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
Harbisonwalker International Pension Plan for Hourly Employees
Corporate pensionMoon Township, PA
Assets
$148M
Total assets, Dec 31, 2024 reported
Funded
106.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Harbisonwalker International, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- USI Consulting Group Pension consultantthrough 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)
- Highland Consultingplan 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
33 readings
Investment management fees
$44,000 (2023-12) · $46,250 (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 | 3,220 | $157M | $160M | 106.9% | $148M | n/a | $148M | n/a |
| 2023 to Dec 31, 2023 | 3,336 | $157M | $166M | 104.0% | $157M | n/a | $157M | n/a |
| 2022 to Dec 31, 2022 | 3,487 | $223M | $170M | 129.7% | $157M | n/a | $157M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 15 49 50 $739,968 PY2024
- Highland Consulting Associates, Inc codes 28 51 $43,750 PY2024
- Cozen O'Connor codes 29 50 $17,300 PY2024
- Harbisonwalker Int Ret Trust Sched. D M $148M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 15 49 50 $585,835 PY2023
- Highland Consulting Associates, Inc codes 28 51 $44,000 PY2023
- USI Consulting Group, Inc. codes 15 17 50 $31,260 PY2023
- Schneider Downs & Co. Inc codes 10 50 $28,575 PY2023
- Cozen O'Connor codes 29 50 $20,663 PY2023
- Harbisonwalker Int Ret Trust Sched. D M $157M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $246,025 PY2022
- USI Consulting Group, Inc. codes 15 17 50 $240,080 PY2022
- Cozen O'Connor codes 29 50 $66,703 PY2022
- Highland Consulting Associates, Inc codes 28 51 $46,250 PY2022
- Schneider Downs & Co. Inc codes 10 50 $6,750 PY2022
- Harbisonwalker Int Ret Trust Sched. D M $157M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceUSI Consulting Group, Inc. no longer appears on Harbisonwalker International Pension Plan for Hourly Employees's Schedule C as pension consultant (plan year 2024 vs 2023)with USI Consulting Groupaskebsa.dol.gov
- Jan 1, 2024Funded status changedHarbisonwalker International Pension Plan for Hourly Employees funded ratio 104.0% -> 106.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedHarbisonwalker International Pension Plan for Hourly Employees funded ratio 129.7% -> 104.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHarbisonwalker International Pension Plan for Hourly Employees plan assets $223M -> $157M (-29.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431680037-430
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.