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
Constellation Employee Pension Plan
Corporate pensionKennett Square, PA
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
85.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Constellation Energy Generation LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 96.5%
Consultants and advisers
5 firms
- Stepstone Group LLC General consultantthrough Dec 31, 2024 Form 5500
- Cambridge Associates General consultantthrough Dec 31, 2023 Form 5500
- Albourne America LLC General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackrock Financial Management, Incplan years 2024
- Oberweisplan years 2022
- Blackrock Institutional Trust Co,naplan 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 | 7,640 | $1.3B | $1.3B | 85.4% | $1.2B | n/a | $1.2B | n/a |
| 2023 to Dec 31, 2023 | 7,790 | $1.2B | $1.3B | 83.7% | $1.3B | n/a | $1.2B | n/a |
| 2022 to Dec 31, 2022 | 2,671 | $599M | $449M | 92.5% | $1.2B | n/a | $1.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Constellation Energy Generation LLC codes 49 $1.3M PY2024
- Alight Solutions LLC codes 15 $892,998 PY2024
- Willis Towers Watson US LLC codes 11 $375,117 PY2024
- Northern Trust Corporation codes 19 21 51 62 68 $239,231 PY2024
- Blackrock Financial Management, Inc codes 28 51 52 $86,492 PY2024
- Caissa, LLC codes 49 $57,981 PY2024
- Albourne America, LLC codes 16 70 $47,179 PY2024
- Stepstone Group LP codes 16 $24,045 PY2024
- Mitchell & Titus, LLP codes 10 $19,297 PY2024
- Cambridge Associates LLC codes 16 70 $9,397 PY2024
- Blackrock Financial Management, Inc codes 49 $7,465 PY2024
- Renuaa Risk Management Advisors LLC codes 49 $5,910 PY2024
- Cash Pool Sched. D M $25.5M PY2024
- Ceng Pool Sched. D M $5.5M PY2024
- Equity Sched. D M $272M PY2024
- Intermediate Credit Pool Sched. D M $26.4M PY2024
- Liquid Real Estate Pool Sched. D M $25.1M PY2024
- NON Directional Pool Sched. D M $61.8M PY2024
- Private Equity Legacy Pool Sched. D M $13.6M PY2024
- Private Equity New Pool Sched. D M $58.2M PY2024
- Real Estate Legacy Pool Sched. D M $11.1M PY2024
- Real Estate New Pool Sched. D M $50.9M PY2024
- Return Generating Fixed Income Sched. D M $25.6M PY2024
- Traditional Liability Hedge Fixed I Sched. D M $507M PY2024
- Private Credit Pool Sched. D M $79.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Constellation Energy Generation LLC codes 49 $800,566 PY2023
- Alight Solutions LLC codes 15 $721,063 PY2023
- Willis Towers Watson US LLC codes 11 $458,037 PY2023
- Jefferies LLC codes 49 $75,085 PY2023
- Albourne America, LLC codes 16 70 $63,006 PY2023
- Northern Trust Corporation codes 19 21 51 62 68 $49,624 PY2023
- Mitchell & Titus, LLP codes 10 $42,120 PY2023
- Caissa, LLC codes 49 $25,913 PY2023
- Blackrock Institutional Trust Co codes 28 51 52 68 $25,137 PY2023
- Ariel Investments codes 49 $16,878 PY2023
- Cambridge Associates LLC codes 16 70 $5,821 PY2023
- Renuaa Risk Management Advisors, Ll codes 49 $5,544 PY2023
- Blackrock Financial Management, Inc codes 49 $5,381 PY2023
- NON Directional Pool Sched. D M $65.7M PY2023
- Private Credit Pool Sched. D M $85.7M PY2023
- Private Equity Legacy Pool Sched. D M $14.6M PY2023
- Private Equity New Pool Sched. D M $54.4M PY2023
- Real Estate Legacy Pool Sched. D M $14.2M PY2023
- Real Estate New Pool Sched. D M $50.6M PY2023
- Return Generating Fixed Income Sched. D M $31.3M PY2023
- Traditional Liability Hedge Fixed I Sched. D M $574M PY2023
- Cash Pool Sched. D M $20.9M PY2023
- Ceng Pool Sched. D M $5.2M PY2023
- Equity Sched. D M $248M PY2023
- Intermediate Credit Pool Sched. D M $28.6M PY2023
- Liquid Real Estate Pool Sched. D M $27.5M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions LLC codes 15 $1.2M PY2022
- Northern Trust Corporation codes 19 21 51 62 68 $470,053 PY2022
- Willis Towers Watson US LLC codes 11 $349,809 PY2022
- Constellation Energy Generation LLC codes 49 $270,201 PY2022
- Blackrock Institutional Trust Co codes 28 51 52 68 $127,147 PY2022
- Mitchell & Titus, LLP codes 10 $60,012 PY2022
- Albourne America, LLC codes 16 70 $13,963 PY2022
- Oberweis codes 28 51 68 $8,713 PY2022
- Plante Moran codes 49 $5,500 PY2022
- Private Equity Legacy Pool Sched. D M $19.7M PY2022
- Private Equity New Pool Sched. D M $74.0M PY2022
- Real Estate Legacy Pool Sched. D M $18.6M PY2022
- Real Estate New Pool Sched. D M $50.6M PY2022
- Return Generating Fixed Income Sched. D M $51.7M PY2022
- Traditional Liability Hedge Fixed I Sched. D M $515M PY2022
- Cash Balance Liability Hedge Fixed Sched. D M $6.9M PY2022
- Cash Pool Sched. D M $7.4M PY2022
- Ceng Pool Sched. D M $6.1M PY2022
- Equity Sched. D M $252M PY2022
- Intermediate Credit Pool Sched. D M $52.5M PY2022
- Liquid Real Estate Pool Sched. D M $24.4M PY2022
- NON Directional Pool Sched. D M $63.4M PY2022
- Private Credit Pool Sched. D M $91.7M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceStepstone Group LP appears on Constellation Employee Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Stepstone Group LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCambridge Associates LLC appears on Constellation Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceOberweis no longer appears on Constellation Employee Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Oberweisaskebsa.dol.gov
- Jan 1, 2023Funded status changedConstellation Employee Pension Plan funded ratio 92.5% -> 83.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedConstellation Employee Pension Plan plan assets $599M -> $1.2B (+106.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 233064219-013
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.