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

Agere Systems Pension Plan

Corporate pensionBreinigsville, PA
Assets
$922M
Total assets, Dec 31, 2024 reported
Funded
83.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: LSI Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 57.1%
  • Corporate debt instruments (preferred) 2.0%
  • U.S. Government securities 22.5%
  • Other investments 2.3%
  • Registered investment companies 13.1%
  • Common stock 0.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
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
33 readings
Total assets
$922M Dec 31, 2024 reported Form 5500
$995M (2023-12) · $1.0B (2022-12)
Plan assets
$988M Jan 1, 2024 reported Form 5500
$1.0B (2023-01) · $1.3B (2022-01)
Net assets
$909M Dec 31, 2024 reported Form 5500
$995M (2023-12) · $1.0B (2022-12)
Funded ratio
83.5% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 103.3% (2022-01)
Funding target
$965M Jan 1, 2024 reported Form 5500
$1.0B (2023-01) · $1.0B (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.08% (2023-01) · 5.30% (2022-01)
Participants
5,272 Jan 1, 2024 reported Form 5500
5,356 (2023-01) · 5,424 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$88.7M Dec 31, 2024 reported Form 5500
$87.4M (2023-12) · $89.0M (2022-12)
Net investment income
$-85.3M Dec 31, 2024 reported Form 5500
$-18.9M (2023-12) · $-322M (2022-12)
Investment management fees
$2.4M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $2.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,272$988M$965M83.5%$922Mn/an/an/a
2023 to Dec 31, 20235,356$1.0B$1.0B80.0%$995Mn/an/an/a
2022 to Dec 31, 20225,424$1.3B$1.0B103.3%$1.0Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship started
    Capital International, Inc. appears on Agere Systems Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Capital International, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Pimco appears on Agere Systems Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pimcoaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Agere Systems Pension Plan funded ratio 80.0% -> 83.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Legal & General Inv Mgt America, in appears on Agere Systems Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Nisa Investment Advisors LLC appears on Agere Systems Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Agere Systems Pension Plan funded ratio 103.3% -> 80.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Agere Systems Pension Plan plan assets $1.3B -> $1.0B (-24.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942712976-003
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.