This allocator's name, 2 more commitments and 7 more dated events
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Corporate pension in Ohio
Corporate pension, based in NEW Bremen, Ohio, reporting $503M in assets, for 3,402 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $503M
- Funded ratio
- 106.8%
- Fund commitments
- 3
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Mar 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Travelport Victory Capital Sep Acc2 commitments
- T. Rowe Price Structured Common Tr2 commitments
- MFB Nt Collective S&p 500 Indx Fund1 commitment
- Victory Capital Management2 commitments
- T Rowe Price2 commitments
- The Northwest Trust Company1 commitment
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 4.2%
- Corporate debt instruments (other) 28.7%
- U.S. Government securities 17.6%
- Other investments 7.6%
- Partnership/joint venture interests 2.4%
- Common/collective trusts 14.8%
- Registered investment companies 22.7%
- Common stock 1.5%
- Fifth Third Bank Trusteethrough Mar 31, 2023 Form 5500
- Deloitte Consulting LLP Actuarythrough Mar 31, 2023 Form 5500
- Deloitte Actuarythrough Mar 31, 2023 Form 5500
- Victory Capital Management2 rows, latest Mar 31, 2025
- T Rowe Price2 rows, latest Mar 31, 2024
- The Northwest Trust Company1 row, latest Mar 31, 2025
- Deloitteplan years 2025
- PNC Bankplan years 2025
- Legal & General Inv Mgmt Americaplan years 2025
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Mar 31, 2025Holding started
- Mar 31, 2025Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Westfield Capital Management Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith PNC Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith The Northwest Trust Companyaskebsa.dol.gov
+7 more dated events
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 Mar 31, 2025 | MFB Nt Collective S&p 500 Indx Fundcollective trust | The Northwest Trust Company | Pooled vehicles | $67.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Travelport Victory Capital Sep Acccollective trust | Victory Capital Management | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Travelport Victory Capital Sep Acccollective trust | Victory Capital Management | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov |
+2 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 Mar 31, 2025 | 3,402 | $492M | $461M | 106.8% | $503M | $12.1M | $0 | $0 |
| 2023 to Mar 31, 2024 | 3,460 | $448M | $451M | 109.3% | $487M | $20.9M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 3,449 | $496M | $421M | 111.7% | $447M | $25.9M | Not disclosed | Not disclosed |
- Lgmi America codes 28 $242,902 PY2024
- Deloitte codes 28 $238,667 PY2024
- Clearstead codes 28 $152,785 PY2024
+28 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2025-03-31source
- Holding in a pooled vehicle started2024-03-31source
- Holding in a pooled vehicle ended2025-03-31source
+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
+13 connections on the graph
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