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 University of Chicago Pension Plan for Staff Employees
Corporate pensionChicago, IL
Assets
$305M
Total assets, Dec 31, 2024 reported
Funded
106.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The University of Chicago
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Corporate debt instruments (other) 5.2%
- Corporate debt instruments (preferred) 0.2%
- U.S. Government securities 54.7%
- Insurance company general account 1.4%
- Partnership/joint venture interests 6.4%
- Registered investment companies 31.8%
Consultants and advisers
4 firms
- Silchester International Investor Investment adviser (plan)through Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Wills 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
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Earnest Partnersplan years 2022
- Logan Circle Partners, LPplan years 2022
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
Investment management fees
$263,152 (2023-12) · $393,584 (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 | 10,005 | $327M | $322M | 106.8% | $305M | $19.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 11,662 | $313M | $334M | 103.3% | $325M | $51.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 11,949 | $421M | $344M | 119.0% | $321M | $56.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Northern Trust Company codes 21 28 50 99 $241,104 PY2024
- Logan Circle Partners, LP codes 28 50 $23,614 PY2024
- Earnest Partners, LLC codes 28 50 $8,461 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Logan Circle Partners, LP codes 28 50 $154,576 PY2023
- Earnest Partners, LLC codes 28 50 $95,114 PY2023
- Silchester International Investor codes 27 50 $13,462 PY2023
- The Northern Trust Company codes 21 28 50 99 $25 PY2023
- Wills Towers Watson US LLC codes 11 PY2023
- Silchester International Investor codes 27 50 $159,462 PY2022
- Logan Circle Partners, LP codes 28 50 $124,707 PY2022
- Earnest Partners, LLC codes 28 50 $109,414 PY2022
- Northern Trust Securities, Inc. codes 33 50 $5,385 PY2022
- The Northern Trust Company codes 21 28 50 99 $14 PY2022
- Wills Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceSilchester International Investor no longer appears on The University of Chicago Pension Plan for Staff Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Silchester International Investoraskebsa.dol.gov
- Jan 1, 2024Funded status changedThe University of Chicago Pension Plan for Staff Employees funded ratio 103.3% -> 106.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe University of Chicago Pension Plan for Staff Employees funded ratio 119.0% -> 103.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe University of Chicago Pension Plan for Staff Employees plan assets $421M -> $313M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362177139-003
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.