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
NFO Research, Inc. Pension Plan
Corporate pensionNEW York, NY
Assets
$15.9M
Total assets, Dec 31, 2024 reported
Funded
98.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Kantar LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 2.2%
- Registered investment companies 95.6%
Consultants and advisers
4 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Portfolio Evaluations, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2021 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal4 rows, latest Dec 31, 2024
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $348,653 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $389,065 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $402,305 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $402,305 held | Disclosed holding | askebsa.dol.gov |
Size and funding
42 readings
Total assets
$15.3M (2023-12) · $15.2M (2022-12) · $18.7M (2021-12)
Plan assets
$15.2M (2023-01) · $18.7M (2022-01) · $19.5M (2021-01)
Net assets
$15.3M (2023-12) · $15.2M (2022-12) · $18.7M (2021-12)
Funded ratio
102.8% (2023-01) · 116.8% (2022-01) · 117.9% (2021-01)
Funding target
$16.3M (2023-01) · $15.5M (2022-01) · $15.4M (2021-01)
Discount rate
5.30% (2023-01) · 5.49% (2022-01) · 5.67% (2021-01)
Contributions
$51,320 (2023-12) · $1,660 (2022-12) · $1,928 (2021-12)
Benefits paid
$1.2M (2023-12) · $494,198 (2022-12) · $1.6M (2021-12)
Net investment income
$109,800 (2023-12) · $-3.5M (2022-12) · $-779,822 (2021-12)
Form 5500 filings
6 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2022 | 579 | $18.7M | $15.5M | 116.8% | $15.2M | n/a | n/a | n/a |
| 2024 to Dec 31, 2021 | 606 | $19.5M | $15.4M | 117.9% | $18.7M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 557 | $15.3M | $16.2M | 98.2% | $15.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 574 | $15.2M | $16.3M | 102.8% | $15.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 573 | $15.2M | $16.3M | 102.8% | $15.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 579 | $18.7M | $15.5M | 116.8% | $15.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $88,450 PY2025
- Capfinancial Partners codes 27 50 $22,500 PY2025
- Portfolio Evaluations codes 27 50 $15,000 PY2025
- Prin Liquid Assets Sep Acct-Z Sched. D P $402,305 PY2025
- Principal Financial Group codes 11 PY2025
- Principal Life Insurance Company codes 13 50 64 $89,100 PY2024
- Principal Life Insurance Company codes 13 50 64 $88,550 PY2024
- Mercer codes 11 27 50 $57,050 PY2024
- Portfolio Evaluations in codes 27 50 $30,000 PY2024
- Bencivenga Ward & Co codes 10 50 $10,305 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $348,653 PY2024
- Prin Liquid Assets Sep Acct-Z Sched. D P $501,031 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Financial Group codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $88,750 PY2023
- Principal Life Insurance Company codes 13 50 64 $88,750 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $389,065 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $389,065 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Financial Group codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $88,450 PY2022
- Capfinancial Partners codes 27 50 $22,500 PY2022
- Portfolio Evaluations codes 27 50 $15,000 PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $402,305 PY2022
- Principal Financial Group codes 11 PY2022
What changed
10 events
- Dec 31, 2025Consultant changedinferenceMercer no longer appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Merceraskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceCapfinancial Partners appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePortfolio Evaluations in appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMercer appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merceraskebsa.dol.gov
- Jan 1, 2024Funded status changedNFO Research, Inc. Pension Plan funded ratio 102.8% -> 98.2% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCapfinancial Partners no longer appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Capfinancial Partners, LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePortfolio Evaluations no longer appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedNFO Research, Inc. Pension Plan funded ratio 116.8% -> 102.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNFO Research, Inc. Pension Plan plan assets $19M -> $15M (-18.8%, 2022-01-01 to 2023-01-01)
- Dec 31, 2022Assets changedNFO Research, Inc. Pension Plan total assets $19M -> $15M (-18.8%, 2021-12-31 to 2022-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 813314059-003
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.