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

RTX Consolidated Pension Plan

Corporate pensionFarmington, CT
Assets
$42B
Total assets, Dec 31, 2024 reported
Funded
103.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: RTX Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Insurance company general account 0.1%
  • Other investments 0.2%
  • Master trust investment accounts 99.8%
  • Pooled separate accounts 0.0%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account 00041separate accountMetropolitan Life Insurance CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account 00041separate accountMetropolitan Life Insurance CompanyPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
21 readings
Total assets
$42B Dec 31, 2024 reported Form 5500
$44B (2023-12)
Plan assets
$44B Jan 1, 2024 reported Form 5500
$27B (2023-01)
Net assets
$42B Dec 31, 2024 reported Form 5500
$44B (2023-12)
Funded ratio
103.4% Jan 1, 2024 reported Form 5500
107.5% (2023-01)
Funding target
$41B Jan 1, 2024 reported Form 5500
$25B (2023-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.18% (2023-01)
Participants
288,395 Jan 1, 2024 reported Form 5500
190,131 (2023-01)
Contributions
$20.5M Dec 31, 2024 reported Form 5500
$532,708 (2023-12)
Benefits paid
$3.2B Dec 31, 2024 reported Form 5500
$1.9B (2023-12)
Net investment income
$-2.1B Dec 31, 2024 reported Form 5500
$442M (2023-12)
Investment management fees
$35,916 Dec 31, 2024 reported Form 5500
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024288,395$44B$41B103.4%$42Bn/a$42Bn/a
2023 to Dec 31, 2023190,131$27B$25B107.5%$44Bn/a$44Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Conduent Hr Consulting, LLC codes 16 50 $12.7M PY2024
  • The Bank of New York Mellon codes 21 50 $4.8M PY2024
  • Willis Towers Watson codes 11 50 $3.0M PY2024
  • Alight Solutions LLC codes 16 50 $1.3M PY2024
  • Deloitte codes 10 16 50 $564,795 PY2024
  • Pricewaterhousecoopers LLP codes 10 50 $391,793 PY2024
  • Tigerpress codes 36 50 $278,173 PY2024
  • Grant Thornton codes 10 50 $75,233 PY2024
  • Land Graphics codes 36 49 50 $58,110 PY2024
  • Health Advocate codes 13 50 $41,679 PY2024
  • Aetna Life Insurance Company codes 23 50 $38,958 PY2024
  • Cindy G. Pitesa codes 28 50 51 $35,916 PY2024
  • Data Based Development codes 49 50 $33,737 PY2024
  • Metropolitan Life Insurance Company codes 23 50 $32,636 PY2024
  • Brighthouse Life Insurance Company codes 23 50 $19,920 PY2024
  • John Hancock Life Insurance Company codes 23 50 $18,286 PY2024
  • Partnercomm Inc. codes 49 50 $13,018 PY2024
  • Rosa Barone codes 49 50 $8,950 PY2024
  • Carson Rollins codes 16 50 $5,500 PY2024
  • Prudential codes 23 50 $4,996 PY2024
  • RTX Master Retirement Trust Sched. D M $42B PY2024
  • Separate Account 00041 Sched. D P $2.5M PY2024
  • Willis Towers Watson US LLC codes 11 PY2024
  • Conduent Hr Consulting, LLC codes 16 50 $6.3M PY2023
  • Willis Towers Watson codes 15 50 $1.7M PY2023
  • The Bank of New York Mellon codes 21 50 $686,278 PY2023
  • Pricewaterhousecoopers LLP codes 10 50 $374,000 PY2023
  • Land Graphics codes 36 49 50 $93,918 PY2023
  • Deloitte codes 10 16 50 $43,816 PY2023
  • Aetna Life Insurance Company codes 23 50 $39,664 PY2023
  • Metropolitan Life Insurance Company codes 23 50 $32,842 PY2023
  • Prudential codes 23 50 $32,394 PY2023
  • Brighthouse Life Insurance Company codes 23 50 $19,939 PY2023
  • John Hancock Life Insurance Company codes 23 50 $18,439 PY2023
  • Data Based Development codes 49 50 $17,305 PY2023
  • Cbiz codes 49 50 $13,900 PY2023
  • Partnercomm Inc. codes 49 50 $6,811 PY2023
  • RTX Master Retirement Trust Sched. D M $44B PY2023
  • Separate Account 00041 Sched. D P $2.5M PY2023
  • Willis Towers Watson US LLC codes 11 PY2023
What changed
6 events
  • Dec 31, 2024Manager relationship started
    Cindy G. Pitesa appears on RTX Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Cindy G. Pitesaaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Carson Rollins appears on RTX Consolidated Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Carson Rollinsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Alight Solutions LLC appears on RTX Consolidated Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Alight Solutions LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    RTX Consolidated Pension Plan total assets $43.8B -> $41.6B (-4.8%, 2023-12-31 to 2024-12-31)
  • Jan 1, 2024Funded status changed
    RTX Consolidated Pension Plan funded ratio 107.5% -> 103.4% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    RTX Consolidated Pension Plan plan assets $27.0B -> $43.8B (+62.2%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060570975-041
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.