Northern Trust Investments

Manager
EIN 363608252
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
2
1 dated closings
Disclosed commitments
$3.5B
sum of the LPs' own amounts; repeats across reports
Re-ups / new
1 / 0
the plans' own words
Corporate plans
15
Schedule C investment manager rows

12 more corporate plans, 1 more commitment row and 3 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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Who backs this manager
2 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Steelworkers Pension Trust30CashDec 31, 2022Dec 31, 2024
Texas Municipal Retirement System11$3.5BPublic equityJan 16, 2025Jan 16, 2025
Funds on the tape
2 vehicles
Corporate and Taft-Hartley plans (Schedule C)
15 plans

+12 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

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Commitment rows
4 rows
DateAllocatorFundBucketAmountVintageStatusSource
Jan 16, 2025Texas Municipal Retirement SystemNorthern Trust Investments, Inc. separate accountseparate accountPublic equity$3.5BCommitted (dated)re-uptmrs.com
as of Dec 31, 2024Steelworkers Pension TrustNT Collective Short Term Invcollective trustCash$147M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Steelworkers Pension TrustNT Collective Short Term Invcollective trustCash$104M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment row

Every name, record and relationship behind this count, with the source on each.

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What changed
  • Jan 16, 2025Commitment closedTexas Municipal Retirement System
    Texas Municipal Retirement System commits $3.5B to Northern Trust Investments, Inc. separate account, closed 2025-01-16
    with Northern Trust Investmentstmrs.com
  • Texas Municipal Retirement System re-ups with Northern Trust Investments: $3.5B to Northern Trust Investments, Inc. separate account (the minutes' own words)
    with Texas Municipal Retirement Systemtmrs.com
  • Dec 31, 2024Manager relationship startedAtlanta Ironworkers Local #387 Pension Plan
    Northern Trust Investments appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Investmentsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceKirby Pension Plan
    Northern Trust Investements Inc no longer appears on Kirby Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Investmentsaskebsa.dol.gov
  • Northern Trust Investments Inc appears on WK Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Investmentsaskebsa.dol.gov

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

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Capital chain

Northern Trust Investments sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

1 dated event on the change ledger, latest event first
  • Re-up into a successor fund
    2025-01-16source on record

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

+20 connections on the graph

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