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
The Retirement Plan for Graham Holdings Company
Corporate pensionArlington, VA
Assets
$3.0B
Total assets, Dec 31, 2024 reported
Funded
357.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Graham Holdings Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
3 firms
- Agilis Partners LLC Pension consultantthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough 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
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 | 13,092 | $3.0B | $848M | 357.9% | $3.0B | n/a | $3.0B | n/a |
| 2023 to Dec 31, 2023 | 12,015 | $2.5B | $847M | 326.8% | $3.0B | n/a | $3.0B | n/a |
| 2022 to Dec 31, 2022 | 11,616 | $3.4B | $778M | 390.4% | $2.5B | n/a | $2.5B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 11 50 $2.8M PY2024
- Alston & Bird codes 29 50 $519,771 PY2024
- Bank of New York Mellon codes 19 $282,970 PY2024
- Johnson Lambert & Co. LLP codes 10 $81,600 PY2024
- Segal Marco Advisors codes 49 50 $40,000 PY2024
- Agilis Partners codes 17 $23,000 PY2024
- The Ghc Master Retirement Trust Sched. D M $3.0B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson codes 11 50 $2.3M PY2023
- Alston & Bird codes 29 50 $401,702 PY2023
- Bank of New York Mellon codes 19 $205,007 PY2023
- Johnson Lambert & Co. LLP codes 10 $78,970 PY2023
- Segal Marco Advisors codes 49 50 $30,000 PY2023
- The Ghc Master Retirement Trust Sched. D M $3.0B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson codes 11 50 $1.9M PY2022
- Alston & Bird codes 29 50 $314,775 PY2022
- Bank of New York Mellon codes 19 $216,581 PY2022
- Johnson Lambert & Co. LLP codes 10 $73,450 PY2022
- Segal Marco Advisors codes 49 50 $50,000 PY2022
- The Ghc Master Retirement Trust Sched. D M $2.5B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceAgilis Partners appears on The Retirement Plan for Graham Holdings Company's Schedule C as pension consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe Retirement Plan for Graham Holdings Company funded ratio 326.8% -> 357.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedThe Retirement Plan for Graham Holdings Company plan assets $2.5B -> $3.0B (+18.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedThe Retirement Plan for Graham Holdings Company total assets $2.5B -> $3.0B (+18.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedThe Retirement Plan for Graham Holdings Company funded ratio 390.4% -> 326.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Plan for Graham Holdings Company plan assets $3.4B -> $2.5B (-25.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530182885-009
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.