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
State Farm Insurance Companies Retirement Plan for United States Employees
Corporate pensionBloomington, IL
Assets
$38B
Total assets, Dec 31, 2024 reported
Funded
136.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: State Farm Mutual Automobile Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 18.1%
- U.S. Government securities 7.7%
- Other investments 2.0%
- Registered investment companies 2.4%
- Common stock 69.5%
Consultants and advisers
3 firms
- Jpmorgan Chase Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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)
- Capital International, Inc.plan years 2022
- Northern Trust Co.plan 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
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 | 115,468 | $35B | $23B | 136.2% | $38B | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 116,786 | $32B | $22B | 140.4% | $35B | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 118,864 | $37B | $20B | 141.2% | $32B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 50 99 $5.0M PY2024
- Capital International, Inc. codes 28 51 $2.0M PY2024
- JP Morgan Chase Bank, N.A. codes 18 50 62 72 $584,456 PY2024
- The Northern Trust Company codes 28 51 68 $238,174 PY2024
- Aon codes 11 50 $189,807 PY2024
- Pricewaterhousecoopers codes 10 50 $127,861 PY2024
- AON Consulting, Inc. codes 11 PY2024
- Alight Solutions LLC codes 15 50 99 $4.9M PY2023
- Capital International, Inc. codes 28 51 $2.1M PY2023
- JP Morgan Chase Bank, N.A. codes 18 50 62 72 $572,910 PY2023
- The Northern Trust Company codes 28 51 68 $186,958 PY2023
- Aon codes 11 50 $185,267 PY2023
- Pricewaterhousecoopers codes 10 50 $143,262 PY2023
- AON Consulting, Inc. codes 11 PY2023
- Alight Solutions LLC codes 15 50 $4.7M PY2022
- Capital International, Inc. codes 28 51 $1.9M PY2022
- JP Morgan Chase Bank, N.A. codes 18 50 62 72 $553,123 PY2022
- The Northern Trust Company codes 28 51 68 $188,448 PY2022
- Aon codes 11 50 $180,031 PY2022
- Pricewaterhousecoopers codes 10 50 $99,178 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedState Farm Insurance Companies Retirement Plan for United States Employees total assets $35.2B -> $37.7B (+7.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedState Farm Insurance Companies Retirement Plan for United States Employees funded ratio 140.4% -> 136.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedState Farm Insurance Companies Retirement Plan for United States Employees plan assets $32.1B -> $35.2B (+9.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedState Farm Insurance Companies Retirement Plan for United States Employees total assets $32.1B -> $35.2B (+9.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedState Farm Insurance Companies Retirement Plan for United States Employees plan assets $36.7B -> $32.1B (-12.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 370533100-001
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.