Jack in the Box Inc. Retirement Plan
Corporate pension, based in SAN Diego, California, reporting $279M in assets, for 7,449 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Verus no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
3 more advisers, 6 more managers, 27 more commitments and 16 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- Jpmcb Strategic Property Fund3 commitments
- NT Collective Short Term Investment3 commitments
- Treasury US 10 Yr Key Rate Duration2 commitments
- Towers Watson Investment Services,8 commitments
- Blackrock Institutional Trust4 commitments
- Blackrock4 commitments
Relationship network
54 connected entities30 observed commitments21 repeat counterparties26 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
- Non-interest-bearing cash 0.0%
- Common/collective trusts 100.0%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2024 Form 5500
- Blackrock Institutional Trust Compa Trusteethrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Towers Watson Investment Services,8 rows, latest Dec 31, 2024
- Blackrock Institutional Trust4 rows, latest Dec 31, 2024
- Blackrock4 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Causeway Capital Mgmtplan years
+4 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, 2024Manager relationship endedinferenceCauseway Capital Management LLC no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Causeway Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePanagora Asset Management no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Panagora Asset Management, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceVerus no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Verus Advisory, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedJack in the Box Inc. Retirement Plan funded ratio 101.4% -> 103.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedJack in the Box Inc. Retirement Plan first reports an interest in Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust): $8M at 2023-12-31with Blackrock Institutional Trustaskebsa.dol.gov
+16 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Treasury US 10 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury U.S. 5 Year Key Rate Duratcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury US 15 Yr Key Rate Durationcollective trust | Blackrock Institutional Trust | Fixed income | $4.2M held | Disclosed holding | askebsa.dol.gov |
+27 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 | 7,449 | $297M | $296M | 103.9% | $279M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 8,058 | $312M | $320M | 101.4% | $297M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 8,164 | $416M | $298M | 125.3% | $312M | $187M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 16 $379,669 PY2024
- AON Consulting, Inc codes 15 64 $153,563 PY2024
- Northern Trust Company codes 21 $148,400 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Jack in the Box Inc. Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+18 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
+14 connections on the graph
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