This allocator's name, 4 more advisers, 13 more managers, 44 more commitments and 6 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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Corporate pension in Utah
Corporate pension, based in Salt Lake City, Utah, reporting $7.1B in assets, for 33,144 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $7.1B
- Funded ratio
- 135.3%
- Fund commitments
- 19
- Managers
- 13
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Commingled Pension Trust Fund (ls)3 commitments
- Pacific Asset Management Bank Loan3 commitments
- LSV Emerging Markets Cit3 commitments
- Prudential Insurance Company of Ame7 commitments
- JP Morgan Chase3 commitments
- Aristotle Pacific Capital, LLC3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 3.3%
- Corporate debt instruments (other) 16.7%
- U.S. Government securities 16.6%
- Other investments 0.9%
- Partnership/joint venture interests 31.8%
- 103-12 investment entities 1.0%
- Common/collective trusts 9.7%
- Pooled separate accounts 2.0%
- Registered investment companies 3.4%
- Common stock 5.8%
- Preferred stock 0.0%
- Real estate (other than employer real property) 8.1%
- Mercer General consultantthrough Dec 31, 2024 Form 5500
- Mercer Investments LLC General consultantthrough Dec 31, 2024 Form 5500
- Alston & Bird LLP General consultantthrough Dec 31, 2024 Form 5500
+4 more consultants and advisers advise this allocator
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- Prudential Insurance Company of Ame7 rows, latest Dec 31, 2024
- JP Morgan Chase3 rows, latest Dec 31, 2024
- Aristotle Pacific Capital, LLC3 rows, latest Dec 31, 2024
+13 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Timessquare Capital Management, LLCplan years 2022
- Northern Trust Investments, Incorporatedplan years
- MFS Heritage Trust Companyplan years
+37 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
+6 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 | Commingled Pension Trust Fund (ls)collective trust | JP Morgan Chase | Pooled vehicles | $362M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Acwi Ex-Us Superfundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov |
+44 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 | 33,144 | $7.5B | $5.8B | 135.3% | $7.1B | $2.2B | Not disclosed | $576M |
| 2023 to Dec 31, 2023 | 34,127 | $7.6B | $5.6B | 143.9% | $7.7B | $2.3B | Not disclosed | $641M |
| 2022 to Dec 31, 2022 | 35,040 | $8.9B | $5.4B | 147.6% | $7.8B | $2.3B | Not disclosed | $762M |
- JP Morgan Invest Mgmt codes 51 $1.7M PY2024
- Voya Investment LLC codes 51 $905,906 PY2024
- Prudential Insurance Co codes 51 52 $737,029 PY2024
+184 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+8 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
+49 connections on the graph
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