This allocator's name, 1 more adviser, 3 more managers, 23 more commitments and 6 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 Ohio
Corporate pension, based in Cleveland, Ohio, reporting $101M in assets, for 1,737 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $101M
- Funded ratio
- 90.1%
- Fund commitments
- 10
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Thornhill Financial Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Short-Term Investment Fund3 commitments
- CF Blackrock Msci Acwi Minimum3 commitments
- Jpmcb Long Credit Fund3 commitments
- Northern Trust Investments, Inc.9 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Prudential Trust Co.4 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 99.2%
- Thornhill Financial Inc General consultantthrough Dec 31, 2023 Form 5500
- Wilshire Pension consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Discretionary trusteethrough Dec 31, 2022 Form 5500
+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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- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Prudential Trust Co.4 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Prudential Trust Co.plan years
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrockplan years
+7 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Thornhill Financial Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith UBS Global Asset Managementaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $567 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CF Prudential U.S. Long Duration Cocollective trust | Prudential Trust Co. | Fixed income | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CF Blackrock Msci Acwi Minimumcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
+23 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 | 1,737 | $104M | $103M | 90.1% | $101M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,823 | $106M | $107M | 85.7% | $104M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,926 | $156M | $109M | 115.4% | $105M | $1 | Not disclosed | Not disclosed |
- Willis Towers Watson codes 11 17 $452,307 PY2024
- Wilshire Associates Incorporated codes 17 $102,667 PY2024
- Northern Trust Company codes 24 33 $86,048 PY2024
+48 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.
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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
+8 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
+15 connections on the graph
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