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
Curtiss Wright Corporation Retirement Plan
Corporate pensionParsippany, NJ
Assets
$873M
Total assets, Dec 31, 2024 reported
Funded
127.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Curtiss Wright Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Corporate debt instruments (other) 63.9%
- U.S. Government securities 4.6%
- Other investments 0.0%
- Registered investment companies 16.2%
- Common stock 12.7%
Consultants and advisers
3 firms
- Aon Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon1 rows, latest Dec 31, 2022
- Northern Trust Collective Eafe Inde1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Bank of Americaplan years 2022
- Burgundy Asset Management Ltd.plan years 2022
- Loomis Saylesplan years 2022
- Artisan Partners Internationalplan years 2022
- Pacific Investmt Management Co LLCplan years 2022
- Mercerplan years 2022
- Northern Trust S&p 500 Indexplan years 2022
- Acadian Asset Managementplan years 2022
Commitments
2 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, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $30.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $1,999 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$362,482 (2023-12) · $1.5M (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 | 4,800 | $877M | $589M | 127.3% | $873M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,119 | $833M | $606M | 127.1% | $878M | $0 | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,649 | $1.0B | $582M | 133.6% | $833M | $0 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting Inc. codes 11 28 51 $765,771 PY2024
- Bank of America N.A codes 28 65 $728,856 PY2024
- Curtiss-Wright Corporation codes 14 50 $117,732 PY2024
- Digital Ink Corporation codes 49 99 $46,704 PY2024
- Bdg-Cpas codes 10 50 $29,375 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting Inc. codes 11 28 51 $777,934 PY2023
- Bank of America N.A codes 28 65 $342,567 PY2023
- The Bank of New York Mellon codes 18 19 25 50 $254,662 PY2023
- Curtiss-Wright Corporation codes 14 50 $112,020 PY2023
- Bdg-Cpas codes 10 50 $29,250 PY2023
- Digital Ink Corporation codes 49 99 $9,772 PY2023
- EB Temporary Investment Fund Sched. D C PY2023
- NT Short-Term Investment Sched. D C PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting Inc. codes 11 28 51 $678,162 PY2022
- Bank of America N.A codes 28 65 $421,607 PY2022
- Burgundy Asset Manager codes 28 51 $292,618 PY2022
- Loomis Sayles & Company, LP codes 28 51 $255,700 PY2022
- Artisan Partners codes 28 51 $233,579 PY2022
- Pacific Investment Management codes 28 51 $214,610 PY2022
- The Bank of New York Mellon codes 18 19 25 50 $194,169 PY2022
- Acadian codes 28 51 $119,654 PY2022
- Curtiss-Wright Corporation codes 14 50 $81,179 PY2022
- Mercer Investment Consulting Inc codes 28 50 70 $41,291 PY2022
- Bdg-Cpas codes 10 50 $38,500 PY2022
- Northern Trust S&p 500 Index codes 28 51 $37,573 PY2022
- Digital Ink Corporation codes 49 99 $7,623 PY2022
- EB Temporary Investment Fund Sched. D C $30.1M PY2022
- NT Short-Term Investment Sched. D C $1,999 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
9 events
- Dec 31, 2023Manager relationship endedinferenceAcadian no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceArtisan Partners no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Artisan Partners Internationalaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNorthern Trust S&p 500 Index no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Northern Trust S&p 500 Indexaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMercer Investment Consulting Inc no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLoomis Sayles & Company, LP no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBurgundy Asset Manager no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Burgundy Asset Management Ltd.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePacific Investment Management no longer appears on Curtiss Wright Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Pacific Investmt Management Co LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedCurtiss Wright Corporation Retirement Plan funded ratio 133.6% -> 127.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCurtiss Wright Corporation Retirement Plan plan assets $1.0B -> $833M (-19.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 130612970-002
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.