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
Lumen Combined Pension Plan
Corporate pensionMonroe, LA
Assets
$4.3B
Total assets, Dec 31, 2024 reported
Funded
90.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Lumen Technologies, 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
5 firms
- Callan LLC General consultantthrough Dec 31, 2023 Form 5500
- Russell Investments US Pension consultantthrough Dec 31, 2022 Form 5500
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2022 Form 5500
- Albourne America LLC General 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
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Russell Trust Companyplan years 2024
- State Street Global 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
30 readings
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 | 37,553 | $4.7B | $5.3B | 90.4% | $4.3B | n/a | $4.3B | n/a |
| 2023 to Dec 31, 2023 | 38,534 | $4.7B | $5.5B | 89.9% | $4.8B | n/a | $4.6B | n/a |
| 2022 to Dec 31, 2022 | 61,218 | $6.3B | $5.7B | 103.5% | $4.8B | n/a | $4.8B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Towers Watson Delaware Inc codes 11 16 50 $4.0M PY2024
- Lumen Technologies Service Group codes 14 50 $2.7M PY2024
- Russell Investments Trust Company codes 28 51 $340,903 PY2024
- State Street Bank & Trust Co. codes 14 50 $241,598 PY2024
- Pricewaterhousecoopers LLP codes 10 50 $109,545 PY2024
- International Business Machines Cor codes 14 50 $65,904 PY2024
- Proskauer Rose LLP codes 29 50 $54,211 PY2024
- Pension Benefit Information, LLC codes 16 50 $46,440 PY2024
- Forms Associates, Inc. codes 50 72 $22,836 PY2024
- Jeffrey R. Wilson Law LLC codes 29 50 $16,425 PY2024
- Centurylink, Inc. Db Master Trust Sched. D M $4.3B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson codes 11 16 50 $4.0M PY2023
- Lumen Technologies Service Group codes 14 50 $2.4M PY2023
- Russell Investments US Instl. Hol codes 17 50 $450,000 PY2023
- State Street Bank & Trust Co. codes 14 50 $287,480 PY2023
- Pricewaterhousecoopers LLP codes 10 50 $109,545 PY2023
- Proskauer Rose LLP codes 29 50 $26,191 PY2023
- Forms Associates, Inc. codes 50 72 $22,787 PY2023
- Jeffrey R. Wilson Law LLC codes 29 50 $20,710 PY2023
- Pension Benefit Information, LLC codes 16 50 $20,206 PY2023
- Callan LLC codes 16 50 $20,000 PY2023
- Centurylink, Inc. Db Master Trust Sched. D M $4.6B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson codes 11 16 50 $4.4M PY2022
- Lumen Technologies Service Group codes 14 50 $2.6M PY2022
- Russell Investments US Instl. Hol codes 17 52 $450,000 PY2022
- Moody's Analytics codes 50 72 $126,250 PY2022
- Pricewaterhousecoopers LLP codes 10 50 $114,955 PY2022
- Bloomberg Finance L.P. codes 50 72 $46,764 PY2022
- Pension Benefit Information, LLC codes 16 50 $41,185 PY2022
- Albourne America LLC codes 16 50 $39,902 PY2022
- Forms Associates, Inc. codes 50 72 $34,213 PY2022
- Two Sigma Investor Solutions, LP codes 50 72 $30,976 PY2022
- Jeffrey R. Wilson Law LLC codes 29 50 $18,840 PY2022
- Arbor Research & Trading, LLC codes 50 72 $12,088 PY2022
- Proskauer Rose LLP codes 29 50 $10,729 PY2022
- State Street Global Advisors Trust codes 28 51 $8,492 PY2022
- Centurylink, Inc. Db Master Trust Sched. D M $4.8B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
- Dec 31, 2024Manager relationship startedRussell Investments Trust Company appears on Lumen Combined Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCallan LLC no longer appears on Lumen Combined Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Callan LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRussell Investments US Instl. Hol no longer appears on Lumen Combined Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Russell Investments USaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceState Street Global Advisors Trust no longer appears on Lumen Combined Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAlbourne America LLC no longer appears on Lumen Combined Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Albourne America LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCallan LLC appears on Lumen Combined Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Callan LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedLumen Combined Pension Plan funded ratio 103.5% -> 89.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLumen Combined Pension Plan plan assets $6.3B -> $4.7B (-25.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 720651161-001
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.