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
The Guardian Home Office Employees' Retirement Pla
Corporate pensionNEW York, NY
Assets
$1.3B
Total assets, Dec 31, 2024 reported
Funded
85.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Guardian Life Insurance Company of America
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- The Townsend Groupplan years 2023
- Ss&c Private Equity Services, Incplan years 2023
- Victory Capital Managementplan years 2023
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
29 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 | 7,763 | $1.3B | $1.3B | 85.7% | $1.3B | n/a | $1.3B | n/a |
| 2023 to Dec 31, 2023 | 8,059 | $1.3B | $1.3B | 80.0% | $1.4B | n/a | $1.4B | n/a |
| 2022 to Dec 31, 2022 | 8,373 | $1.8B | $1.3B | 114.6% | $1.4B | n/a | $1.4B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson codes 11 $1.4M PY2024
- Johnson Lambert codes 10 $367,890 PY2024
- The Townsend Group codes 28 $118,200 PY2024
- Ss&c Private Equity Services, Inc codes 28 $109,517 PY2024
- Victory Capital Management codes 28 $108,602 PY2024
- Guardian Master Pension Trust Sched. D M $1.3B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Watson codes 11 $1.1M PY2023
- Johnson Lambert codes 10 $155,406 PY2023
- Ss&c Private Equity Services, Inc codes 28 $145,652 PY2023
- The Townsend Group codes 28 $117,526 PY2023
- Victory Capital Management codes 28 $95,172 PY2023
- Guardian Master Pension Trust Sched. D M $1.4B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson codes 30 $1.3M PY2022
- Johnson Lambert codes 10 $137,040 PY2022
- Morgan Lewis & Bockius LLP codes 29 $43,031 PY2022
- Guardian Master Pension Trust Sched. D M $1.4B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedThe Guardian Home Office Employees' Retirement Pla funded ratio 80.0% -> 85.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedSs&c Private Equity Services, Inc appears on The Guardian Home Office Employees' Retirement Pla's Schedule C as investment manager (plan year 2023 vs 2022)with Ss&c Private Equity Services, Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedThe Townsend Group appears on The Guardian Home Office Employees' Retirement Pla's Schedule C as investment manager (plan year 2023 vs 2022)with The Townsend Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedVictory Capital Management appears on The Guardian Home Office Employees' Retirement Pla's Schedule C as investment manager (plan year 2023 vs 2022)with Victory Capital Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Guardian Home Office Employees' Retirement Pla funded ratio 114.6% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Guardian Home Office Employees' Retirement Pla plan assets $1.8B -> $1.3B (-27.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135123390-001
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.