7.0%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 10.7%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- AON Investments USA Inc1 row, latest Dec 31, 2022
- Aonplan years
- AON Investments USA Incplan years
- SLC Managementplan years 2023
What changed
- Jan 1, 2024Assets changedFirstgroup America, Inc. Pension Plan plan assets $79M -> $97M (+22.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceFirstgroup America, Inc. Pension Plan no longer reports AON Return Enhancing Alt Portfolio (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with AON Return Enhancing Alt Portfolioaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCapfinancial Partners, LLC appears on Firstgroup America, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSLC Capital Management (U.S.) LLC appears on Firstgroup America, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SLC Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAON Hewitt Investment Consulting no longer appears on Firstgroup America, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with AON Investments USA Incaskebsa.dol.gov
+3 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 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust, N.A. | Pooled vehicles | $38.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | AON Return Enhancing Alt Portfolio103 12 ie | AON Investments USA Inc | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 2,279 | $97.1M | $98.0M | 84.8% | $93.8M | $28,503 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,333 | $79.5M | $102M | 85.1% | $97.2M | $472,362 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,397 | $101M | $103M | 89.3% | $79.5M | $1.5M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 34 50 70 $215,248 PY2024
- SLC Capital Management (U.S.) LLC codes 28 51 $200,407 PY2024
- AON Consulting, Inc codes 13 15 50 64 $106,191 PY2024
+38 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
Firstgroup America, Inc. Pension 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.
Checking your plan…
Record history
- Total assets changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Manager relationship started2023-12-31source on record
+5 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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.