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
HAY Benefits Practice Group Pension Plan
Corporate pensionLOS Angeles, CA
Assets
$19.4M
Total assets, Jun 30, 2025 reported
Funded
86.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
8
none on the tape
Plan sponsor: Korn Ferry
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- Common/collective trusts 95.8%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- Wilmington Trust Trusteethrough Jun 30, 2023 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
- State Street Global Advisors6 rows, latest Jun 30, 2025
- State Street - Russell 20002 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Towers Watson Investment Services,plan years 2023
Commitments
8 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 Jun 30, 2025 | Ssga Long US Govt Bond Indexcollective trust | State Street Global Advisors | Fixed income | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ssga Msci Acwi Indexcollective trust | State Street Global Advisors | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street - Russell 2000 | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Ssga Long US Govt Bond Indexcollective trust | State Street Global Advisors | Fixed income | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Ssga Msci Acwi Indexcollective trust | State Street Global Advisors | Pooled vehicles | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Ssga Intermed U.S. Govt Bond Indxcollective trust | State Street - Russell 2000 | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ssga Long US Govt Bond Indexcollective trust | State Street Global Advisors | Fixed income | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ssga Msci Acwi Indexcollective trust | State Street Global Advisors | Pooled vehicles | $10.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Net investment income
$-289,509 (2024-06) · $-616,633 (2023-06)
Investment management fees
$128,132 (2024-06) · $128,519 (2023-06)
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 Jun 30, 2025 | 152 | $19.4M | $22.3M | 86.8% | $19.4M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 153 | $19.6M | $23.8M | 82.3% | $19.4M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 154 | $20.3M | $23.4M | 86.5% | $19.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Investment Services codes 28 51 $125,000 PY2024
- Willis Towers Watson US LLC codes 11 50 $58,956 PY2024
- Wilmington Trust Company codes 21 50 52 62 $29,684 PY2024
- Barsz Gowie Amon & Fultz, LLC. codes 10 50 $12,415 PY2024
- William E. Howe & Co. codes 10 50 $11,760 PY2024
- Ssga Msci Acwi Index Sched. D C $9.6M PY2024
- Ssga Long US Govt Bond Index Sched. D C $7.7M PY2024
- Ssga Interm US Govt Bond Sched. D C $1.3M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Towers Watson Investment Services codes 28 51 $128,132 PY2023
- Willis Towers Watson US LLC codes 11 50 $47,043 PY2023
- Wilmington Trust Company codes 21 50 52 62 $28,648 PY2023
- Ssga Long US Govt Bond Index Sched. D C $7.0M PY2023
- Ssga Msci Acwi Index Sched. D C $9.7M PY2023
- Ssga Interm US Govt Bond Sched. D C $2.0M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Towers Watson Investment Services codes 28 51 $128,519 PY2022
- Willis Towers Watson US LLC codes 11 50 $53,980 PY2022
- Wilmington Trust Company codes 21 50 52 62 $27,043 PY2022
- Ssga Long US Govt Bond Index Sched. D C $8.3M PY2022
- Ssga Msci Acwi Index Sched. D C $10.5M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jul 1, 2024Funded status changedHAY Benefits Practice Group Pension Plan funded ratio 82.3% -> 86.8% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding startedHAY Benefits Practice Group Pension Plan first reports an interest in Ssga Intermed U.S. Govt Bond Indx (State Street - Russell 2000): $2M at 2024-06-30with State Street - Russell 2000askebsa.dol.gov
- Jul 1, 2023Funded status changedHAY Benefits Practice Group Pension Plan funded ratio 86.5% -> 82.3% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952623879-007
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.