3 more managers, 21 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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Salt River Project Employees' Retirement Plan
Corporate pension, based in Phoenix, Arizona, reporting $2.9B in assets, for 10,199 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.9B
- Funded ratio
- 97.3%
- Fund commitments
- 8
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Prudential Insurance Company appears on Salt River Project Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- CAP Guardian Int'l Equity Fund3 commitments
- Prisa3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- Northern Trust Investments, Inc.9 commitments
- Capital Guardian Trust Company3 commitments
- Prudential Insurance Company of Ame3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Corporate debt instruments (other) 28.1%
- U.S. Government securities 4.3%
- Other investments 0.0%
- Partnership/joint venture interests 10.8%
- Common/collective trusts 34.8%
- Pooled separate accounts 8.7%
- Registered investment companies 6.5%
- Common stock 3.6%
- Capfinancial Partners, LLC Pension consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Capital Guardian Trust Company3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Prudential Insurance Company of Ameplan years 2024
- Vulcan Value Partnersplan years 2024
- Capital International, Inc.plan years 2023
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedPrudential Insurance Company appears on Salt River Project Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceClifton Group no longer appears on Salt River Project Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Cliftonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceArtisan Partners no longer appears on Salt River Project Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Artisan Partners Ltd Partnershipaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedVulcan Value Partners appears on Salt River Project Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Vulcan Value Partnersaskebsa.dol.gov
- Jan 1, 2024Funded status changedSalt River Project Employees' Retirement Plan funded ratio 101.2% -> 97.3% (2023-01-01 to 2024-01-01)
+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 | CAP Guardian Int'l Equity Fundcollective trust | Capital Guardian Trust Company | Public equity | $75.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $140M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $615M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 10,199 | $2.8B | $2.4B | 97.3% | $2.9B | $313M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 10,789 | $2.5B | $2.3B | 101.2% | $2.8B | $351M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 10,639 | $3.1B | $2.2B | 110.9% | $2.5B | $430M | Not disclosed | Not disclosed |
- Legal and General codes 28 51 $1.4M PY2024
- Northern Trust Company codes 21 28 51 $1.2M PY2024
- Prudential Insurance Company codes 28 51 $1.1M PY2024
+55 more service providers
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Provenance
Salt River Project Employees' Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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.
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Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
+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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