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
Stanley Black & Decker Pension Plan
Corporate pensionTowson, MD
Assets
$718M
Total assets, Dec 31, 2024 reported
Funded
93.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Black & Decker (U.S.) Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.4%
Consultants and advisers
5 firms
- Rocaton General consultantthrough Dec 31, 2024 Form 5500
- Pwc General consultantthrough Dec 31, 2024 Form 5500
- USI Consulting Group General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
- Goldman Sachsplan years 2024
- State Street Global Advisorsplan years 2023
- Barrow Hanley Mewhinney & Straussplan years 2022
- State Street - Russell 2000plan years 2022
- Dodge & Coxplan years 2022
- LSV Asset Managementplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
- Rocatonplan years 2022
- Harding Loevner LPplan years 2022
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 Dec 31, 2024 | 13,160 | $764M | $785M | 93.9% | $718M | n/a | $714M | n/a |
| 2023 to Dec 31, 2023 | 13,449 | $757M | $817M | 90.4% | $764M | n/a | $762M | n/a |
| 2022 to Dec 31, 2022 | 14,003 | $1.0B | $825M | 107.4% | $757M | n/a | $752M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nisa Investment Advisors codes 28 $635,204 PY2024
- Principal Life Insurance Company codes 15 $598,901 PY2024
- Barrow, Hanley, Mewhinney & Strauss codes 28 $417,530 PY2024
- Dodge & Cox codes 28 $350,739 PY2024
- Harding Loevner LP codes 28 $317,391 PY2024
- LSV Asset Management codes 28 $310,925 PY2024
- Rocaton codes 16 $185,000 PY2024
- Willis Towers Watson codes 11 $172,838 PY2024
- The Bank of New York Mellon codes 19 21 $162,388 PY2024
- Goldman Sachs codes 28 $72,109 PY2024
- State Street Global Advisors codes 28 $68,360 PY2024
- Fiondella, Milone & Lasaracina LLP codes 10 $50,786 PY2024
- Reid & Riege, P.C. codes 29 $23,009 PY2024
- Pwc codes 16 $10,000 PY2024
- USI Consulting Group, Inc. codes 16 $5,500 PY2024
- SBD Pension Master Trust Sched. D M $714M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Principal Life Insurance Company codes 15 $613,481 PY2023
- Nisa Investment Advisors codes 28 $371,038 PY2023
- Barrow, Hanley, Mewhinney & Strauss codes 28 $242,404 PY2023
- LSV Asset Management codes 28 $242,050 PY2023
- Dodge & Cox codes 28 $204,350 PY2023
- Harding Loevner LP codes 28 $186,720 PY2023
- The Bank of New York Mellon codes 19 21 $157,614 PY2023
- Willis Towers Watson codes 11 $87,538 PY2023
- Rocaton codes 28 $72,555 PY2023
- State Street Global Advisors codes 28 $41,965 PY2023
- Fiondella, Milone & Lasaracina LLP codes 10 $39,136 PY2023
- Reid & Riege, P.C. codes 29 $6,434 PY2023
- SBD Pension Master Trust Sched. D M $762M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Nisa Investment Advisors codes 28 $574,888 PY2022
- Principal Life Insurance Company codes 15 $471,107 PY2022
- LSV Asset Management codes 28 $370,324 PY2022
- Barrow, Hanley, Mewhinney & Strauss codes 28 $352,533 PY2022
- Dodge & Cox codes 28 $293,102 PY2022
- Harding Loevner LP codes 28 $269,610 PY2022
- The Bank of New York Mellon codes 19 21 $178,381 PY2022
- Wells Fargo & Company codes 64 $159,303 PY2022
- Willis Towers Watson codes 11 $152,351 PY2022
- Rocaton codes 28 $146,986 PY2022
- State Street Bank and Trust Co. codes 28 $64,941 PY2022
- Fiondella, Milone & Lasaracina LLP codes 10 $35,210 PY2022
- Price Waterhouse Coopers codes 10 $17,455 PY2022
- USI Consulting Group, Inc. codes 16 $15,300 PY2022
- Reid & Riege, P.C. codes 29 $10,594 PY2022
- Databank Imx Lc codes 65 $5,537 PY2022
- SBD Pension Master Trust Sched. D M $752M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedGoldman Sachs appears on Stanley Black & Decker Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Goldman Sachsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group, Inc. appears on Stanley Black & Decker Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePwc appears on Stanley Black & Decker Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Pwcaskebsa.dol.gov
- Jan 1, 2024Funded status changedStanley Black & Decker Pension Plan funded ratio 90.4% -> 93.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceUSI Consulting Group, Inc. no longer appears on Stanley Black & Decker Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with USI Consulting Groupaskebsa.dol.gov
- Jan 1, 2023Funded status changedStanley Black & Decker Pension Plan funded ratio 107.4% -> 90.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedStanley Black & Decker Pension Plan plan assets $1.0B -> $757M (-26.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521127357-013
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.