This allocator's name, 1 more adviser, 1 more manager, 45 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Illinois
Corporate pension, based in Lincolnshire, Illinois, reporting $56.5M in assets, for 966 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $56.5M
- Funded ratio
- 107.2%
- Fund commitments
- 18
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Aug 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Small Cap Equity Index Fund3 commitments
- 20+ Year U.S. Treasure Strips Index3 commitments
- US Intermediate Gov Bond Index Fund3 commitments
- AON Hewitt Investment Consulting, I20 commitments
- AON Trust Company LLC18 commitments
- AON Hewitt6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 3.2%
- 103-12 investment entities 5.7%
- Common/collective trusts 91.1%
- AON Hewitt Investment adviser (plan)through Aug 31, 2023 Form 5500
- October Three Consulting LLC Actuarythrough Aug 31, 2023 Form 5500
- Principal Trust Co. Trusteethrough Aug 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- AON Hewitt Investment Consulting, I20 rows, latest Aug 31, 2025
- AON Trust Company LLC18 rows, latest Aug 31, 2025
- AON Hewitt6 rows, latest Aug 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- AON Hewittplan years
- Nisaplan years
- Fidelity Investmentsplan years 2023
- Aug 31, 2025Holding endedinference
- Aug 31, 2024Holding started
- Aug 31, 2024Holding endedinference
- Aug 31, 2024Holding started
- Aug 31, 2024Holding started
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Small Cap Equity Index Fundcollective trust | AON Hewitt Investment Consulting, I | Public equity | $857,651 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | 20+ Year U.S. Treasure Strips Indexcollective trust | AON Trust Company LLC | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | AON Enhanced Liability Driven Invescollective trust | AON Trust Company LLC | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
+45 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 966 | $57.0M | $53.2M | 107.2% | $56.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,286 | $61.2M | $60.7M | 108.3% | $57.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,282 | $61.3M | $57.3M | 115.3% | $61.2M | Not disclosed | Not disclosed | Not disclosed |
- October Three Consulting LLC codes 11 50 $190,889 PY2024
- AON Hewitt codes 27 50 $69,003 PY2024
- Principal codes 21 $25,979 PY2024
+66 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-08-31source
- Holding in a pooled vehicle ended2024-08-31source
- Holding in a pooled vehicle started2024-08-31source
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.