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.
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Corporate pension
R••• S•••• L•• C••• B•••••• R••••••••• P•••
Corporate pensionPittsburgh, PA
Assets
$171M
Total assets, Dec 31, 2024 reported
Funded
115.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: R••• S•••• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 2.4%
- Registered investment companies 90.4%
Consultants and advisers
4 firms
- S••••••• A••••••• C••••••••• G•••• General consultantthrough Dec 31, 2022 Form 5500
- B•• M••••• Trusteethrough Dec 31, 2022 Form 5500
- O•••••• T•••• C••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- M••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- A••••••• B••••••••• L•••4 rows, latest Dec 31, 2022
- B•• M•••••3 rows, latest Dec 31, 2024
Commitments
8 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 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | E• T•••••••• I•••••••••collective trust | B•• M••••• | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A••••••••• C•• G•• L• V•• P•collective trust | A••••••• B••••••••• L••• | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | O•••••• B• P••••••••collective trust | A••••••• B••••••••• L••• | Hedge / diversifiers | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A• G••••• S•••••••• C••• E••••• C•collective trust | A••••••• B••••••••• L••• | Public equity | $993,695 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A• E••••••• M•••••• M•••••••••collective trust | A••••••• B••••••••• L••• | Public equity | $268,320 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A• C•••••• F••• I•• G••• C••• E•••collective trust | Alliancebernstein LP | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$67,307 (2023-12) · $27,672 (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 | 483 | $147M | $128M | 115.2% | $171M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 486 | $124M | $105M | 117.7% | $147M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 470 | $129M | $110M | 116.5% | $124M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting, LLC codes 11 50 $88,775 PY2024
- BNY Mellon codes 21 28 $51,197 PY2024
- Baker Tilly US, LLP codes 10 $16,500 PY2024
- EB Temporary Investment Sched. D C $4.1M PY2024
- October Three Consulting LLC codes 11 PY2024
- October Three Consulting, LLC codes 11 50 $118,363 PY2023
- BNY Mellon codes 21 28 $104,453 PY2023
- Baker Tilly US, LLP codes 10 $15,750 PY2023
- Sageview Advisory Group codes 16 $14,500 PY2023
- AB Bond Fund Income Fund Advisor Sched. D C PY2023
- EB Temporary Investment Sched. D C $4.3M PY2023
- Overlay a Portfolio Sched. D C PY2023
- Overlay B Portfolio Sched. D C PY2023
- AB Global Strategic Core Equity Sched. D C PY2023
- AB Emerging Markets Multi-Asset Sched. D C PY2023
- AB Capital Fund Inc Glbl Core Eqty Sched. D C PY2023
- October Three Consulting LLC codes 11 PY2023
- BNY Mellon codes 21 $88,358 PY2022
- October Three Consulting, LLC codes 11 50 $76,730 PY2022
- Baker Tilly US, LLP codes 10 $67,700 PY2022
- Mercer (US) Inc. codes 11 $65,512 PY2022
- Sageview Advisory Group codes 16 $43,500 PY2022
- AB Bond Fund Income Fund Advisor Sched. D C $993,695 PY2022
- EB Temporary Investment Sched. D C $6.8M PY2022
- AB Capital Fund Inc Glbl Core Eqty Sched. D C $1.1M PY2022
- Overlay a Portfolio Sched. D C $1.6M PY2022
- Overlay B Portfolio Sched. D C $1.1M PY2022
- AB Global Strategic Core Equity Sched. D C $2.2M PY2022
- AB Emerging Markets Multi-Asset Sched. D C $268,320 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
11 events
- Dec 31, 2024Consultant changedinferenceSageview Advisory Group no longer appears on Reed Smith LLP Cash Balance Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with S••••••• A••••••• C••••••••• G••••askebsa.dol.gov
- Dec 31, 2024Assets changedReed Smith LLP Cash Balance Retirement Plan total assets $147M -> $171M (+16.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedReed Smith LLP Cash Balance Retirement Plan funded ratio 117.7% -> 115.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedReed Smith LLP Cash Balance Retirement Plan plan assets $124M -> $147M (+18.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceReed Smith LLP Cash Balance Retirement Plan no longer reports AB Capital Fund Inc Glbl Core Eqty (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with A• C•••••• F••• I•• G••• C••• E•••askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceReed Smith LLP Cash Balance Retirement Plan no longer reports Alliancebernstein Cit Gbl Lw Vol P (Alliance Bernstein, L.P.) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with A••••••• B••••••••• L•••askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceReed Smith LLP Cash Balance Retirement Plan no longer reports AB Global Strategic Core Equity Ct (Alliance Bernstein, L.P.) (last held $993,695 at 2022-12-31; absent from the 2023-12-31 filing)with A••••••• B••••••••• L•••askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceReed Smith LLP Cash Balance Retirement Plan no longer reports Overlay B Portfolio (Alliance Bernstein, L.P.) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with A••••••• B••••••••• L•••askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceReed Smith LLP Cash Balance Retirement Plan no longer reports AB Emerging Markets Multi-Asset (Alliance Bernstein, L.P.) (last held $268,320 at 2022-12-31; absent from the 2023-12-31 filing)with A••••••• B••••••••• L•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedBNY Mellon appears on Reed Smith LLP Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with B•• M•••••askebsa.dol.gov
- Dec 31, 2023Assets changedReed Smith LLP Cash Balance Retirement Plan total assets $124M -> $147M (+18.9%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 250749630-008
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.