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
Sierra Retirement Plan
Corporate pensionArlington, VA
Assets
$1.2M
Total assets, Dec 31, 2024 reported
Funded
104.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: DRS Advanced Isr, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 88.9%
Consultants and advisers
5 firms
- Degann Consulting, LLC General consultantthrough Dec 31, 2022 Form 5500
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2024 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. 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
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 | 185 | $8.6M | $8.6M | 104.2% | $1.2M | n/a | $1.0M | n/a |
| 2023 to Dec 31, 2023 | 122 | $6.2M | $6.6M | 103.9% | $8.6M | n/a | $8.6M | n/a |
| 2022 to Dec 31, 2022 | 123 | $5.2M | $7.1M | 73.4% | $6.3M | n/a | $3.7M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 16 50 $150,629 PY2024
- Rubin Brown LLP codes 10 50 $25,900 PY2024
- Degann Consulting, LLC codes 16 50 $7,547 PY2024
- Bank of New York Mellon codes 18 21 50 51 59 62 $5,482 PY2024
- Leonardo Drs Master Trust Sched. D M $1.0M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 16 50 $72,014 PY2023
- Degann Consulting, LLC codes 16 50 $24,800 PY2023
- Rubin Brown LLP codes 10 50 $11,000 PY2023
- AON Investments USA Inc codes 27 28 50 68 $8,225 PY2023
- Leonardo Drs Master Trust Sched. D M $8.6M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 16 50 $30,100 PY2022
- Degann Consulting, LLC codes 16 50 $16,400 PY2022
- Rubin Brown LLP codes 10 50 $10,600 PY2022
- AON Investments USA Inc codes 27 28 50 68 $5,467 PY2022
- Leonardo Drs Master Trust Sched. D M $3.7M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedSierra Retirement Plan total assets $9M -> $1M (-86.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedSierra Retirement Plan plan assets $6M -> $9M (+38.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSierra Retirement Plan total assets $6M -> $9M (+36.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSierra Retirement Plan funded ratio 73.4% -> 103.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSierra Retirement Plan plan assets $5M -> $6M (+20.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 271421315-022
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.