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
Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan
Corporate pensionRochester, MN
Assets
$44.3M
Total assets, Dec 31, 2024 reported
Funded
128.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Mayo Clinic Hospital - Rochester
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 5.0%
- 103-12 investment entities 13.0%
- Common/collective trusts 7.0%
- Registered investment companies 72.4%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough 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
- Marathon-London International Inves3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Marathon Londonplan 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 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Marathon-London Inter Invt Trust 1103 12 ie | Marathon-London International Inves | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$22,625 (2023-12) · $22,264 (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 | 646 | $42.6M | $32.9M | 128.1% | $44.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 624 | $39.0M | $32.6M | 118.6% | $42.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 637 | $48.1M | $34.4M | 138.4% | $39.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $53,312 PY2024
- Marathon - London codes 28 50 $27,192 PY2024
- Ernst & Young US LLP codes 10 50 $26,000 PY2024
- The Northern Trust Company codes 19 21 50 $18,467 PY2024
- NT Collective Srt Trm Investment Fd Sched. D C $3.1M PY2024
- Marathon-London Inter Invt Trust 1 Sched. D E $5.7M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $35,837 PY2023
- Ernst & Young US LLP codes 10 50 $26,000 PY2023
- The Northern Trust Company codes 19 21 50 $23,559 PY2023
- Marathon - London codes 28 50 $22,625 PY2023
- Marathon-London Inter Invt Trust 1 Sched. D E $5.5M PY2023
- NT Collective Srt Trm Investment Fd Sched. D C $4.1M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $47,311 PY2022
- Ernst & Young US LLP codes 10 50 $25,200 PY2022
- Marathon - London codes 28 51 $22,263 PY2022
- The Northern Trust Company codes 19 21 50 $9,265 PY2022
- Marathon-London Inter Invt Trust 1 Sched. D E $4.7M PY2022
- NT Collective Srt Trm Investment Fd Sched. D C PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedMayo Clinic Methodist Hospital Hourly Employees' Pension Plan funded ratio 118.6% -> 128.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedMayo Clinic Methodist Hospital Hourly Employees' Pension Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $4M at 2023-12-31with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Jan 1, 2023Funded status changedMayo Clinic Methodist Hospital Hourly Employees' Pension Plan funded ratio 138.4% -> 118.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMayo Clinic Methodist Hospital Hourly Employees' Pension Plan plan assets $48M -> $39M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410944601-002
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.