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

Anywhere Real Estate Group LLC Pension Plan

Corporate pensionParsippany, NJ
Assets
$79.7M
Total assets, Dec 31, 2024 reported
Funded
88.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Anywhere Real Estate Group LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 49.1%
  • Common/collective trusts 48.2%
  • Pooled separate accounts 2.7%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024DB Growth Portfoliocollective trustWilmington Trust, N.A.Pooled vehicles$38.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023DB Growth Portfoliocollective trustWilmington Trust, N.A.Pooled vehicles$47.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Real Estate/cohen&steers Fundseparate accountPrudential Retirement & Annuity InsReal estate$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Core Plus Bond / Pgim Fundseparate accountPrudential Retirement & Annuity InsFixed income$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Growth/artisanseparate accountPrudential Retirement & Annuity InsPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Growth/jennisonseparate accountPrudential Retirement & Annuity InsPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Value/barrow Hanleyseparate accountPrudential Retirement & Annuity InsPublic equity$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$982,816 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Small Cap Growth/timessquareseparate accountPrudential Retirement & Annuity InsPublic equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sa/invesco Global Stratseparate accountPrudential Retirement & Annuity InsPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
31 readings
Total assets
$79.7M Dec 31, 2024 reported Form 5500
$85.7M (2023-12) · $89.9M (2022-12)
Plan assets
$85.7M Jan 1, 2024 reported Form 5500
$89.9M (2023-01) · $117M (2022-01)
Net assets
$79.7M Dec 31, 2024 reported Form 5500
$85.7M (2023-12) · $89.9M (2022-12)
Funded ratio
88.7% Jan 1, 2024 reported Form 5500
86.9% (2023-01) · 95.5% (2022-01)
Funding target
$96.8M Jan 1, 2024 reported Form 5500
$107M (2023-01) · $108M (2022-01)
Discount rate
4.99% Jan 1, 2024 reported Form 5500
5.11% (2023-01) · 5.28% (2022-01)
Participants
1,188 Jan 1, 2024 reported Form 5500
1,392 (2023-01) · 1,410 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $2.0M (2022-12)
Benefits paid
$10.9M Dec 31, 2024 reported Form 5500
$14.4M (2023-12) · $9.3M (2022-12)
Net investment income
$-6.0M Dec 31, 2024 reported Form 5500
$-4.1M (2023-12) · $-26.4M (2022-12)
Investment management fees
$843,213 Dec 31, 2024 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,188$85.7M$96.8M88.7%$79.7Mn/an/an/a
2023 to Dec 31, 20231,392$89.9M$107M86.9%$85.7Mn/an/an/a
2022 to Dec 31, 20221,410$117M$108M95.5%$89.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Empower Annuity Insurance Company codes 13 $264,081 PY2024
  • Capfinancial Partners LLC codes 16 $92,025 PY2024
  • SUN Life Investment Capital Mgmt codes 18 $45,562 PY2024
  • BCG Pension Risk Consultants Inc codes 17 $35,000 PY2024
  • Kronick Kalada Berdy & Co., P.C. codes 10 $12,900 PY2024
  • Bank of America N.A. codes 16 $11,966 PY2024
  • Prudential Short-Term Sched. D P $2.1M PY2024
  • Trust Db Gro Port Instl Sched. D C $38.4M PY2024
  • Empower codes 11 PY2024
  • Prudential Retirement Insurance and codes 13 $90,080 PY2023
  • Gallagher Fiduciary Advisors LLC codes 16 $75,418 PY2023
  • Capfinancial Partners LLC codes 16 $67,500 PY2023
  • Jpmorgan Chase Bank, Na codes 16 $22,763 PY2023
  • Empower Capital Management, LLC codes 13 $17,074 PY2023
  • Trust Db Gro Port Instl Sched. D C $47.5M PY2023
  • Real Estate/cohen&steers Fund Sched. D P PY2023
  • Core Plus Bond / Pgim Fund Sched. D P PY2023
  • Dryden S&p 500 Index Sched. D P PY2023
  • International Growth/artisan Sched. D P PY2023
  • Large Cap Growth/jennison Sched. D P PY2023
  • Large Cap Value/barrow Hanley Sched. D P PY2023
  • Prudential Short-Term Sched. D P $3.1M PY2023
  • Small Cap Growth/timessquare Sched. D P PY2023
  • Small Cap Value/kennedy Capit Sched. D P PY2023
  • Sa/invesco Global Strat Sched. D P PY2023
  • Empower codes 11 PY2023
  • Prudential Retirement Insurance and codes 13 $88,215 PY2022
  • Gallagher Fiduciary Advisors LLC codes 16 $45,300 PY2022
  • Global Portfolio Strategies, Inc. codes 28 $22,092 PY2022
  • Kronick Kalada Berdy Co PC codes 10 $12,000 PY2022
  • Large Cap Growth/jennison Sched. D P $4.2M PY2022
  • Large Cap Value/barrow Hanley Sched. D P $6.2M PY2022
  • Prudential Short-Term Sched. D P $982,816 PY2022
  • Small Cap Growth/timessquare Sched. D P $2.6M PY2022
  • Small Cap Value/kennedy Capit Sched. D P $2.9M PY2022
  • Sa/invesco Global Strat Sched. D P $4.0M PY2022
  • Real Estate/cohen&steers Fund Sched. D P $4.3M PY2022
  • Core Plus Bond / Pgim Fund Sched. D P $16.8M PY2022
  • Dryden S&p 500 Index Sched. D P $11.1M PY2022
  • International Growth/artisan Sched. D P $7.0M PY2022
  • Empower codes 11 PY2022
What changed
19 events
  • Dec 31, 2024Consultant changedinference
    Bank of America N.A. appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Bank of America N.A.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Gallagher Fiduciary Advisors LLC no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Gallagher Fiduciary Advisorsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    BCG Pension Risk Consultants Inc appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with BCG Pension Risk Consultants Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Jpmorgan Chase Bank, Na no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Large Cap Growth/jennison (Prudential Retirement & Annuity Ins) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Small Cap Value/kennedy Capit (Prudential Retirement & Annuity Ins) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Small Cap Growth/timessquare (Prudential Retirement & Annuity Ins) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Real Estate/cohen&steers Fund (Prudential Retirement & Annuity Ins) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Sa/invesco Global Strat (Prudential Retirement & Annuity Ins) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Anywhere Real Estate Group LLC Pension Plan first reports an interest in DB Growth Portfolio: $47M at 2023-12-31
    with DB Growth Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports International Growth/artisan (Prudential Retirement & Annuity Ins) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Anywhere Real Estate Group LLC Pension Plan no longer reports Large Cap Value/barrow Hanley (Prudential Retirement & Annuity Ins) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Global Portfolio Strategies, Inc. no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Capfinancial Partners LLC appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Capfinancial Partners, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Jpmorgan Chase Bank, Na appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Anywhere Real Estate Group LLC Pension Plan funded ratio 95.5% -> 86.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Anywhere Real Estate Group LLC Pension Plan plan assets $117M -> $90M (-23.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 204381990-004
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.