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
Bally North America, Inc. Pension Plan
Corporate pensionBeverly Hills, CA
Assets
$6.9M
Total assets, Mar 31, 2025 reported
Funded
86.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Bally Americas Inc.
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.2%
- Common stock 94.4%
Consultants and advisers
3 firms
- First Manhattan Co. Investment adviser (plan)through Mar 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Mar 31, 2023 Form 5500
- Bank of America Custodianthrough Mar 31, 2023 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
33 readings
Investment management fees
$87,774 (2024-03) · $58,778 (2023-03)
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 Mar 31, 2025 | 212 | $6.6M | $7.3M | 86.7% | $6.9M | $0 | $0 | $0 |
| 2023 to Mar 31, 2024 | 213 | $5.9M | $7.9M | 82.7% | $6.6M | $0 | $0 | $0 |
| 2022 to Mar 31, 2023 | 218 | $7.2M | $7.8M | 82.6% | $5.9M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 17 50 $121,665 PY2024
- First Manhattan Co. codes 27 51 $64,743 PY2024
- Sheehan & Company, CPA, PC codes 10 50 $14,000 PY2024
- Bank of America, N.A. codes 18 19 21 51 52 62 $6,962 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- First Manhattan Co. codes 27 51 $87,774 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $38,199 PY2023
- Sheehan & Company, CPA, PC codes 10 50 $22,000 PY2023
- Bank of America, N.A. codes 18 19 21 51 52 62 $6,862 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- First Manhattan Co. codes 27 51 $58,778 PY2022
- Willis Towers Watson US LLC codes 11 17 50 $57,014 PY2022
- Sheehan & Company, CPA, PC codes 10 50 $23,000 PY2022
- Bank of America, N.A. codes 18 19 21 51 52 62 $6,830 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Apr 1, 2024Funded status changedBally North America, Inc. Pension Plan funded ratio 82.7% -> 86.7% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedBally North America, Inc. Pension Plan plan assets $6M -> $7M (+11.6%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedBally North America, Inc. Pension Plan total assets $6M -> $7M (+11.6%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Assets changedBally North America, Inc. Pension Plan plan assets $7M -> $6M (-17.4%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132665498-001
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.