United States Steel Corporation Plan for Employee Pension Benefits (revision of 2003)
Corporate pension, based in Pittsburgh, Pennsylvania, reporting $4.3B in assets, for 24,055 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, United States Steel Corporation Plan for Employee Pension Benefits (revision of 2003) no longer reports State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000) (last held $325M at 2023-12-31; absent from the 2024-12-31 filing).
21 more commitments and 5 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- State Street U.S. High Yield Bond I3 commitments
- Ssga S&p Midcap 400 Index Securitie3 commitments
- State St S&p 500 Flagship Sec Lendi3 commitments
- State Street Global Advisors Trust Company20 commitments
- State Street Global Advisors Trust Company3 commitments
- Blackrock Institutional Trust Company, N.A.1 commitment
Relationship network
44 connected entities24 observed commitments8 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 6.3%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 18.9%
- Corporate debt instruments (preferred) 0.4%
- U.S. Government securities 6.6%
- Other investments 1.8%
- Partnership/joint venture interests 13.2%
- Common/collective trusts 14.3%
- Registered investment companies 12.9%
- Common stock 17.6%
- Preferred stock 0.1%
- Real estate (other than employer real property) 6.0%
Consultants and advisers
- Ernst & Young LLP Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company20 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.1 row, latest Dec 31, 2022
- State Street Global Advisors Trustplan years
- Blackrockplan years
- State Street Global Advisorsplan years
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceUnited States Steel Corporation Plan for Employee Pension Benefits (revision of 2003) no longer reports State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000) (last held $325M at 2023-12-31; absent from the 2024-12-31 filing)with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWaterton Residential Kj Bond Ventur no longer appears on United States Steel Corporation Plan for Employee Pension Benefits (revision of 2003)'s Schedule C as investment manager (plan year 2024 vs 2023)with Waterton Residential Kj Bond Venturaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedEvolution Credit Partners Trade appears on United States Steel Corporation Plan for Employee Pension Benefits (revision of 2003)'s Schedule C as investment manager (plan year 2024 vs 2023)with Evolution Credit Partners Tradeaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceUnited States Steel Corporation Plan for Employee Pension Benefits (revision of 2003) no longer reports Blackrock Institutional Trust Compa (last held $214,880 at 2022-12-31; absent from the 2023-12-31 filing)with Blackrock Institutional Trust Compaaskebsa.dol.gov
- Dec 31, 2023Holding startedUnited States Steel Corporation Plan for Employee Pension Benefits (revision of 2003) first reports an interest in State St Lng US Govt Bd Ind Nl Fund (State Street - Russell 2000): $325M at 2023-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
+5 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 | State Street U.S. High Yield Bond Icollective trust | State Street Global Advisors Trust Company | Fixed income | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga S&p Midcap 400 Index Securitiecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $147M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St S&p 500 Flagship Sec Lendicollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $175M held | Disclosed holding | askebsa.dol.gov |
+21 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
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 | 24,055 | $4.2B | $4.0B | 102.1% | $4.3B | $562M | Not disclosed | $253M |
| 2023 to Dec 31, 2023 | 25,096 | $4.2B | $4.2B | 102.7% | $4.3B | $325M | Not disclosed | $402M |
| 2022 to Dec 31, 2022 | 25,859 | $5.4B | $4.0B | 118.2% | $4.3B | $404M | Not disclosed | $264M |
- Evolution Credit Opportunity Fund codes 28 $1.9M PY2024
- Recp Fund IV, LP codes 28 $165,971 PY2024
- SRE Opportunity Fund IV, LP codes 51 $132,455 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+7 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
+19 connections on the graph
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