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
Precision Castparts Corp. Retirement Plan
Corporate pensionLake Oswego, OR
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
114.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Precision Castparts Corp.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Milliman, Inc. 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
No manager relationship is on the tape for this allocator.
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 | 8,167 | $1.1B | $760M | 114.8% | $1.2B | $0 | $1.2B | $0 |
| 2023 to Dec 31, 2023 | 8,300 | $918M | $738M | 110.8% | $1.1B | $0 | $1.1B | $0 |
| 2022 to Dec 31, 2022 | 8,453 | $1.3B | $698M | 128.6% | $918M | $0 | $918M | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman, Inc. codes 11 17 $924,647 PY2024
- BNY Mellon Asset Servicing codes 18 21 25 59 62 $81,978 PY2024
- Baker Tilly US, LLP codes 10 $28,114 PY2024
- Stoel Rives LLP codes 29 $10,664 PY2024
- PCC Mstr Trst - Def Benefit Plans Sched. D M $1.2B PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman, Inc. codes 11 17 $854,815 PY2023
- BNY Mellon Asset Servicing codes 18 21 25 59 62 $115,275 PY2023
- Baker Tilly US, LLP codes 10 $27,435 PY2023
- Stoel Rives LLP codes 29 $16,410 PY2023
- Gisi Marketing Group codes 65 $6,600 PY2023
- PCC Mstr Trst - Def Benefit Plans Sched. D M $1.1B PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman, Inc. codes 11 17 $864,340 PY2022
- BNY Mellon Asset Servicing codes 18 21 25 59 62 $65,280 PY2022
- Baker Tilly US, LLP codes 10 $25,750 PY2022
- Stoel Rives LLP codes 29 $18,756 PY2022
- PCC Mstr Trst - Def Benefit Plans Sched. D M $918M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedPrecision Castparts Corp. Retirement Plan total assets $1.1B -> $1.2B (+14.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPrecision Castparts Corp. Retirement Plan funded ratio 110.8% -> 114.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPrecision Castparts Corp. Retirement Plan plan assets $918M -> $1.1B (+14.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPrecision Castparts Corp. Retirement Plan total assets $918M -> $1.1B (+14.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPrecision Castparts Corp. Retirement Plan funded ratio 128.6% -> 110.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPrecision Castparts Corp. Retirement Plan plan assets $1.3B -> $918M (-27.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930460598-002
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.