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

Legrand North America Retirement Plan

Corporate pensionWest Hartford, CT
Assets
$76.6M
Total assets, Dec 31, 2024 reported
Funded
126.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
23
none on the tape
Plan sponsor: The Wiremold Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 14.6%
  • Pooled separate accounts 22.1%
  • Registered investment companies 63.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
23 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Small Cap Growth/timessquareseparate accountPrudential Retirement & Annuity InsPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Blend/lazardseparate accountPrudential Retirement & Annuity InsPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Largecapgrowth / Mfs Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Large Cap Value/lsv Asset Mgmtseparate accountPrudential Retirement & Annuity InsPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Small Cap Growth/timessquareseparate accountPrudential Retirement & Annuity InsPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Intl Idx Sec Lndgseparate accountPrudential Retirement & Annuity InsPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Blend/lazardseparate accountPrudential Retirement & Annuity InsPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Largecapgrowth / Mfs Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Large Cap Value/lsv Asset Mgmtseparate accountPrudential Retirement & Annuity InsPublic equity$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Small Cap Value/kennedy Capitseparate accountPrudential Retirement & Annuity InsPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Small Cap Growth/timessquareseparate accountPrudential Retirement & Annuity InsPublic equity$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Intl Idx Sec Lndgseparate accountPrudential Retirement & Annuity InsPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dryden S&p 500 Indexseparate accountPrudential Retirement & Annuity InsPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Blend/lazardseparate accountPrudential Retirement & Annuity InsPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Largecapgrowth / Mfs Fundseparate accountPrudential Retirement & Annuity InsPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Large Cap Value/lsv Asset Mgmtseparate accountPrudential Retirement & Annuity InsPublic equity$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$76.6M Dec 31, 2024 reported Form 5500
$80.9M (2023-12) · $79.7M (2022-12)
Plan assets
$80.2M Jan 1, 2024 reported Form 5500
$78.8M (2023-01) · $105M (2022-01)
Net assets
$76.6M Dec 31, 2024 reported Form 5500
$80.9M (2023-12) · $79.7M (2022-12)
Funded ratio
126.1% Jan 1, 2024 reported Form 5500
124.0% (2023-01) · 145.8% (2022-01)
Funding target
$61.3M Jan 1, 2024 reported Form 5500
$62.1M (2023-01) · $63.0M (2022-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.23% (2023-01) · 5.40% (2022-01)
Participants
1,047 Jan 1, 2024 reported Form 5500
1,079 (2023-01) · 1,115 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$5.7M Dec 31, 2024 reported Form 5500
$5.1M (2023-12) · $5.1M (2022-12)
Net investment income
$-4.4M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $-25.1M (2022-12)
Investment management fees
$105,784 Dec 31, 2024 reported Form 5500
$8,227 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,047$80.2M$61.3M126.1%$76.6Mn/an/an/a
2023 to Dec 31, 20231,079$78.8M$62.1M124.0%$80.9Mn/an/an/a
2022 to Dec 31, 20221,115$105M$63.0M145.8%$79.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cohn Renznick LLP codes 10 $49,416 PY2024
  • Empower Annuity Insurance Company codes 13 $32,576 PY2024
  • Prudential Insurance Co of America codes 13 $29,027 PY2024
  • Fiducient Advisors codes 27 $8,260 PY2024
  • Dryden S&p 5500 Index Fund Sched. D P $3.4M PY2024
  • Kennedy Capital Small Cap Value Fd Sched. D P $1.4M PY2024
  • Time Square Small Cap Growth Fund Sched. D P $1.5M PY2024
  • Ssga International Index Fund Sched. D P PY2024
  • Lazard International Blend Fund Sched. D P $2.3M PY2024
  • MFS Large Cap Growth Fund Sched. D P $1.7M PY2024
  • LSV Asset Mgmt Large Cap Value Fund Sched. D P $1.6M PY2024
  • Prisa Sched. D P $4.9M PY2024
  • USI Consulting Group codes 11 PY2024
  • Prudential Insurance Co of America codes 13 $70,028 PY2023
  • Empower Annuity Insurance Company codes 13 $24,183 PY2023
  • Cohn Renznick LLP codes 10 $20,844 PY2023
  • Bond Schoeneck and King PLLC codes $5,381 PY2023
  • Time Square Small Cap Growth Fund Sched. D P $1.6M PY2023
  • Kennedy Capital Small Cap Value Fd Sched. D P $1.6M PY2023
  • Ssga International Index Fund Sched. D P $2.8M PY2023
  • Dryden S&p 5500 Index Fund Sched. D P $3.9M PY2023
  • Lazard International Blend Fund Sched. D P $2.6M PY2023
  • MFS Large Cap Growth Fund Sched. D P $2.0M PY2023
  • LSV Asset Mgmt Large Cap Value Fund Sched. D P $1.8M PY2023
  • Prisa Sched. D P $5.9M PY2023
  • USI Consulting Group codes 11 PY2023
  • Prudential Insurance Co of America codes 13 $75,506 PY2022
  • Prudential Retirement Insurance and codes 13 $24,896 PY2022
  • Cohn Renznick LLP codes 10 $6,914 PY2022
  • Bond Schoeneck and Kind PLLC codes $1,313 PY2022
  • LSV Asset Mgmt Large Cap Value Fund Sched. D P $2.0M PY2022
  • Kennedy Capital Small Cap Value Fd Sched. D P $1.2M PY2022
  • Time Square Small Cap Growth Fund Sched. D P $1.0M PY2022
  • Prisa Sched. D P $7.4M PY2022
  • Ssga International Index Fund Sched. D P $3.1M PY2022
  • Dryden S&p 5500 Index Fund Sched. D P $3.4M PY2022
  • Lazard International Blend Fund Sched. D P $3.0M PY2022
  • MFS Large Cap Growth Fund Sched. D P $1.6M PY2022
  • USI Consulting Group codes 11 PY2022
What changed
5 events
  • Dec 31, 2024Holding endedinference
    Legrand North America Retirement Plan no longer reports Ssga Intl Idx Sec Lndg (Prudential Retirement & Annuity Ins) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Fiducient Advisors appears on Legrand North America Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Fiducient Advisors LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Legrand North America Retirement Plan funded ratio 124.0% -> 126.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Legrand North America Retirement Plan funded ratio 145.8% -> 124.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Legrand North America Retirement Plan plan assets $105M -> $79M (-24.9%, 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 060593670-001
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.