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

Pitcairn Retirement Plan

Corporate pensionConshohocken, PA
Assets
$37.4M
Total assets, Dec 31, 2024 reported
Funded
98.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Pitcairn Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Corporate debt instruments (other) 21.3%
  • Registered investment companies 8.5%
  • Common stock 47.7%
  • Real estate (other than employer real property) 20.7%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
21 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$37.4M Dec 31, 2024 reported Form 5500
$37.3M (2023-12) · $36.1M (2022-12)
Plan assets
$37.3M Jan 1, 2024 reported Form 5500
$36.0M (2023-01) · $45.4M (2022-01)
Net assets
$37.4M Dec 31, 2024 reported Form 5500
$37.3M (2023-12) · $36.0M (2022-12)
Funded ratio
98.8% Jan 1, 2024 reported Form 5500
97.9% (2023-01) · 104.8% (2022-01)
Funding target
$39.0M Jan 1, 2024 reported Form 5500
$40.1M (2023-01) · $39.7M (2022-01)
Discount rate
5.03% Jan 1, 2024 reported Form 5500
5.16% (2023-01) · 5.33% (2022-01)
Participants
151 Jan 1, 2024 reported Form 5500
152 (2023-01) · 151 (2022-01)
Contributions
$22,027 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$3.0M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $2.8M (2022-12)
Net investment income
$75,019 Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $-9.4M (2022-12)
Investment management fees
$98,456 Dec 31, 2024 reported Form 5500
$71,781 (2023-12) · $64,303 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024151$37.3M$39.0M98.8%$37.4Mn/an/a$7.8M
2023 to Dec 31, 2023152$36.0M$40.1M97.9%$37.3Mn/an/a$7.4M
2022 to Dec 31, 2022151$45.4M$39.7M104.8%$36.1Mn/an/a$6.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Pitcairn Retirement Plan funded ratio 104.8% -> 97.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pitcairn Retirement Plan plan assets $45M -> $36M (-20.6%, 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 231209830-002
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.