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

Pension Plan for Salaried Employees of Alcon

Corporate pensionFort Worth, TX

Assets

$71.6M

Total assets, Dec 31, 2024 reported

Funded

94.0%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Alcon Vision, LLC

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.2%
Common/collective trusts 68.9%
Registered investment companies 27.2%

Consultants and advisers

4 firms

Fidelity Investments Actuarythrough Dec 31, 2022 Form 5500
Willis Towers Watson Actuarythrough Dec 31, 2022 Form 5500
Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
Fidelity Institutional Asset Mgmt Trusteethrough Dec 31, 2022 Form 5500

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

Fidelity Institutional Asset Mgmt38 rows, latest Dec 31, 2024

Commitments

47 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$667,947 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Floating Rate High Income Commcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$206,806 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$6.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$544,937 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$180,672 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Small/mid Cap Opportunitiescollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$608,861 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Reitcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$599,747 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan Developed International Indcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$346,358 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam Emerging Markets Commingled Pocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$545,172 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fiam 8-10 Year Corporate Bondcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$29.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Spartan World Minimum Volatility incollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$651,752 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Floating Rate High Income Commcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$60,776 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Global Low Volatility Equity Ccollective trust	Fidelity Institutional Asset Mgmt	Public equity	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$6 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$497,731 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select International Small Capcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$284,880 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$293,221 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Reitcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$619,670 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan Developed International Indcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$1.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Spartan Commodity Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Natural resources	$33,387 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$158,959 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Emerging Markets Commingled Pocollective trust	Fidelity Institutional Asset Mgmt	Public equity	$495,786 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam Small/mid Cap Opportunitiescollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$286,694 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Fiam 8-10 Year Corporate Bondcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$30.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Emerging Markets Debt Comminglcollective trust	Fidelity Institutional Asset Mgmt	Private credit	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Floating Rate High Income Commcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Global Low Volatility Equity Ccollective trust	Fidelity Institutional Asset Mgmt	Public equity	$10.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam High Yield Bond Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$906,799 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Institutional Cash Comm Plcollective trust	Fidelity Institutional Asset Mgmt	Cash	$38,865 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Intermediate Inflation-Protectcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$186,505 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long Corporate a Or Bettercollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$12.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long Duration Commingled Poolcollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$11.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Long U.S. Treasury Strips Indecollective trust	Fidelity Institutional Asset Mgmt	Fixed income	$235,274 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select International Small Capcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$549,771 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Small Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Public equity	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Small/mid Cap Core Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Reitcollective trust	Fidelity Institutional Asset Mgmt	Real estate	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Spartan Developed International Indcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Spartan 500 Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Pooled vehicles	$12.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Spartan Commodity Index Poolcollective trust	Geode Capital Management Trust Company, LLC	Natural resources	$1.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Fiam Select Canada Poolcollective trust	Fidelity Institutional Asset Mgmt	Pooled vehicles	$400,840 held	Disclosed holding	askebsa.dol.gov

Size and funding

33 readings

Total assets

$71.6M Dec 31, 2024 reported Form 5500

$73.5M (2023-12) · $64.5M (2022-12)

Plan assets

$73.5M Jan 1, 2024 reported Form 5500

$64.5M (2023-01) · $91.7M (2022-01)

Net assets

$71.4M Dec 31, 2024 reported Form 5500

$73.2M (2023-12) · $64.1M (2022-12)

Funded ratio

94.0% Jan 1, 2024 reported Form 5500

90.3% (2023-01) · 114.0% (2022-01)

Funding target

$75.5M Jan 1, 2024 reported Form 5500

$78.6M (2023-01) · $74.7M (2022-01)

Discount rate

5.13% Jan 1, 2024 reported Form 5500

5.08% (2023-01) · 5.35% (2022-01)

Participants

1,348 Jan 1, 2024 reported Form 5500

1,408 (2023-01) · 1,458 (2022-01)

Contributions

$5.0M Dec 31, 2024 reported Form 5500

$10.0M (2023-12) · $0 (2022-12)

Benefits paid

$7.0M Dec 31, 2024 reported Form 5500

$6.8M (2023-12) · $8.3M (2022-12)

Net investment income

$-1.7M Dec 31, 2024 reported Form 5500

$9.1M (2023-12) · $-27.3M (2022-12)

Investment management fees

$262,833 Dec 31, 2024 reported Form 5500

$275,513 (2023-12) · $338,435 (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	1,348	$73.5M	$75.5M	94.0%	$71.6M	n/a	n/a	n/a
2023 to Dec 31, 2023	1,408	$64.5M	$78.6M	90.3%	$73.5M	n/a	n/a	n/a
2022 to Dec 31, 2022	1,458	$91.7M	$74.7M	114.0%	$64.5M	n/a	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Fidelity Inv Inst Oper Co. codes 11 17 50 $435,153 PY2024
Fidelity Inst Asset Mgmt Trust Co codes 21 28 51 $262,833 PY2024
Willis Towers Watson codes 11 16 $101,500 PY2024
Baker Tilly US, LLP codes 10 29 $19,950 PY2024
Fiam Select Emerging Markets Equity Sched. D C $544,937 PY2024
Fiam Small Cap Core Pool Sched. D C $180,672 PY2024
Fiam Small/mid Cap Opport Pool Sched. D C $608,861 PY2024
U.S. Real Estate Invest Tr Cit Sched. D C $599,747 PY2024
Spartan Developed International Ind Sched. D C $1.1M PY2024
Fiam Select Canada Pool Sched. D C $346,358 PY2024
Fiam Emerging Markets Commingled Po Sched. D C $545,172 PY2024
Fiam 8-10 Ear Corp Sched. D C $29.5M PY2024
Spartan World Minimum Volatility in Sched. D C $5.2M PY2024
Spartan 500 Index Pool a Sched. D C $3.6M PY2024
Fiam Emerging Markets Debt Commingl Sched. D C $667,947 PY2024
Fiam Floating Rate Hi Sched. D C $206,806 PY2024
Fiam Long Corporate a Or Better - P Sched. D C $6.2M PY2024
Willis Towers Watson US LLC codes 11 PY2024
Fidelity Inv Inst Oper Co. codes 11 17 50 $381,523 PY2023
Fidelity Inst Asset Mgmt Trust Co codes 21 28 51 $275,513 PY2023
Willis Towers Watson codes 11 16 $55,500 PY2023
Baker Tilly US, LLP codes 10 29 $9,483 PY2023
Spartan Commdity Idx Pl-A Sched. D C $33,387 PY2023
Fiam Emerging Markets Debt Commingl Sched. D C $651,752 PY2023
Fiam Floating Rate Hi Sched. D C $60,776 PY2023
Fiam Global Low Volatility Equity C Sched. D C $5.2M PY2023
Fiam High Yield Bond Commingled Poo Sched. D C PY2023
Fiam Inst Cash Comm Pool Sched. D C $6 PY2023
Fiam Int Infl Pr Idx Cp a Sched. D C PY2023
Fiam Long Corporate a Or Better - P Sched. D C $6.6M PY2023
Fiam Long Duration Cit Sched. D C PY2023
Fiam Long U.S. Treasury Strips Sched. D C PY2023
Fiam Select Emerging Markets Equity Sched. D C $497,731 PY2023
Fiam Select International Small Cap Sched. D C $284,880 PY2023
Fiam Small Cap Core Pool Sched. D C $293,221 PY2023
Fiam Small/mid Cap Core Pool Sched. D C PY2023
U.S. Real Estate Invest Tr Cit Sched. D C $619,670 PY2023
Spartan Developed International Ind Sched. D C $1.9M PY2023
Spartan 500 Index Pool a Sched. D C $3.6M PY2023
Fiam Select Canada Pool Sched. D C $158,959 PY2023
Fiam Emerging Markets Commingled Po Sched. D C $495,786 PY2023
Fiam Small/mid Cap Opportunities Co Sched. D C $286,694 PY2023
Fiam 8-10 Ear Corp Sched. D C $30.0M PY2023
Willis Towers Watson US LLC codes 11 PY2023
Fidelity Inst Asset Mgmt Trust Co codes 21 28 51 $338,435 PY2022
Fidelity Inv Inst Oper Co codes 11 17 50 $222,979 PY2022
Willis Towers Watson codes 11 16 $98,000 PY2022
Baker Tilly US, LLP codes 10 29 $38,325 PY2022
Fiam Emerging Markets Debt Commingl Sched. D C $1.7M PY2022
Fiam Floating Rate Hi Sched. D C $1.3M PY2022
Fiam Global Low Volatility Equity C Sched. D C $10.1M PY2022
Fiam High Yield Bond Commingled Poo Sched. D C $906,799 PY2022
Fiam Inst Cash Comm Pool Sched. D C $38,865 PY2022
Fiam Int Infl Pr Idx Cp a Sched. D C $186,505 PY2022
Fiam Long Corporate a Or Better - P Sched. D C $12.8M PY2022
Fiam Long Duration Cit Sched. D C $11.8M PY2022
Fiam Long U.S. Treasury Strips Sched. D C $235,274 PY2022
Fiam Select Emerging Markets Equity Sched. D C $2.1M PY2022
Fiam Select International Small Cap Sched. D C $549,771 PY2022
Fiam Small Cap Core Pool Sched. D C $1.0M PY2022
Fiam Small/mid Cap Core Pool Sched. D C $1.0M PY2022
U.S. Real Estate Invest Tr Cit Sched. D C $1.6M PY2022
Spartan Developed International Ind Sched. D C $4.2M PY2022
Spartan 500 Index Pool a Sched. D C $12.6M PY2022
Spartan Commdity Idx Pl-A Sched. D C $1.0M PY2022
Fiam Select Canada Pool Sched. D C $400,840 PY2022
Willis Towers Watson US LLC codes 11 PY2022

What changed

18 events

Dec 31, 2024Holding started
Pension Plan for Salaried Employees of Alcon first reports an interest in Spartan World Minimum Volatility in: $5M at 2024-12-31
with Spartan World Minimum Volatility inaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Institutional Cash Comm Pl (Fidelity Institutional Asset Mgmt) (last held $6 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Select International Small Cap (Fidelity Institutional Asset Mgmt) (last held $284,880 at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Spartan Commodity Index Pool (last held $33,387 at 2023-12-31; absent from the 2024-12-31 filing)
with Spartan Commodity Index Poolaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Global Low Volatility Equity C (Fidelity Institutional Asset Mgmt) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Jan 1, 2024Funded status changed
Pension Plan for Salaried Employees of Alcon funded ratio 90.3% -> 94.0% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2024Assets changed
Pension Plan for Salaried Employees of Alcon plan assets $64M -> $74M (+14.0%, 2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding started
Pension Plan for Salaried Employees of Alcon first reports an interest in Fiam 8-10 Year Corporate Bond (Fidelity Institutional Asset Mgmt): $30M at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Pension Plan for Salaried Employees of Alcon first reports an interest in Fiam Small/mid Cap Opportunities (Fidelity Institutional Asset Mgmt): $286,694 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Long Duration Commingled Pool (Fidelity Institutional Asset Mgmt) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Intermediate Inflation-Protect (Fidelity Institutional Asset Mgmt) (last held $186,505 at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Long U.S. Treasury Strips Inde (Fidelity Institutional Asset Mgmt) (last held $235,274 at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding started
Pension Plan for Salaried Employees of Alcon first reports an interest in Fiam Emerging Markets Commingled Po (Fidelity Institutional Asset Mgmt): $495,786 at 2023-12-31
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam High Yield Bond Comm Pl (Fidelity Institutional Asset Mgmt) (last held $906,799 at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Pension Plan for Salaried Employees of Alcon no longer reports Fiam Small/mid Cap Core Pool (Fidelity Institutional Asset Mgmt) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
Dec 31, 2023Assets changed
Pension Plan for Salaried Employees of Alcon total assets $64M -> $74M (+14.0%, 2022-12-31 to 2023-12-31)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Pension Plan for Salaried Employees of Alcon funded ratio 114.0% -> 90.3% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Pension Plan for Salaried Employees of Alcon plan assets $92M -> $64M (-29.7%, 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 752252369-014

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.