1 more adviser, 3 more managers, 21 more commitments and 13 more dated events

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Aecom Pension Plan

Corporate pension· Dallas, Texas

Corporate pension, based in Dallas, Texas, reporting $97.2M in assets, for 1,882 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$97.2M
Funded ratio
90.7%
Fund commitments
13
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (13)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Angeles Investment Advisors, LLC no longer appears on Aecom Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Aecom Pension Plan
Funds committed to
All 13
Managers
All 6
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$97.2M
Total assets, Sep 30, 2025 reported
Funded
90.7%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
13
3 managers on Schedule C
Plan sponsor: Aecom
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Partnership/joint venture interests 4.9%
  • Common/collective trusts 92.3%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)
What changed
18 events
  • Dec 31, 2024Manager relationship endedinference
    Capital Group no longer appears on Aecom Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Capital International, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Angeles Investment Advisors, LLC no longer appears on Aecom Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Angeles Investment Advisors, LLCaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Aecom Pension Plan no longer reports Vanguard Employee Benefit Index (Vanguard Fiduciary Trust Company) (last held $3M at 2023-09-30; absent from the 2024-09-30 filing)
    with Vanguard Fiduciary Trust Companyaskebsa.dol.gov
  • Sep 30, 2024Holding started
    Aecom Pension Plan first reports an interest in 3-10 Year U.S. Treasury Indx Nl Fd (State Street - Russell 2000): $20M at 2024-09-30
    with State Street Global Advisors Trust Companyaskebsa.dol.gov
  • Sep 30, 2024Holding endedinference
    Aecom Pension Plan no longer reports CG Long Duration Credit Trust US (Capital Guardian Trust Company) (last held $20M at 2023-09-30; absent from the 2024-09-30 filing)
    with Capital Guardian Trust Companyaskebsa.dol.gov

+13 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
24 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc US Small Cap Equity Citcollective trustNepc, LLCPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nepc Diversified Credit Citcollective trustNepc, LLCPrivate credit$1.4M heldDisclosed holdingaskebsa.dol.gov

+21 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$97.2M Sep 30, 2025 reported Form 5500
$102M (2024-09) · $92.8M (2023-09)
Plan assets
$101M Oct 1, 2024 reported Form 5500
$92.7M (2023-10) · $93.5M (2022-10)
Net assets
$96.9M Sep 30, 2025 reported Form 5500
$101M (2024-09) · $92.6M (2023-09)
Funded ratio
90.7% Oct 1, 2024 reported Form 5500
92.7% (2023-10) · 93.0% (2022-10)
Funding target
$101M Oct 1, 2024 reported Form 5500
$108M (2023-10) · $110M (2022-10)
Discount rate
5.33% Oct 1, 2024 reported Form 5500
5.11% (2023-10) · 5.28% (2022-10)
Participants
1,882 Oct 1, 2024 reported Form 5500
1,920 (2023-10) · 1,961 (2022-10)
Contributions
$2.1M Sep 30, 2025 reported Form 5500
$2.6M (2024-09) · $2.1M (2023-09)
Benefits paid
$9.1M Sep 30, 2025 reported Form 5500
$9.4M (2024-09) · $9.7M (2023-09)
Net investment income
-$3.8M Sep 30, 2025 reported Form 5500
$8.1M (2024-09) · -$739,797 (2023-09)
Investment management fees
$266,071 Sep 30, 2025 reported Form 5500
$271,878 (2024-09) · $183,611 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,882$101M$101M90.7%$97.2M$4.7MNot disclosedNot disclosed
2023 to Sep 30, 20241,920$92.7M$108M92.7%$102M$5.4MNot disclosedNot disclosed
2022 to Sep 30, 20231,961$93.5M$110M93.0%$92.8M$54.6MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Willis Towers Watson US LLC codes 14 50 $397,372 PY2024
  • Mercer codes 11 50 $278,739 PY2024
  • Nepc codes 27 50 $266,071 PY2024

+47 more service providers

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Provenance
Identifiers: EIN-PN 611088522-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Aecom Pension Plan sits on 11 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 11 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

18 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-09-30source
  • Holding in a pooled vehicle started
    2024-09-30source
  • Holding in a pooled vehicle ended
    2024-09-30source

+15 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

+8 connections on the graph

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