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AllocatorsPlancorporate pension100m-1b

Canadian Pacific Pension Plan for U.S. Management Employees

Allocators

Minneapolis, MN

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:efc27df0-caf4-420a-9ca8-e331fcebb747

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, 12:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
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: $121Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 99%
Participants: 1,422
Commitments: 8with an amount; holdings are counted apart
Managers: 3
Funds: 5
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
Long Duration Corporate Credit Scre	Blackrock Long Duration Corporate	Private credit	$63.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long Duration Corporate Credit Scre	Blackrock Long Duration Corporate	Private credit	$60.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Msci Acwi Equity Index Fund	n/a	Public equity	$27.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Msci Acwi Equity Index Fund	n/a	Public equity	$25.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Term Government Bond Index Fun	Blackrock Insti. Trust Company, N.A	Fixed income	$17.8M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Long Term Government Bond Index Fun	Blackrock Insti. Trust Company, N.A	Fixed income	$12.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Intermediate Duration Corp Nl Fund	n/a	Pooled vehicle	$12.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
U.S. Strips 20+ Year Bond Index Rsl	Blackrock Institutional Trust	Fixed income	$6.2M	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; 12 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	0	$7	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	96	$116M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	4	$4.6M	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
Willis Towers Watson US LLC	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Mercer	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
U.S. Bank, N.A.	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer (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
Blackrock Institutional Trust Co,na	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Dodge & Cox	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← SOO Line Railroad CompanyPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ MercerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ U.S. Bank, N.A.Investment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer (US) LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (2)

← Dodge & CoxInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Blackrock Institutional Trust Co,naInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Manager relationship started
Blackrock Institutional Trust Comp appears on Canadian Pacific Pension Plan for U.S. Management Employees's Schedule C as investment manager (plan year 2024 vs 2023)
Blackrock Institutional Trust Co,na Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Canadian Pacific Pension Plan for U.S. Management Employees first reports an interest in Intermediate Duration Corp Nl Fund: $13M at 2024-12-31
Intermediate Duration Corp Nl Fund Form 5500observed 3 days ago
$12.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Canadian Pacific Pension Plan for U.S. Management Employees no longer reports U.S. Strips 20+ Year Bond Index Rsl (Blackrock Institutional Trust) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
Blackrock Institutional Trust Form 5500observed 3 days ago
$6.2M

Show 2 bookkeeping events

Occurred
Jan 1, 2023
Canadian Pacific Pension Plan for U.S. Management Employees plan assets $143M -> $124M (-13.2%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Canadian Pacific Pension Plan for U.S. Management Employees funded ratio 100.2% -> 97.3% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:efc27df0-caf4-420a-9ca8-e331fcebb747
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.

Canadian Pacific Pension Plan for U.S. Management Employees

Allocators

Minneapolis, MN

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:efc27df0-caf4-420a-9ca8-e331fcebb747

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Long Duration Corporate Credit Scre

Blackrock Long Duration Corporate

Private credit

$63.5M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Long Duration Corporate Credit Scre

Blackrock Long Duration Corporate

Private credit

$60.6M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Msci Acwi Equity Index Fund

n/a

Public equity

$27.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Msci Acwi Equity Index Fund

n/a

Public equity

$25.4M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Long Term Government Bond Index Fun

Blackrock Insti. Trust Company, N.A

Fixed income

$17.8M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Long Term Government Bond Index Fun

Blackrock Insti. Trust Company, N.A

Fixed income

$12.6M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Intermediate Duration Corp Nl Fund

n/a

Pooled vehicle

$12.6M

Dec 31, 2024

Collective trust

Dol form 5500 pension

U.S. Strips 20+ Year Bond Index Rsl

Blackrock Institutional Trust

Fixed income

$6.2M

Dec 31, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Non-interest-bearing cash

n/a

Dec 31, 2024

Derived

Common/collective trusts

n/a

$116M

Dec 31, 2024

Derived

Registered investment companies

n/a

$4.6M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Willis Towers Watson US LLC

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Blackrock Institutional Trust Co,na

trustee

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Mercer

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

U.S. Bank, N.A.

trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer (US) LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Blackrock Institutional Trust Co,na

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Dodge & Cox

Investment management

Jan 1, 2022

Dec 31, 2022

fact