Children's Hospital Medical Center Retirement Plan
Corporate pension, based in Cincinnati, Ohio, reporting $1.2B in assets, for 23,472 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Children's Hospital Medical Center Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $50M at 2024-12-31.
1 more adviser, 2 more managers, 25 more commitments and 4 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Adams Street Global Secondary Fund3 commitments
- ASP Gsf 5 (sunshine Holdings) LP3 commitments
- AON Private Credit Opportunities3 commitments
- AON Trust Company LLC13 commitments
- Adams Street Partners, LLC6 commitments
- AON Investments USA Inc6 commitments
Relationship network
39 connected entities28 observed commitments14 repeat counterparties25 dated commitments shown here, 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 2.3%
- Partnership/joint venture interests 6.3%
- 103-12 investment entities 0.2%
- Common/collective trusts 91.3%
Consultants and advisers
- True North Management Group, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 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 LLC13 rows, latest Dec 31, 2024
- Adams Street Partners, LLC6 rows, latest Dec 31, 2024
- AON Investments USA Inc6 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Nisa Investment Advisors, LLCplan years
- Adams Street Partners, LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedChildren's Hospital Medical Center Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $50M at 2024-12-31with Nisa Ultra Long Treasury Cifaskebsa.dol.gov
- Dec 31, 2024Holding startedChildren's Hospital Medical Center Retirement Plan first reports an interest in AON Intermediate Credit Bond Fund (AON Trust Company LLC): $7M at 2024-12-31with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceChildren's Hospital Medical Center Retirement Plan no longer reports Blackrock Msci Acwi Equity Index (last held $69M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Msci Acwi Equity Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceChildren's Hospital Medical Center Retirement Plan no longer reports AON Global Equity Fund (AON Trust Company LLC) (last held $71M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceChildren's Hospital Medical Center Retirement Plan no longer reports AON Core Real Estate Fund (AON Trust Company LLC) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with AON Trust Company LLCaskebsa.dol.gov
+4 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 | AON Intermediate Credit Bond Fundcollective trust | AON Trust Company LLC | Private credit | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Adams Street Global Secondary Fund103 12 ie | Adams Street Partners, LLC | Private equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASP Gsf 5 (sunshine Holdings) LP103 12 ie | Adams Street Partners, LLC | Pooled vehicles | $170,146 held | Disclosed holding | askebsa.dol.gov |
+25 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 Dec 31, 2024 | 23,472 | $1.3B | $1.1B | 126.5% | $1.2B | $75.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 21,939 | $1.3B | $1.1B | 128.2% | $1.3B | $90.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 20,713 | $1.8B | $1.0B | 172.4% | $1.3B | $99.5M | Not disclosed | Not disclosed |
- AON Investments USA Inc codes 28 $812,261 PY2024
- State Street Bank & Trust Company codes 19 25 99 $115,318 PY2024
- Blackrock Institutional Trust Co codes 21 24 28 50 51 $13,112 PY2024
+47 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
Children's Hospital Medical Center Retirement Plan sits on 7 traced paths of capital across the graphs.
DFX traced 7 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+6 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.