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
Martin Marietta Pension Plan
Corporate pensionRaleigh, NC
Assets
$1.3B
Total assets, Dec 31, 2024 reported
Funded
124.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Martin Marietta Materials, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.0%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough 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
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Nisa Investment Advisors, LLCplan years 2024
- Harrison Streetplan years 2023
- Northern Trust Investmentsplan years 2022
- UBS Global Asset Managementplan 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
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 | 15,776 | $1.2B | $820M | 124.8% | $1.3B | n/a | $1.2B | n/a |
| 2023 to Dec 31, 2023 | 15,346 | $1.1B | $764M | 135.7% | $1.2B | n/a | $1.2B | n/a |
| 2022 to Dec 31, 2022 | 14,657 | $1.3B | $709M | 146.6% | $1.1B | n/a | $1.1B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northern Trust Investments Inc codes 28 51 52 $2.0M PY2024
- Willis Towers Watson US LLC codes 11 50 $1.3M PY2024
- Harrison Street Advisors, LLC codes 28 51 $913,047 PY2024
- Northern Trust Company codes 21 50 $170,110 PY2024
- UBS Global Asset Management codes 28 51 $112,783 PY2024
- Nisa Investment Advisors L.L.C codes 28 51 $65,392 PY2024
- DB Plan Master Retirement Trust Sched. D M $1.2B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Northern Trust Investments Inc codes 28 51 $3.3M PY2023
- Willis Towers Watson US LLC codes 11 50 $1.4M PY2023
- Northern Trust Company codes 21 50 $163,555 PY2023
- Harrison Street Advisors, LLC codes 28 51 $137,881 PY2023
- UBS Global Asset Management codes 28 51 $124,235 PY2023
- DB Plan Master Retirement Trust Sched. D M $1.2B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Northern Trust Investments Inc codes 28 51 $2.9M PY2022
- Willis Towers Watson codes 11 50 $1.1M PY2022
- Northern Trust Company codes 21 $154,735 PY2022
- UBS Global Asset Management codes 28 51 $147,800 PY2022
- DB Plan Master Retirement Trust Sched. D M $1.1B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedNisa Investment Advisors L.L.C appears on Martin Marietta Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Nisa Investment Advisors, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedMartin Marietta Pension Plan funded ratio 135.7% -> 124.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedHarrison Street Advisors, LLC appears on Martin Marietta Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Harrison Streetaskebsa.dol.gov
- Dec 31, 2023Assets changedMartin Marietta Pension Plan total assets $1.1B -> $1.2B (+10.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMartin Marietta Pension Plan funded ratio 146.6% -> 135.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMartin Marietta Pension Plan plan assets $1.3B -> $1.1B (-14.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 561848578-002
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.