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
Avantor Pension Plan
Corporate pensionRadnor, PA
Assets
$155M
Total assets, Dec 31, 2024 reported
Funded
129.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Avantor Performance Materials, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 51.8%
- U.S. Government securities 7.7%
- Other investments 5.8%
- Common/collective trusts 14.9%
- Registered investment companies 18.7%
Consultants and advisers
2 firms
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough 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)
- Truistplan years 2023
- Capfinancial Partners, LLCplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | Principal Bank | Pooled vehicles | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | DB Growth Portfoliocollective trust | Wilmington Trust | Pooled vehicles | $43.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Principal Bank | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | DB Growth Portfoliocollective trust | Wilmington Trust | Pooled vehicles | $41.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring St Investment Fund S1collective trust | Principal Bank | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 5,496 | $217M | $160M | 129.2% | $155M | $0 | $0 | n/a |
| 2023 to Dec 31, 2023 | 5,629 | $209M | $164M | 122.0% | $217M | $0 | $0 | n/a |
| 2022 to Dec 31, 2022 | 5,793 | $272M | $218M | 119.7% | $209M | $0 | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mercer codes 11 15 70 $2.8M PY2024
- Nisa Investment Advisors, LLC codes 28 51 $301,665 PY2024
- Faegre Drinker Biddle & Reath codes 29 $131,023 PY2024
- Capfinancial Partners, LLC codes 28 51 $127,549 PY2024
- Principal Trust/psc codes 21 25 28 33 $32,297 PY2024
- Torrillo & Associates, LLC codes 10 $29,800 PY2024
- DB Growth Portfolio Institutional Sched. D C PY2024
- Short-Term Investment Fund Sched. D C $23.0M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 15 70 $958,116 PY2023
- Nisa Investment Advisors, LLC codes 28 51 $287,952 PY2023
- Capfinancial Partners, LLC codes 28 51 $61,917 PY2023
- Sun Trust Bank codes 28 51 $61,917 PY2023
- Principal Trust/psc codes 21 25 28 33 $32,979 PY2023
- Torrillo & Associates, LLC codes 10 $22,950 PY2023
- Faegre Drinker Biddle & Reath codes 29 $22,464 PY2023
- DB Growth Portfolio Institutional Sched. D C $43.3M PY2023
- Short-Term Investment Fund Sched. D C $7.4M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 15 70 $669,526 PY2022
- Nisa Investment Advisors, LLC codes 28 51 $324,104 PY2022
- Capfinancial Partners, LLC codes 28 51 $142,114 PY2022
- Principal Trust/psc codes 21 25 28 33 $35,133 PY2022
- Torrillo & Associates, LLC codes 10 $34,500 PY2022
- Drinker Biddle Reath codes 29 $11,490 PY2022
- DB Growth Portfolio Institutional Sched. D C $41.8M PY2022
- Short-Term Investment Fund Sched. D C $8.8M PY2022
- Short-Term Investment Fund Sched. D C PY2022
- Msci Eafe Imi Index Fund Sched. D C PY2022
- Emerging Markets Opportunities Fund Sched. D C PY2022
- Russell 2000 Alpha Tilts Fund Sched. D C PY2022
- Long Duration Alphacredit Fund Sched. D C PY2022
- Mercer codes 11 PY2022
What changed
7 events
- Dec 31, 2024Holding endedinferenceAvantor Pension Plan no longer reports DB Growth Portfolio (last held $43M at 2023-12-31; absent from the 2024-12-31 filing)with DB Growth Portfolioaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSun Trust Bank no longer appears on Avantor Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Truistaskebsa.dol.gov
- Dec 31, 2024Assets changedAvantor Pension Plan total assets $217M -> $155M (-28.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAvantor Pension Plan funded ratio 122.0% -> 129.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedSun Trust Bank appears on Avantor Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Truistaskebsa.dol.gov
- Jan 1, 2023Funded status changedAvantor Pension Plan funded ratio 119.7% -> 122.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAvantor Pension Plan plan assets $272M -> $209M (-23.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 220750930-006
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.