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
Retirement System of the American National Red Cross
Corporate pensionWashington, DC
Assets
$1.1B
Total assets, Jun 30, 2025 reported
Funded
80.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: The American National Red Cross
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 76.9%
- U.S. Government securities 21.4%
- Other investments 0.4%
- Partnership/joint venture interests 0.0%
Consultants and advisers
3 firms
- The American National Red Cross Named fiduciarythrough Jun 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Jun 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Agilis Partners LLCplan years 2024
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
31 readings
Investment management fees
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 | 12,798 | $1.1B | $1.1B | 80.0% | $1.1B | $401,257 | n/a | n/a |
| 2023 to Jun 30, 2024 | 13,425 | $1.2B | $1.2B | 80.0% | $1.1B | $1.4M | n/a | n/a |
| 2022 to Jun 30, 2023 | 14,093 | $1.3B | $1.2B | 80.0% | $1.2B | $2.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 50 64 $822,894 PY2024
- Willis Towers Watson codes 11 50 $118,847 PY2024
- State Street Bank and Trust Company codes 19 25 28 50 51 52 62 63 99 $69,200 PY2024
- Kpmg LLP codes 10 50 $61,100 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Alight Solutions LLC codes 15 50 64 $892,282 PY2023
- Willis Towers Watson codes 11 50 $199,279 PY2023
- Kpmg LLP codes 10 50 $163,500 PY2023
- State Street Bank and Trust Company codes 19 25 28 50 51 52 62 63 99 $100,825 PY2023
- K&l Gates LLP codes 29 50 $31,891 PY2023
- Agilis Partners codes 28 50 $25,000 PY2023
- Ballard Spahr LLP codes 29 50 $13,625 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions LLC codes 15 50 64 $992,113 PY2022
- American Red Cross codes 31 49 50 $674,079 PY2022
- Willis Towers Watson codes 11 50 $147,769 PY2022
- Kpmg LLP codes 10 50 $93,800 PY2022
- State Street Bank and Trust Company codes 19 25 28 50 51 52 62 63 99 $70,602 PY2022
- K&l Gates LLP codes 29 50 $17,287 PY2022
- Ballard Spahr LLP codes 29 50 $12,451 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
2 events
- Dec 31, 2024Manager relationship endedinferenceAgilis Partners no longer appears on Retirement System of the American National Red Cross's Schedule C as investment manager (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAgilis Partners appears on Retirement System of the American National Red Cross's Schedule C as investment manager (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530196605-001
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.