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
American Civil Liberties Union Retirement Plan
Corporate pensionNEW York, NY
Assets
$166M
Total assets, Dec 31, 2024 reported
Funded
117.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: American Civil Liberties Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- U.S. Government securities 1.6%
- Common/collective trusts 91.5%
Consultants and advisers
1 firms
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- J.P. Morgan Chase & Coplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Commingled Pension Trust Fund (ldicollective trust | JP Morgan | Pooled vehicles | $152M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust Fund (ldicollective trust | JP Morgan | Pooled vehicles | $148M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Commingled Pension Trust Fund (ldicollective trust | JP Morgan | Pooled vehicles | $148M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$804,167 (2023-12) · $1.0M (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 | 748 | $162M | $152M | 117.1% | $166M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 836 | $155M | $150M | 113.3% | $167M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 838 | $200M | $139M | 134.7% | $155M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan codes 28 50 $798,634 PY2024
- Jpmcb Ldi Diversified Growth Fd Sched. D C $152M PY2024
- Milliman, Inc. codes 11 PY2024
- JP Morgan codes 28 50 $223,979 PY2023
- Jpmcb Ldi Diversified Growth Fd Sched. D C $148M PY2023
- Milliman, Inc. codes 11 PY2023
- JP Morgan codes 28 50 $1.1M PY2022
- Jpmcb Ldi Diversified Growth Fd Sched. D C $148M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedAmerican Civil Liberties Union Retirement Plan funded ratio 113.3% -> 117.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedAmerican Civil Liberties Union Retirement Plan funded ratio 134.7% -> 113.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAmerican Civil Liberties Union Retirement Plan plan assets $200M -> $155M (-22.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133871360-001
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.