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AllocatorsPlancorporate pension<100m

The Terumo Retirement Plan

Allocators

Somerset, NJ

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Search this name across graphsid dfx:al:0e82f91a-b641-4ef9-873d-e1293b0cc2c0

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 13
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $58.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 80%
Participants: 1,666
Commitments: 50with an amount; holdings are counted apart
Managers: 2
Funds: 20
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 50

Vehicle	Manager	Bucket	Value	As of	Kind	Source
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$24.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$15.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$9.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Multi-Asset Credit Fund	AON Trust Company LLC	Private credit	$9.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
20+ Yr U S Treas Strips	AON Trust Company LLC	Pooled vehicle	$8.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Long Credit Bond Fund	AON Trust Company LLC	Private credit	$7.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Long Government Bond Index Fund	AON Trust Company LLC	Fixed income	$7.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Global Real Estate Fund	AON Trust Company LLC	Real estate	$7.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Core Real Estate Fund	AON Trust Company LLC	Real estate	$6.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
AON Global Equity Fund	AON Trust Company LLC	Public equity	$6.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON US Intermediate Government	AON Trust Company LLC	Pooled vehicle	$5.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Large Cap Equity Fund	AON Trust Company LLC	Public equity	$4.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Core Real Estate Fund	AON Trust Company LLC	Real estate	$4.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Return Enhancing Alt Portfolio	n/a	Pooled vehicle	$4.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
AON Multi-Asset Credit Fund	AON Trust Company LLC	Private credit	$4.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Nisa Ultra Mid Treasury Cif	n/a	Fixed income	$4.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
AON Large Cap Equity Index Fund	AON Trust Company LLC	Public equity	$4.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Multi-Asset Credit Fund	AON Trust Company LLC	Private credit	$3.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Global Equity Fund	AON Trust Company LLC	Public equity	$3.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Return Enhancing Alt Portfolio	n/a	Pooled vehicle	$3.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Non-Us Equity Index Fund	AON Trust Company LLC	Public equity	$3.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Non-U.s. Equity Fund	AON Trust Company LLC	Public equity	$3.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
AON Large Cap Equity Index Fund	AON Trust Company LLC	Public equity	$3.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Large Cap Equity Fund	AON Trust Company LLC	Public equity	$2.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
AON Large Cap Equity Index Fund	AON Trust Company LLC	Public equity	$2.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	100	$58.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Bank of New York Mellon	trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Westwood Trust	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Aon	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Capfinancial Partners, LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
AON Investment USA, Inc.	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
AON Investments USA Inc	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Terumo Americas Holding Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Westwood TrustManager with allocator capitaltrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AonInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Capfinancial Partners, LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bank of New York MellonInvestment consultanttrustee
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (2)

← AON Investments USA IncInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← AON Investment USA, Inc.Manager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
The Terumo Retirement Plan first reports an interest in AON Enhanced Liability Driven Inves (AON Trust Company LLC): $3M at 2024-12-31
AON Trust Company LLC Form 5500observed 3 days ago
$2.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
The Terumo Retirement Plan first reports an interest in Nisa Ultra Mid Treasury Cif: $4M at 2023-12-31
Nisa Ultra Mid Treasury Cif Form 5500observed 3 days ago
$4.2M
Occurred
Dec 31, 2023
Manager relationship ended
Westwood Trust no longer appears on The Terumo Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Westwood Trust Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
The Terumo Retirement Plan first reports an interest in AON Return Enhancing Alt Portfolio: $4M at 2023-12-31
AON Return Enhancing Alt Portfolio Form 5500observed 3 days ago
$4.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
The Terumo Retirement Plan no longer reports 20+ Yr U S Treas Strips (AON Trust Company LLC) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)
AON Trust Company LLC Form 5500observed 3 days ago
$8.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
The Terumo Retirement Plan first reports an interest in AON Core Real Estate Fund (AON Trust Company LLC): $6M at 2023-12-31
AON Trust Company LLC Form 5500observed 3 days ago
$6.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
The Terumo Retirement Plan first reports an interest in Nisa Ultra Long Treasury Cif: $332,188 at 2023-12-31
Nisa Ultra Long Treasury Cif Form 5500observed 3 days ago
$332,188
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
The Terumo Retirement Plan no longer reports AON Intermediate Credit Bond Fund (AON Trust Company LLC) (last held $640,260 at 2022-12-31; absent from the 2023-12-31 filing)
AON Trust Company LLC Form 5500observed 3 days ago
$640,260

Show 5 bookkeeping events

Occurred
Jan 1, 2024
The Terumo Retirement Plan plan assets $77M -> $61M (-20.0%, 2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
The Terumo Retirement Plan funded ratio 82.2% -> 80.0% (2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
The Terumo Retirement Plan total assets $77M -> $62M (-18.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
The Terumo Retirement Plan plan assets $100M -> $77M (-23.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Terumo Retirement Plan funded ratio 100.6% -> 82.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:0e82f91a-b641-4ef9-873d-e1293b0cc2c0
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

The Terumo Retirement Plan

Allocators

Somerset, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0e82f91a-b641-4ef9-873d-e1293b0cc2c0

Vehicle

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Bucket

Value

As of

Kind

Source