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
Victorinox Swiss Army, Inc. Defined Benefit Pension Plan
Corporate pensionMonroe, CT
Assets
$50,283
Total assets, Dec 31, 2024 reported
Funded
86.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Victorinox Swiss Army, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 100.0%
Consultants and advisers
1 firms
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Wellington Fd2 rows, latest Dec 31, 2023
Commitments
4 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 | Blackrock Developed Real Estate Clcollective trust | Blackrock Institutional Trust Company, N.A. | Real estate | $49,255 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Cif II US Intermediate Trsry Icollective trust | Wellington Fd | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Developed Real Estate Clcollective trust | Blackrock Institutional Trust Company, N.A. | Real estate | $56,002 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Cif II US Intermediate Trsry Icollective trust | Wellington Fd | Pooled vehicles | $932,713 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 | 129 | $5.0M | $5.0M | 86.1% | $50,283 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 146 | $5.7M | $5.7M | 87.8% | $5.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 148 | $7.5M | $5.5M | 120.0% | $5.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Blackrock Developed Real Estate Cl Sched. D C PY2024
- USI Consulting Group codes 11 PY2024
- Blackrock Equity Index Fund R Sched. D C $245,801 PY2023
- Blackrock Msci Acwi Ex-Us Index Fd Sched. D C $150,006 PY2023
- Blackrock Russell 2500 Tm Index Fd Sched. D C $49,255 PY2023
- Wtc-Cif II US Intermediate Trsry I Sched. D C $590,718 PY2023
- Wtc-Cif II US Invst Gr Corp Long 1 Sched. D C $2.7M PY2023
- Wtc-Cif II US Long Trsry Series I Sched. D C $1.1M PY2023
- Blackrock Developed Real Estate Cl Sched. D C $49,642 PY2023
- USI Consulting Group codes 11 PY2023
- Blackrock Developed Real Estate Cl Sched. D C $55,863 PY2022
- Blackrock Equity Index Fund R Sched. D C $278,081 PY2022
- Blackrock Msci Acwi Ex-Us Index Fd Sched. D C $167,394 PY2022
- Blackrock Russell 2500 Tm Index Fd Sched. D C $56,002 PY2022
- Wtc-Cif II US Intermediate Trsry I Sched. D C $486,896 PY2022
- Wtc-Cif II US Invst Gr Corp Long 1 Sched. D C $3.3M PY2022
- Wtc-Cif II US Long Trsry Series I Sched. D C $932,713 PY2022
- USI Consulting Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedVictorinox Swiss Army, Inc. Defined Benefit Pension Plan total assets $5M -> $50,283 (-99.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedVictorinox Swiss Army, Inc. Defined Benefit Pension Plan plan assets $6M -> $5M (-12.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedVictorinox Swiss Army, Inc. Defined Benefit Pension Plan total assets $6M -> $5M (-12.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedVictorinox Swiss Army, Inc. Defined Benefit Pension Plan funded ratio 120.0% -> 87.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVictorinox Swiss Army, Inc. Defined Benefit Pension Plan plan assets $7M -> $6M (-23.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132797726-001
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.