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

Huntington Ingalls Industries Retirement Plan B

Corporate pensionNewport News, VA
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
113.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Huntington Ingalls Industries, Inc.
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
5 firms
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
31 readings
Total assets
$1.4B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.5B (2022-12)
Plan assets
$1.5B Jan 1, 2024 reported Form 5500
$1.5B (2023-01) · $1.8B (2022-01)
Net assets
$1.4B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.5B (2022-12)
Funded ratio
113.0% Jan 1, 2024 reported Form 5500
113.3% (2023-01) · 125.0% (2022-01)
Funding target
$1.2B Jan 1, 2024 reported Form 5500
$1.3B (2023-01) · $1.3B (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.27% (2023-01) · 5.44% (2022-01)
Participants
11,142 Jan 1, 2024 reported Form 5500
13,892 (2023-01) · 14,168 (2022-01)
Contributions
$3.1M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $4.0M (2022-12)
Benefits paid
$102M Dec 31, 2024 reported Form 5500
$155M (2023-12) · $82.9M (2022-12)
Net investment income
$-14.3M Dec 31, 2024 reported Form 5500
$-2.0M (2023-12) · $-388M (2022-12)
Investment management fees
$427,590 Dec 31, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202411,142$1.5B$1.2B113.0%$1.4Bn/a$1.4Bn/a
2023 to Dec 31, 202313,892$1.5B$1.3B113.3%$1.5Bn/a$1.5Bn/a
2022 to Dec 31, 202214,168$1.8B$1.3B125.0%$1.5Bn/a$1.5Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Ernst & Young LLP codes 10 11 17 50 $255,900 PY2024
  • Towers Watson Investment Services codes 17 50 $140,714 PY2024
  • Grant Thornton LLP codes 10 50 $80,000 PY2024
  • Cliffwater LLC codes 17 50 $55,702 PY2024
  • Deloitte Tax LLC codes 10 11 17 50 $11,338 PY2024
  • Mcguire Woods codes 29 50 $6,358 PY2024
  • Wilmerhale codes 29 50 $5,393 PY2024
  • Money Market Fund Sched. D M $21.7M PY2024
  • Equity Fund Sched. D M $146M PY2024
  • Alternative Investments Fund Sched. D M $357M PY2024
  • Fixed Income Fund Sched. D M $637M PY2024
  • Non-Us Equity Fund Sched. D M $138M PY2024
  • Global Equity Fund Sched. D M $136M PY2024
  • Ernst & Young LLP codes 11 PY2024
  • Towers Watson Investment Services codes 17 50 $371,108 PY2023
  • Ernst & Young LLP codes 10 11 17 50 $237,522 PY2023
  • Grant Thornton LLP codes 10 50 $44,441 PY2023
  • Cliffwater LLC codes 17 50 $40,232 PY2023
  • Mcguire Woods codes 29 50 $31,078 PY2023
  • K&l Gates codes 29 50 $21,015 PY2023
  • Deloitte Tax LLC codes 10 11 17 50 $20,511 PY2023
  • Mercer US, Inc. codes 17 50 $16,250 PY2023
  • Wilmerhale codes 29 50 $9,113 PY2023
  • Equity Fund Sched. D M $149M PY2023
  • Alternative Investments Fund Sched. D M $384M PY2023
  • Fixed Income Fund Sched. D M $573M PY2023
  • Money Market Fund Sched. D M $10.4M PY2023
  • Non-Us Equity Fund Sched. D M $130M PY2023
  • Global Equity Fund Sched. D M $205M PY2023
  • Ernst & Young LLP codes 11 PY2023
  • Ernst & Young LLP codes 10 11 17 50 $216,995 PY2022
  • Towers Watson Investment Services codes 17 50 $131,965 PY2022
  • Grant Thornton LLP codes 10 50 $72,500 PY2022
  • Cliffwater LLC codes 17 50 $54,357 PY2022
  • Deloitte Tax LLC codes 10 11 17 50 $10,065 PY2022
  • Wilmerhale codes 29 50 $9,804 PY2022
  • Equity Fund Sched. D M $220M PY2022
  • Alternative Investments Fund Sched. D M $361M PY2022
  • Fixed Income Fund Sched. D M $459M PY2022
  • Money Market Fund Sched. D M $7.6M PY2022
  • Non-Us Equity Fund Sched. D M $156M PY2022
  • Global Equity Fund Sched. D M $247M PY2022
  • Ernst & Young LLP codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    Mercer US, Inc. no longer appears on Huntington Ingalls Industries Retirement Plan B's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Merceraskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Mercer US, Inc. appears on Huntington Ingalls Industries Retirement Plan B's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Merceraskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Huntington Ingalls Industries Retirement Plan B funded ratio 125.0% -> 113.3% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Huntington Ingalls Industries Retirement Plan B plan assets $1.8B -> $1.5B (-21.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 900607005-041
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.