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
Freeport Minerals Corporation Retirement Plan
Corporate pensionPhoenix, AZ
Assets
$1.4B
Total assets, Nov 30, 2024 reported
Funded
80.0%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Freeport Minerals Corporation
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.0%
Consultants and advisers
2 firms
- Mercer Actuarythrough Nov 30, 2023 Form 5500
- J.P. Morgan Investment Management Discretionary trusteethrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Snell & Wilmer L.L.P.plan years 2024
- Metropolitan Life Insurance Companyplan years 2023
- Dodge & Coxplan years 2023
- Income Research & Mgmt. Inc.plan years 2023
- Nisa Investment Advisors, LLCplan years 2023
- Northern Trust Co.plan years 2023
- Meketa Investment Group Inc.plan years 2023
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 Nov 30, 2024 | 15,922 | $1.4B | $1.7B | 80.0% | $1.4B | n/a | $1.4B | n/a |
| 2022 to Nov 30, 2023 | 16,134 | $1.5B | $1.8B | 80.0% | $1.4B | n/a | $1.3B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 14 $2.2M PY2023
- Meketa Investment Group, Inc. codes 28 $858,844 PY2023
- Northern Trust Company codes 13 28 $762,526 PY2023
- Nisa Investment Advisors, L.L.C. codes 28 51 $656,914 PY2023
- Metlife Investment Management codes 13 14 28 $435,948 PY2023
- Dodge & Cox codes 28 $270,842 PY2023
- Income Research and Management Inc. codes 28 51 $255,614 PY2023
- Mercer (U.S.) Inc. codes 11 17 $238,379 PY2023
- Cliftonlarsonallen LLP codes 10 $70,842 PY2023
- J.p.morgan Investment Management in codes 24 27 28 $66,787 PY2023
- Snell & Wilmer LLP codes 28 29 $31,074 PY2023
- FMC Defined Benefit Master Trust Sched. D M $1.4B PY2023
- Mercer codes 11 PY2023
- Willis Towers Watson codes 14 $3.0M PY2022
- Meketa Investment Group, Inc. codes 28 $849,192 PY2022
- Metlife Investment Management codes 13 14 28 $719,430 PY2022
- Nisa Investment Advisors, L.L.C. codes 28 51 $685,945 PY2022
- Northern Trust Company codes 13 28 $474,280 PY2022
- Dodge & Cox codes 28 $276,838 PY2022
- Income Research and Management Inc. codes 28 51 $268,831 PY2022
- Mercer (U.S.) Inc. codes 11 17 $167,250 PY2022
- J.p.morgan Investment Management in codes 24 27 28 $106,693 PY2022
- Cliftonlarsonallen LLP codes 10 $50,864 PY2022
- Snell & Wilmer LLP codes 29 $11,922 PY2022
- FMC Defined Benefit Master Trust Sched. D M $1.3B PY2022
- Mercer codes 11 PY2022
What changed
1 events
- Dec 31, 2023Manager relationship startedSnell & Wilmer LLP appears on Freeport Minerals Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Snell & Wilmer L.L.P.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131808503-003
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.