Rayonier Advanced Materials Inc. Retirement Plan
Corporate pension, based in Jacksonville, Florida, reporting $390M in assets, for 2,445 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, National Financial Partners Corp appears on Rayonier Advanced Materials Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).
4 more advisers and 21 more commitments
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- Ssga Sp 500 Idx Sec Lnd Ser II3 commitments
- Global All Cap Equity Ex-U.s. Index3 commitments
- Small Cap Growth Class I13 commitments
- State Street Global Advisors Trust Company3 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
28 connected entities24 observed commitments9 repeat counterparties9 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 1.0%
- Corporate debt instruments (other) 42.0%
- U.S. Government securities 31.1%
- Common/collective trusts 12.0%
- Registered investment companies 22.3%
Consultants and advisers
- Pimco Investment adviser (plan)through Dec 31, 2023 Form 5500
- National Financial Partners Corp Investment adviser (plan)through Dec 31, 2023 Form 5500
- Fidelity Investments Actuarythrough Dec 31, 2023 Form 5500
+4 more consultants and advisers 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
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,naplan years 2022
What changed
- Dec 31, 2023Manager relationship endedinferenceBlackrock Institutional Trust Co no longer appears on Rayonier Advanced Materials Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNational Financial Partners Corp appears on Rayonier Advanced Materials Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with National Financial Partners Corpaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePimco appears on Rayonier Advanced Materials Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Pimcoaskebsa.dol.gov
- Jan 1, 2023Funded status changedRayonier Advanced Materials Inc. Retirement Plan funded ratio 113.7% -> 93.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRayonier Advanced Materials Inc. Retirement Plan plan assets $433M -> $329M (-24.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ssga Sp 500 Idx Sec Lnd Ser IIcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Global All Cap Equity Ex-U.s. Indexcollective trust | State Street Global Advisors Trust | Public equity | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth Class I1collective trust | Wilmington Trust, N.A. | Public equity | $3.8M 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.
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 | 2,445 | $350M | $354M | 95.6% | $390M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,457 | $329M | $359M | 93.8% | $357M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,532 | $433M | $354M | 113.7% | $329M | Not disclosed | Not disclosed | Not disclosed |
- Pimco codes 27 51 $882,972 PY2024
- Ennis Pellum & Associates CPA codes 10 50 $244,183 PY2024
- FID Mgmt Trust Co codes 21 50 $243,488 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Rayonier Advanced Materials Inc. Retirement Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Manager relationship ended2023-12-31source on record
- Consultant changed2023-12-31source on record
- Consultant changed2023-12-31source 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
+9 connections on the graph
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