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

Kpmg Pension Plan

Corporate pensionMontvale, NJ
Assets
$3.1B
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
37
none on the tape
Plan sponsor: Kpmg LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.2%
  • U.S. Government securities 6.4%
  • Other investments 1.3%
  • 103-12 investment entities 1.6%
  • Common/collective trusts 41.5%
  • Registered investment companies 47.4%
Consultants and advisers
10 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
37 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Eafe Equity Index Fundcollective trustBlackrockPublic equity$40.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Equity Index Fundcollective trustWells FargoPublic equity$525M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Alpha Tilts Fundcollective trustBlackrockPooled vehicles$58.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Ctf Emerging Local Debtcollective trustWellington Em Local Debt FundPrivate credit$43.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$151M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Emerging Markets Equity Seriescollective trustRBC Global Asset Management (U.S.) Inc.Public equity$41.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci Emg Mkts Indx Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fiam Select International Small Capcollective trustFidelity Institutional Asset MgmtPublic equity$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024MFS International Equity Fundcollective trustMFS Heritage Trust CompanyPublic equity$77.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$207M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$64.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Eafe Small Cap Equitcollective trustBlackrock Institutional Trust Company, N.A.Public equity$33.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pacific Asset Management Bank Loan103 12 ieSUP Pacific Fd Bk LnPrivate credit$50.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Eafe Equity Index Fundcollective trustBlackrockPublic equity$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Equity Index Fundcollective trustWells FargoPublic equity$539M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 2000 Alpha Tilts Fundcollective trustBlackrockPooled vehicles$66.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Ctf Emerging Local Debtcollective trustWellington Em Local Debt FundPrivate credit$44.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$154M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerging Markets Equity Seriescollective trustRBC Global Asset Management (U.S.) Inc.Public equity$38.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Daily Msci Emg Mkts Indx Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$55.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MFS International Equity Fundcollective trustMFS Heritage Trust CompanyPublic equity$77.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$249M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$71.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Eafe Small Cap Equitcollective trustBlackrock Institutional Trust CompanyPublic equity$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pacific Asset Management Bank Loan103 12 ieSUP Pacific Fd Bk LnPrivate credit$45.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Eafe Equity Index Fundcollective trustBlackrockPublic equity$88.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Equity Index Fundcollective trustWells FargoPublic equity$529M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 2000 Alpha Tilts Fundcollective trustBlackrockPooled vehicles$60.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Emerging Local Debtcollective trustWellington Em Local Debt FundPrivate credit$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$140M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerging Markets Equity Seriescollective trustRBC Global Asset Management (U.S.) Inc.Public equity$61.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Daily Msci Emg Mkts Indx Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$94.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$34.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corporate a Or Bettercollective trustFidelity Institutional Asset MgmtPooled vehicles$42.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MFS International Equity Fundcollective trustMFS Heritage Trust CompanyPublic equity$72.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street 20 Year U.S. Treasurycollective trustState Street Global Advisors TrustFixed income$97.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$3.1B Dec 31, 2024 reported Form 5500
$3.2B (2023-12) · $3.0B (2022-12)
Plan assets
$3.2B Jan 1, 2024 reported Form 5500
$3.0B (2023-01) · $4.1B (2022-01)
Net assets
$3.1B Dec 31, 2024 reported Form 5500
$3.2B (2023-12) · $3.0B (2022-12)
Funded ratio
100.4% Jan 1, 2024 reported Form 5500
97.8% (2023-01) · 121.9% (2022-01)
Funding target
$3.3B Jan 1, 2024 reported Form 5500
$3.3B (2023-01) · $3.1B (2022-01)
Discount rate
5.20% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.56% (2022-01)
Participants
72,825 Jan 1, 2024 reported Form 5500
73,184 (2023-01) · 73,953 (2022-01)
Benefits paid
$189M Dec 31, 2024 reported Form 5500
$206M (2023-12) · $143M (2022-12)
Net investment income
$-93.6M Dec 31, 2024 reported Form 5500
$163M (2023-12) · $-1.1B (2022-12)
Investment management fees
$2.8M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202472,825$3.2B$3.3B100.4%$3.1Bn/an/an/a
2023 to Dec 31, 202373,184$3.0B$3.3B97.8%$3.2Bn/an/an/a
2022 to Dec 31, 202273,953$4.1B$3.1B121.9%$3.0Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2024Holding started
    Kpmg Pension Plan first reports an interest in Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt): $12M at 2024-12-31
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Kpmg Pension Plan no longer reports Fiam Long Corporate a Or Better (Fidelity Institutional Asset Mgmt) (last held $154M at 2023-12-31; absent from the 2024-12-31 filing)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    RVK, Inc. no longer appears on Kpmg Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with RV Kuhns & Associatesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Herron Palmer no longer appears on Kpmg Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Pacific Resources Benefitaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Kpmg Pension Plan funded ratio 97.8% -> 100.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Kpmg Pension Plan first reports an interest in Pacific Asset Management Bank Loan (SUP Pacific Fd Bk Ln): $46M at 2023-12-31
    with SUP Pacific Fd Bk Lnaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Kpmg Pension Plan first reports an interest in Blackrock Msci Eafe Small Cap Equit: $33M at 2023-12-31
    with Blackrock Msci Eafe Small Cap Equitaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Johcm (USA) Inc. no longer appears on Kpmg Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Johcm (USA) Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Global Advisors Trust no longer appears on Kpmg Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    RVK, Inc. appears on Kpmg Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with RV Kuhns & Associatesaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Kpmg Pension Plan funded ratio 121.9% -> 97.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Kpmg Pension Plan plan assets $4.1B -> $3.0B (-26.0%, 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 135565207-016
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.