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
Legacy Chrysler Financial Employee Pension Plan
Corporate pensionPortland, ME
Assets
$509M
Total assets, Dec 31, 2024 reported
Funded
82.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: TD Banknorth
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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
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
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 | 4,357 | $546M | $520M | 82.8% | $509M | n/a | $509M | n/a |
| 2023 to Dec 31, 2023 | 4,379 | $544M | $528M | 84.5% | $546M | n/a | $546M | n/a |
| 2022 to Dec 31, 2022 | 4,427 | $737M | $524M | 102.8% | $544M | n/a | $544M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Telus Health codes 15 38 50 $236,241 PY2024
- Willis Towers Watson US LLC codes 11 50 $155,554 PY2024
- AON Investments USA Inc. codes 17 50 $78,547 PY2024
- The Bank of New York Mellon codes 18 21 50 59 62 99 $66,191 PY2024
- Ernst & Young codes 10 50 $60,490 PY2024
- Chrysler Financial Db Plan Mrt Sched. D M $509M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Morneau Shepell Limited codes 15 38 50 $155,652 PY2023
- Willis Towers Watson US LLC codes 11 50 $123,895 PY2023
- AON Investments USA Inc. codes 17 50 $101,000 PY2023
- Telus Health codes 15 38 50 $87,968 PY2023
- The Bank of New York Mellon codes 18 21 50 59 62 99 $67,701 PY2023
- Ernst & Young codes 10 50 $57,610 PY2023
- Chrysler Financial Db Plan Mrt Sched. D M $546M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Morneau Shepell Limited codes 15 38 50 $227,974 PY2022
- Willis Towers Watson US LLC codes 11 50 $132,569 PY2022
- AON Investments USA Inc. codes 17 50 $101,000 PY2022
- The Bank of New York Mellon codes 18 21 50 59 62 99 $67,067 PY2022
- Ernst & Young codes 10 50 $53,841 PY2022
- Chrysler Financial Db Plan Mrt Sched. D M $544M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedLegacy Chrysler Financial Employee Pension Plan funded ratio 102.8% -> 84.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLegacy Chrysler Financial Employee Pension Plan plan assets $737M -> $544M (-26.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010437984-002
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.