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
Buck Consultants Retirement Plan
Corporate pensionWhippany, NJ
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
85.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
6
none on the tape
Plan sponsor: Buck Global, LLC
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Common/collective trusts 42.4%
- Registered investment companies 54.7%
Consultants and advisers
2 firms
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Buck Global, LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
6 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, 2023 | Principal/blackrock Intl Eqty Indexcollective trust | SEI Trust Company | Pooled vehicles | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell 2000 Index Cit Ncollective trust | SEI Trust Company | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | SEI Trust Company | Pooled vehicles | $20.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock Intl Eqty Indexcollective trust | SEI Trust Company | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Russell 2000 Index Cit Ncollective trust | SEI Trust Company | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | SEI Trust Company | Pooled vehicles | $18.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 1,409 | $76.8M | $93.0M | 85.0% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,411 | $67.3M | $89.3M | 83.0% | $76.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,436 | $83.8M | $84.2M | 94.2% | $67.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Schneider Downs codes 10 50 $22,000 PY2024
- Principal Trust Company codes 21 50 63 $20,571 PY2024
- P/blackrock Russell 2000 Index Cit Sched. D C PY2024
- P/blackrock Int'l Equity Index Cit Sched. D C PY2024
- P/blackrock S&p 500 Index Cit Sched. D C PY2024
- Buck Global, LLC codes 11 PY2024
- Schneider Downs codes 10 50 $21,000 PY2023
- Principal Trust Company codes 21 50 63 $18,476 PY2023
- P/blackrock Int'l Equity Index Cit Sched. D C $8.1M PY2023
- P/blackrock Russell 2000 Index Cit Sched. D C $4.5M PY2023
- P/blackrock S&p 500 Index Cit Sched. D C $20.0M PY2023
- Buck Global, LLC codes 11 PY2023
- Whitley Penn LLP codes 10 50 $23,900 PY2022
- Principal Trust Company codes 21 50 63 $17,311 PY2022
- P/blackrock Russell 2000 Index Cit Sched. D C $3.8M PY2022
- P/blackrock S&p 500 Index Cit Sched. D C $18.5M PY2022
- P/blackrock Int'l Equity Index Cit Sched. D C $7.5M PY2022
- Buck Global, LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedBuck Consultants Retirement Plan total assets $77M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBuck Consultants Retirement Plan funded ratio 83.0% -> 85.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedBuck Consultants Retirement Plan plan assets $67M -> $77M (+14.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedBuck Consultants Retirement Plan total assets $67M -> $77M (+14.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedBuck Consultants Retirement Plan funded ratio 94.2% -> 83.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBuck Consultants Retirement Plan plan assets $84M -> $67M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133954297-003
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.