7 more commitments and 2 more dated events
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Andersen Corporation Employees' Pension and Retirement Plan
Corporate pension, based in Bayport, Minnesota, reporting $682M in assets, for 5,523 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $682M
- Funded ratio
- 80.4%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2025, Towers Watson Delaware, Inc. appears on Andersen Corporation Employees' Pension and Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024).
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Fin Grp, Inc. Stock Sa-R64 commitments
- Prin Core Plus Bond Sep Acct-Z4 commitments
- Prin Liquid Assets Sep Acct-Z2 commitments
- Principal10 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 0.6%
- Master trust investment accounts 99.1%
- Pooled separate accounts 0.2%
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2025 Form 5500
- US Bank Custodianthrough Dec 31, 2025 Form 5500
- Principal10 rows, latest Dec 31, 2025
- Russell Trust Companyplan years 2025
- Dec 31, 2025Consultant changedinferenceTowers Watson Delaware, Inc. appears on Andersen Corporation Employees' Pension and Retirement Plan's Schedule C as pension consultant (plan year 2025 vs 2024)with Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2025Assets changedAndersen Corporation Employees' Pension and Retirement Plan total assets $773M -> $682M (-11.8%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedAndersen Corporation Employees' Pension and Retirement Plan funded ratio 89.1% -> 80.4% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Holding startedAndersen Corporation Employees' Pension and Retirement Plan first reports an interest in Prin Liquid Assets Sep Acct-Z (Principal): $5,424 at 2024-12-31with Principalaskebsa.dol.gov
- Jan 1, 2024Funded status changedAndersen Corporation Employees' Pension and Retirement Plan funded ratio 86.2% -> 89.1% (2023-01-01 to 2024-01-01)
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Prin Fin Grp, Inc. Stock Sa-R6separate account | Principal | Public equity | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Prin Core Plus Bond Sep Acct-Zseparate account | Principal | Fixed income | $350,708 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $14,766 held | Disclosed holding | askebsa.dol.gov |
+7 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 5,523 | $774M | $888M | 80.4% | $682M | Not disclosed | $676M | Not disclosed |
| 2024 to Dec 31, 2024 | 5,530 | $833M | $883M | 89.1% | $773M | Not disclosed | $767M | Not disclosed |
| 2023 to Dec 31, 2023 | 5,564 | $806M | $848M | 86.2% | $833M | Not disclosed | $826M | Not disclosed |
| 2022 to Dec 31, 2022 | 5,631 | $1.1B | $802M | 103.7% | $806M | Not disclosed | $799M | Not disclosed |
- Russell Investments Trust Company codes 28 51 $1.6M PY2025
- Towers Watson Delaware, Inc. codes 11 15 17 50 $512,905 PY2025
- U.S. Bank, National Association codes 19 21 50 $247,878 PY2025
+37 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+4 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
+4 connections on the graph
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