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
Ball Corporation Pension Plan As IT Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp.
Corporate pensionWestminster, CO
Assets
$335M
Total assets, Dec 31, 2023 reported
Funded
82.4%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Ball Corporation
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Master trust investment accounts 95.8%
Consultants and advisers
3 firms
- Alvarez & Marshal Tax, LLC General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2023
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
21 readings
Investment management fees
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 5,601 | $311M | $389M | 82.4% | $335M | n/a | $321M | n/a |
| 2022 to Dec 31, 2022 | 6,361 | $482M | $391M | 96.7% | $309M | n/a | $309M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 15 50 $656,550 PY2023
- Northern Trust Company codes 21 50 $82,055 PY2023
- BDO USA, P.C. codes 10 50 $32,334 PY2023
- Legal & General Inv. Mgmt America codes 28 51 $17,432 PY2023
- Holland & Hart, LLP codes 29 50 $14,776 PY2023
- Alvarez & Marsal Tax, LLC codes 16 50 $8,355 PY2023
- Ball Corp. Master Pension Trust Sched. D M $321M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $693,154 PY2022
- Northern Trust Company codes 21 50 $112,837 PY2022
- BDO USA, P.C. codes 10 50 $30,667 PY2022
- Alvarez & Marsal Tax, LLC codes 16 50 $27,583 PY2022
- Holland & Hart, LLP codes 29 50 $13,722 PY2022
- Ball Corp. Master Pension Trust Sched. D M $309M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Manager relationship startedLegal & General Inv. Mgmt America appears on Ball Corporation Pension Plan As IT Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp.'s Schedule C as investment manager (plan year 2023 vs 2022)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Jan 1, 2023Funded status changedBall Corporation Pension Plan As IT Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. funded ratio 96.7% -> 82.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedBall Corporation Pension Plan As IT Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. plan assets $482M -> $311M (-35.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 350160610-039
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.