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

IMS Health Incorporated Retirement Plan

Corporate pensionDanbury, CT
Assets
$531M
Total assets, Dec 31, 2024 reported
Funded
99.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Iqvia Incorporated
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 76.4%
  • Registered investment companies 23.6%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$72.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$254M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$43.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Coll Long Term Gov Bnd Idx Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Long Term Credit Bond Index Fundcollective trustNorthern Trust Collective Eafe IndePrivate credit$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$208M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$39.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$71.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Coll Long Term Gov Bnd Idx Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long Term Credit Bond Index Fundcollective trustNorthern Trust Collective Eafe IndePrivate credit$22.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$167M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$61.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Coll Long Term Gov Bnd Idx Fd Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long Term Credit Bond Index Fundcollective trustNorthern Trust Collective Eafe IndePrivate credit$20.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$531M Dec 31, 2024 reported Form 5500
$480M (2023-12) · $414M (2022-12)
Plan assets
$480M Jan 1, 2024 reported Form 5500
$414M (2023-01) · $519M (2022-01)
Net assets
$530M Dec 31, 2024 reported Form 5500
$479M (2023-12) · $414M (2022-12)
Funded ratio
99.6% Jan 1, 2024 reported Form 5500
98.2% (2023-01) · 111.8% (2022-01)
Funding target
$389M Jan 1, 2024 reported Form 5500
$367M (2023-01) · $319M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.02% (2023-01) · 5.58% (2022-01)
Participants
4,941 Jan 1, 2024 reported Form 5500
4,952 (2023-01) · 4,969 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2022-12)
Benefits paid
$10.9M Dec 31, 2024 reported Form 5500
$8.9M (2023-12) · $10.5M (2022-12)
Net investment income
$50.8M Dec 31, 2024 reported Form 5500
$65.6M (2023-12) · $-105M (2022-12)
Investment management fees
$452,680 Dec 31, 2024 reported Form 5500
$629,566 (2023-12) · $240,840 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,941$480M$389M99.6%$531Mn/an/an/a
2023 to Dec 31, 20234,952$414M$367M98.2%$480Mn/an/an/a
2022 to Dec 31, 20224,969$519M$319M111.8%$414Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Assets changed
    IMS Health Incorporated Retirement Plan total assets $480M -> $531M (+10.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    IMS Health Incorporated Retirement Plan plan assets $414M -> $480M (+15.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    IMS Health Incorporated Retirement Plan total assets $414M -> $480M (+15.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    IMS Health Incorporated Retirement Plan funded ratio 111.8% -> 98.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    IMS Health Incorporated Retirement Plan plan assets $519M -> $414M (-20.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 061506026-002
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.