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
Harry Winston, Inc. Employees' Retirement Plan
Corporate pensionNEW York, NY
Assets
$7.0M
Total assets, Dec 31, 2024 reported
Funded
87.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Harry Winston, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Corporate debt instruments (other) 42.8%
- U.S. Government securities 4.5%
- Registered investment companies 48.3%
Consultants and advisers
2 firms
- Equitable Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 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
$39,612 (2023-12) · $52,231 (2022-12)
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 Dec 31, 2024 | 251 | $7.0M | $8.4M | 87.7% | $7.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 256 | $6.9M | $9.0M | 84.8% | $7.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 264 | $8.9M | $8.9M | 95.8% | $6.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Equitable Advisors, LLC codes 27 $41,134 PY2024
- Penchecks codes 50 $11,574 PY2024
- USI Consulting Group codes 11 PY2024
- Equitable Advisors, LLC codes 27 $39,612 PY2023
- Penchecks codes 50 $11,580 PY2023
- USI Consulting Group codes 11 PY2023
- Equitable Advisors, LLC codes 27 $52,230 PY2022
- Penchecks codes 50 $11,598 PY2022
- USI Consulting Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedHarry Winston, Inc. Employees' Retirement Plan funded ratio 84.8% -> 87.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedHarry Winston, Inc. Employees' Retirement Plan funded ratio 95.8% -> 84.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHarry Winston, Inc. Employees' Retirement Plan plan assets $9M -> $7M (-22.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131479270-001
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.