DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Cash Balance Retirement Plan of Brown Brothers Harriman & Co.
Corporate pensionNEW York, NY
Assets
$108M
Total assets, Dec 31, 2024 reported
Funded
80.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Brown Brothers Harriman
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 33.2%
- U.S. Government securities 26.6%
- Other investments 16.7%
- Partnership/joint venture interests 8.3%
- Registered investment companies 5.1%
- Common stock 9.4%
Consultants and advisers
3 firms
- Proskauer Pension consultantthrough Dec 31, 2023 Form 5500
- Fidelity Investment Pension consultantthrough Dec 31, 2022 Form 5500
- Mercer Pension consultantActuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
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 | 273 | $102M | $46.7M | 80.1% | $108M | $9.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 411 | $127M | $75.2M | 80.0% | $102M | $17.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 427 | $145M | $75.3M | 93.9% | $127M | $16.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Investment codes 17 $149,609 PY2024
- Mercer codes 17 $93,550 PY2024
- Proskauer codes 17 $5,888 PY2024
- Mercer codes 11 PY2024
- Fidelity Investment codes 17 $303,167 PY2023
- Mercer codes 17 $182,500 PY2023
- Proskauer codes 17 $47,269 PY2023
- Mercer codes 11 PY2023
- Fidelity Investment codes 17 $131,403 PY2022
- Mercer codes 17 $57,500 PY2022
- Mercer codes 11 PY2022
What changed
5 events
- Jan 1, 2024Assets changedCash Balance Retirement Plan of Brown Brothers Harriman & Co. plan assets $127M -> $102M (-19.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceProskauer appears on Cash Balance Retirement Plan of Brown Brothers Harriman & Co.'s Schedule C as pension consultant (plan year 2023 vs 2022)with Proskaueraskebsa.dol.gov
- Dec 31, 2023Assets changedCash Balance Retirement Plan of Brown Brothers Harriman & Co. total assets $127M -> $102M (-19.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCash Balance Retirement Plan of Brown Brothers Harriman & Co. funded ratio 93.9% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCash Balance Retirement Plan of Brown Brothers Harriman & Co. plan assets $145M -> $127M (-12.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134973745-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.