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
Retirement Plan for Employees of Carlisle LLC
Corporate pensionScottsdale, AZ
Assets
$58.2M
Total assets, Dec 31, 2024 reported
Funded
88.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Carlisle LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.8%
- Non-interest-bearing cash 0.3%
- Registered investment companies 91.6%
Consultants and advisers
4 firms
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
- SEI Institutional Group Custodianthrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Actuarythrough 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
Investment management fees
$264,102 (2023-12) · $305,625 (2022-12)
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 | 2,299 | $115M | $113M | 88.2% | $58.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,437 | $118M | $118M | 88.1% | $115M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,574 | $149M | $120M | 99.7% | $118M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Institutional Group codes 19 21 25 28 51 52 62 $271,342 PY2024
- Principal Trust Company codes 11 15 $209,081 PY2024
- USI Consulting Group codes 11 $19,542 PY2024
- Forvis, LLP codes 10 $17,850 PY2024
- USI Consulting codes 11 PY2024
- SEI Institutional Group codes 19 21 25 28 51 52 62 $286,912 PY2023
- Principal Trust Company codes 11 15 $212,088 PY2023
- USI Consulting Group codes 11 $33,402 PY2023
- Forvis, LLP codes 10 $17,850 PY2023
- USI Consulting codes 11 PY2023
- SEI Institutional Group codes 19 21 25 28 51 52 62 $332,725 PY2022
- Wells Fargo Bank Na codes 11 15 $162,592 PY2022
- Principal Trust Company codes 11 15 $160,942 PY2022
- USI Consulting Group codes 11 $25,089 PY2022
- Forvis, LLP codes 10 $17,850 PY2022
- USI Consulting codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedRetirement Plan for Employees of Carlisle LLC total assets $115M -> $58M (-49.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Carlisle LLC funded ratio 99.7% -> 88.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Carlisle LLC plan assets $149M -> $118M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230457510-007
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.