DFX Intelligence

This allocator's name, 5 more managers, 13 more commitments and 10 more dated events

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Corporate pension in Florida

Corporate pension· Tampa, Florida

Corporate pension, based in Tampa, Florida, reporting $744M in assets, for 6,885 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $744M
Funded ratio: 101.0%
Fund commitments: 11
Managers: 8

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (11)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

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

Corporate pension in Florida

Funds committed to

Russell 2000 Index Fund2 commitments
Blackrock Equity Index Fund2 commitments
Aristotle2 commitments

All 11

Managers

Blackrock Institutional Trust Company, N.A.6 commitments
Aristotle Value Equity2 commitments
Blackrock2 commitments

All 8

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$744M

Total assets, Dec 31, 2024 reported

Funded

101.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

8 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.3%
Non-interest-bearing cash 0.2%
Corporate debt instruments (other) 8.6%
U.S. Government securities 9.7%
Other investments 10.7%
Common/collective trusts 48.5%
Registered investment companies 1.6%
Common stock 13.3%

Consultants and advisers

2 firms

Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
Mercer Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

8 managers on the commitment tape

From the plan’s own commitment disclosures

Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
Aristotle Value Equity2 rows, latest Dec 31, 2023
Blackrock2 rows, latest Dec 31, 2023

+5 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

Arrowstreet Globalplan years
Aristotleplan years
Schroderplan years

+9 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed

15 events

Dec 31, 2024Holding started
with Global Opportunistic Fixed Income F$81.7Maskebsa.dol.gov
Dec 31, 2024Holding started
with Arrowstreet Global Equity Acwi Cit$52.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with Russell 3000 Index Fund B$77.1Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Aristotle$92.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Blackrock Equity Index Fund$96.7Maskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

16 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Blackrock Msci World Ex-U.s. Imi incollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$22.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 3000 Index Fund Bcollective trust	Blackrock Institutional Trust Company, N.A.	Pooled vehicles	$77.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Aristotle Collective Investment Trucollective trust	Aristotle	Pooled vehicles	$58.7M held	Disclosed holding	askebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

33 readings

Total assets

$744M Dec 31, 2024 reported Form 5500

$722M (2023-12) · $732M (2022-12)

Plan assets

$707M Jan 1, 2024 reported Form 5500

$666M (2023-01) · $942M (2022-01)

Net assets

$705M Dec 31, 2024 reported Form 5500

$707M (2023-12) · $666M (2022-12)

Funded ratio

101.0% Jan 1, 2024 reported Form 5500

97.6% (2023-01) · 119.7% (2022-01)

Funding target

$688M Jan 1, 2024 reported Form 5500

$683M (2023-01) · $689M (2022-01)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.24% (2023-01) · 5.39% (2022-01)

Participants

6,885 Jan 1, 2024 reported Form 5500

6,728 (2023-01) · 6,791 (2022-01)

Contributions

$18.4M Dec 31, 2024 reported Form 5500

$15.9M (2023-12) · $16.0M (2022-12)

Benefits paid

$56.2M Dec 31, 2024 reported Form 5500

$58.5M (2023-12) · $78.1M (2022-12)

Net investment income

-$2.8M Dec 31, 2024 reported Form 5500

$41.3M (2023-12) · -$276M (2022-12)

Investment management fees

$450,002 Dec 31, 2024 reported Form 5500

$416,030 (2023-12) · $582,707 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	6,885	$707M	$688M	101.0%	$744M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	6,728	$666M	$683M	97.6%	$722M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	6,791	$942M	$689M	119.7%	$732M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Conduent codes 15 50 $545,633 PY2024
BNY Mellon codes 19 21 $393,348 PY2024
Mercer codes 11 50 $275,498 PY2024

+43 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

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

15 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+12 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

+15 connections on the graph

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