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

The Prudential Merged Retirement Plan

Corporate pensionNewark, NJ
Assets
$12B
Total assets, Dec 31, 2024 reported
Funded
132.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
42
none on the tape
Plan sponsor: Prudential Insurance Company of Ame
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Corporate debt instruments (other) 26.1%
  • U.S. Government securities 9.9%
  • Other investments 0.2%
  • Partnership/joint venture interests 26.9%
  • Common/collective trusts 4.3%
  • Pooled separate accounts 17.3%
  • Registered investment companies 0.4%
  • Common stock 14.3%
Consultants and advisers
4 firms
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
From Schedule C (investment management, code 28)
Commitments
42 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$1.2B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Privest Plusseparate accountPrudential Insurance Company of AmePooled vehicles$278M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$240M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$186M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short Termseparate accountPrudential Insurance Company of AmeCash$54.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Senior Housing Partners VIseparate accountPrudential Insurance Company of AmePooled vehicles$43.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Senior Housing Partners Vseparate accountPrudential Insurance Company of AmePooled vehicles$39.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Index Fund Bcollective trustBlackrock Institutional Trust Company NaPooled vehicles$32.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acwi Ex-Us Superfundcollective trustBlackrock Institutional Trust Company NaPooled vehicles$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU Strategic Credit Fundcollective trustPrudential Trust Co.Private credit$260M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jennison Global Opportunity Fundcollective trustPrudential Trust Co.Pooled vehicles$141M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Ctf Opportunistic Fixed Incomecollective trustPrudential Trust CompanyHedge / diversifiers$63.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jennison U.S. Small Cap Equity Fundcollective trustPrudential Trust Co.Public equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024QMA US Mpscollective trustPrudential Trust Co.Pooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$1.2B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$303M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$223M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Privest Plusseparate accountPrudential Insurance Company of AmePooled vehicles$312M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Short Termseparate accountPrudential Insurance Company of AmeCash$63.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Senior Housing Partners Vseparate accountPrudential Insurance Company of AmePooled vehicles$52.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Senior Housing Partners VIseparate accountPrudential Insurance Company of AmePooled vehicles$47.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Index Fund Bcollective trustBlackrock Institutional Trust Company NaPooled vehicles$50.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acwi Ex-Us Superfundcollective trustBlackrock Institutional Trust Company NaPooled vehicles$37.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PRU Strategic Credit Fundcollective trustPrudential Trust Co.Private credit$268M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jennison Global Opportunity Fundcollective trustPrudential Trust Co.Pooled vehicles$169M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Ctf Opportunistic Fixed Incomecollective trustPrudential Trust CompanyHedge / diversifiers$149M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jennison U.S. Small Cap Equity Fundcollective trustPrudential Trust Co.Public equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023QMA US Mpscollective trustPrudential Trust Co.Pooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$1.1B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$411M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$294M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Privest Plusseparate accountPrudential Insurance Company of AmePooled vehicles$288M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Short Termseparate accountPrudential Insurance Company of AmeCash$85.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Senior Housing Partners Vseparate accountPrudential Insurance Company of AmePooled vehicles$68.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Senior Housing Partners VIseparate accountPrudential Insurance Company of AmePooled vehicles$51.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Index Fund Bcollective trustBlackrock Institutional Trust Company NaPooled vehicles$202M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Acwi Ex-Us Superfundcollective trustBlackrock Institutional Trust Company NaPooled vehicles$147M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU Strategic Credit Fundcollective trustPrudential Trust Co.Private credit$283M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jennison Global Opportunity Fundcollective trustPrudential Trust Co.Pooled vehicles$188M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Opportunistic Fixed Incomecollective trustPrudential Trust CompanyHedge / diversifiers$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jennison U.S. Small Cap Equity Fundcollective trustPrudential Trust Co.Public equity$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022QMA US Mpscollective trustPrudential Trust Co.Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$12B Dec 31, 2024 reported Form 5500
$12B (2023-12) · $12B (2022-12)
Plan assets
$12B Jan 1, 2024 reported Form 5500
$12B (2023-01) · $15B (2022-01)
Net assets
$8.9B Dec 31, 2024 reported Form 5500
$8.8B (2023-12) · $8.8B (2022-12)
Funded ratio
132.7% Jan 1, 2024 reported Form 5500
137.4% (2023-01) · 169.4% (2022-01)
Funding target
$8.8B Jan 1, 2024 reported Form 5500
$8.6B (2023-01) · $8.3B (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.35% (2022-01)
Participants
43,941 Jan 1, 2024 reported Form 5500
45,491 (2023-01) · 45,422 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$697M Dec 31, 2024 reported Form 5500
$654M (2023-12) · $705M (2022-12)
Net investment income
$41.6M Dec 31, 2024 reported Form 5500
$34.7M (2023-12) · $-1.5B (2022-12)
Investment management fees
$8.2M Dec 31, 2024 reported Form 5500
$9.0M (2023-12) · $7.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202443,941$12B$8.8B132.7%$12B$3.2Bn/an/a
2023 to Dec 31, 202345,491$12B$8.6B137.4%$12B$3.1Bn/an/a
2022 to Dec 31, 202245,422$15B$8.3B169.4%$12B$2.8Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Prudential Insurance Company codes 13 27 28 50 51 72 $9.0M PY2024
  • Alight Solutions LLC codes 15 99 $6.0M PY2024
  • Prudential Trust Company codes 28 50 51 72 $1.7M PY2024
  • Neuberger Berman codes 49 50 $1.4M PY2024
  • Wellington Management codes 49 50 $719,881 PY2024
  • Bellwether Consulting Inc codes 27 50 $258,100 PY2024
  • Sidley Austin, LLP codes 29 50 $94,066 PY2024
  • Anybill Financial Services codes 49 50 $34,733 PY2024
  • Mitchell & Titus codes 10 50 $30,000 PY2024
  • Enterprise Castle Hall Alternatives codes 49 50 $14,700 PY2024
  • Blackrock codes 49 50 $9,635 PY2024
  • Russell 1000 Index Fund B Sched. D C $32.5M PY2024
  • Privest Account Sched. D P $1.2B PY2024
  • Privest Plus Sched. D P $278M PY2024
  • Prisa II Account Sched. D P $240M PY2024
  • Prisa Account Sched. D P $186M PY2024
  • Temporary Investment Account (tia) Sched. D P $54.6M PY2024
  • Senior Housing Partners VI Sched. D P $43.5M PY2024
  • Senior Housing Partners V Sched. D P $39.1M PY2024
  • Acwi Ex-Us Superfund Sched. D C $15.0M PY2024
  • PRU Strategic Credit Fund Sched. D C $260M PY2024
  • Jennison Global Opportunity Fund Sched. D C $141M PY2024
  • Wellington Ctf Opp Fixed Income Sched. D C $63.0M PY2024
  • Jennison US Small Cap Equity Fund Sched. D C $2.7M PY2024
  • Pgim Qs US Mps Sched. D C $1.5M PY2024
  • AON Consuling, Inc. codes 11 PY2024
  • The Prudential Insurance Company codes 13 27 28 50 51 72 $9.5M PY2023
  • Alight Solutions LLC codes 15 99 $6.4M PY2023
  • Prudential Trust Company codes 28 50 51 72 $2.0M PY2023
  • Neuberger Berman codes 49 50 $996,225 PY2023
  • Wellington Management codes 49 50 $382,499 PY2023
  • Bellwether Consulting Inc codes 27 50 $262,884 PY2023
  • Willis Towers Watson US LLC codes 10 11 15 16 17 27 34 70 $115,343 PY2023
  • Sidley Austin, LLP codes 29 50 $42,469 PY2023
  • Blackrock codes 49 50 $30,035 PY2023
  • Enterprise Castle Hall Alternatives codes 49 50 $22,725 PY2023
  • Jennison US Small Cap Equity Sched. D C $7.0M PY2023
  • Prudential Private Placement Bond Sched. D P $1.2B PY2023
  • Prudential Property Investment II Sched. D P $303M PY2023
  • Prudential Property Investment Sched. D P $223M PY2023
  • Privest Plus Sched. D P $312M PY2023
  • Money Market Fund Sched. D P $63.4M PY2023
  • Senior Housing Partners V Sched. D P $52.6M PY2023
  • Senior Housing Partners VI Sched. D P $47.5M PY2023
  • Russell 1000 Index Fund B Sched. D C $50.7M PY2023
  • QMA US Mps Sched. D C $4.9M PY2023
  • Acwi Ex-Us Superfund Sched. D C $37.7M PY2023
  • PRU Strategic Credit Fund Sched. D C $268M PY2023
  • Jennison Global Opportunity Fund Sched. D C $169M PY2023
  • Wellington Ctf Opp Fixed Income Sched. D C $149M PY2023
  • AON Consuling, Inc. codes 11 PY2023
  • The Prudential Insurance Company codes 13 27 28 50 51 72 $9.0M PY2022
  • Alight Associates LLC codes 15 38 50 $7.0M PY2022
  • Prudential Trust Company codes 28 50 51 72 $3.3M PY2022
  • Neuberger Berman codes 49 50 $514,943 PY2022
  • Wellington Management codes 49 50 $430,374 PY2022
  • Bellwether Consulting Inc codes 27 50 $264,606 PY2022
  • Willis Towers Watson US LLC codes 10 11 15 16 17 27 34 70 $167,211 PY2022
  • Deloitte codes 49 50 $148,456 PY2022
  • Mitchell & Titus codes 10 50 $68,500 PY2022
  • Blackrock codes 49 50 $57,985 PY2022
  • Sidley Austin, LLP codes 29 50 $22,123 PY2022
  • Enterprise Castle Hall Alternatives codes 49 50 $18,750 PY2022
  • Optumrx codes 12 50 $15,575 PY2022
  • Jennison US Small Cap Equity Sched. D C $28.0M PY2022
  • QMA US Mps Sched. D C $4.3M PY2022
  • Prudential Private Placement Bond Sched. D P $1.1B PY2022
  • Prudential Property Investment II Sched. D P $411M PY2022
  • Prudential Property Investment Sched. D P $294M PY2022
  • Privest Plus Sched. D P $288M PY2022
  • Money Market Fund Sched. D P $85.4M PY2022
  • Senior Housing Partners V Sched. D P $68.1M PY2022
  • Senior Housing Partners VI Sched. D P $51.0M PY2022
  • Russell 1000 Index Fund B Sched. D C $202M PY2022
  • Acwi Ex-Us Superfund Sched. D C $147M PY2022
  • PRU Strategic Credit Fund Sched. D C $283M PY2022
  • Jennison Global Opportunity Fund Sched. D C $188M PY2022
  • Wellington Ctf Opp Fixed Income Sched. D C $33.8M PY2022
  • Willis Towers Watson US LLC codes 11 PY2022
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    Willis Towers Watson US LLC no longer appears on The Prudential Merged Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    The Prudential Merged Retirement Plan funded ratio 137.4% -> 132.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    The Prudential Merged Retirement Plan funded ratio 169.4% -> 137.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Prudential Merged Retirement Plan plan assets $14.7B -> $12.3B (-16.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221211670-003
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.