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
The Cooper Companies, Inc. Retirement Income Plan
Corporate pensionSAN Ramon, CA
Assets
$161M
Total assets, Dec 31, 2024 reported
Funded
107.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: The Cooper Companies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Corporate debt instruments (other) 8.1%
- Corporate debt instruments (preferred) 7.2%
- U.S. Government securities 11.6%
- Other investments 35.3%
- Registered investment companies 9.8%
- Common stock 25.7%
Consultants and advisers
1 firms
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- Mfsplan years 2023
- Columbia Contrarian Core Instlplan years 2022
- SGA Internationalplan years 2022
- Tcwplan years 2022
- Chartwellplan years 2022
- Bairdplan years 2022
- Graniteplan years 2022
- Allspringplan 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
33 readings
Investment management fees
$213,129 (2023-12) · $251,132 (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 | 3,264 | $160M | $149M | 107.2% | $161M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,381 | $148M | $139M | 106.4% | $160M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,576 | $199M | $129M | 153.9% | $148M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Columbia Contrarian Core Instl codes 28 $102,541 PY2024
- Mfs codes 28 $29,162 PY2024
- Chartwell codes 28 $20,279 PY2024
- Granite codes 28 $19,887 PY2024
- Allspring codes 28 $17,313 PY2024
- Baird codes 28 $15,493 PY2024
- Tcw codes 28 $11,454 PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- Columbia Contrarian Core Instl codes 28 $98,011 PY2023
- Mfs codes 28 $27,335 PY2023
- Allspring codes 28 $19,281 PY2023
- Chartwell codes 28 $19,150 PY2023
- Granite codes 28 $17,504 PY2023
- Baird codes 28 $17,342 PY2023
- Tcw codes 28 $14,505 PY2023
- Gallagher Benefit Services, Inc. codes 11 PY2023
- Columbia Contrarian Core Instl codes 28 $111,421 PY2022
- SGA International codes 28 $25,301 PY2022
- Tcw codes 28 $24,521 PY2022
- Allspring codes 28 $24,397 PY2022
- Chartwell codes 28 $22,134 PY2022
- Baird codes 28 $20,207 PY2022
- Granite codes 28 $18,581 PY2022
- Gallagher Benefit Services, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship endedinferenceSGA International no longer appears on The Cooper Companies, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SGA Internationalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMfs appears on The Cooper Companies, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mfsaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Cooper Companies, Inc. Retirement Income Plan funded ratio 153.9% -> 106.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Cooper Companies, Inc. Retirement Income Plan plan assets $199M -> $148M (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 942657368-001
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.