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
Schiff Hardin LLP Employees' Pension Plan
Corporate pensionWashington, DC
Assets
$10.9M
Total assets, Dec 31, 2024 reported
Funded
101.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Arentfox Schiff LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
1 firms
- October Three Consulting LLC 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)
- Raymond Jamesplan years 2023
Commitments
9 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 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $187 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $192 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fidelity 500 Indexseparate account | Vanguard | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $198 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Massmutual Mid Cap Growth Iseparate account | Massmutual | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
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 | 196 | $11.7M | $11.0M | 101.1% | $10.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 203 | $11.5M | $11.4M | 43.4% | $11.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 207 | $15.6M | $11.3M | 62.0% | $11.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting codes 11 15 50 $94,886 PY2024
- Empower Annuity Insur Co of America codes 64 $5,741 PY2024
- Massmutual US Govt Mny Mkt R5 Sched. D P $187 PY2024
- Massmutual Total Return Bond I Sched. D P $3.0M PY2024
- Pimco Long Term Credit Bond Fund Sched. D P $4.9M PY2024
- Vanguard Long-Term Investment-Grade Sched. D P $2.9M PY2024
- October Three Consulting LLC codes 11 PY2024
- October Three Consulting codes 11 15 50 $72,496 PY2023
- Selden Fox Ltd codes 10 50 $25,922 PY2023
- Empower Annuity Insur Co of America codes 64 $13,746 PY2023
- Raymond James codes 28 50 $8,750 PY2023
- Pimco Long Term Credit Bond Fund Sched. D P $5.3M PY2023
- Massmutual US Govt Mny Mkt R5 Sched. D P $192 PY2023
- Massmutual Total Return Bond I Sched. D P $3.2M PY2023
- Vanguard Long-Term Investment-Grade Sched. D P $3.2M PY2023
- October Three Consulting LLC codes 11 PY2023
- Empower Annuity Insur Co of America codes 13 64 $43,598 PY2022
- Pimco Long Term Credit Bond Fund Sched. D P $5.1M PY2022
- Vanguard Long-Term Investment-Grade Sched. D P $3.1M PY2022
- Massmutual US Govt Mny Mkt R5 Sched. D P $198 PY2022
- Massmutual Total Return Bond I Sched. D P $3.2M PY2022
- October Three Consulting, LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceRaymond James no longer appears on Schiff Hardin LLP Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Raymond Jamesaskebsa.dol.gov
- Jan 1, 2024Funded status changedSchiff Hardin LLP Employees' Pension Plan funded ratio 43.4% -> 101.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedRaymond James appears on Schiff Hardin LLP Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Raymond Jamesaskebsa.dol.gov
- Jan 1, 2023Funded status changedSchiff Hardin LLP Employees' Pension Plan funded ratio 62.0% -> 43.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSchiff Hardin LLP Employees' Pension Plan plan assets $16M -> $11M (-26.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530214923-013
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.