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
The Tjx Companies, Inc Retirement Plan
Corporate pensionFramingham, MA
Assets
$1.6B
Total assets, Dec 31, 2024 reported
Funded
88.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: The Tjx Companies, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Corporate debt instruments (other) 37.1%
- U.S. Government securities 11.3%
- Other investments 2.7%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 17.2%
- Registered investment companies 26.6%
- Common stock 0.0%
Consultants and advisers
3 firms
- AON Investments USA Inc Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Mellon Capital Management3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- BNY Mellonplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- Shenkman Capital Management Incplan years 2022
- Nisa Investment Advisors, LLCplan years 2022
Commitments
6 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 | EB Dv Stock Index Fundcollective trust | Mellon Capital Management | Public equity | $188M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Dv Nsl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $94.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Dv Stock Index Fundcollective trust | Mellon Capital Management | Public equity | $258M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Dv Nsl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Dv Stock Index Fundcollective trust | Mellon Capital Management | Public equity | $294M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Dv Nsl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $102M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 | 19,928 | $1.5B | $1.3B | 88.1% | $1.6B | $369,662 | n/a | n/a |
| 2023 to Dec 31, 2023 | 21,450 | $1.4B | $1.3B | 82.0% | $1.6B | $407,294 | n/a | n/a |
| 2022 to Dec 31, 2022 | 21,552 | $1.8B | $1.2B | 93.4% | $1.5B | $677,613 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pacific Investment Management Co codes 28 $1.2M PY2024
- Nisa Investment Advisors, LLC codes 28 $811,860 PY2024
- The Bank of New York Mellon codes 18 25 $804,970 PY2024
- Willis Towers Watson US LLC codes 11 $594,013 PY2024
- AON Investments USA Inc. codes 17 $517,217 PY2024
- Shenkman Capital Management Inc. codes 28 $348,493 PY2024
- BNY Mellon codes 28 $122,076 PY2024
- EB Dv Stock Index Fund Sched. D C $188M PY2024
- EB Dv Nsl Acwi Ex-Us Fund Sched. D C $94.7M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 $1.4M PY2023
- Pacific Investment Management Co codes 28 $994,302 PY2023
- The Bank of New York Mellon codes 18 25 $810,793 PY2023
- Nisa Investment Advisors, LLC codes 28 $628,666 PY2023
- AON Investments USA Inc. codes 17 $498,129 PY2023
- Shenkman Capital Management Inc. codes 28 $421,755 PY2023
- BNY Mellon codes 28 $129,683 PY2023
- EB Dv Stock Index Fund Sched. D C $258M PY2023
- EB Dv Nsl Acwi Ex-Us Fund Sched. D C $118M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Pacific Investment Management Co codes 28 $977,444 PY2022
- The Bank of New York Mellon codes 18 25 $686,712 PY2022
- Nisa Investment Advisors, LLC codes 28 $587,171 PY2022
- AON Investments USA Inc. codes 17 $539,035 PY2022
- Shenkman Capital Management Inc. codes 28 $430,519 PY2022
- Willis Towers Watson US LLC codes 11 $418,927 PY2022
- BNY Mellon codes 28 $126,715 PY2022
- EB Dv Stock Index Fund Sched. D C $294M PY2022
- EB Dv Nsl Acwi Ex-Us Fund Sched. D C $102M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedThe Tjx Companies, Inc Retirement Plan funded ratio 82.0% -> 88.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe Tjx Companies, Inc Retirement Plan funded ratio 93.4% -> 82.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Tjx Companies, Inc Retirement Plan plan assets $1.8B -> $1.4B (-23.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042207613-001
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.