DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Tredegar Corporation Retirement Income Plan
Corporate pensionRichmond, VA
Assets
$10,229
Total assets, Dec 31, 2023 reported
Funded
114.3%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2023
Commitments
3
none on the tape
Plan sponsor: Tredegar Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
5 firms
- Morgan Lewis & Bockius LLP General consultantthrough Dec 31, 2023 Form 5500
- Campbell Lutyens & Co. Inc. General consultantthrough Dec 31, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- AON Hewitt Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- AON Trust Company LLC3 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Parametic Portfolio Associatesplan years 2022
- Hardman Johnston Global Advisorsplan years 2022
- Fiduciary Vest, LLCplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | AON Long Government Bond Index Fundcollective trust | AON Trust Company LLC | Fixed income | $929,708 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $69.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | AON Long Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $81.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 3,917 | n/a | n/a | n/a | $10,229 | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 4,012 | $294M | $243M | 114.3% | $218M | $10.4M | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Hewitt codes 11 16 65 $1.4M PY2023
- Campbell Lutyens & Co. Inc. codes 16 $299,951 PY2023
- Morgan, Lewis & Bockius LLP codes 16 29 $140,000 PY2023
- The Bank of New York Mellon codes 19 21 $120,204 PY2023
- Fiduciary Vest, LLC codes 28 $36,592 PY2023
- Pbmares, LLP codes 10 $30,000 PY2023
- Groom Law codes 29 $22,625 PY2023
- AON Long Government Bond Index Fund Sched. D C PY2023
- AON Intermediate Credit Bond Fund Sched. D C PY2023
- AON Long Credit Bond Fund Sched. D C PY2023
- AON Hewitt codes 11 16 65 $1.6M PY2022
- Fiduciary Vest, LLC codes 28 $265,082 PY2022
- The Bank of New York Mellon codes 19 21 $175,785 PY2022
- Parametic Portfolio Associates codes 28 $42,698 PY2022
- Pbmares, LLP codes 10 $32,245 PY2022
- Johnston Asset Mgt Corp codes 28 $15,317 PY2022
- Groom Law codes 29 $15,133 PY2022
- AON Long Government Bond Index Fund Sched. D C $929,708 PY2022
- AON Intermediate Credit Bond Fund Sched. D C $69.7M PY2022
- AON Long Credit Bond Fund Sched. D C $81.8M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2023Consultant changedinferenceMorgan, Lewis & Bockius LLP appears on Tredegar Corporation Retirement Income Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Morgan Lewis & Bockius LLPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCampbell Lutyens & Co. Inc. appears on Tredegar Corporation Retirement Income Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Campbell Lutyens & Co. Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceParametic Portfolio Associates no longer appears on Tredegar Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Parametic Portfolio Associatesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJohnston Asset Mgt Corp no longer appears on Tredegar Corporation Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Hardman Johnston Global Advisorsaskebsa.dol.gov
- Dec 31, 2023Assets changedTredegar Corporation Retirement Income Plan total assets $218M -> $10,229 (-100.0%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541497771-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.