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
Willkie Farr & Gallagher LLP Partner Pension Plan
Corporate pensionNEW York, NY
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
123.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Willkie Farr & Gallagher LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 26.5%
- U.S. Government securities 43.1%
- Other investments 1.4%
- Registered investment companies 25.8%
Consultants and advisers
2 firms
- Citi Global Markets Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- October Three Consulting LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$325,824 (2023-12) · $291,520 (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 | 262 | $102M | $82.8M | 123.4% | $127M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 245 | $81.2M | $64.8M | 125.2% | $102M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 213 | $82.6M | $64.2M | 128.7% | $81.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Citi Global Markets Inc. codes 27 50 71 72 $279,426 PY2024
- October Three Consulting LLC codes 11 PY2024
- Citi Global Markets Inc. codes 27 50 71 72 $325,777 PY2023
- October Three Consulting LLC codes 11 PY2023
- Citi Global Markets Inc. codes 27 50 71 72 $291,422 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedWillkie Farr & Gallagher LLP Partner Pension Plan total assets $102M -> $127M (+24.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedWillkie Farr & Gallagher LLP Partner Pension Plan plan assets $81M -> $102M (+25.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedWillkie Farr & Gallagher LLP Partner Pension Plan total assets $81M -> $102M (+25.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedWillkie Farr & Gallagher LLP Partner Pension Plan funded ratio 128.7% -> 125.2% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135536844-078
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.