This allocator's name, 1 more adviser, 4 more managers and 8 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in New Jersey
Corporate pension, based in Plainsboro, New Jersey, reporting $141M in assets, for 1,116 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $141M
- Funded ratio
- 86.0%
- Fund commitments
- 7
- Managers
- 5
Nothing material in the last 90 days. Last change: 30 Nov 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 3000 Index Fund2 commitments
- Long US Credit Indx Nl Fund2 commitments
- Long Term Govt Bond Index Fund2 commitments
- Blackrock Institutional Trust Co,na2 commitments
- State Street Global Advisors Trust Company2 commitments
- Blackrock Insti. Trust Company, N.A2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 1.7%
- Common/collective trusts 36.6%
- Registered investment companies 61.7%
- State Street Global Advisors Custodianthrough Nov 30, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Nov 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Nov 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Blackrock Institutional Trust Co,na2 rows, latest Nov 30, 2024
- State Street Global Advisors Trust Company2 rows, latest Nov 30, 2024
- Blackrock Insti. Trust Company, N.A2 rows, latest Nov 30, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Wellingtonplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Nov 30, 2024Holding endedinference
- Nov 30, 2024Holding endedinference
- Nov 30, 2024Holding started
- Dec 31, 2023Manager relationship endedinferencewith Wellington Trust Companyaskebsa.dol.gov
- Dec 1, 2023Funded status changeddown 6 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Long US Credit Indx Nl Fundcollective trust | State Street Global Advisors Trust Company | Private credit | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $9.3M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 1,116 | $135M | $131M | 86.0% | $141M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 1,147 | $144M | $130M | 92.2% | $135M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 13 50 $365,137 PY2023
- Windmark Investment Partners, Inc. codes 28 51 $201,966 PY2023
- State Street Bank & Trust codes 19 25 28 50 62 63 99 $62,792 PY2023
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Record history
- Holding in a pooled vehicle ended2024-11-30source
- Holding in a pooled vehicle ended2024-11-30source
- Holding in a pooled vehicle started2024-11-30source
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.