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
Xylem Pension Plan for U.S. Hourly Employees
Corporate pensionWhite Plains, NY
Assets
$84.3M
Total assets, Dec 31, 2024 reported
Funded
89.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Plan sponsor: Xylem Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Corporate debt instruments (other) 73.4%
- U.S. Government securities 3.9%
- Common/collective trusts 10.3%
- Registered investment companies 9.3%
Consultants and advisers
4 firms
- Nisa Investment Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Investment adviser (plan)through Dec 31, 2022 Form 5500
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough 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
- Northern Trust Collective Eafe Inde6 rows, latest Dec 31, 2024
- Principal1 rows, latest Dec 31, 2022
Commitments
7 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 | NT Coll Acwi Exus Invst Mkt Idx Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Coll Acwi Exus Invst Mkt Idx Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective S&p 500 Index Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Coll Acwi Exus Invst Mkt Idx Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective S&p 500 Index Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$327,976 (2023-12) · $403,489 (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 | 1,744 | $89.5M | $98.6M | 89.5% | $84.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,768 | $84.3M | $97.0M | 90.7% | $85.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,811 | $108M | $94.0M | 112.8% | $79.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Management Trust Company codes 15 64 65 $348,992 PY2024
- Nisa Investment Advisors codes 27 50 $288,419 PY2024
- AON Consulting (nj) codes 27 50 $161,553 PY2024
- Capfinancial Partners codes 27 50 $112,500 PY2024
- Crowe LLP codes 10 50 $69,344 PY2024
- Jackson Lewis PC codes 29 50 $9,642 PY2024
- Principal Life Insurance Company codes 13 50 64 $4,750 PY2024
- NT Collective S&p 500 Index Nl Sched. D C $6.5M PY2024
- NT Coll Acwi Exus Invst Mkt Idx Nl Sched. D C $2.2M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Nisa Investment Advisors codes 27 50 $197,351 PY2023
- Fidelity Management Trust Company codes 15 64 65 $170,150 PY2023
- AON Consulting (nj) codes 27 50 $143,933 PY2023
- Principal Life Insurance Company codes 13 50 64 $130,814 PY2023
- Capfinancial Partners codes 27 50 $75,000 PY2023
- Crowe LLP codes 10 50 $32,115 PY2023
- Jackson Lewis PC codes 29 50 $16,456 PY2023
- Principal Liquid Assets Sep Acct Z Sched. D P PY2023
- NT Coll Acwi Exus Invst Mkt Idx Nl Sched. D C $2.2M PY2023
- NT Collective S&p 500 Index Nl Sched. D C $7.0M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Nisa Investment Advisors codes 27 50 $200,000 PY2022
- Principal Life Insurance Company codes 13 50 64 $130,415 PY2022
- AON Consulting (nj) codes 27 50 $108,127 PY2022
- Capfinancial Partners codes 27 50 $95,362 PY2022
- Crowe LLP codes 10 50 $43,244 PY2022
- Jackson Lewis PC codes 29 50 $23,460 PY2022
- Principal Liquid Assets Sep Acct Z Sched. D P $1.4M PY2022
- NT Coll Acwi Exus Invst Mkt Idx Nl Sched. D C $2.0M PY2022
- NT Collective S&p 500 Index Nl Sched. D C $6.2M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Holding endedinferenceXylem Pension Plan for U.S. Hourly Employees no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Principalaskebsa.dol.gov
- Jan 1, 2023Funded status changedXylem Pension Plan for U.S. Hourly Employees funded ratio 112.8% -> 90.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedXylem Pension Plan for U.S. Hourly Employees plan assets $108M -> $84M (-22.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 452080495-053
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.