3 more managers, 29 more commitments and 4 more dated events
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Hallstar Services Corp. Retirement Income Plan
Corporate pension, based in Chicago, Illinois, reporting $27.2M in assets, for 144 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $27.2M
- Funded ratio
- 80.0%
- Fund commitments
- 13
- Managers
- 7
Nothing material in the last 90 days. Last change: 30 Sep 2025, Hallstar Services Corp. Retirement Income Plan first reports an interest in Multi-Manager Lds Cit II: $15M at 2025-09-30.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal/blackrock S&p Mc Indx Cit3 commitments
- Principal/t. Rowe Price Institution3 commitments
- Principal/blackrock S&p 500 Index3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 0.8%
- Common/collective trusts 93.0%
- Registered investment companies 6.1%
- Principal Spectrum Asset Management Custodianthrough Sep 30, 2023 Form 5500
- USI Consulting Group Actuarythrough Sep 30, 2023 Form 5500
- Blackrock9 rows, latest Sep 30, 2025
- T Rowe Price6 rows, latest Sep 30, 2025
- Voya3 rows, latest Sep 30, 2025
+3 more managers received commitments
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- Blackrockplan years
- T. Rowe Price Trust Companyplan years
- T Rowe Priceplan years
+4 more Schedule C managers
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- Sep 30, 2025Holding startedHallstar Services Corp. Retirement Income Plan first reports an interest in Multi-Manager Lds Cit II: $15M at 2025-09-30with Multi-Manager Lds Cit IIaskebsa.dol.gov
- Sep 30, 2025Holding startedHallstar Services Corp. Retirement Income Plan first reports an interest in Liability Driven Solution Cit III N: $4M at 2025-09-30with Liability Driven Solution Cit III Naskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan no longer reports Pfg/federated Total Return Bond Cit (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Pfg/federated Total Return Bond Citaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan no longer reports Principal/dodge & Cox Intermediate (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Principal/dodge & Cox Intermediateaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceHallstar Services Corp. Retirement Income Plan no longer reports Allspring Core Bond Cit F (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Allspring Core Bond Cit Faskebsa.dol.gov
+4 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Principal/blackrock S&p Mc Indx Citcollective trust | Blackrock | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/t. Rowe Price Institutioncollective trust | T Rowe Price | Pooled vehicles | $520,350 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/blackrock S&p 500 Indexcollective trust | Blackrock | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov |
+29 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 Sep 30, 2025 | 144 | $25.0M | $11.0M | 80.0% | $27.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 141 | $22.8M | $12.1M | 107.2% | $25.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 284 | $36.7M | $28.5M | 102.7% | $23.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal codes 15 19 21 27 28 50 51 62 $76,356 PY2024
- Core Bond Cit N Sched. D C PY2024
- Alliance Bernstein Lg Cap Gr Cit N Sched. D C $649,563 PY2024
+38 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
- Holding in a pooled vehicle started2025-09-30source
+6 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
+10 connections on the graph
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