Hunton Andrews Kurth LLP Cash Balance Pension Plan
Corporate pension, based in Richmond, Virginia, reporting $89.8M in assets, for 332 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Hunton Andrews Kurth LLP Cash Balance Pension Plan no longer reports AON Small & Mid Cap Equity Fund (AON Trust Company LLC) (last held $590,689 at 2024-03-31; absent from the 2025-03-31 filing).
1 more adviser, 24 more commitments and 7 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- AON Return Enhancing Alt Portfolio3 commitments
- AON Multi-Asset Credit Fund3 commitments
- AON Core Real Estate Fund3 commitments
- AON Trust Company LLC24 commitments
- AON Investments USA Inc3 commitments
Relationship network
33 connected entities27 observed commitments14 repeat counterpartiescommitments 2023 to 2025
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 62.3%
- 103-12 investment entities 5.7%
- Common/collective trusts 12.0%
Consultants and advisers
- Aon General consultantthrough Mar 31, 2023 Form 5500
- Principal Trust Co. Trusteethrough Mar 31, 2025 Form 5500
- October Three Consulting LLC Actuarythrough Mar 31, 2023 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 Trust Company LLC24 rows, latest Mar 31, 2025
- AON Investments USA Inc3 rows, latest Mar 31, 2025
- AON Investments USA Incplan years
What changed
- Mar 31, 2025Holding endedinferenceHunton Andrews Kurth LLP Cash Balance Pension Plan no longer reports AON Small & Mid Cap Equity Fund (AON Trust Company LLC) (last held $590,689 at 2024-03-31; absent from the 2025-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceHunton Andrews Kurth LLP Cash Balance Pension Plan no longer reports Large Cap Equity Fund (AON Trust Company LLC) (last held $4M at 2024-03-31; absent from the 2025-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceHunton Andrews Kurth LLP Cash Balance Pension Plan no longer reports AON Global Real Estate Fund (AON Trust Company LLC) (last held $1M at 2024-03-31; absent from the 2025-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceHunton Andrews Kurth LLP Cash Balance Pension Plan no longer reports AON High Yield Plus Fund (AON Trust Company LLC) (last held $436,879 at 2024-03-31; absent from the 2025-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceHunton Andrews Kurth LLP Cash Balance Pension Plan no longer reports AON Large Cap Equity Index Fund (AON Trust Company LLC) (last held $10M at 2024-03-31; absent from the 2025-03-31 filing)with AON Trust Company LLCaskebsa.dol.gov
+7 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 Mar 31, 2025 | AON Return Enhancing Alt Portfolio103 12 ie | AON Investments USA Inc | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | AON Multi-Asset Credit Fundcollective trust | AON Trust Company LLC | Private credit | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | AON Core Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $6.7M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
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 Mar 31, 2025 | 332 | $93.6M | $75.5M | 109.8% | $89.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 339 | $81.6M | $66.0M | 108.7% | $93.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 356 | $96.7M | $77.9M | 110.4% | $81.7M | Not disclosed | Not disclosed | Not disclosed |
- October Three codes 11 $152,731 PY2024
- AON Consulting, Inc. codes 16 27 $121,485 PY2024
- Principal Bank codes 21 62 $23,621 PY2024
+49 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
Hunton Andrews Kurth LLP Cash Balance 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.
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Record history
- Holding in a pooled vehicle ended2025-03-31source on record
- Holding in a pooled vehicle ended2025-03-31source on record
- Holding in a pooled vehicle ended2025-03-31source on record
+9 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.