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
DR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan
Corporate pensionFrisco, TX
Assets
$62.7M
Total assets, Dec 31, 2024 reported
Funded
83.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Keurig Dr Pepper Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 91.2%
Consultants and advisers
6 firms
- AON Investments USA Inc Pension consultantthrough Dec 31, 2024 Form 5500
- Fidelity Institutional Ops. Company General consultantPension consultantthrough Dec 31, 2024 Form 5500
- Towers Watson Investment Services, General consultantPension consultantthrough Dec 31, 2024 Form 5500
- Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. 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
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan 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
31 readings
Investment management fees
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 | 2,214 | $60.3M | $74.0M | 83.2% | $62.7M | n/a | $57.2M | n/a |
| 2023 to Dec 31, 2023 | 1,868 | $51.1M | $70.2M | 80.1% | $60.4M | n/a | $55.0M | n/a |
| 2022 to Dec 31, 2022 | 2,171 | $63.2M | $61.8M | 95.0% | $51.4M | n/a | $43.0M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity Institutional Operations codes 16 17 21 $257,410 PY2024
- Income Research & Mgmt, Inc. codes 28 $121,095 PY2024
- Towers Watson Investment Service codes 16 17 $76,082 PY2024
- AON Investments USA Inc codes 17 $50,340 PY2024
- Northern Trust Company codes 21 $44,996 PY2024
- Armanino, LLP codes 10 $31,148 PY2024
- Nepc, LLC codes 17 $12,585 PY2024
- Dpsg Master Pension Trust Sched. D M $57.2M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Fidelity Institutional Operations codes 17 21 $220,788 PY2023
- Income Research & Mgmt, Inc. codes 28 $93,600 PY2023
- Towers Watson Investment Service codes 17 $55,662 PY2023
- Armanino, LLP codes 10 $28,863 PY2023
- Northern Trust Company codes 21 $23,449 PY2023
- Nepc, LLC codes 17 $20,952 PY2023
- Dpsg Master Pension Trust Sched. D M $55.0M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Fidelity Institutional Operations codes 17 21 $259,251 PY2022
- Income Research & Mgmt, Inc. codes 28 $76,261 PY2022
- Towers Watson Investment Service codes 17 $63,586 PY2022
- Northern Trust Company codes 21 $34,050 PY2022
- Armanino, LLP codes 10 $30,022 PY2022
- Nepc, LLC codes 17 $20,232 PY2022
- Dpsg Master Pension Trust Sched. D M $43.0M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceAON Investments USA Inc appears on DR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Jan 1, 2024Funded status changedDR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan funded ratio 80.1% -> 83.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedDR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan plan assets $51M -> $60M (+18.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedDR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan total assets $51M -> $60M (+17.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan funded ratio 95.0% -> 80.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDR Pepper Snapple Group, Inc. Hourly Employees' Pension Plan plan assets $63M -> $51M (-19.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980517725-003
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.