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AllocatorsPlancorporate pension<100m

Chicago Title & Trust Company Pension Plan

Allocators

Jacksonville, FL

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Search this name across graphsid dfx:al:e7b87a32-c23a-4089-b601-a736c3d9007b

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, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 14
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: $635,419latest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 65%
Participants: 1,757
Commitments: 11with an amount; holdings are counted apart
Managers: 3
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
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 Govt Bond Index Fund	Blackrock Institutional Trust Co,na	Fixed income	$39.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Long Duration Corporate	Private credit	$39.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Long Duration Corporate	Private credit	$20.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Intermediate Govt Bond Index Fund	Blackrock Institutional Trust Co,na	Fixed income	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Intermediate Duration Corp Nl Fund	n/a	Pooled vehicle	$13.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Short-Term Investment Fund	n/a	cash	$8.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Ex - US Alpha Tilts Fund	n/a	Pooled vehicle	$8.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Russell 3000 Index Fund	n/a	Pooled vehicle	$8.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Treasury US 10 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$1.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Short-Term Investment Fund	n/a	cash	$1.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Treasury US 15 Yr Key Rate Duration	Blackrock Institutional Trust	Fixed income	$120,769	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; 8 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	71	$449,088	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
USI Consulting Group	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
J.P. Morgan Chase & Co	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Principal Trust Co.	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
USI Consulting Group	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
The Newport Group	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Newport Group, Inc	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
J.P. Morgan Chase & Co	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Rbc/vance Falbaum	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Fidelity National Title Group, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Principal Trust Co.Investment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ J.P. Morgan Chase & CoManager with allocator capitalInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (4)

← J.P. Morgan Chase & CoManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Rbc/vance FalbaumInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Newport Group, IncInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← The Newport GroupManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Consultant changed
USI Consulting appears on Chicago Title & Trust Company Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
USI Consulting Group Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
RBC Wealth Management no longer appears on Chicago Title & Trust Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Rbc/vance Falbaum Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
Newport Group appears on Chicago Title & Trust Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Newport Group, Inc Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Chicago Title & Trust Company Pension Plan first reports an interest in Intermediate Duration Corp Nl Fund: $13M at 2023-12-31
Intermediate Duration Corp Nl Fund Form 5500observed 3 days ago
$13.5M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Chicago Title & Trust Company Pension Plan no longer reports Blackrock Ex - US Alpha Tilts Fund (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Ex - US Alpha Tilts Fund Form 5500observed 3 days ago
$8.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Chicago Title & Trust Company Pension Plan no longer reports Treasury US 15 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $120,769 at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Institutional Trust Form 5500observed 3 days ago
$120,769
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Chicago Title & Trust Company Pension Plan no longer reports Russell 3000 Index Fund (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
Russell 3000 Index Fund Form 5500observed 3 days ago
$8.0M
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Chicago Title & Trust Company Pension Plan no longer reports Treasury US 10 Yr Key Rate Duration (Blackrock Institutional Trust) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
Blackrock Institutional Trust Form 5500observed 3 days ago
$1.8M

Show 6 bookkeeping events

Occurred
Dec 31, 2024
Chicago Title & Trust Company Pension Plan total assets $59M -> $635,419 (-98.9%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Chicago Title & Trust Company Pension Plan funded ratio 80.0% -> 65.3% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Chicago Title & Trust Company Pension Plan plan assets $109M -> $57M (-48.0%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Chicago Title & Trust Company Pension Plan total assets $109M -> $59M (-46.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Chicago Title & Trust Company Pension Plan funded ratio 83.7% -> 80.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Chicago Title & Trust Company Pension Plan plan assets $145M -> $109M (-24.9%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e7b87a32-c23a-4089-b601-a736c3d9007b
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.