This allocator's name, 6 more advisers, 6 more managers, 32 more commitments and 7 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.
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Corporate pension in New Jersey
Corporate pension, based in Montvale, New Jersey, reporting $1.9B in assets, for 3,407 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.9B
- Funded ratio
- 103.8%
- Fund commitments
- 14
- Managers
- 7
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to RV Kuhns & Associates.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Select International Small Cap3 commitments
- Russell 2000 Alpha Tilts Fund3 commitments
- MFS International Equity Fund3 commitments
- State Street Global Advisors Trust Company10 commitments
- Blackrock6 commitments
- Fidelity Institutional Asset Mgmt3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 1.4%
- Other investments 0.2%
- Partnership/joint venture interests 1.2%
- 103-12 investment entities 1.7%
- Common/collective trusts 40.3%
- Registered investment companies 55.1%
- RV Kuhns & Associates Pension consultantthrough Dec 31, 2023 Form 5500
- Pacific Resources Benefit Pension consultantthrough Dec 31, 2022 Form 5500
- Goldman Sachs Asset Management Investment adviser (plan)through Dec 31, 2022 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company10 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
- Fidelity Institutional Asset Mgmt3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- RBC Global Asset Management Inc.plan years
- Aristotle Pacific Capital, LLCplan years
- MFS Heritage Trust Companyplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith RV Kuhns & Associatesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Pacific Resources Benefitaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
+7 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Fiam Select International Small Capcollective trust | Fidelity Institutional Asset Mgmt | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Alpha Tilts Fundcollective trust | Blackrock | Pooled vehicles | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Eafe Small Cap Equitcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $15.7M held | Disclosed holding | askebsa.dol.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,407 | $1.8B | $1.6B | 103.8% | $1.9B | $21.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,418 | $1.7B | $1.6B | 106.4% | $1.8B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,299 | $1.9B | $1.5B | 109.4% | $1.7B | Not disclosed | Not disclosed | Not disclosed |
- Goldman Sachs Asset Management codes 28 51 56 $668,256 PY2024
- Willis Towers Watson codes 11 15 38 50 $536,911 PY2024
- State Street Bank and Trust Company codes 21 50 $281,934 PY2024
+72 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+9 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
+21 connections on the graph
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