This allocator's name and 3 more advisers
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Corporate pension in Missouri
Corporate pension, based in ST Louis, Missouri, reporting $312M in assets, for 8,254 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $312M
- Funded ratio
- 107.1%
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Willis Towers Watson US LLC.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 22.4%
- Insurance company general account 0.0%
- Registered investment companies 58.6%
- Common stock 26.1%
- Preferred stock 0.0%
- Real estate (other than employer real property) 0.3%
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ellwood Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Truist Bank CustodianTrusteethrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Dodge & Coxplan years 2024
- Legal & General Inv Mgmt Americaplan years 2024
- Jennison Associatesplan years 2022
+2 more Schedule C managers
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- Dec 31, 2024Manager relationship startedwith Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Willis Towers Watson US LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith T Rowe Price Associates Incaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 46 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $124Maskebsa.dol.gov
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 8,254 | $344M | $276M | 107.1% | $312M | Not disclosed | Not disclosed | $1.1M |
| 2023 to Dec 31, 2023 | 8,071 | $333M | $271M | 106.3% | $344M | Not disclosed | Not disclosed | $142,720 |
| 2022 to Dec 31, 2022 | 8,125 | $457M | $261M | 152.4% | $333M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 17 50 $907,432 PY2024
- Legal & General Investment Mgmt codes 28 51 $504,260 PY2024
- Robeco codes 28 51 $340,377 PY2024
+24 more service providers
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Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2023-01-01source
- Manager relationship started2024-12-31source
- Consultant changed2024-12-31source
+2 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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