This allocator's name, 2 more advisers, 36 more commitments and 14 more dated events
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Corporate pension in Minnesota
Corporate pension, based in Anoka, Minnesota, reporting $138M in assets, for 1,669 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $138M
- Funded ratio
- 92.1%
- Fund commitments
- 26
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Multi Asset Credit Fund2 commitments
- Temporary Investment Fund2 commitments
- Long Credit Bond Fund2 commitments
- AON Hewitt Investment Consulting, I26 commitments
- AON Trust Company LLC12 commitments
- BNY Mellon1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Partnership/joint venture interests 11.3%
- Common/collective trusts 86.1%
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Parametric Portfolio Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers 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, I26 rows, latest Dec 31, 2023
- AON Trust Company LLC12 rows, latest Dec 31, 2024
- BNY Mellon1 row, latest Dec 31, 2024
- Parametric Portfolio Associatesplan years 2024
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
+14 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 Dec 31, 2024 | AON US Intermediate Governmentcollective trust | AON Trust Company LLC | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 20+ Yr U S Treas Stripscollective trust | AON Trust Company LLC | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+36 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 Dec 31, 2024 | 1,669 | $142M | $161M | 92.1% | $138M | $15.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,727 | $139M | $166M | 90.6% | $142M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,789 | $187M | $167M | 104.2% | $139M | Not disclosed | Not disclosed | Not disclosed |
- AON Hewitt codes 11 17 28 34 50 70 $622,951 PY2024
- Parametric Portfolio Associate codes 14 28 50 51 $99,137 PY2024
- Grant Thornton LLP codes 10 50 $74,056 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+28 more changes on this record's ledger
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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
+7 connections on the graph
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