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AllocatorsPlancorporate pension100m-1b

Huhtamaki Retirement Accrual Plan

Allocators

Desoto, KS

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Search this name across graphsid dfx:al:33d05f35-5ab3-48c1-b217-8853fe84e234

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 9
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: $175Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 165%
Participants: 2,576
Commitments: 46with an amount; holdings are counted apart
Managers: 4
Funds: 18
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 46

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Intermediate Credit Fund	JP Morgan Chase	Private credit	$60.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Intermediate Credit Fund	JP Morgan Chase	Private credit	$47.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Intermediate Credit Fund	JP Morgan Chase	Private credit	$36.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Duration Investmnt Grade Fund	JP Morgan Chase	Fixed income	$33.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Income Fund	JP Morgan Chase	Fixed income	$31.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Income Fund	JP Morgan Chase	Fixed income	$30.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Income Fund	JP Morgan Chase	Fixed income	$29.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Investmnt Grade Fund	JP Morgan Chase	Fixed income	$24.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Duration Investmnt Grade Fund	JP Morgan Chase	Fixed income	$23.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Commingled Trust Fund Cross Credit	JP Morgan Chase	Private credit	$17.3M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Global Select Equity Fund	JP Morgan Chase	Public equity	$15.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Commingled Trust Fund Cross Credit	JP Morgan Chase	Private credit	$13.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Global Select Equity Fund	JP Morgan Chase	Public equity	$13.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Commingled Pension Trust Fund (ls)	JP Morgan Chase	Pooled vehicle	$13.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Commingled Trust Fund Cross Credit	JP Morgan Chase	Private credit	$12.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Global Select Equity Fund	JP Morgan Chase	Public equity	$11.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$9.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$8.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Growth Advantage Fund	JP Morgan Chase	Pooled vehicle	$7.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Value Advantage Fund	JP Morgan Chase	Pooled vehicle	$7.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$7.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Equity Index Fund	JP Morgan Chase	Public equity	$5.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Growth Advantage Fund	JP Morgan Chase	Pooled vehicle	$5.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Equity Index Fund	JP Morgan Chase	Public equity	$5.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Jpmcb Mid-Cap Equity Index Fund	JP Morgan Chase	Public equity	$4.2M	Dec 31, 2024	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; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Other investments	n/a	n/a	n/a	0	$593,837	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	99	$174M	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
J.P. Morgan Investment Management	custodian	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
Northern Trust Co.	trustee	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
JP Morgan Chase	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← JP Morgan ChaseManager with allocator capital
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← Huhtamaki Americas, IncPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ J.P. Morgan Investment ManagementInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Huhtamaki Retirement Accrual Plan first reports an interest in Commingled Pension Trust Fund (ls): $13M at 2024-12-31
Commingled Pension Trust Fund (ls)Form 5500observed 5 days ago
$13.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Huhtamaki Retirement Accrual Plan first reports an interest in Jpmcb Mid-Cap Equity Index Fund: $4M at 2024-12-31
Jpmcb Mid-Cap Equity Index Fund Form 5500observed 5 days ago
$4.2M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Huhtamaki Retirement Accrual Plan no longer reports Jpmcb Corporate High Yield Fund (JP Morgan Chase) (last held $20,338 at 2023-12-31; absent from the 2024-12-31 filing)
JP Morgan Chase Form 5500observed 5 days ago
$20,338
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Huhtamaki Retirement Accrual Plan no longer reports Jpmcb Active Value Fund (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Jpmcb US Active Value Fund Form 5500observed 5 days ago
$3.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Huhtamaki Retirement Accrual Plan no longer reports Jpmcb Long Credit Fund (Jpmcb Long Credit Fund) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
JP Morgan Chase Bank, N.A.Form 5500observed 5 days ago
$3.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Huhtamaki Retirement Accrual Plan first reports an interest in Jpmcb Long Credit Fund (Jpmcb Long Credit Fund): $3M at 2023-12-31
JP Morgan Chase Bank, N.A.Form 5500observed 5 days ago
$3.5M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Huhtamaki Retirement Accrual Plan funded ratio 157.8% -> 164.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Huhtamaki Retirement Accrual Plan funded ratio 153.8% -> 157.8% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Huhtamaki Retirement Accrual Plan plan assets $220M -> $173M (-21.7%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:33d05f35-5ab3-48c1-b217-8853fe84e234
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.

Huhtamaki Retirement Accrual Plan

Allocators

Desoto, KS

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:33d05f35-5ab3-48c1-b217-8853fe84e234

Vehicle

Manager

Bucket

Value

As of

Kind

Source