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AllocatorsPlancorporate pension100m-1b

Arkema Inc. Retirement Benefits Plan

Allocators

King of Prussia, PA

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:211b27ea-7012-4494-811d-9b91906bebb0

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
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: $141Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 81%
Participants: 978
Commitments: 30with an amount; holdings are counted apart
Managers: 1
Funds: 14
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 30

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Russell Instl Multi Asset Core Plus	Russell Trust Company	Fixed income	$63.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 25 Plus Yr Strips Fixed Inc	Russell Trust Company	Fixed income	$24.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell 25 Plus Yr Strips Fixed Inc	Russell Trust Company	Fixed income	$24.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 25 Plus Yr Strips Fixed Inc	Russell Trust Company	Fixed income	$20.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Private Markets Fund 2019 LP	Russell Trust Company	Private equity	$19.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Investments Russell 1000 in	Russell Trust Company	Pooled vehicle	$17.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Private Markets Fund 2019 LP	Russell Trust Company	Private equity	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell Investments Russell 1000 in	Russell Trust Company	Pooled vehicle	$16.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell 10-15 Yr Strips Fxd Inc Fd	Russell Trust Company	Pooled vehicle	$16.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Real Estate Equity Fund	Russell Trust Company	Real estate	$15.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 10-15 Yr Strips Fxd Inc Fd	Russell Trust Company	Pooled vehicle	$12.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 10-15 Yr Strips Fxd Inc Fd	Russell Trust Company	Pooled vehicle	$11.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Russell Real Estate Equity Fund	Russell Trust Company	Real estate	$11.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
World Equity Fund	Russell Trust Company	Public equity	$9.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
World Equity Fund	Russell Trust Company	Public equity	$9.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Russell Real Estate Equity Fund	Russell Trust Company	Real estate	$8.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
High Yield Bond Fund	Russell Trust Company	Fixed income	$8.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Index Fund - Series1	Russell Trust Company	Pooled vehicle	$7.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
International Index Fund - Series1	Russell Trust Company	Pooled vehicle	$7.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
14 Year Ldi Fixed Income Fund	Russell Trust Company	Fixed income	$7.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
14 Year Ldi Fixed Income Fund	Russell Trust Company	Fixed income	$7.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
14 Year Ldi Fixed Income Fund	Russell Trust Company	Fixed income	$7.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Emerging Markets Fund	Russell Trust Company	Public equity	$4.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Emerging Markets Fund	Russell Trust Company	Public equity	$4.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ritc Global Listed Infrastructure F	Russell Trust Company	infrastructure	$4.2M	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; 4 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	90	$126M	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
Russell Trust Company	Directed trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer Health & Benefits Adm. LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer	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
Russell Trust Company	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (1)

← Russell Trust CompanyManager with allocator capital
Dec 31, 2024 to presentfactForm 5500

Sponsors (1)

← Arkema Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Russell Trust CompanyManager with allocator capitalDirected trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Health & Benefits Adm. LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Arkema Inc. Retirement Benefits Plan no longer reports Russell Multi-Manager Bond Fund (Russell Trust Company) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Russell Trust Company Form 5500observed 5 days ago
$3.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in International Index Fund - Series1 (Russell Trust Company): $8M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$7.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in World Equity Fund (Russell Trust Company): $10M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$9.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in Emerging Markets Fund (Russell Trust Company): $5M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$4.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in Ritc Global Listed Infrastructure F (Russell Trust Company): $4M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$4.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in Russell Multi-Manager Bond Fund (Russell Trust Company): $3M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$3.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Arkema Inc. Retirement Benefits Plan no longer reports Russell Instl Multi Asset Core Plus (Russell Trust Company) (last held $63M at 2022-12-31; absent from the 2023-12-31 filing)
Russell Trust Company Form 5500observed 5 days ago
$63.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in Russell Investments Russell 1000 in (Russell Trust Company): $17M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$17.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in Private Markets Fund 2019 LP: $17M at 2023-12-31
Private Markets Fund 2019 LP Form 5500observed 5 days ago
$17.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in High Yield Bond Fund: $4M at 2023-12-31
High Yield Bond Fund Form 5500observed 5 days ago
$3.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Arkema Inc. Retirement Benefits Plan first reports an interest in Russell Small Cap Fund (Russell Trust Company): $3M at 2023-12-31
Russell Trust Company Form 5500observed 5 days ago
$3.4M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Arkema Inc. Retirement Benefits Plan plan assets $219M -> $142M (-35.0%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Arkema Inc. Retirement Benefits Plan funded ratio 96.2% -> 80.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:211b27ea-7012-4494-811d-9b91906bebb0
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.

Arkema Inc. Retirement Benefits Plan

Allocators

King of Prussia, PA

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:211b27ea-7012-4494-811d-9b91906bebb0

Vehicle

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Value

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Kind

Source