2 more advisers, 38 more commitments and 7 more dated events

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British Airways Plc Pension Plan (U.S.A.)

Corporate pension· NEW York, New York

Corporate pension, based in NEW York, New York, reporting $315M in assets, for 2,156 participants.

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

Assets
$315M
Funded ratio
71.5%
Fund commitments
14
Managers
3
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Commitments (14)Allocation policyManagers
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, Russell Trust Company no longer appears on British Airways Plc Pension Plan (U.S.A.)'s Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
British Airways Plc Pension Plan (U.S.A.)
Funds committed to
All 14
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$315M
Total assets, Mar 31, 2025 reported
Funded
71.5%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
14
3 managers on Schedule C
Plan sponsor: British Airways Plc
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.6%
  • Other investments 0.1%
  • Partnership/joint venture interests 3.4%
  • 103-12 investment entities 5.4%
  • Common/collective trusts 87.1%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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What changed
12 events
  • Dec 31, 2024Manager relationship endedinference
    Russell Trust Company no longer appears on British Airways Plc Pension Plan (U.S.A.)'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Russell Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Russell Investments Implementation appears on British Airways Plc Pension Plan (U.S.A.)'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Russell Investments Implementationaskebsa.dol.gov
  • Apr 1, 2024Funded status changed
    British Airways Plc Pension Plan (U.S.A.) funded ratio 63.3% -> 71.5% (2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Apr 1, 2024Assets changed
    British Airways Plc Pension Plan (U.S.A.) plan assets $266M -> $294M (+10.5%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Holding started
    British Airways Plc Pension Plan (U.S.A.) first reports an interest in Russell 15-20 Yr Strips Fxd Inc Fd: $26M at 2024-03-31
    with Russell 15-20 Yr Strips Fxd Inc Fdaskebsa.dol.gov

+7 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
41 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Global Real Estate Securities Fundcollective trustRussell Trust CompanyReal estate$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Russell Real Estate Equity Fundcollective trustRussell Trust CompanyReal estate$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov

+38 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
$315M Mar 31, 2025 reported Form 5500
$295M (2024-03) · $267M (2023-03)
Plan assets
$294M Apr 1, 2024 reported Form 5500
$266M (2023-04) · $314M (2022-04)
Net assets
$314M Mar 31, 2025 reported Form 5500
$294M (2024-03) · $266M (2023-03)
Funded ratio
71.5% Apr 1, 2024 reported Form 5500
63.3% (2023-04) · 74.3% (2022-04)
Funding target
$416M Apr 1, 2024 reported Form 5500
$421M (2023-04) · $423M (2022-04)
Discount rate
5.07% Apr 1, 2024 reported Form 5500
5.18% (2023-04) · 5.35% (2022-04)
Participants
2,156 Apr 1, 2024 reported Form 5500
2,198 (2023-04) · 2,245 (2022-04)
Contributions
$39.1M Mar 31, 2025 reported Form 5500
$34.1M (2024-03) · $12.4M (2023-03)
Benefits paid
$32.1M Mar 31, 2025 reported Form 5500
$31.9M (2024-03) · $32.0M (2023-03)
Net investment income
$19.2M Mar 31, 2025 reported Form 5500
$28.0M (2024-03) · -$48.1M (2023-03)
Investment management fees
$502,925 Mar 31, 2025 reported Form 5500
$461,458 (2024-03) · $475,989 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20252,156$294M$416M71.5%$315M$10.7MNot disclosedNot disclosed
2023 to Mar 31, 20242,198$266M$421M63.3%$295M$7.5MNot disclosedNot disclosed
2022 to Mar 31, 20232,245$314M$423M74.3%$267M$4.0MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+68 more service providers

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Provenance
Identifiers: EIN-PN 131546240-001
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

British Airways Plc Pension Plan (U.S.A.) sits on 5 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to managerAllocator to real estate vehicle to manager

DFX traced 5 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

12 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-03-31source
  • Funded status changed
    2023-04-01source
  • Funded status changed
    2024-04-01source

+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

+12 connections on the graph

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