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AllocatorsPlancorporate pension<100m

Axel Johnson Inc. Retirement Plan

Allocators

Stamford, CT

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:a395daa6-6b74-42aa-9266-7959d3857ef4

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, 2:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
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: $78.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 88%
Participants: 1,660
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 2
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

Vehicle	Manager	Bucket	Value	As of	Kind	Source
West Asset Long Dur Credit R1	n/a	Private credit	$16.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wtc-Cif II US Inv Grade Corp Long B	Wellington Trust Company, Na	Pooled vehicle	$15.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
West Asset Long Dur Credit R1	n/a	Private credit	$15.3M	Dec 31, 2022	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; 12 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$719,799	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	17	$13.4M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	20	$15.7M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	62	$48.7M	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
Buck Consultants	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Rocaton Investment Advisors LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Principal Custody Solutions	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Buck Global, LLC	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
Wellington Trust Company, Na	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Acadian Intl Small Cap	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Fortress	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Nepc, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

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

Advised by (4)

→ Rocaton Investment Advisors LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Principal Custody SolutionsInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Buck ConsultantsInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (4)

← Acadian Intl Small CapInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← FortressManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Nepc, LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust Company, NaManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Wellington Trust Company appears on Axel Johnson Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Wellington Trust Company, Na Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Axel Johnson Inc. Retirement Plan no longer reports West Asset Long Dur Credit R1 (last held $16M at 2023-12-31; absent from the 2024-12-31 filing)
West Asset Long Dur Credit R1 Form 5500observed 5 days ago
$16.3M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Axel Johnson Inc. Retirement Plan first reports an interest in Wtc-Cif II US Inv Grade Corp Long B (Wellington Fd): $16M at 2024-12-31
Wellington Trust Company, Na Form 5500observed 5 days ago
$15.7M
Occurred
Dec 31, 2023
Manager relationship ended
Fortress no longer appears on Axel Johnson Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Fortress Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
Rocaton Investment Advisors no longer appears on Axel Johnson Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Rocaton Investment Advisors LLC Form 5500observed 5 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Axel Johnson Inc. Retirement Plan funded ratio 84.7% -> 88.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Axel Johnson Inc. Retirement Plan plan assets $107M -> $78M (-27.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Axel Johnson Inc. Retirement Plan funded ratio 99.4% -> 84.7% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:a395daa6-6b74-42aa-9266-7959d3857ef4
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.

Axel Johnson Inc. Retirement Plan

Allocators

Stamford, CT

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:a395daa6-6b74-42aa-9266-7959d3857ef4

Vehicle

Manager

Bucket

Value

As of

Kind

Source

West Asset Long Dur Credit R1

n/a

Private credit

$16.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Wtc-Cif II US Inv Grade Corp Long B

Wellington Trust Company, Na

Pooled vehicle

$15.7M

Dec 31, 2024

Collective trust

Dol form 5500 pension

West Asset Long Dur Credit R1

n/a

Private credit

$15.3M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$719,799

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$13.4M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$15.7M

Dec 31, 2024

Derived

Registered investment companies

n/a

$48.7M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Buck Consultants

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Rocaton Investment Advisors LLC

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Principal Custody Solutions

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Buck Global, LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Wellington Trust Company, Na

Investment management

Jan 1, 2024

Dec 31, 2024

fact

Acadian Intl Small Cap

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Fortress

Investment management

Jan 1, 2022

Dec 31, 2022

fact

Nepc, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact