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
Exelon Pension Plan
Corporate pensionChicago, IL
Assets
$967M
Total assets, Dec 31, 2024 reported
Funded
91.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Exelon Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 97.4%
Consultants and advisers
6 firms
- Evercore Inc General consultantthrough Dec 31, 2023 Form 5500
- Albourne America LLC General consultantthrough Dec 31, 2022 Form 5500
- Plante Moran General consultantthrough Dec 31, 2022 Form 5500
- Evestment Alliance, LLC General consultantthrough Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough 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)
- Blackrock Institutional Trust Co,naplan 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
$347 (2023-12) · $65,622 (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 | 5,319 | $1.0B | $1.1B | 91.7% | $967M | n/a | $942M | n/a |
| 2023 to Dec 31, 2023 | 5,554 | $1.0B | $1.1B | 91.8% | $1.0B | n/a | $1.0B | n/a |
| 2022 to Dec 31, 2022 | 8,442 | $1.9B | $1.5B | 108.0% | $1.0B | n/a | $1.0B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions, LLC codes 15 $530,121 PY2024
- Exelon Business Services Co codes 14 $496,452 PY2024
- Northern Trust Corporation codes 19 21 51 62 68 $183,279 PY2024
- Willis Towers Watson US LLC codes 11 $141,177 PY2024
- Blackrock Financial Management, Inc codes 49 $42,266 PY2024
- Caissa, LLC codes 49 $28,085 PY2024
- Albourne America LLC codes 16 70 $28,069 PY2024
- Blackrock Institutional Trust Co codes 28 51 52 68 $24,901 PY2024
- Mitchell & Titus, LLP codes 10 $23,390 PY2024
- Plante Moran codes 16 70 $11,587 PY2024
- Bloomberg Finance LP codes 49 $11,404 PY2024
- Evestment Alliance LLC codes 16 70 $5,186 PY2024
- EXC Pension Master Trust- Re Liqd Sched. D M $13.4M PY2024
- EXC Pension Master Trust- Tax Rclm Sched. D M $396,312 PY2024
- EXC Pension Master Trust- Equity Sched. D M $232M PY2024
- EXC Pension Master Trust- Ecrp Hdg Sched. D M $364M PY2024
- EXC Pension Master Trust- Rtn Gen F Sched. D M $32.8M PY2024
- EXC Pension Master Trust- PE Master Sched. D M $27.4M PY2024
- EXC Pension Master Trust- Re 2016 Sched. D M $54.6M PY2024
- EXC Pension Master Trust- Abs Rtn Sched. D M $41.7M PY2024
- EXC Pension Master Trust - Cash Sched. D M $1.2M PY2024
- EXC Pension Master Trust- Ceg Alt Sched. D M $2.4M PY2024
- EXC Pension Master Trust- Priv Cr Sched. D M $58.1M PY2024
- EXC Pension Master Trust - Priv Eq Sched. D M $101M PY2024
- EXC Pension Master Trust- Leg Re Sched. D M $12.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Alight Solutions, LLC codes 15 $555,227 PY2023
- Exelon Business Services Co codes 14 $514,965 PY2023
- Northern Trust Corporation codes 19 21 51 62 68 $263,056 PY2023
- Willis Towers Watson US LLC codes 11 $210,859 PY2023
- Albourne America LLC codes 16 70 $41,230 PY2023
- Evercore Inc codes 16 70 $30,568 PY2023
- Caissa, LLC codes 49 $23,757 PY2023
- Mitchell & Titus, LLP codes 10 $21,390 PY2023
- Plante Moran codes 16 70 $12,394 PY2023
- Bloomberg Finance LP codes 49 $11,566 PY2023
- Blackrock Financial Management, Inc codes 49 $9,053 PY2023
- Winston & Strawn LLP codes 29 $5,538 PY2023
- EXC Pension Master Trust- Leg Re Sched. D M $15.2M PY2023
- EXC Pension Master Trust- Re Liqd Sched. D M $13.0M PY2023
- EXC Pension Master Trust- Tax Rclm Sched. D M $539,847 PY2023
- EXC Pension Master Trust- Equity Sched. D M $225M PY2023
- EXC Pension Master Trust- Ecrp Hdg Sched. D M $432M PY2023
- EXC Pension Master Trust- Rtn Gen F Sched. D M $33.9M PY2023
- EXC Pension Master Trust- PE Master Sched. D M $28.8M PY2023
- EXC Pension Master Trust- Re 2016 Sched. D M $55.1M PY2023
- EXC Pension Master Trust- Abs Rtn Sched. D M $53.5M PY2023
- EXC Pension Master Trust - Cash Sched. D M $1.6M PY2023
- EXC Pension Master Trust- Ceg Alt Sched. D M $3.4M PY2023
- EXC Pension Master Trust- Priv Cr Sched. D M $63.1M PY2023
- EXC Pension Master Trust - Priv Eq Sched. D M $93.7M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions, LLC codes 15 $735,558 PY2022
- Exelon Business Services Co codes 14 $408,189 PY2022
- Willis Towers Watson US LLC codes 11 $186,688 PY2022
- Northern Trust Corporation codes 19 21 51 62 68 $73,988 PY2022
- Blackrock Institutional Trust Co codes 28 51 52 68 $65,622 PY2022
- Albourne America LLC codes 16 70 $21,329 PY2022
- Mitchell & Titus, LLP codes 10 $20,370 PY2022
- Plante Moran codes 16 70 $12,586 PY2022
- Bloomberg Finance LP codes 49 $7,273 PY2022
- Evestment Alliance LLC codes 16 70 $5,066 PY2022
- EXC Pension Master Trust- Re Liqd Sched. D M $19.1M PY2022
- EXC Pension Master Trust- Exc Ar PC Sched. D M $888,919 PY2022
- EXC Pension Master Trust- Exc PE Sched. D M $4.3M PY2022
- EXC Pension Master Trust- Exc Re Sched. D M $4.8M PY2022
- EXC Pension Master Trust- Ceng Sched. D M $21,096 PY2022
- EXC Pension Master Trust- Tax Rclm Sched. D M $516,656 PY2022
- EXC Pension Master Trust- Equity Sched. D M $251M PY2022
- EXC Pension Master Trust- Ecrp Hdg Sched. D M $402M PY2022
- EXC Pension Master Trust- Rtn Gen F Sched. D M $38.2M PY2022
- EXC Pension Master Trust- PE Master Sched. D M $32.4M PY2022
- EXC Pension Master Trust- Re 2016 Sched. D M $49.7M PY2022
- EXC Pension Master Trust- Abs Rtn Sched. D M $58.5M PY2022
- EXC Pension Master Trust - Cash Sched. D M $92,327 PY2022
- EXC Pension Master Trust- Ceg Alt Sched. D M $6.9M PY2022
- EXC Pension Master Trust- Priv Cr Sched. D M $65.9M PY2022
- EXC Pension Master Trust - Priv Eq Sched. D M $82.5M PY2022
- EXC Pension Master Trust- Leg Re Sched. D M $19.7M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
8 events
- Dec 31, 2024Consultant changedinferenceEvercore Inc no longer appears on Exelon Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Evercore Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceEvestment Alliance LLC appears on Exelon Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Evestment Alliance, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBlackrock Institutional Trust Co appears on Exelon Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceEvestment Alliance LLC no longer appears on Exelon Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Evestment Alliance, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBlackrock Institutional Trust Co no longer appears on Exelon Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceEvercore Inc appears on Exelon Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Evercore Incaskebsa.dol.gov
- Jan 1, 2023Funded status changedExelon Pension Plan funded ratio 108.0% -> 91.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedExelon Pension Plan plan assets $1.9B -> $1.0B (-44.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232990190-016
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.