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
ABB Inc. Cash Balance Pension Plan
Corporate pensionCary, NC
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
94.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: ABB Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
12 firms
- Wellington Trust Company Investment adviser (plan)through Dec 31, 2023 Form 5500
- Towers Watson Investment Services, Pension consultantthrough Dec 31, 2023 Form 5500
- ABB Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Insight North America LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Parametric Portfolio Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Neuberger Berman Investment adviser (plan)through Dec 31, 2022 Form 5500
- Invesco Emerging Mkts Equity Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- Dodge & Cox Investment adviser (plan)through Dec 31, 2022 Form 5500
- Muzinich & Co., Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2023 Form 5500
- Bank of New York Mellon Trusteethrough 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)
- Vanguard Investmentsplan years 2023
- Marathon Asset Management, LPplan 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
22 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 8,021 | $494M | $525M | 94.2% | $0 | n/a | $0 | n/a |
| 2022 to Dec 31, 2022 | 8,178 | $623M | $519M | 108.0% | $494M | n/a | $494M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 13 50 64 $1.2M PY2023
- Wellington Trust Company N.A. codes 27 50 51 52 $472,333 PY2023
- Willis Towers Watson US LLC codes 11 17 50 $436,384 PY2023
- Muzinich & Co., Inc. codes 27 28 50 51 $272,626 PY2023
- ABB Business Services codes 27 50 $224,595 PY2023
- Dodge & Cox codes 27 28 50 51 52 $207,606 PY2023
- The Bank of New York Mellon codes 21 50 $153,153 PY2023
- Neuberger Berman Inv. Advisors LLC codes 27 28 50 51 52 $96,073 PY2023
- Grant Thornton codes 10 50 $85,000 PY2023
- Towers Watson Investment Services codes 17 28 50 51 $64,328 PY2023
- Vanguard Investments codes 50 51 $56,890 PY2023
- Blackrock Inst. Trust Company Na codes 21 24 28 50 51 $22,746 PY2023
- Fidelity Management codes 13 50 64 $18,701 PY2023
- Faegre, Drinker & Biddle LLP codes 29 50 $15,943 PY2023
- Bloomberg codes 49 50 $14,994 PY2023
- ABB Inc. Master Trust Sched. D M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions LLC codes 13 50 64 $1.2M PY2022
- Willis Towers Watson US LLC codes 11 17 50 $386,530 PY2022
- Invesco Emerging Mkts Equity Fund codes 27 28 51 $360,382 PY2022
- Dodge & Cox codes 27 28 51 52 $238,746 PY2022
- Muzinich & Co., Inc. codes 27 28 51 $213,733 PY2022
- ABB Business Services codes 27 50 $212,966 PY2022
- Marathon codes 28 51 $152,674 PY2022
- Neuberger Berman Inv. Advisors LLC codes 27 28 51 52 $118,250 PY2022
- The Bank of New York Mellon codes 21 50 $111,991 PY2022
- Faegre, Drinker & Biddle LLP codes 29 50 $79,232 PY2022
- Insight North America LLC codes 27 28 51 $56,436 PY2022
- Grant Thornton codes 10 50 $49,324 PY2022
- Parametric Portfolio Associates LLC codes 27 28 51 $33,779 PY2022
- Fidelity Management codes 13 50 64 $22,377 PY2022
- Bloomberg codes 49 50 $16,379 PY2022
- ABB Inc. Master Trust Sched. D M $494M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
10 events
- Dec 31, 2023Consultant changedinferenceWellington Trust Company N.A. appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wellington Trust Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedTowers Watson Investment Services appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Towers Watson Investment Services,askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceInsight North America LLC no longer appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Insight North America LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMarathon no longer appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceInvesco Emerging Mkts Equity Fund no longer appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Invesco Emerging Mkts Equity Fundaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceParametric Portfolio Associates LLC no longer appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Parametric Portfolio Associatesaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBlackrock Inst. Trust Company Na appears on ABB Inc. Cash Balance Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Assets changedABB Inc. Cash Balance Pension Plan total assets $494M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedABB Inc. Cash Balance Pension Plan funded ratio 108.0% -> 94.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedABB Inc. Cash Balance Pension Plan plan assets $623M -> $494M (-20.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363100018-301
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.