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AllocatorsPlancorporate pension100m-1b

CIT Group, Inc. Retirement Plan

Allocators

Raleigh, NC

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:bab95cf1-d8cc-4f86-86e0-8a8d0a96c163

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, 7:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 25
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: $314Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 98%
Participants: 3,534
Commitments: 18with an amount; holdings are counted apart
Managers: 4
Funds: 14
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 1
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
Intermediate Duration Corp Nl Fund	n/a	Pooled vehicle	$177M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Intermediate Duration Corp Nl Fund	n/a	Pooled vehicle	$171M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Active Intermediate Credit F	n/a	Private credit	$169M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Intermediate Govt Bond Index Fund	Blackrock Institutional Trust Co,na	Fixed income	$65.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
CF Ssga Intermediate US Govt Bond I	State Street Global Advisors Trust	Fixed income	$62.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Active Long Corporate Fixed	n/a	Fixed income	$53.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Intermediate Govt Bond Index Fund	Blackrock Institutional Trust Co,na	Fixed income	$52.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Long Duration Corporate	Private credit	$27.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Long Duration Corporate	Private credit	$24.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Mercer US Large Cap Core Passive Eq	n/a	Public equity	$6.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Global Low Volatility Equity	n/a	Public equity	$6.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Non-Us Core Equity Portfolio	n/a	Public equity	$6.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$6.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer Emerging Markets Equity Port	n/a	Public equity	$2.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$2.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Mercer US Small/mid Cap Equity Port	n/a	Public equity	$2.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Mercer Ultra Long Duration Portfoli	n/a	Fixed income	$2.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$771,421	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; 10 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
U.S. Government securities	n/a	n/a	n/a	1	$3.1M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	1	$2.4M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	85	$268M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	13	$40.2M	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
Fidelity Investments	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Mercer Investments LLC	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Cherry Bekaert & Holland, LLP	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Northern Trust Co.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US 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
Fidelity Investments	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
State Street Research & Management	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← First Citizens Bank & Trust CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Northern Trust Co.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investments LLCInvestment consultantPension consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Cherry Bekaert & Holland, LLPInvestment consultantGeneral consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Fidelity InvestmentsManager with allocator capitalPension consultant
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (3)

← State Street Research & ManagementInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Fidelity InvestmentsManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
Mercer no longer appears on CIT Group, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Mercer Investments LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Fidelity Investments Institutional appears on CIT Group, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
Fidelity Investments Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Cherry Bekaert LLP no longer appears on CIT Group, Inc. Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
Cherry Bekaert & Holland, LLP Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Institutional Trust Form 5500observed 3 days ago
$2.6M
Occurred
Dec 31, 2023
Consultant changed
Mercer appears on CIT Group, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Mercer Investments LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Blackrock appears on CIT Group, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Blackrock Institutional Trust Co,na Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Cherry Bekaert LLP appears on CIT Group, Inc. Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)
Cherry Bekaert & Holland, LLP Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
State Street Research and Managemen no longer appears on CIT Group, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
State Street Research & Management Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer US Small/mid Cap Equity Port (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer US Small/mid Cap Equity Port Form 5500observed 3 days ago
$2.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer Global Low Volatility Equity (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Global Low Volatility Equity Form 5500observed 3 days ago
$6.7M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
CIT Group, Inc. Retirement Plan first reports an interest in Long Duration Corporate Credit Scre (Blackrock Long Duration Corporate): $27M at 2023-12-31
Blackrock Long Duration Corporate Form 5500observed 3 days ago
$27.3M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer Active Intermediate Credit F (last held $169M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Active Intermediate Credit F Form 5500observed 3 days ago
$169M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
CIT Group, Inc. Retirement Plan first reports an interest in Intermediate Govt Bond Index Fund (Blackrock Institutional Trust Co,na): $53M at 2023-12-31
Blackrock Institutional Trust Co,na Form 5500observed 3 days ago
$52.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer Ultra Long Duration Portfoli (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Ultra Long Duration Portfoli Form 5500observed 3 days ago
$2.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
CIT Group, Inc. Retirement Plan first reports an interest in Intermediate Duration Corp Nl Fund: $171M at 2023-12-31
Intermediate Duration Corp Nl Fund Form 5500observed 3 days ago
$171M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
CIT Group, Inc. Retirement Plan first reports an interest in Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust): $6M at 2023-12-31
Blackrock Institutional Trust Form 5500observed 3 days ago
$6.1M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust) (last held $63M at 2022-12-31; absent from the 2023-12-31 filing)
State Street Global Advisors Trust Form 5500observed 3 days ago
$62.8M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer Non-Us Core Equity Portfolio (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Non-Us Core Equity Portfolio Form 5500observed 3 days ago
$6.4M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer US Large Cap Core Passive Eq (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer US Large Cap Core Passive Eq Form 5500observed 3 days ago
$6.9M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer Active Long Corporate Fixed (last held $53M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Active Long Corporate Fixed Form 5500observed 3 days ago
$53.2M
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
CIT Group, Inc. Retirement Plan first reports an interest in Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust): $3M at 2023-12-31
Blackrock Institutional Trust Form 5500observed 3 days ago
$2.6M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
CIT Group, Inc. Retirement Plan no longer reports Mercer Emerging Markets Equity Port (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
Mercer Emerging Markets Equity Port Form 5500observed 3 days ago
$2.8M

Show 3 bookkeeping events

Occurred
Jan 1, 2024
CIT Group, Inc. Retirement Plan funded ratio 101.2% -> 98.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
CIT Group, Inc. Retirement Plan plan assets $388M -> $316M (-18.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
CIT Group, Inc. Retirement Plan funded ratio 117.3% -> 101.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:bab95cf1-d8cc-4f86-86e0-8a8d0a96c163
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.

CIT Group, Inc. Retirement Plan

Allocators

Raleigh, NC

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:bab95cf1-d8cc-4f86-86e0-8a8d0a96c163

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Intermediate Duration Corp Nl Fund

n/a

Pooled vehicle

$177M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Intermediate Duration Corp Nl Fund

n/a

Pooled vehicle

$171M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Active Intermediate Credit F

n/a

Private credit

$169M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Intermediate Govt Bond Index Fund

Blackrock Institutional Trust Co,na

Fixed income

$65.8M

Dec 31, 2024

Collective trust

Dol form 5500 pension

CF Ssga Intermediate US Govt Bond I

State Street Global Advisors Trust

Fixed income

$62.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Mercer Active Long Corporate Fixed

n/a

Fixed income

$53.2M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Intermediate Govt Bond Index Fund

Blackrock Institutional Trust Co,na

Fixed income

$52.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Long Duration Corporate Credit Scre

Blackrock Long Duration Corporate

Private credit

$27.3M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Long Duration Corporate Credit Scre

Blackrock Long Duration Corporate

Private credit

$24.6M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Mercer US Large Cap Core Passive Eq

n/a

Public equity

$6.9M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Mercer Global Low Volatility Equity

n/a

Public equity

$6.7M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Mercer Non-Us Core Equity Portfolio

n/a

Public equity

$6.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Treasury US 15 Yr Key Rate Duration

Blackrock Institutional Trust

Fixed income

$6.1M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer Emerging Markets Equity Port

n/a

Public equity

$2.8M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Treasury US 10 Yr Key Rate Duration

Blackrock Institutional Trust

Fixed income

$2.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Mercer US Small/mid Cap Equity Port

n/a

Public equity

$2.4M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Mercer Ultra Long Duration Portfoli

n/a

Fixed income

$2.0M

Dec 31, 2022

Collective trust

Dol form 5500 pension

Treasury US 15 Yr Key Rate Duration

Blackrock Institutional Trust

Fixed income

$771,421

Dec 31, 2024

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

U.S. Government securities

n/a

$3.1M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$2.4M

Dec 31, 2024

Derived

Common/collective trusts

n/a

$268M

Dec 31, 2024

Derived

Registered investment companies

n/a

$40.2M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Fidelity Investments

Pension consultant

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Mercer Investments LLC

Pension consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Cherry Bekaert & Holland, LLP

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Northern Trust Co.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Fidelity Investments

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Blackrock Institutional Trust Co,na

Investment management

Jan 1, 2023

Dec 31, 2023

fact

State Street Research & Management

Investment management

Jan 1, 2022

Dec 31, 2022

fact