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
Kimberly - Clark Puerto Rico, Inc. Retirement Plan
Corporate pensionSAN Juan
Assets
$7.8M
Total assets, Dec 31, 2024 reported
Funded
85.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Kimberly - Clark Puerto Rico, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Registered investment companies 98.9%
Consultants and advisers
4 firms
- Fidelity Investments Pension consultantthrough Dec 31, 2024 Form 5500
- Fidelity Workplace Consulting Actuarythrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Banco Popular de Puerto Rico Trusteethrough 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
30 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 | 211 | $7.6M | $9.2M | 85.2% | $7.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 212 | $7.0M | $8.9M | 87.1% | $7.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 213 | $8.6M | $8.4M | 98.0% | $7.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Banco Popular de Puerto Rico codes 21 50 62 $47,250 PY2024
- FID Inv Inst Ops Co codes 14 17 70 $28,000 PY2024
- Willis Towers Watson US LLC codes 11 50 $22,000 PY2024
- Fidelity Workplace Consulting codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $69,157 PY2023
- Banco Popular de Puerto Rico codes 21 50 62 $1,352 PY2023
- Fidelity Workplace Consulting codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $124,559 PY2022
- Banco Popular de Puerto Rico codes 21 50 62 $18,823 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceFID Inv Inst Ops Co appears on Kimberly - Clark Puerto Rico, Inc. Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Fidelity Investmentsaskebsa.dol.gov
- Jan 1, 2023Funded status changedKimberly - Clark Puerto Rico, Inc. Retirement Plan funded ratio 98.0% -> 87.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedKimberly - Clark Puerto Rico, Inc. Retirement Plan plan assets $9M -> $7M (-18.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660258078-030
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.