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
Crawford & Company Retirement Plan
Corporate pensionNorcross, GA
Assets
$308M
Total assets, Dec 31, 2024 reported
Funded
82.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Crawford & Company & Subsidiaries
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 15.8%
- Corporate debt instruments (preferred) 0.3%
- U.S. Government securities 21.6%
- Other investments 32.5%
- Other loans 0.0%
- Common/collective trusts 14.1%
- Registered investment companies 0.2%
- Real estate (other than employer real property) 3.2%
Consultants and advisers
8 firms
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Compa Trusteethrough Dec 31, 2024 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
- Blackrock Trusteethrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- State Street Research & Management Custodianthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Pacific Investmt Management Co LLCplan years 2022
- Legal & General Inv Mgmt Americaplan years 2022
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Equity Index Nonlendablecollective trust | Blackrock Institutional Trust Company | Public equity | $21.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Russell 2500 Index Fundcollective trust | Blackrock | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci Acwi Ex USA Index Nl Fndcollective trust | State Street Global Advisors Trust | Pooled vehicles | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Equity Index Nonlendablecollective trust | Blackrock Institutional Trust Company | Public equity | $21.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Russell 2500 Index Fundcollective trust | Blackrock | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Daily Msci Acwi Ex USA Index Nl Fndcollective trust | State Street Global Advisors Trust | Pooled vehicles | $15.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Equity Index Nonlendablecollective trust | Blackrock Institutional Trust Company | Public equity | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Blackrock Russell 2500 Index Fundcollective trust | Blackrock | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Daily Msci Acwi Ex USA Index Nl Fndcollective trust | State Street Global Advisors Trust | Pooled vehicles | $12.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $8.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$314,901 (2023-12) · $389,517 (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 | 2,656 | $263M | $279M | 82.0% | $308M | n/a | n/a | $9.9M |
| 2023 to Dec 31, 2023 | 3,016 | $280M | $312M | 80.0% | $307M | n/a | n/a | $11.3M |
| 2022 to Dec 31, 2022 | 3,262 | $388M | $323M | 106.3% | $298M | n/a | n/a | $13.1M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northern Trust Company codes $412,551 PY2024
- AON Investments USA, Inc. codes 17 $253,850 PY2024
- Cbiz Mhm, LLC codes 10 15 $232,075 PY2024
- Pacific Investment Management Co. codes 28 $192,838 PY2024
- AON Consulting codes 11 $167,643 PY2024
- Legal & General Investment codes 28 $68,112 PY2024
- Blackrock codes 21 $25,000 PY2024
- Windham Brannon, LLC codes 10 $22,890 PY2024
- Blackrock Russell 2500 Index Fund Sched. D C $2.6M PY2024
- Blackrock Equity Index Nonlendable Sched. D C $21.7M PY2024
- Ssga Daily Msci Acwi Ex-Us Sched. D C $14.0M PY2024
- Coltv Short Term Investment Fund Sched. D C $5.1M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Investments USA, Inc. codes 17 $346,316 PY2023
- Northern Trust Company codes 21 $310,299 PY2023
- Pacific Investment Management Co. codes 28 $214,833 PY2023
- Cbiz Mhm, LLC codes 10 15 $134,772 PY2023
- AON Consulting codes 11 $91,887 PY2023
- Legal & General Investment codes 28 $70,784 PY2023
- Windham Brannon, LLC codes 10 $26,850 PY2023
- Blackrock codes 21 $26,156 PY2023
- Blackrock Equity Index Nonlendable Sched. D C $21.8M PY2023
- Blackrock Russell 2500 Index Fund Sched. D C $2.3M PY2023
- Ssga Daily Msci Acwi Ex-Us Sched. D C $15.4M PY2023
- Coltv Short-Term Investment Fund Sched. D C $6.0M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Northern Trust Company codes 21 $371,100 PY2022
- AON Investments USA, Inc. codes 17 $264,097 PY2022
- Pacific Investment Management Co. codes 28 $257,378 PY2022
- AON Consulting codes 11 $189,944 PY2022
- Cbiz Mhm, LLC codes 10 15 $178,227 PY2022
- Legal & General Investment codes 28 $101,515 PY2022
- Windham Brannon, LLC codes 10 $25,200 PY2022
- Blackrock codes 21 24 28 50 $12,500 PY2022
- Blackrock codes 21 $12,500 PY2022
- State Street Research & Mgt Company codes 18 19 51 $5,624 PY2022
- Blackrock Equity Index Nonlendable Sched. D C $22.2M PY2022
- Blackrock Russell 2500 Index Fund Sched. D C $2.0M PY2022
- Ssga Daily Msci Acwi Ex-Us Sched. D C $12.8M PY2022
- Coltv Short-Term Investment Fund Sched. D C $8.0M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedCrawford & Company Retirement Plan funded ratio 80.0% -> 82.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceBlackrock no longer appears on Crawford & Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Jan 1, 2023Funded status changedCrawford & Company Retirement Plan funded ratio 106.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCrawford & Company Retirement Plan plan assets $388M -> $280M (-27.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 580506554-001
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.