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
Agilent Technologies, Inc. Retirement Plan
Corporate pensionSanta Clara, CA
Assets
$519M
Total assets, Oct 31, 2025 reported
Funded
91.0%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Agilent Technologies, Inc.
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Partnership/joint venture interests 0.3%
- Master trust investment accounts 99.7%
Consultants and advisers
5 firms
- Towers Watson Pennsylvania, Inc. General consultantthrough Oct 31, 2023 Form 5500
- Aon General consultantthrough Oct 31, 2023 Form 5500
- Callan LLC General consultantthrough Oct 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Oct 31, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Baker Tilly US, LLPplan years 2025
- Mellon Capital Managementplan years 2024
- Blackrock Institutional Trust Co,naplan years 2023
- Goldman Sachs Asset Managementplan years 2023
- Fidelity Institutional Asset Mgmt Tplan years 2023
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
30 readings
Investment management fees
$678,013 (2024-10) · $845,364 (2023-10)
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 Oct 31, 2025 | 4,378 | $414M | $361M | 91.0% | $519M | $1.7M | $517M | n/a |
| 2023 to Oct 31, 2024 | 4,614 | $359M | $370M | 94.4% | $501M | $1.6M | $499M | n/a |
| 2022 to Oct 31, 2023 | 4,774 | $396M | $376M | 103.1% | $436M | $1.7M | $434M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- FMR LLC codes 28 50 65 $915,609 PY2024
- Towers Watson Pennsylvania codes 16 50 $504,700 PY2024
- Bank of New York Mellon codes 18 28 50 $146,630 PY2024
- Goldman Sachs Asset Mgmt codes 28 51 $122,161 PY2024
- Blackrock Inst Trust Co. codes 28 51 $103,211 PY2024
- Trucker Huss, Apc codes 29 50 $97,514 PY2024
- Callan Associates, Inc. codes 16 50 $96,413 PY2024
- Baker Tilly US LLP codes 10 50 $90,133 PY2024
- Mellon Investments codes 28 51 $16,825 PY2024
- AON Consulting Inc. codes 16 50 $9,147 PY2024
- Agilent Technologies Master Trust Sched. D M $517M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- FMR LLC codes 28 50 65 $645,092 PY2023
- Bank of New York Mellon codes 18 28 50 $175,763 PY2023
- Moss Adams LLP codes 10 50 $173,630 PY2023
- Towers Watson Pennsylvania codes 16 50 $165,222 PY2023
- Goldman Sachs Asset Mgmt codes 28 51 $139,743 PY2023
- Blackrock Inst Trust Co. codes 28 51 $97,679 PY2023
- Callan Associates, Inc. codes 16 50 $91,536 PY2023
- Mellon Investments codes 28 51 $24,311 PY2023
- AON Consulting Inc. codes 16 50 $12,194 PY2023
- Trucker Huss, Apc codes 29 50 $7,539 PY2023
- Agilent Technologies Master Trust Sched. D M $499M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- FMR LLC codes 28 50 65 $992,398 PY2022
- Bank of New York Mellon codes 18 28 50 $279,169 PY2022
- Towers Watson Pennsylvania codes 16 50 $242,086 PY2022
- Moss Adams LLP codes 10 50 $186,583 PY2022
- Callan Associates, Inc. codes 16 50 $134,528 PY2022
- Blackrock Inst Trust Co. codes 28 51 $102,696 PY2022
- Goldman Sachs Asset Mgmt codes 28 51 $90,288 PY2022
- Trucker Huss, Apc codes 29 50 $25,989 PY2022
- AON Consulting Inc. codes 16 50 $12,195 PY2022
- Agilent Technologies Master Trust Sched. D M $434M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Nov 1, 2024Funded status changedAgilent Technologies, Inc. Retirement Plan funded ratio 94.4% -> 91.0% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedAgilent Technologies, Inc. Retirement Plan plan assets $359M -> $414M (+15.3%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedAgilent Technologies, Inc. Retirement Plan total assets $436M -> $501M (+15.0%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship startedMellon Investments appears on Agilent Technologies, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mellon Capital Managementaskebsa.dol.gov
- Nov 1, 2023Funded status changedAgilent Technologies, Inc. Retirement Plan funded ratio 103.1% -> 94.4% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 770518772-002
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.