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
Society for Human Resource Management Pension Plan and Trust
Corporate pensionAlexandria, VA
Assets
$89.0M
Total assets, Dec 31, 2024 reported
Funded
108.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Society for Human Resource Management
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Corporate debt instruments (preferred) 3.6%
- Other investments 7.3%
- Registered investment companies 87.1%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2022 Form 5500
- Schwab Retirment Plan Services, Inc Actuarythrough Dec 31, 2022 Form 5500
- Schwab Retirement Plan Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
32 readings
Investment management fees
$140,867 (2023-12) · $134,159 (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 | 636 | $84.5M | $73.4M | 108.9% | $89.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 540 | $77.7M | $68.4M | 117.8% | $84.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 574 | $90.4M | $61.8M | 133.0% | $77.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 19 21 25 27 50 $153,955 PY2024
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $25,927 PY2024
- Charles Schwab & Co., Inc. codes 59 PY2024
- Schwab Retirement Plan Services Inc codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 19 21 25 27 50 $140,867 PY2023
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $24,149 PY2023
- Charles Schwab & Co., Inc. codes 59 PY2023
- Schwab Retirement Plan Services Inc codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 19 21 25 27 50 $134,159 PY2022
- Schwab Retirement Plan Services Inc codes 11 15 50 64 $22,172 PY2022
- Charles Schwab & Co., Inc. codes 59 PY2022
- Schwab Retirement Plan Services Inc codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedSociety for Human Resource Management Pension Plan and Trust funded ratio 117.8% -> 108.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSociety for Human Resource Management Pension Plan and Trust funded ratio 133.0% -> 117.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSociety for Human Resource Management Pension Plan and Trust plan assets $90M -> $78M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 340948453-001
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.