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
Pension Plan for Pactiv Evergreen
Corporate pensionLake Forest, IL
Assets
$866M
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Pactiv LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 0.0%
- Master trust investment accounts 100.0%
Consultants and advisers
6 firms
- Buck Global, LLC Pension consultantthrough Dec 31, 2023 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2023 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- The Standard 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
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Pension Benefit Information, LLCplan years 2023, 2024
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
31 readings
Investment management fees
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 | 19,166 | $989M | $914M | 104.8% | $866M | n/a | $866M | n/a |
| 2023 to Dec 31, 2023 | 19,659 | $935M | $897M | 101.1% | $989M | n/a | $989M | n/a |
| 2022 to Dec 31, 2022 | 146 | $5.2M | $5.2M | 90.2% | $935M | n/a | $927M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Conduent Hr Services, LLC codes 12 15 36 38 50 64 $2.9M PY2024
- AON Consulting Inc. codes 11 50 $335,275 PY2024
- Northern Trust Company codes 10 19 21 28 33 34 50 51 62 68 71 $201,455 PY2024
- Crowe LLP codes 10 50 $149,756 PY2024
- Pension Benefit Information, LLC codes 49 51 $114,265 PY2024
- Bloomberg Finance LP codes 49 50 $24,610 PY2024
- Pactiv General Employee Benefit Tru Sched. D M $866M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Conduent Hr Services, LLC codes 12 15 36 38 50 64 $2.6M PY2023
- AON Consulting Inc. codes 11 50 $592,210 PY2023
- Northern Trust Company codes 10 19 21 28 33 34 50 51 62 68 71 $393,430 PY2023
- Pension Benefit Information, LLC codes 49 51 $118,790 PY2023
- Crowe LLP codes 10 50 $61,031 PY2023
- Seyfarth Shaw LLP codes 29 50 $54,466 PY2023
- Bloomberg Finance L.P. codes 49 50 $24,469 PY2023
- Buck Global, LLC codes 17 50 $16,585 PY2023
- Pactiv General Employee Benefit Tru Sched. D M $989M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $18,850 PY2022
- AON Consulting Inc. codes 11 50 $18,375 PY2022
- Standard Insurance Co. codes 11 50 $13,750 PY2022
- BDO USA, LLP codes 10 50 $11,805 PY2022
- Principal Global Investors, LLC codes 27 50 $5,879 PY2022
- Prin Largecap S&p 500 Index Sa-R6 Sched. D P PY2022
- Prin Midcap S&p 400 Index Sa-R6 Sched. D P PY2022
- Prin Smallcap S&p 600 Index Sa-R6 Sched. D P PY2022
- Prin Origin Emg Mkts Sep Acct-R4 Sched. D P PY2022
- Prin Overseas Sep Acct-R6 Sched. D P PY2022
- Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2022
- Prin Div Intl Sa-12 Sched. D P PY2022
- Prin Ldi Ext Duration Sep Acct-R6 Sched. D P PY2022
- Prin Ldi Interm Dur Sep Acct-R6 Sched. D P PY2022
- Prin Ldi Long Duration Sep Acct-R6 Sched. D P PY2022
- Prin U.S. Property Sep Acct-R6 Sched. D P PY2022
- Pactiv General Employee Benefit Tru Sched. D M $927M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceBuck Global, LLC no longer appears on Pension Plan for Pactiv Evergreen's Schedule C as pension consultant (plan year 2024 vs 2023)with Buck Global, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedPension Plan for Pactiv Evergreen total assets $989M -> $866M (-12.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPension Plan for Pactiv Evergreen funded ratio 101.1% -> 104.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedNorthern Trust Company appears on Pension Plan for Pactiv Evergreen's Schedule C as investment manager (plan year 2023 vs 2022)with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBuck Global, LLC appears on Pension Plan for Pactiv Evergreen's Schedule C as pension consultant (plan year 2023 vs 2022)with Buck Global, LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePrincipal Global Investors, LLC no longer appears on Pension Plan for Pactiv Evergreen's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Principal Global Investors LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedPension Plan for Pactiv Evergreen funded ratio 90.2% -> 101.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPension Plan for Pactiv Evergreen plan assets $5M -> $935M (+17969.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362552989-042
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.