DFX Intelligence

2 more advisers and 5 more commitments

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Canadian Pacific Pension Plan for U.S. Management Employees

Corporate pension· Minneapolis, Minnesota

Corporate pension, based in Minneapolis, Minnesota, reporting $121M in assets, for 1,422 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $121M
Funded ratio: 99.1%
Fund commitments: 5
Managers: 3

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (5)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Canadian Pacific Pension Plan for U.S. Management Employees no longer reports U.S. Strips 20+ Year Bond Index Rsl (Blackrock Institutional Trust) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing).

2 more advisers and 5 more commitments

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Capital path

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

Canadian Pacific Pension Plan for U.S. Management Employees

Funds committed to

Msci Acwi Equity Index Fund2 commitments
Long Duration Corporate Credit Scre2 commitments
Long Term Government Bond Index Fun2 commitments

All 5

Managers

Blackrock Institutional Trust Company, N.A.5 commitments
Blackrock Insti. Trust Company, N.A2 commitments
Blackrock Institutional Trust1 commitment

Relationship network

21 connected entities8 observed commitments5 repeat counterpartiescommitments 2023 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.

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.

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What stands out

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

$121M

Total assets, Dec 31, 2024 reported

Funded

99.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: SOO Line Railroad Company

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.0%
Common/collective trusts 96.0%
Registered investment companies 3.8%

Consultants and advisers

5 firms

Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2024 Form 5500
U.S. Bank, N.A. Trusteethrough Dec 31, 2022 Form 5500

+2 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

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

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
Blackrock Insti. Trust Company, N.A2 rows, latest Dec 31, 2024
Blackrock Institutional Trust1 row, latest Dec 31, 2023

From Schedule C (investment management, code 28)

Blackrock Institutional Trust Company, N.A.plan years
Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Co,naplan years 2023

+1 more Schedule C manager

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What changed

5 events

Dec 31, 2024Holding endedinference
Canadian Pacific Pension Plan for U.S. Management Employees no longer reports U.S. Strips 20+ Year Bond Index Rsl (Blackrock Institutional Trust) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
with Blackrock Institutional Trustaskebsa.dol.gov
Dec 31, 2024Holding started
Canadian Pacific Pension Plan for U.S. Management Employees first reports an interest in Intermediate Duration Corp Nl Fund: $13M at 2024-12-31
with Intermediate Duration Corp Nl Fundaskebsa.dol.gov
Dec 31, 2024Manager relationship started
Blackrock Institutional Trust Comp appears on Canadian Pacific Pension Plan for U.S. Management Employees's Schedule C as investment manager (plan year 2024 vs 2023)
with Blackrock Institutional Trust Co,naaskebsa.dol.gov
Jan 1, 2023Funded status changed
Canadian Pacific Pension Plan for U.S. Management Employees funded ratio 100.2% -> 97.3% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Canadian Pacific Pension Plan for U.S. Management Employees plan assets $143M -> $124M (-13.2%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

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

Commitments

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Msci Acwi Equity Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Public equity	$25.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Intermediate Duration Corp Nl Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Long Duration Corporate Credit Screcollective trust	Blackrock Institutional Trust Company, N.A.	Private credit	$60.6M held	Disclosed holding	askebsa.dol.gov

+5 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

33 readings

Total assets

$121M Dec 31, 2024 reported Form 5500

$127M (2023-12) · $124M (2022-12)

Plan assets

$127M Jan 1, 2024 reported Form 5500

$124M (2023-01) · $143M (2022-01)

Net assets

$121M Dec 31, 2024 reported Form 5500

$127M (2023-12) · $124M (2022-12)

Funded ratio

99.1% Jan 1, 2024 reported Form 5500

97.3% (2023-01) · 100.2% (2022-01)

Funding target

$128M Jan 1, 2024 reported Form 5500

$133M (2023-01) · $133M (2022-01)

Discount rate

5.06% Jan 1, 2024 reported Form 5500

5.19% (2023-01) · 5.35% (2022-01)

Participants

1,422 Jan 1, 2024 reported Form 5500

1,463 (2023-01) · 1,519 (2022-01)

Contributions

$816,600 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $3.5M (2022-12)

Benefits paid

$10.4M Dec 31, 2024 reported Form 5500

$10.7M (2023-12) · $10.7M (2022-12)

Net investment income

-$5.5M Dec 31, 2024 reported Form 5500

$2.7M (2023-12) · -$18.8M (2022-12)

Investment management fees

$90,257 Dec 31, 2024 reported Form 5500

$96,618 (2023-12) · $200,067 (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 Dec 31, 2024	1,422	$127M	$128M	99.1%	$121M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,463	$124M	$133M	97.3%	$127M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,519	$143M	$133M	100.2%	$124M	Not disclosed	Not disclosed	Not disclosed

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

Willis Towers Watson US LLC codes 11 $121,223 PY2024
Blackrock Institutional Trust Comp codes 21 24 28 50 51 $88,019 PY2024
US Bank Trust codes 21 $72,941 PY2024

+23 more service providers

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Provenance

Identifiers: EIN-PN 416009079-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

5 dated events on the change ledger, latest event first

Holding in a pooled vehicle ended
2024-12-31source on record
Holding in a pooled vehicle started
2024-12-31source on record
Manager relationship started
2024-12-31source on record

+2 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

+10 connections on the graph

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