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
White & Case LLP Pension Plan
Corporate pensionNEW York, NY
Assets
$280M
Total assets, Dec 31, 2024 reported
Funded
106.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: White & Case LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 96.1%
Consultants and advisers
4 firms
- Colchester Investment adviser (plan)through Dec 31, 2022 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Johnston International Equityplan years 2022
- NEW England Pension Consulantsplan years 2022
- Blackrock Institutional Trust Co,naplan years 2022
- Prudential Insurance Company of Ameplan years 2022
- State Street - Russell 2000plan years 2022
- Blue Moon Management Services, LLCplan years 2022
- Carlyle Groupplan years 2022
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
$525,825 (2023-12) · $496,433 (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 | 449 | $296M | $277M | 106.7% | $280M | n/a | $269M | n/a |
| 2023 to Dec 31, 2023 | 433 | $243M | $229M | 106.5% | $295M | n/a | $278M | n/a |
| 2022 to Dec 31, 2022 | 417 | $270M | $252M | 107.1% | $244M | n/a | $223M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 11 $389,917 PY2024
- NEW England Pension Consultants codes 28 51 $180,931 PY2024
- Johnston International Equity codes 28 51 $137,750 PY2024
- Colchester codes 27 $83,262 PY2024
- Prudential Insurance Company codes 28 51 $80,793 PY2024
- State Street Bank & Trust Company codes 19 21 25 $33,570 PY2024
- Blackrock Institutional Trust Co Na codes 28 51 $33,494 PY2024
- Eisneramper LLP codes 10 $31,500 PY2024
- Russell Investments codes 28 51 $9,519 PY2024
- White & Case LLP Master Ret. Trust Sched. D M $269M PY2024
- PWC US Consulting LLP codes 11 PY2024
- Pricewaterhousecoopers LLP codes 11 $334,521 PY2023
- New England Pension Consultants codes 28 51 $157,248 PY2023
- Johnston International Equity codes 28 51 $127,577 PY2023
- Colchester codes 27 $89,629 PY2023
- Prudential Insurance Company codes 28 51 $79,177 PY2023
- Blackrock Institutional Trust Co Na codes 28 51 $62,195 PY2023
- State Street Bank & Trust Company codes 19 21 25 $37,931 PY2023
- Eisneramper LLP codes 10 $29,500 PY2023
- Russell Investments codes 28 51 $10,000 PY2023
- White & Case LLP Master Ret. Trust Sched. D M $278M PY2023
- PWC US Consulting LLP codes 11 PY2023
- Pricewaterhousecoopers LLP codes 11 $222,650 PY2022
- Johnston International Equity codes 28 51 $130,944 PY2022
- New England Pension Consultants codes 28 51 $108,561 PY2022
- Blackrock Institutional Trust Co Na codes 28 51 $82,400 PY2022
- Colchester codes 27 $79,742 PY2022
- Prudential Insurance Company codes 28 51 $79,223 PY2022
- State Street Bank & Trust Company codes 19 $42,676 PY2022
- Eisneramper LLP codes 10 $27,500 PY2022
- Mccarter & English codes 29 $19,836 PY2022
- Russell Investments codes 28 51 $10,000 PY2022
- Blue Moon Management Services, LLC codes 28 $5,563 PY2022
- The Carlyle Group codes 28 51 PY2022
- White & Case LLP Master Ret. Trust Sched. D M $223M PY2022
- Pricewaterhousecoopers LLP codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedWhite & Case LLP Pension Plan plan assets $243M -> $296M (+21.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceBlue Moon Management Services, LLC no longer appears on White & Case LLP Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blue Moon Management Services, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Carlyle Group no longer appears on White & Case LLP Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Carlyle Groupaskebsa.dol.gov
- Dec 31, 2023Assets changedWhite & Case LLP Pension Plan total assets $244M -> $295M (+21.1%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135605970-007
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.