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
Advance Pension Plan
Corporate pensionNEW York, NY
Assets
$911M
Total assets, Dec 31, 2024 reported
Funded
105.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Advance Publications, 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
3 firms
- Nepc, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Trusteethrough Dec 31, 2023 Form 5500
- Mercer 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
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 | 13,699 | $962M | $1.0B | 105.6% | $911M | n/a | $911M | n/a |
| 2023 to Dec 31, 2023 | 14,263 | $976M | $1.1B | 102.1% | $962M | n/a | $962M | n/a |
| 2022 to Dec 31, 2022 | 14,941 | $1.5B | $1.1B | 124.1% | $976M | n/a | $976M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Jpmorgan Chase Bank, Na codes 21 62 $574,255 PY2024
- Mercer codes 11 17 50 $451,378 PY2024
- Nepc codes 27 52 $283,119 PY2024
- BDO USA, PC codes 10 $50,510 PY2024
- M.T. -Advance Pubs Inc & Subs/affil Sched. D M $911M PY2024
- Mercer codes 11 PY2024
- Mercer codes 11 17 50 $359,732 PY2023
- Jpmorgan Chase Bank, Na codes 21 62 $352,308 PY2023
- Nepc codes 27 52 $285,609 PY2023
- M.T. -Advance Pubs Inc & Subs/affil Sched. D M $962M PY2023
- Mercer codes 11 PY2023
- Mercer codes 11 17 50 $405,440 PY2022
- M.T. -Advance Pubs Inc & Subs/affil Sched. D M $976M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedAdvance Pension Plan funded ratio 102.1% -> 105.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceNepc appears on Advance Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Nepc, LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedAdvance Pension Plan funded ratio 124.1% -> 102.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAdvance Pension Plan plan assets $1.5B -> $976M (-32.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135576716-004
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.