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
Bracco Retirement Income Plan
Corporate pensionMonroe Township, NJ
Assets
n/a
Total assets, Dec 31, 2024 reported
Funded
125.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2023
Commitments
16
none on the tape
Plan sponsor: Bracco Diagnostics, Inc.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Insurance company general account 6.4%
- Pooled separate accounts 93.6%
Consultants and advisers
1 firms
- Empower Actuarythrough 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
- Prudential Retirement & Annuity Ins16 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Global Portfolio Strategies, Inc.plan years 2022
Commitments
16 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, 2023 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $19.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PRU Long Corporate Bondseparate account | Prudential Retirement & Annuity Ins | Fixed income | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $62.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Dryden S&p 500 Indexseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $18.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | High Yield Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Growth/artisanseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | International Value I Fundseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth/amcentseparate account | Prudential Retirement & Annuity Ins | Public equity | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | T Rowe Price Eqty Inc Stgyseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mid Cap Growth/artisan Partnerseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Mid Cap Value/wellingtonseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Private Placement Sa-30separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Growth/timessquareseparate account | Prudential Retirement & Annuity Ins | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/integrityseparate account | Prudential Retirement & Annuity Ins | Public equity | $7.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
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 | 635 | $138M | $109M | 125.3% | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 675 | $139M | $111M | 127.5% | $139M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 676 | $169M | $106M | 136.1% | $139M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Co codes 13 $678,148 PY2024
- Global Retirement Partners LLC codes $48,750 PY2024
- FOX Rothschild LLP codes $15,570 PY2024
- Long Duration Bond/ir&m Fund Sched. D P PY2024
- PRU Long Corporate Bond Sched. D P PY2024
- Core Plus Bond / Pgim Fund Sched. D P PY2024
- Prudential Short Term Sched. D P PY2024
- Empower codes 11 PY2024
- Prudential Retirement Ins & Annuity codes 13 $220,480 PY2023
- Global Retirement Partners LLC codes $65,000 PY2023
- Empower Capital Management LLC codes $41,142 PY2023
- Bdo codes $29,984 PY2023
- Small Cap Value/integrity Sched. D P PY2023
- Long Duration Bond/ir&m Fund Sched. D P $19.2M PY2023
- PRU Long Corporate Bond Sched. D P $14.6M PY2023
- PRU Short Term Sched. D P $62.7M PY2023
- Core Plus Bond / Pgim Fund Sched. D P $33.6M PY2023
- Dryden S&p 500 Index Fund Sched. D P PY2023
- High Yield Bond/prudential Sched. D P PY2023
- International Growth/artisan Sched. D P PY2023
- International Value I Fund Sched. D P PY2023
- Large Cap Growth/am Cent Sched. D P PY2023
- T Rowe Price Eqty Inc Stgy Sched. D P PY2023
- Mid Cap Growth/artisan Partner Sched. D P PY2023
- Mid Cap Value/wellington Sched. D P PY2023
- Private Placement Sa-30 Sched. D P PY2023
- Small Cap Growth/timessquare Sched. D P PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins & Annuity codes 13 $163,770 PY2022
- Global Retirement Partners LLC codes $65,000 PY2022
- Bdo codes $57,790 PY2022
- Global Portfolio Strategies Inc codes 28 $46,977 PY2022
- International Value I Fund Sched. D P $9.2M PY2022
- Large Cap Growth/am Cent Sched. D P $15.8M PY2022
- T Rowe Price Eqty Inc Stgy Sched. D P $19.6M PY2022
- Mid Cap Growth/artisan Partner Sched. D P $2.6M PY2022
- Mid Cap Value/wellington Sched. D P $4.0M PY2022
- Private Placement Sa-30 Sched. D P $13.9M PY2022
- Small Cap Growth/timessquare Sched. D P $5.3M PY2022
- Small Cap Value/integrity Sched. D P $7.0M PY2022
- Core Plus Bond / Pgim Fund Sched. D P $17.5M PY2022
- Dryden S&p 500 Index Fund Sched. D P $18.6M PY2022
- High Yield Bond/prudential Sched. D P $7.3M PY2022
- International Growth/artisan Sched. D P $8.5M PY2022
- Empower codes 11 PY2022
What changed
19 events
- Dec 31, 2024Assets changedBracco Retirement Income Plan total assets $139M -> $0 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedBracco Retirement Income Plan funded ratio 127.5% -> 125.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports Mid Cap Value/wellington (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 endedinferenceBracco Retirement Income Plan no longer reports International Growth/artisan (Prudential Retirement & Annuity Ins) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports Private Placement Sa-30 (Prudential Retirement & Annuity Ins) (last held $14M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports International Value I Fund (Prudential Retirement & Annuity Ins) (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports T Rowe Price Eqty Inc Stgy (Prudential Retirement & Annuity Ins) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedBracco Retirement Income Plan first reports an interest in Prudential Short-Term (Prudential Retirement & Annuity Ins): $63M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedBracco Retirement Income Plan first reports an interest in Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins): $19M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $19M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports Small Cap Value/integrity (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 endedinferenceBracco Retirement Income Plan no longer reports Large Cap Growth/amcent (Prudential Retirement & Annuity Ins) (last held $16M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports Small Cap Growth/timessquare (Prudential Retirement & Annuity Ins) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedBracco Retirement Income Plan first reports an interest in PRU Long Corporate Bond (Prudential Retirement & Annuity Ins): $15M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceBracco Retirement Income Plan no longer reports Mid Cap Growth/artisan Partner (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 endedinferenceBracco Retirement Income Plan no longer reports High Yield Bond / Pgim Fund (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, 2023Manager relationship endedinferenceGlobal Portfolio Strategies Inc no longer appears on Bracco Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Global Portfolio Strategies, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedBracco Retirement Income Plan funded ratio 136.1% -> 127.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBracco Retirement Income Plan plan assets $169M -> $139M (-18.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223303691-002
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.