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
Ikon Office Solutions, Inc. Pension Plan
Corporate pensionExton, PA
Assets
$385M
Total assets, Dec 31, 2024 reported
Funded
87.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Ricoh USA, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Corporate debt instruments (other) 11.8%
- U.S. Government securities 13.2%
- Master trust investment accounts 74.9%
Consultants and advisers
7 firms
- Alight Solutions LLC General consultantthrough Dec 31, 2022 Form 5500
- Mercer General consultantthrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2024 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- State Street Bank & Trust Companyplan years 2023
- Income Research & Mgmt. Inc.plan years 2022
- Mondrian Investment Group Inc.plan years 2022
- Mellon Capital Managementplan years 2022
- Nisa Investment Advisors, LLCplan 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
$601,894 (2023-12) · $767,716 (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 | 7,973 | $399M | $376M | 87.6% | $385M | n/a | $289M | n/a |
| 2023 to Dec 31, 2023 | 8,050 | $371M | $374M | 80.2% | $399M | n/a | $399M | n/a |
| 2022 to Dec 31, 2022 | 10,477 | $671M | $474M | 110.3% | $372M | n/a | $372M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 50 $2.2M PY2024
- Nisa Investment Advisors, LLC codes 28 50 $218,853 PY2024
- Income Research and Management codes 28 50 $187,936 PY2024
- Mercer codes 16 50 $94,263 PY2024
- Mondrian Investment Group Inc. codes 28 50 $84,555 PY2024
- US Bank codes 21 50 $67,542 PY2024
- State Street Global Advisors codes 28 50 $60,789 PY2024
- Grant Thornton, LLP codes 10 50 $33,000 PY2024
- Northern Trust Company codes 18 21 50 $26,472 PY2024
- Ballard Spahr LLP codes 29 50 $18,610 PY2024
- Mellon Capital Management Corp. codes 28 50 $10,231 PY2024
- Pension Benefit Information codes 29 50 $10,000 PY2024
- Ricoh Db Plans Master Ret. Trust Sched. D M $289M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting, Inc. codes 11 50 $2.2M PY2023
- Nisa Investment Advisors, LLC codes 28 50 $215,703 PY2023
- Income Research and Management codes 28 50 $192,080 PY2023
- Mondrian Investment Group Inc. codes 28 50 $126,120 PY2023
- Northern Trust Company codes 18 21 50 $73,105 PY2023
- Mercer codes 16 50 $72,100 PY2023
- State Street Global Advisors codes 28 50 $53,487 PY2023
- Mellon Capital Management Corp. codes 28 50 $14,503 PY2023
- Pension Benefit Information codes 29 50 $10,000 PY2023
- Ballard Spahr LLP codes 29 50 $8,354 PY2023
- Ricoh Db Plans Master Ret. Trust Sched. D M $399M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting, Inc. codes 11 50 $1.9M PY2022
- Nisa Investment Advisors, LLC codes 28 50 $253,071 PY2022
- Income Research and Management codes 28 50 51 $250,106 PY2022
- Mondrian Investment Group Inc. codes 28 50 51 68 $183,902 PY2022
- Northern Trust Company codes 18 21 50 $121,413 PY2022
- Mercer codes 16 50 $70,000 PY2022
- State Street Global Advisors codes 18 19 28 50 51 $62,961 PY2022
- Mellon Capital Management Corp. codes 28 50 $17,677 PY2022
- Ballard Spahr LLP codes 29 50 $12,118 PY2022
- Alight Solutions LLC codes 16 50 $7,830 PY2022
- Ricoh Db Plans Master Ret. Trust Sched. D M $372M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedIkon Office Solutions, Inc. Pension Plan funded ratio 80.2% -> 87.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAlight Solutions LLC no longer appears on Ikon Office Solutions, Inc. Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Alight Solutions LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedIkon Office Solutions, Inc. Pension Plan funded ratio 110.3% -> 80.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIkon Office Solutions, Inc. Pension Plan plan assets $671M -> $371M (-44.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230334400-014
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.