Sprint Retirement Pension Plan
Corporate pension, based in Overland Park, Kansas, reporting $1.3B in assets, for 26,256 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Nov 2024, Sprint Retirement Pension Plan no longer reports Pacific Asset Management Bank Loan (SUP Pacific Fd Bk Ln) (last held $6M at 2023-11-30; absent from the 2024-11-30 filing).
2 more advisers, 4 more managers and 10 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- Robeco Global Emerging Mkt Equity2 commitments
- S&p 500 Flagship Nl Fund2 commitments
- State Street Msci Eafe 100 Hedged2 commitments
- Boston Partners Trust Company2 commitments
- State Street Global Advisors Trust Company2 commitments
- State Street Global Advisors Trust2 commitments
Relationship network
35 connected entities13 observed commitments11 repeat counterparties8 dated commitments shown here, 2023 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 2.3%
- Corporate debt instruments (other) 11.6%
- U.S. Government securities 5.9%
- Other investments 2.5%
- Partnership/joint venture interests 6.0%
- 103-12 investment entities 1.4%
- Common/collective trusts 38.1%
- Registered investment companies 27.4%
- Common stock 2.6%
- Preferred stock 0.0%
Consultants and advisers
- Qdro Consultants CO.LLC Pension consultantthrough Nov 30, 2024 Form 5500
- Pacific Resources Benefit Pension consultantthrough Nov 30, 2023 Form 5500
- State Street Global Advisors Custodianthrough Nov 30, 2023 Form 5500
+2 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
- Boston Partners Trust Company2 rows, latest Nov 30, 2024
- State Street Global Advisors Trust Company2 rows, latest Nov 30, 2024
- State Street Global Advisors Trust2 rows, latest Nov 30, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Aristotle Pacific Capital, LLCplan years
- Axiom International Investorsplan years
- Wellington Trust Companyplan years 2023
+2 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
- Nov 30, 2024Holding endedinferenceSprint Retirement Pension Plan no longer reports Pacific Asset Management Bank Loan (SUP Pacific Fd Bk Ln) (last held $6M at 2023-11-30; absent from the 2024-11-30 filing)with SUP Pacific Fd Bk Lnaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceHerronpalmer LLC no longer appears on Sprint Retirement Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Pacific Resources Benefitaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceQdro Consultants Co. LLC appears on Sprint Retirement Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Qdro Consultants CO.LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Trust Company no longer appears on Sprint Retirement Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
- Dec 1, 2023Funded status changedSprint Retirement Pension Plan funded ratio 87.0% -> 82.1% (2022-12-01 to 2023-12-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Robeco Global Emerging Mkt Equitycollective trust | Boston Partners Trust Company | Public equity | $27.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | S&p 500 Flagship Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $217M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | State Street Msci Eafe 100 Hedgedcollective trust | State Street Global Advisors Trust | Hedge / diversifiers | $99.4M held | Disclosed holding | askebsa.dol.gov |
+10 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 26,256 | $1.2B | $1.6B | 82.1% | $1.3B | $76.5M | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 26,563 | $1.3B | $1.5B | 87.0% | $1.2B | $59.3M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 13 50 $4.2M PY2023
- Izard, Kindall & Raabe, LLP codes 29 50 $1.2M PY2023
- Northern Trust Company codes 21 28 50 62 $711,504 PY2023
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Sprint Retirement Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Holding in a pooled vehicle ended2024-11-30source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source 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
+11 connections on the graph
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