This allocator's name, 8 more advisers and 1 more dated event
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Corporate pension in New Jersey
Corporate pension, based in Princeton, New Jersey, reporting $133M in assets, for 411 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $133M
- Funded ratio
- 86.6%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Principal.
Capital path
who backs this record, through what, into what; each name opens its own path- Transamerica Collective Trust Funds3 commitments
- Transamerica3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.7%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 25.3%
- U.S. Government securities 12.8%
- Other investments 32.9%
- Common/collective trusts 0.9%
- Registered investment companies 3.7%
- Common stock 18.5%
- Principal Investment adviser (plan)through Dec 31, 2024 Form 5500
- Columbia Mgmt Invstmt Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- MFS Institutional Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Transamerica3 rows, latest Dec 31, 2024
- Dec 31, 2024Consultant changedinferencewith Principalaskebsa.dol.gov
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$12.4Maskebsa.dol.gov
- Dec 31, 2023Assets changed$12.4Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 14 pointsaskebsa.dol.gov
+1 more dated event
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 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $514,654 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 411 | $126M | $124M | 86.6% | $133M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 419 | $114M | $118M | 84.2% | $126M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 432 | $153M | $113M | 98.4% | $114M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 13 15 17 21 50 60 64 $212,567 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $154,605 PY2024
- Columbia Mgmt Invstmt Advisors, LLC codes 27 50 $111,479 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 9 traced paths of capital across the graphs.
DFX traced 9 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Consultant changed2024-12-31source
+3 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
+12 connections on the graph
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