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
AIR France USA Retirement Plan
Corporate pensionNEW York, NY
Assets
$22.9M
Total assets, Dec 31, 2024 reported
Funded
85.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
1 managers on Schedule C
Plan sponsor: AIR France USA
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Common/collective trusts 36.2%
- Registered investment companies 58.8%
Consultants and advisers
2 firms
- Buck Global, LLC Investment adviser (plan)Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough 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
- Legal and General2 rows, latest Dec 31, 2024
- Wellington Fd2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2024
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 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | CIF II US Invgrade Corp Long Bondcollective trust | Wellington Fd | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Long Duration U.S.collective trust | Legal and General | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | West Asset Long Dur Credit R1collective trust | Hand Benefits & Trust Company | Private credit | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | CIF II US Invgrade Corp Long Bondcollective trust | Wellington Fd | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$55,384 (2023-12) · $62,012 (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 | 1,182 | $23.5M | $29.8M | 85.4% | $22.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,212 | $22.6M | $30.1M | 81.3% | $23.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,230 | $31.4M | $29.0M | 106.3% | $22.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global, LLC codes 27 50 $56,131 PY2024
- Legal & General Invest Mgmt America codes 28 51 $27,755 PY2024
- U.S. Bank National Association codes 21 25 50 62 68 99 $17,268 PY2024
- Legal & General Long Duration US Cr Sched. D C $4.1M PY2024
- Western Asset Long Duration Credit Sched. D C PY2024
- Wtc-Cif II US Investment Grade Corp Sched. D C $4.1M PY2024
- Buck Global, LLC codes 11 PY2024
- Buck Global, LLC codes 27 50 $55,384 PY2023
- U.S. Bank National Association codes 21 25 50 62 68 99 $17,140 PY2023
- Wtc-Cif II US Investment Grade Corp Sched. D C $3.4M PY2023
- Legal & General Long Duration US Cr Sched. D C $3.4M PY2023
- Western Asset Long Duration Credit Sched. D C $1.7M PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 27 50 $62,012 PY2022
- U.S. Bank National Association codes 21 25 50 62 68 99 $18,368 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceAIR France USA Retirement Plan no longer reports West Asset Long Dur Credit R1 (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with West Asset Long Dur Credit R1askebsa.dol.gov
- Dec 31, 2024Manager relationship startedLegal & General Invest Mgmt America appears on AIR France USA Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Jan 1, 2024Funded status changedAIR France USA Retirement Plan funded ratio 81.3% -> 85.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAIR France USA Retirement Plan funded ratio 106.3% -> 81.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAIR France USA Retirement Plan plan assets $31M -> $23M (-28.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131595913-003
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.