This allocator's name, 1 more adviser, 24 more commitments and 7 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 Virginia
Corporate pension, based in Richmond, Virginia, reporting $89.8M in assets, for 332 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $89.8M
- Funded ratio
- 109.8%
- Fund commitments
- 12
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Mar 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- AON Return Enhancing Alt Portfolio3 commitments
- AON Multi-Asset Credit Fund3 commitments
- AON Core Real Estate Fund3 commitments
- AON Trust Company LLC24 commitments
- AON Investments USA Inc3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Interest-bearing cash 62.3%
- 103-12 investment entities 5.7%
- Common/collective trusts 12.0%
- Aon General consultantthrough Mar 31, 2023 Form 5500
- Principal Trust Co. Trusteethrough Mar 31, 2025 Form 5500
- October Three Consulting LLC Actuarythrough Mar 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- AON Trust Company LLC24 rows, latest Mar 31, 2025
- AON Investments USA Inc3 rows, latest Mar 31, 2025
- AON Investments USA Incplan years
- Mar 31, 2025Holding endedinference
- Mar 31, 2025Holding endedinference
- Mar 31, 2025Holding endedinference
- Mar 31, 2025Holding endedinference
- Mar 31, 2025Holding endedinference
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | AON Return Enhancing Alt Portfolio103 12 ie | AON Investments USA Inc | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | AON Multi-Asset Credit Fundcollective trust | AON Trust Company LLC | Private credit | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | AON Core Real Estate Fundcollective trust | AON Trust Company LLC | Real estate | $6.7M held | Disclosed holding | askebsa.dol.gov |
+24 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 332 | $93.6M | $75.5M | 109.8% | $89.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 339 | $81.6M | $66.0M | 108.7% | $93.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 356 | $96.7M | $77.9M | 110.4% | $81.7M | Not disclosed | Not disclosed | Not disclosed |
- October Three codes 11 $152,731 PY2024
- AON Consulting, Inc. codes 16 27 $121,485 PY2024
- Principal Bank codes 21 62 $23,621 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 ended2025-03-31source
- Holding in a pooled vehicle ended2025-03-31source
- Holding in a pooled vehicle ended2025-03-31source
+9 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
+6 connections on the graph
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