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

Mead Johnson & Company Retirement Plan

Corporate pensionParsippany, NJ
Assets
$126M
Total assets, Dec 31, 2024 reported
Funded
106.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
none on the tape
Plan sponsor: Mead Johnson & Company, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 99.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$56.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell Real Estate Equity Fundcollective trustRussell Trust CompanyReal estate$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202414 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$35.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 8-Year Ldi Fixed Income Fdcollective trustRussell Investments Trust CompanyFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$58.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell Real Estate Equity Fundcollective trustRussell Trust CompanyReal estate$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202314 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 8-Year Ldi Fixed Income Fdcollective trustRussell Investments Trust CompanyFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Instl Multi Asset Core Pluscollective trustRussell Trust CompanyFixed income$69.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell Real Estate Equity Fundcollective trustRussell Trust CompanyReal estate$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 202214 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$24.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$22.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$126M Dec 31, 2024 reported Form 5500
$139M (2023-12) · $138M (2022-12)
Plan assets
$139M Jan 1, 2024 reported Form 5500
$138M (2023-01) · $183M (2022-01)
Net assets
$126M Dec 31, 2024 reported Form 5500
$139M (2023-12) · $138M (2022-12)
Funded ratio
106.5% Jan 1, 2024 reported Form 5500
105.7% (2023-01) · 113.9% (2022-01)
Funding target
$141M Jan 1, 2024 reported Form 5500
$143M (2023-01) · $153M (2022-01)
Discount rate
5.16% Jan 1, 2024 reported Form 5500
5.30% (2023-01) · 5.48% (2022-01)
Participants
879 Jan 1, 2024 reported Form 5500
904 (2023-01) · 952 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $12.3M (2022-12)
Benefits paid
$10.9M Dec 31, 2024 reported Form 5500
$9.4M (2023-12) · $23.2M (2022-12)
Net investment income
$-12.8M Dec 31, 2024 reported Form 5500
$871,610 (2023-12) · $-44.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024879$139M$141M106.5%$126Mn/an/an/a
2023 to Dec 31, 2023904$138M$143M105.7%$139Mn/an/an/a
2022 to Dec 31, 2022952$183M$153M114.0%$138Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Russell Investments Trust Company codes 21 25 50 99 $401,824 PY2024
  • Buck Global, LLC codes 11 15 17 50 $78,705 PY2024
  • Real Estate Equity Fund Sched. D C $4.0M PY2024
  • 14 Year Ldi Fixed Income Fund Sched. D C $18.9M PY2024
  • Multi-Asset Core Fund Sched. D C $56.8M PY2024
  • 25 Plus Yr Strips Fixed Income Fund Sched. D C $35.4M PY2024
  • 8 Yr Ldi Fixed Income Fund Sched. D C $10.3M PY2024
  • Buck Global, LLC codes 11 PY2024
  • Russell Investments Trust Company codes 21 25 50 $405,773 PY2023
  • Buck Global, LLC codes 11 15 17 50 $114,451 PY2023
  • Multi-Asset Core Fund Sched. D C $58.8M PY2023
  • Real Estate Equity Fund Sched. D C $6.0M PY2023
  • 14 Year Ldi Fixed Income Fund Sched. D C $20.5M PY2023
  • 25 Plus Yr Strips Fixed Income Fund Sched. D C $42.8M PY2023
  • 8 Yr Ldi Fixed Income Fund Sched. D C $10.3M PY2023
  • Buck Global, LLC codes 11 PY2023
  • Russell Investments Trust Company codes 21 25 50 $501,863 PY2022
  • Buck Global, LLC codes 11 15 17 50 $122,493 PY2022
  • 14 Year Ldi Fixed Income Fund Sched. D C $24.2M PY2022
  • 25 Plus Yr Strips Fixed Income Fund Sched. D C $22.2M PY2022
  • Multi-Asset Core Fund Sched. D C $69.8M PY2022
  • Real Estate Equity Fund Sched. D C $8.2M PY2022
  • Buck Global, LLC codes 11 PY2022
What changed
3 events
  • Dec 31, 2023Holding started
    Mead Johnson & Company Retirement Plan first reports an interest in Russell 8-Year Ldi Fixed Income Fd: $10M at 2023-12-31
    with Russell 8-Year Ldi Fixed Income Fdaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Mead Johnson & Company Retirement Plan funded ratio 113.9% -> 105.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Mead Johnson & Company Retirement Plan plan assets $183M -> $138M (-24.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351140848-001
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.