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
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
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Equity Index Nonlendablecollective trustBlackrock Institutional Trust CompanyPublic equity$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Russell 2500 Index Fundcollective trustBlackrockPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci Acwi Ex USA Index Nl Fndcollective trustState Street Global Advisors TrustPooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Equity Index Nonlendablecollective trustBlackrock Institutional Trust CompanyPublic equity$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Russell 2500 Index Fundcollective trustBlackrockPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Daily Msci Acwi Ex USA Index Nl Fndcollective trustState Street Global Advisors TrustPooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Equity Index Nonlendablecollective trustBlackrock Institutional Trust CompanyPublic equity$22.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Russell 2500 Index Fundcollective trustBlackrockPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Daily Msci Acwi Ex USA Index Nl Fndcollective trustState Street Global Advisors TrustPooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$8.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$308M Dec 31, 2024 reported Form 5500
$307M (2023-12) · $298M (2022-12)
Plan assets
$263M Jan 1, 2024 reported Form 5500
$280M (2023-01) · $388M (2022-01)
Net assets
$229M Dec 31, 2024 reported Form 5500
$263M (2023-12) · $279M (2022-12)
Funded ratio
82.0% Jan 1, 2024 reported Form 5500
80.0% (2023-01) · 106.3% (2022-01)
Funding target
$279M Jan 1, 2024 reported Form 5500
$312M (2023-01) · $323M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.07% (2023-01) · 5.30% (2022-01)
Participants
2,656 Jan 1, 2024 reported Form 5500
3,016 (2023-01) · 3,262 (2022-01)
Benefits paid
$35.9M Dec 31, 2024 reported Form 5500
$38.4M (2023-12) · $34.1M (2022-12)
Net investment income
$-33.5M Dec 31, 2024 reported Form 5500
$-16.6M (2023-12) · $-109M (2022-12)
Investment management fees
$290,539 Dec 31, 2024 reported Form 5500
$314,901 (2023-12) · $389,517 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,656$263M$279M82.0%$308Mn/an/a$9.9M
2023 to Dec 31, 20233,016$280M$312M80.0%$307Mn/an/a$11.3M
2022 to Dec 31, 20223,262$388M$323M106.3%$298Mn/an/a$13.1M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jan 1, 2024Funded status changed
    Crawford & Company Retirement Plan funded ratio 80.0% -> 82.0% (2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship endedinference
    Blackrock 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 changed
    Crawford & Company Retirement Plan funded ratio 106.3% -> 80.0% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Crawford & 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.