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

The Interpublic Retirement Account Plan

Corporate pensionNew York, NY
Assets
$69.1M
Total assets, Dec 31, 2023 reported
Funded
95.8%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
10
none on the tape
Plan sponsor: The Interpublic Group of Companies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.3%
  • Partnership/joint venture interests 4.7%
  • Common/collective trusts 78.7%
  • Registered investment companies 9.7%
  • Common stock 3.6%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Gloabl Emerging Markets Country Funcollective trustBNY Mellon (city of London Emea)Public equity$909,606 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WTC Cif US Research Equityportfoliocollective trustWellington Trust CompanyPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Boyd Watterson Asset Managementcollective trustNorthern Trust Collective Eafe IndePooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Intermediate Credit Fundcollective trustJP Morgan Chase Bank NaPrivate credit$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Long Credit Fundcollective trustJP Morgan Chase Bank NaPrivate credit$35.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Intermediate Credit Fundcollective trustJP Morgan Chase Bank NaPrivate credit$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gloabl Emerging Markets Country Funcollective trustBNY Mellon (city of London Emea)Public equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Boyd Watterson Asset Managementcollective trustNorthern Trust Collective Eafe IndePooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WTC Cif US Research Equityportfoliocollective trustWellington Trust CompanyPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Long Credit Fundcollective trustJP Morgan Chase Bank NaPrivate credit$31.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$69.1M Dec 31, 2023 reported Form 5500
$70.4M (2022-12)
Plan assets
$70.4M Jan 1, 2023 reported Form 5500
$98.1M (2022-01)
Net assets
$69.0M Dec 31, 2023 reported Form 5500
$70.4M (2022-12)
Funded ratio
95.8% Jan 1, 2023 reported Form 5500
113.4% (2022-01)
Funding target
$78.2M Jan 1, 2023 reported Form 5500
$81.4M (2022-01)
Discount rate
5.14% Jan 1, 2023 reported Form 5500
5.30% (2022-01)
Participants
2,798 Jan 1, 2023 reported Form 5500
2,905 (2022-01)
Contributions
$0 Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$8.2M Dec 31, 2023 reported Form 5500
$9.0M (2022-12)
Net investment income
$-1.4M Dec 31, 2023 reported Form 5500
$-27.9M (2022-12)
Investment management fees
$278,212 Dec 31, 2023 reported Form 5500
$159,883 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20232,798$70.4M$78.2M95.8%$69.1M$3.2Mn/an/a
2022 to Dec 31, 20222,905$98.1M$81.4M113.4%$70.4M$4.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Nepc codes 17 $132,070 PY2023
  • JP Morgan codes 28 $105,787 PY2023
  • U.S. Bank codes 21 $30,593 PY2023
  • Eagle Asset Management codes 28 $22,355 PY2023
  • Wellington codes 28 $17,410 PY2023
  • Gloabl Emerging Markets Country Fun Sched. D C $909,606 PY2023
  • JPM Intermediate Credit Fund Sched. D C $13.1M PY2023
  • Jpmcb Long Credit Fund Sched. D C $35.7M PY2023
  • WTC Cif US Research Equityportfolio Sched. D C $2.4M PY2023
  • NT Collective Russell 1000 Equity Sched. D C $2.3M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
  • JP Morgan codes 28 $108,250 PY2022
  • US Bank codes 21 $32,233 PY2022
  • Eagle Asset Management codes 28 $29,254 PY2022
  • Wellington codes 28 $21,578 PY2022
  • Nepc codes 17 $9,663 PY2022
  • JPM Intermediate Credit Fund Sched. D C $10.6M PY2022
  • Global Emerging Markets Country Fun Sched. D C $1.7M PY2022
  • NT Collective Russell 1000 Equity I Sched. D C $3.3M PY2022
  • Wtc-Cif-Us Research Equity Portfoli Sched. D C $3.4M PY2022
  • Jpmcb Long Credit Fund Sched. D C $31.8M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    The Interpublic Retirement Account Plan funded ratio 113.4% -> 95.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Interpublic Retirement Account Plan plan assets $98M -> $70M (-28.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131024020-001
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.