DFX Intelligence

4 more advisers, 3 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.

Shamrock Foods Company Retirement Plan

Corporate pension· Phoenix, Arizona

Corporate pension, based in Phoenix, Arizona, for 1,155 participants.

Composed from this allocator's classification, location and filed figures.

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 101.4%
Fund commitments: 3
Managers: 1

View relationships Ask DFX about this allocator

Open searches Plans backing its top manager Similar plans, same strategy Commitments (3)Allocation policy Managers

As of Dec 31, 2024 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, 3edge Asset Management LP no longer appears on Shamrock Foods Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).

4 more advisers, 3 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.

Capital path

who backs this record, through what, into what; each name opens its own path

Shamrock Foods Company Retirement Plan

Funds committed to

AON Intermediate Credit Bond Fund2 commitments
AON Long Credit Bond Fund2 commitments
AON Long Government Bond Index Fund2 commitments

Managers

AON Trust Company LLC6 commitments

Relationship network

17 connected entities6 observed commitments5 repeat counterpartiescommitments 2022 to 2023

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.

What stands out

Reading the network

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.

Ask DFX about this network

Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

not established

Total assets, Sep 25, 2024 reported

Funded

101.4%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2023

Commitments

none on the tape

Plan sponsor: Shamrock Foods Company

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Interest-bearing cash 15.4%
Common/collective trusts 84.5%

Consultants and advisers

7 firms

USI Consulting Group Investment adviser (plan)Actuarythrough Sep 25, 2024 Form 5500
AON Investments USA Inc Investment adviser (plan)through Dec 31, 2023 Form 5500
Anchor Capital Advisors, Inc. 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

AON Trust Company LLC6 rows, latest Dec 31, 2023

What changed

7 events

Dec 31, 2024Manager relationship endedinference
3edge Asset Management LP no longer appears on Shamrock Foods Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with 3edge Asset Management LPaskebsa.dol.gov
Dec 31, 2024Manager relationship started
USI Consulting Group Inc appears on Shamrock Foods Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with USI Consulting Groupaskebsa.dol.gov
Sep 25, 2024Assets changed
Shamrock Foods Company Retirement Plan total assets $90M -> $0 (-100.0%, 2023-12-31 to 2024-09-25)
askebsa.dol.gov
Dec 31, 2023Manager relationship started
AON Investments USA Inc appears on Shamrock Foods Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with AON Investments USA Incaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Lateef Management Associates no longer appears on Shamrock Foods Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Lateef Management Associatesaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	AON Intermediate Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$17.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AON Long Credit Bond Fundcollective trust	AON Trust Company LLC	Private credit	$46.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AON Long Government Bond Index Fundcollective trust	AON Trust Company LLC	Fixed income	$12.7M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

25 readings

Total assets

$0 Sep 25, 2024 reported Form 5500

$90.2M (2023-12) · $125M (2022-12)

Plan assets

$150M Jan 1, 2022 reported Form 5500

Net assets

$0 Sep 25, 2024 reported Form 5500

$90.2M (2023-12) · $125M (2022-12)

Funded ratio

101.4% Jan 1, 2022 reported Form 5500

Funding target

$137M Jan 1, 2022 reported Form 5500

Discount rate

5.44% Jan 1, 2022 reported Form 5500

Participants

1,155 Jan 1, 2024 reported Form 5500

2,086 (2023-01) · 2,101 (2022-01)

Contributions

$14.8M Sep 25, 2024 reported Form 5500

$8.0M (2023-12) · $155,850 (2022-12)

Benefits paid

$101M Sep 25, 2024 reported Form 5500

$47.5M (2023-12) · $6.7M (2022-12)

Net investment income

-$90.2M Sep 25, 2024 reported Form 5500

-$35.0M (2023-12) · -$26.7M (2022-12)

Investment management fees

$587,771 Sep 25, 2024 reported Form 5500

$529,180 (2023-12) · $439,083 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 25, 2024	1,155	Not disclosed	Not disclosed	n/a	$0	$0	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,086	Not disclosed	Not disclosed	n/a	$90.2M	$0	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,101	$150M	$137M	101.4%	$125M	$20.5M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Investments USA Inc codes 27 28 50 51 $263,321 PY2024
Mercer Global Advisors codes 27 28 50 51 $147,235 PY2024
USI Consulting Group Inc codes 27 28 50 51 $85,585 PY2024

+21 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 860209968-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Oct 4, 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.

Not yet on record: assets.

Capital chain

Shamrock Foods Company Retirement Plan sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

7 dated events on the change ledger, latest event first

Manager relationship started
2024-12-31source on record
Manager relationship ended
2024-12-31source on record
Total assets changed
2024-09-25source on record

+4 more changes on this record's ledger

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

+9 connections on the graph