This allocator's name, 8 more advisers, 2 more managers, 20 more commitments and 5 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 Toledo, Ohio, reporting $337M in assets, for 6,418 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $337M
- Funded ratio
- 80.5%
- Fund commitments
- 8
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Macquarie Investment Mgmnt Advisers.
Capital path
who backs this record, through what, into what; each name opens its own path- U.S. Debt Index Fund E3 commitments
- Russell 3000 Index Fund3 commitments
- Blackrock Msci Acwi Ex-U.s. Fund3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Blackrock Institutional Trust Co,na3 commitments
- Northern Trust Investments, Inc.3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 24.7%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 16.9%
- Other investments 0.6%
- Common/collective trusts 48.9%
- Registered investment companies 7.6%
- The Culpepper Group, LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Macquarie Investment Mgmnt Advisers Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wilshire Pension consultantthrough 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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- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+2 more managers received commitments
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- SLC Managementplan years 2022
+2 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Macquarie Investment Mgmnt Advisersaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith The Culpepper Group, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 5 pointsaskebsa.dol.gov
+5 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 | U.S. Debt Index Fund Ecollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $33.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-U.s. Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $224 held | Disclosed holding | askebsa.dol.gov |
+20 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 | 6,418 | $340M | $363M | 80.5% | $337M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,194 | $601M | $656M | 85.9% | $341M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,465 | $815M | $648M | 105.0% | $603M | Not disclosed | Not disclosed | Not disclosed |
- Fidelity Institutional Asset Mgt. codes 28 50 $619,822 PY2024
- AON Consulting codes 11 50 $410,087 PY2024
- SUN Life Investment Mgt. US, Inc. codes 28 50 $191,172 PY2024
+67 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 ended2024-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+7 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
+17 connections on the graph
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