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
Pepsico Employees Retirement Plan a
Corporate pensionPurchase, NY
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
136.7%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Pepsico, Inc.
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
8 firms
- Health and Productivity Consulting, General consultantthrough Dec 31, 2022 Form 5500
- Towers Watson Investment Services, Pension consultantthrough Dec 31, 2022 Form 5500
- Cieba General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Cambridge Advisory Group Actuarythrough Dec 31, 2022 Form 5500
- JP Morgan Chase Bank Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
22 managers on Schedule C
From Schedule C (investment management, code 28)
- Nisa Investment Advisors, LLCplan years 2022
- Fidelity Institutional Asset Mgmt Tplan years 2022
- State Street Bank & Trust Companyplan years 2022
- Dodge & Coxplan years 2022
- J.P. Morgan Investment Managementplan years 2022
- William Blair & Companyplan years 2022
- Loomis Saylesplan years 2022
- Wellington Managementplan years 2022
- Marathon Londonplan years 2022
- Jennison Associatesplan years 2022
- Timessquare Capital Management, LLCplan years 2022
- Pgim Incplan years 2022
- Blackrock Institutional Advisorsplan years 2022
- Ariel Capitalplan years 2022
- Russell Investments Implementationplan years 2022
- Prudential Bank & Trust Companyplan years 2022
- Jamestown Premier Property Fundplan years 2022
- Vontobelplan years 2022
- Payden & Rygelplan years 2022
- Pugh Capitalplan years 2022
- Dimensional Fund Advisors, LPplan years 2022
- MFS Institutional Advisorsplan 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
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to Dec 31, 2022 | 7,390 | $822M | $602M | 136.7% | $0 | n/a | $0 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Insti Asset Mgmt codes 51 $611,766 PY2022
- Nisa codes 51 $167,103 PY2022
- Northern Trust Company codes 15 21 $160,687 PY2022
- State Street codes 51 68 $158,766 PY2022
- Mercer codes 11 $158,563 PY2022
- MFS Institutional Advisors codes 51 68 $157,744 PY2022
- Marathon Asset Management codes 51 68 $134,238 PY2022
- Dodge and Cox codes 51 68 $109,978 PY2022
- Altrinsic Global Advisors codes 51 68 $90,196 PY2022
- JP Morgan Investment Management codes 51 $90,180 PY2022
- Cambridge Advisory Group codes 11 $81,896 PY2022
- Pepsico, Inc. codes 14 $81,030 PY2022
- William Blair & Co codes 51 68 $76,423 PY2022
- Loomis Sayles codes 51 $76,312 PY2022
- Jennison Associates codes 51 68 $73,017 PY2022
- Wellington Management Co LLP codes 51 $66,519 PY2022
- Times Square Capital Management LLC codes 51 68 $63,348 PY2022
- JP Morgan Chase Bank codes 21 $57,420 PY2022
- Pgim, Inc. codes 51 $56,665 PY2022
- Blackrock Institutional Advisors codes 51 $49,774 PY2022
- Ariel Capital codes 51 68 $34,319 PY2022
- Russell Implementation Services codes 28 71 $23,977 PY2022
- Prudential Bank & Trust Company codes 28 $21,678 PY2022
- Dimensional Fund Advisors codes 51 68 $20,994 PY2022
- Jamestown Premier Property Fund codes 51 68 $20,075 PY2022
- Vontobel USA Inc codes 51 68 $19,721 PY2022
- Health and Productivity Consulting, codes 16 $16,908 PY2022
- Towers Watson Investment Services codes 17 $16,718 PY2022
- Kpmg, LLP codes 10 $15,528 PY2022
- Willis Towers Watson codes 11 $13,436 PY2022
- Payden & Rygel codes 51 $10,822 PY2022
- Pugh Capital Mgmt Inc codes 51 $8,957 PY2022
- Committee on Investment of Employee codes 16 $5,995 PY2022
- Metropolitan Life Insurance codes 23 $5,641 PY2022
- PR Pepsico, Inc. Retire Plans Trust Sched. D M PY2022
- Pepsico, Inc. Db Master Trust Sched. D M PY2022
- Mercer codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131584302-102
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.