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
Credit Agricole Corporate and Investment Bank Retirement Plan
Corporate pensionNEW York, NY
Assets
$162M
Total assets, Dec 31, 2024 reported
Funded
85.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Credit Agricole Corporate and Investment Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Registered investment companies 98.4%
Consultants and advisers
1 firms
- Deloitte Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Schwab Retirment Plan Services, Incplan years 2024
- Charles Schwab Trustplan 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
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 | 1,221 | $164M | $165M | 85.0% | $162M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,228 | $153M | $160M | 80.0% | $164M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,231 | $204M | $150M | 101.3% | $153M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Schwab Retirement Plan Services, in codes 52 59 $500 PY2024
- Charles Schwab & Co., Inc. codes 52 59 $46 PY2024
- Deloitte Consulting LLP codes 11 PY2024
- Charles Schwab & Co., Inc. codes 52 99 PY2023
- Deloitte Consulting LLP codes 11 PY2023
- Marcum LLP codes 10 50 $18,500 PY2022
- Charles Schwab & Co., Inc. codes 52 59 $3 PY2022
- Deloitte Consulting LLP codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedCredit Agricole Corporate and Investment Bank Retirement Plan funded ratio 80.0% -> 85.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCredit Agricole Corporate and Investment Bank Retirement Plan funded ratio 101.3% -> 80.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCredit Agricole Corporate and Investment Bank Retirement Plan plan assets $204M -> $153M (-25.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362813095-004
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.